ServicesSugar Implementation
Sugar Sell, Serve, and Market implementation for manufacturers and distributors
- Epicor Platinum Partner
- SugarAI Premier Partner
- 100s of Epicor and Sugar implementations across the Americas
A CRM for a manufacturer is not a CRM for a software company. Your accounts have plants, divisions, and buyers in three cities. Your quotes have to match how the ERP prices. TCP has implemented Sugar for companies like yours for over twenty years, and every implementation starts with the ERP connection in scope.
Who this is for
- Moving to Sugar for the first time.
- An earlier Sugar rollout that stalled or never got adopted.
- Adding Serve or Market to an existing Sell installation.
- Mature companies where most revenue comes from existing accounts. Account planning matters more than lead capture.
What the vendor gives you, and what TCP adds
| SugarAI gives you | TCP adds |
|---|---|
| The license and a standard setup | Account hierarchies for parents with many plants and divisions |
| Generic sales stages | Stages that match how a manufacturer actually sells, from RFQ to repeat order |
| A quote module | Quote structures that match your ERP pricing and convert to sales orders |
| A separate project for ERP integration, later | The ERP connection scoped from day one |
| End-user training | Admin and developer training so you are not dependent on anyone |
How TCP runs an implementation
Five steps. The ERP connection runs alongside steps 2 through 5, parallel rather than a phase two. Fixed price for defined scope, and the duration range is stated in the estimate.
Step 1
Discovery
Map how you sell, quote, and serve today. What does not work gets fixed before it is built in.
Step 2
Configure
Modules, roles, layouts, workflows, reports, mobile. Built to the map from step 1.
Step 3
Migrate data
From your old CRM, spreadsheets, or the ERP. Cleaned, mapped, tested twice.
Step 4
Train
End users, administrators, developers. Your admin leaves able to make changes without calling TCP.
Step 5
Go live
Cutover, then 30 days of close support while habits form.
Parallel track: the ERP connection is scoped in step 1 and built alongside steps 2 to 5, so sales sees ERP data at go-live.
Built for manufacturers and distributors
One playbook across CRM, ERP, and AI. The same patterns whether the account lives in the CRM, the order lives in the ERP, or an agent answers for both.
Customer relationships · CRM
What gets built in Sugar
- Account planning: parent and child accounts, plants, divisions, buying groups.
- Multi-site relationships: one customer, many ship-to locations and contacts.
- Quote conversion tracking: which quotes become orders, how fast, and why the rest did not.
- Territory and quota design built for how your reps cover the map.
- Service cases tied to the account and the order in the ERP.
- Campaigns that know which accounts already buy what.
Operations · ERP
What the connection brings across
- Invoices, open orders, and shipments on the account record.
- Credit holds visible before a quote goes out.
- Product and pricing from the ERP in the quote.
- Quotes that become sales orders without re-keying.
- Collections views: overdue invoices visible to the rep who owns the relationship.
Works with Epicor Kinetic or the ERP you run.
AI agents
What to automate, and when
- At go-live: an order-status or customer-service agent, using the data the implementation just cleaned up.
- Within a quarter: a communications agent that sends invoices and follow-ups automatically.
- Later: anything custom. Wait until the team has lived with the system.
Training
- End users. Role-based sessions. Reps learn the rep screens, service learns service.
- Administrators. Fields, layouts, workflows, reports, user management. The goal is self-sufficiency.
- Developers. For companies with in-house technical staff who want to extend Sugar themselves.
Delivered in English or Spanish.
Project management
- One TCP project lead from discovery to go-live.
- A weekly status call and a shared task list.
- Scope changes are written up, priced, and approved before work starts. No surprises at the end.
Proof
1 project
Sugar and Kinetic together
IMPELMEX
Sugar and Kinetic implemented together and connected through Fluent.
Read the case study
29
dealers, one set of data
Jayco
Australia's largest RV manufacturer, 1,000+ staff. Sugar brought head office and dealer data into one place: marketing, sales, and after-sales.
Read the case study
12
facilities, one instance
Creative Foam
Twelve facilities across the US and Mexico on one Sugar instance.
Read the case studyAlso: Marine Instruments, Kreato, Megaplast.
Frequently asked questions
Get a fixed-price implementation estimate
Tell TCP how many users, which modules, and what CRM you use today. You get a scope, a duration range, and a fixed price.