“We will be able to open Zoho CRM, and thanks to SYNC, we’ll view what items we have in stock, what the sales are for that day.” 

– Shelby Jensen, Customer Success Manager

Ramco Innovations uses Zoho CRM Plus Package to supplement a previous CRM solution, and to help manage customer information and implement more targeted marketing. They use Epicor Prophet 21 for operations and finance.

After doing extensive research and a recommendation from a current Commercient customer, Jensen and Ramco chose Commercient SYNC, the #1 data integration for sales, to connect their Epicor P21 and Zoho CRM data.

With Commercient SYNC, the marketing and business development teams at Ramco Innovations can access Epicor P21 data in Zoho CRM. This includes customer information, accounting records, multiple ship to addresses, sales orders, invoicing, serial numbers, item master, inventory, quote header & details, etc.

“We will be able to open Zoho CRM, and thanks to SYNC, we’ll view what items we have in stock, what the sales are for that day,” explained Jensen.

She continued, “We can use the SYNC’d Epicor P21 data with other Zoho apps, such as Campaigns, and have been able to segment our audience using the information from P21, which has made targeted marketing a reality for us.”

Read the full customer success story.

About the company

Ramco Innovations is an industrial automation distribution leader, providing innovative solutions and excellent service and support.