Heitek Automation Gets Value Out of Available Data & Reports Thanks to SYNC
Heitek Automation chose Commercient SYNC, the #1 data integration platform for business, to help connect their Epicor Prophet 21 and Zoho Enterprise CRM. SYNC provides a cost-effective solution and premiere customer support.
Heitek Automation knew that having key data integrated from Epicor P21 to Zoho Enterprise CRM was important. They had a similar integration with their previous CRM. “There’s a lot of value in that [P21] data that we had,” said Scott Heiling, President of Heitek. “And that’s why we took a look at Commercient to set up that integration.”
The sales team had access to Epicor Prophet 21 data within Zoho Enterprise CRM, including customer information, sales history, invoicing, open orders, serial numbers invoiced, inventory, multi ship to addresses, and much more. This gives Heitek Automation a 360-degree view of sales and customers
As far as the most important data being integrated, Heiling commented, “We’re bringing over the order data right now, so there’s value in open order reports, the accounts receivable side of things, and payables.”