Metal Fabrication
Epicor ERP and SugarCRM creating efficiency and growth with the Metal Fabrication Industry
Company Wide Visualization
Epicor ERP gives every business unit, department, and plant, the same live operational picture—from raw-material availability to WIP status and financial results—so teams act on facts, not guesses.
SugarCRM extends that clarity to the customer edge. Sales reps, service techs, and managers see orders, quotes, cases, and field activities in one dashboard, letting them spot cross-sell opportunities and keep every promise without toggling between systems.
- Centralized Data Across Operations
- Shop Floor Visibility
- Visual Production Scheduling
- Inventory & Supply Chain Transparency
- Marketing segmentation based on purchasing history
- Financial Visibility, including sales pipeline
- Quality and Compliance Tracking
- Customizable Visual Reports & Analytics
Meet Customer Expectations
Epicor ERP synchronizes schedules, supplier commitments, and inventory so you can hit ever-tighter lead times without costly expediting.
SugarCRM keeps sales and service aligned with those factory realities. Automated alerts flag delivery risks, CPQ tools build accurate quotes in minutes, and AI suggestions surface the “next best offer” before your competition does.
- Monitor production in real-time
- Optimize schedules with APS tools
- Align sales with operations planning
- Automate alerts and order changes
- Adapt BOMs and routing fast
- Sync suppliers and inventory data
- Track orders with real-time updates
Operational Efficiency
Epicor ERP integrates core business processes, automates routine tasks, and serves up real-time KPIs—reducing waste and boosting throughput across the shop floor.
SugarCRM brings the same discipline to front-office work. Workflows auto-create follow-up tasks, approvals route themselves, and data rolls up to management dashboards, freeing reps to spend more time selling instead of typing.
- Automate repetitive manual business processes
- Integrate data across all departments
- Track performance with real-time dashboards
- Streamline production and inventory management
- Simplify procurement and supplier collaboration
- Accelerate quoting, orders, and fulfillment
- Enable mobile access for field teams
Quality Standards
Epicor ERP embeds ISO/AS/TS compliance, tracks defects, and ties corrective actions directly to production data, baking quality in—not bolting it on.
SugarCRM captures the customer voice in that loop. Service cases, RMAs, and field inspections feed straight into Epicor’s quality module, while proactive surveys highlight issues before they become costly recalls.
- Automate quality control and audits
- Enforce ISO/AS/TS standard compliance
- Track defects and corrective actions
- Standardize inspections across all operations
- Integrate quality with production processes
- Monitor suppliers with quality metrics
- Streamline documentation and compliance reporting