A Unified Experience for Sellers

With our seamless integration, sales teams can access everything they need, from quoting and pricing to account history and order status, directly within SugarCRM. This enables sellers to work more efficiently and make better-informed decisions. The interface is intuitive and designed with sales productivity in mind, allowing representatives to focus on building customer relationships and closing deals, rather than searching for data. With connected systems, there’s no more toggling between ERP screens and spreadsheets. Everything is available in one place, where and when it’s needed.

Integrated Workflows from Quote to Order
Our solution bridges SugarCRM and Epicor to create an integrated sales process that eliminates silos and manual steps:

Sellers initiate opportunities in SugarCRM and follow them through the entire lifecycle.
Quotes can be built using real-time product, pricing, and availability data sourced directly from Epicor.
Once approved, quotes are seamlessly integrated into Epicor as sales orders, eliminating the need for re-keying.
Opportunity records in CRM automatically reflect updates from the ERP system, ensuring consistency and reducing follow-up errors.

This full-cycle integration promotes accountability across sales and operations while enabling faster order fulfillment and improved customer satisfaction.

Live Views into Epicor, Right from CRM
One of the standout features of the TCP integration is the ability to embed Epicor Kinetic data directly into SugarCRM dashboards through BAQ-driven dashlets. These live views are context-aware, meaning the data they display is filtered based on the specific account or opportunity being viewed in CRM.

Sales reps gain immediate access to key account insights such as:

Current and historical quotes
Invoice and payment status
Purchase and pricing history across product categories
Customer service cases and returns

These real-time insights eliminate the need for custom reports or internal requests. Everything a seller needs is at their fingertips, helping them tailor conversations, follow up more effectively, and plan better.

Smart Synchronization for Every Workflow
The integration is designed with flexibility in mind, supporting various levels of data synchronization depending on the business requirement:

Bi-directional sync: Maintains up-to-date records for customers, contacts, quotes, orders, invoices, and service cases across both systems.
One-way sync from Epicor: Provides sales teams with the most current ERP-managed price lists and parts lists, ensuring that quoting is always accurate and based on the latest data.

These capabilities ensure a consistent and reliable data environment, where sales activity and ERP processes reinforce each other instead of operating in isolation.

Designed for the Way Sales Teams Work
Our CRM experience is optimized to support how sales teams actually operate. It works across devices and integrates with productivity tools like Outlook, so sellers can:

Create quotes quickly and accurately, even on the go
Use dashboards tailored to their role to manage pipeline and priorities
Leverage AI-driven recommendations for next-best actions
Monitor deal progress, forecast performance, and analyze trends in real time

Whether your team is at the office, on the factory floor, or traveling to meet clients, they can stay connected to the full sales process without missing a beat.

Drive Measurable Impact
The benefits of integrating SugarCRM with Epicor Kinetic go beyond convenience; they drive measurable results. Our customers report:

Dramatically shorter sales cycles thanks to fewer manual handoffs
Higher win rates by enabling sellers to respond faster and more accurately
Better visibility into account activity and team performance through CRM analytics
Reduced administrative overhead by eliminating duplicate data entry and Excel-based tracking

When sales teams spend less time searching for data and more time engaging customers, everyone wins, from reps and managers to operations and finance.