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.”
- Challenge
- Heitek Automation needed to move to a new CRM that is a more powerful, cloud-based solution
- Data between their Epicor P21 and Zoho CRM remained siloed
- The sales team at Heitek need easy access to key data, such as open orders, receivables, payables, etc.
- Solutions
- Zoho CRM, a leading customer relationship management software
- Commercient SYNC, the #1 data integration platform for sales
- SYNC integrates specific sales data from Epicor P21 to Zoho CRM
- Results
- With Zoho CRM, user adoption increased, and they are no longer tied to an SQL server
- ERP data can be accessed directly in CRM, including customer information, sales history, invoicing, serial numbers invoiced, inventory, multi ship to addresses and more
- Heitek has a 360-degree view of sales and customers
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