SugarAI for Epicor Kinetic Users

In this 30-minute demo, we'll show you how SugarAI paired with Epicor Kinetic gives your sales team one place to manage pipeline, accounts, and customer activity with real-time ERP data right where they work.

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How Epicor Kinetic Manufacturers Use CRM to Grow Revenue

Most Epicor Kinetic companies run their operations in ERP but struggle to manage sales with the same level of visibility.

Sales teams often rely on spreadsheets, email, and disconnected systems. Customer information lives in Epicor. Sales activity lives somewhere else.

The result is predictable:

• Sales reps calling the office for order status
• Quotes rebuilt manually from ERP data
• Forecasts based on guesswork instead of pipeline

This webinar shows how manufacturers solve that problem by connecting CRM and ERP into a single sales system.

TCP has worked with dozens of Epicor customers to deploy SugarAI that gives sellers real-time visibility into orders, shipments, and invoices without leaving CRM.

What You’ll Learn

We will demonstrate how to:

1. Give sales teams full visibility into ERP data

Account history, invoices, orders, pricing, and inventory inside the CRM interface.

2. Eliminate spreadsheet quoting

Quotes generated using real-time Epicor product and pricing data.

3. Create a complete quote-to-order workflow

Sales opportunities start in CRM and convert to Epicor sales orders automatically.

4. Reduce manual data entry

Customer records, contacts, quotes, and orders synchronized between systems.

5. Give leadership accurate forecasts

Pipeline visibility based on real sales activity rather than spreadsheets.

When CRM and ERP work together, sales teams spend less time searching for information and more time selling.