How Ramco Innovations Turned Epicor P21 Data into Targeted Marketing with Commercient’s Zoho CRM Integration

Ramco Innovations was using a CRM that needed additional support to keep up with the company's growing customer management and marketing needs. The team's primary goal was to manage customer information more effectively and build more targeted marketing campaigns, but the data required to do that, including inventory, sales history, and customer records, lived separately in their Epicor Prophet 21 ERP system rather than in the CRM where sales and marketing worked day to day.

Ramco adopted Zoho CRM Plus, along with Zoho Analytics, Campaigns, and Social, to give the business more room to customize its CRM around its own needs. After extensive research and a recommendation from a current Commercient customer, Ramco chose Commercient SYNC to connect Epicor P21 with Zoho CRM, bringing over customer information, accounting records, ship-to addresses, sales orders, invoicing, serial numbers, item master data, inventory, and quote details.

With Epicor P21 data now inside Zoho CRM, Ramco's marketing and business development teams can open the CRM and immediately see stock levels and that day's sales figures. The company has also been able to combine that synced data with other Zoho apps, such as Campaigns, to segment its audience and turn targeted marketing into a reality. Ramco plans to roll the integration out to its sales team next to support lead and pipeline management, and expects the connected data to help drive broader adoption of Zoho across the organization.