ERPs assist in unifying their enterprise processes and communications with the intention to decrease prices and increase income since they place a robust emphasis on inside efficiency and the general well being of the corporate. Connecting them to a advertising and marketing automation and CRM platform like HubSpot provides many advantages to companies seeking to streamline their processes.
In reality, outdoors of ERP – ecommerce integrations, we see most purchasers in search of to sync information between their ERP and CRM.
With HubSpot P21 integration, you’re granted an all-inclusive view of your CRM and ERP. This text will clarify extra about tips on how to join the 2 programs, key challenges, and the nice resolution for distributors and producers.
Strategies to Combine HubSpot and Epicor Prophet 21
Relying on enterprise necessities, enterprise dimension and the out there funds and sources, any of the next could also be chosen to combine HubSpot CRM and Epicor ERP:
1. Customized Integration
For corporations with entry to experience, growing a customized code to permit information movement between Epicor Prophet 21, HubSpot and different instruments. This methodology provide extra management over the combination and customization, if required.
This isn’t a great strategy if the enterprise doesn’t have sources to decide to the creation and continued upkeep of the code.
2. Integration Platform
Third-party integration platforms act as middleware between the 2 instruments, many even providing the choice to combine different enterprise instruments as properly. The instruments require an funding, however can relieve companies of the accountability of sustaining the combination rigorously.
As well as, with the choice to make use of low-code or no-code integration options, the necessity for in-depth technical or coding experience can be minimized. Examples of such instruments embrace DCKAP Integrator, Boomi and MuleSoft.
Additionally see: The High 30 Information Integration Platforms
3. Level-To-Level Integration
Utilizing strategies together with utilizing Enterprise Service Buses (ESBs) or API Integration, this methodology of integration connects the 2 purposes with none middleware, making a one-to-one relationship between them.
Whereas handy, this methodology does decentralize how the combination takes place. It’s additionally not ultimate for enterprise in search of a way that may scale and adapt quickly.
Use Circumstances for HubSpot P21 Integration
Your corporation processes could be streamlined and automatic with assistance from an ERP – CRM integration construction that syncs frequent information factors. Typical integration factors embody:
Accounts and Contacts
Whereas the ERP gives buyer and account data related to billing, delivery, and cost, the CRM has lead and buyer contact particulars related to gross sales orders. By syncing these factors, you possibly can keep consistency and accuracy in your contact and account data.
Administration of Quotes and Orders
Gross sales quotes usually originate within the ERP system, however gross sales reps select to work out of the CRM system as a result of they require entry to the quotes. Gross sales reps usually enter gross sales orders into the CRM, however the ERP is answerable for managing the orders, producing invoices, fulfilling orders, and delivery merchandise.
Your CRM and ERP programs ought to be in sync to make sure that quotations and orders are appropriate and that gross sales personnel can entry all data from the CRM.
Order Historical past For Gross sales
As a result of worth of gross sales order historical past, companies make use of synthetic intelligence (AI) to forecast upcoming purchases. Because the ERP often holds information of booked invoices, the information have to be linked with the CRM to ensure that salespeople to entry the information.
Funds
The process of going from a gross sales quote to money is completed with cost. Fee data is stored within the ERP. A salesman could be knowledgeable of funds which might be overdue and help with restoration in case your cost data is offered to the CRM.
Stock, Quotes, Merchandise, and Costs
Stock, pricing, and product quotations are often saved in an ERP. Gross sales professionals should have entry to the information with the intention to test the provision of merchandise and make buyer proposals. Integrating product data with the CRM retains your gross sales course of operating easily since you additionally should let prospects know the standing of their orders.
Advisable learn: CRM Information Integration & How It Works With Different Methods
Key Integration Challenges and How To Mitigate Them
| Integration Problem | What To Do About Them |
| Discrepancies precipitated on account of inconsistent information between the 2 programs. | Guarantee the information is synchronized between the 2 programs, with the assistance of information validation checks, information transformation instruments or middleware. |
| Aligning complicated enterprise processes between the 2 programs | Search low-hanging fruit the place there are overlaps between the ERP and CRM. Integration customization will also be explored. Create complete documentation of the processes and terminologies used with every software. |
| Worker buy-in and hesitance in the direction of new processes | Successfully talk the necessity and advantages that integration will deliver them and provide coaching for the brand new processes and/or instruments. |
| Prices and ROI | Conduct a radical cost-benefit evaluation, first for the necessity for integration after which on the instruments/strategies being thought-about factoring their prices, in addition to future plans relating to scaling. |
| Upkeep | The combination would want a level of updates and upkeep. Search an integration methodology that may sustain with these budgets with out burdening your funds. |
Additionally see: HubSpot CRM Integration: Final Information
Steps Concerned In Integrating HubSpot and Prophet 21 ERP
1. Perceive the Objective of the Integration
Earlier than you start with the combination course of, there ought to be an understanding of what the shopper desires to attain. This would possibly pertain to historic information on invoices for evaluation or earlier information on built-in stories. The factors defined prematurely will make sure the focus of efforts on key information factors and permit clean information movement. Map these predefined fields between HubSpot and Epicor P21 for good integration.
2. Select Integration Technique
Lastly, decide if you’re going to make use of native HubSpot App Market or go for third-party options for integration like DCKAP Integrator. This transfer will aid you present an correct funds to your shopper.
3. Implement Automated Workflows
Allow automated workflows via seamless connectivity between Epicor P21 and HubSpot. For instance, when a brand new buyer bill is created in Epicor P21, that data is immediately out there to your gross sales representatives and entrepreneurs in HubSpot.
4. Guarantee Compliance
Strong safety measures are utilized to delicate information and ensure compliance with regulatory our bodies if there are manipulations on the client’s data on this regard.
5. Clear Your Information
Take this opportunity by means of integration to audit and clear your information. Dispose of all data that may very well be incorrect, outdated, or irrelevant and start anew.
6. Present Coaching and Help
Keep in mind, actual customers are going to make use of this integration to their profit. Be ready to reply questions and prepare how your purchasers can successfully use the platform.
7. Monitor and Optimize
This doesn’t cease when the combination is delivered. Efficiency ought to be monitored repeatedly to make sure the whole lot is working in accordance with expectations and for any issues which will seem.
Selecting The Proper ERP Integration Instrument
DCKAP Integrator is an ERP-first Integration platform made for distributors. It has served over 100 distributors and helps join their ERP to CRM, PIM, eCommerce, EDI, and extra. It prides itself on providing limitless integrations throughout numerous programs.
Few issues you possibly can obtain with DCKAP Integrator:
- Join HubSpot to your ERP and streamline all what you are promoting processes
- Make HubSpot a single supply of fact on your Gross sales and Advertising groups by bringing ERP information into HubSpot
- Get rid of errors, disparate information sources and twin information entry
- Get your gross sales, advertising and marketing, and operations in sync together with customer support
- Allow your staff with real-time entry to the present data
- Enhance buyer satisfaction
- Simply entry your system from anyplace
- Cut back prices and gas profitability
- Offload integration setup, upgrades, and upkeep to the consultants at DCKAP
See how DCKAP Integrator works to helps increase profitability for distributors through integration or take a look at which one in every of our pricing plans finest matches your necessities.
FAQs
What’s a CRM? What’s an ERP?
The underlying know-how for buyer engagement is CRM. Its responsibility is to supervise company operations related to the client lifecycle and buyer interactions. Salesforce has the best market share out of all of the CRM packages.
Gross sales, advertising and marketing, and provide chain administration are three essential enterprise processes that an ERP system streamlines for an organization (SCM). ERP is often used interchangeably with accounting software program (accounting, invoicing, and monetary reporting). Furthermore, it could additionally provide different modules like:
- Enterprise intelligence (BI),
- Buyer relationship administration (CRM),
- Materials wants planning (MRP), and
- Human useful resource administration
What integration methodology ought to I exploit?
There are three fundamental approaches:
- Customized Integration (growing customized code for max management and customization)
- Integration Platform as a Service or iPaaS (utilizing third-party middleware like DCKAP Integrator, Boomi, or MuleSoft with low-code or no-code choices)
- Level-to-Level Integration (connecting purposes immediately through APIs or ESBs with out middleware).
iPaaS options are usually really useful for many companies as they stability performance with ease of upkeep.
What information ought to be synced between HubSpot and Prophet 21?
Frequent integration factors for HubSpot and P21:
- Accounts and Contacts: Syncing buyer data, billing, and delivery particulars
- Quotes and Orders Administration: Permitting gross sales reps to entry quotes and handle orders from the CRM
- Gross sales Order Historical past: Offering entry to booked invoices for forecasting
- Fee data: Monitoring overdue funds
- Stock, Merchandise, and Worth data: Enabling gross sales groups to test product availability and make buyer proposals
How do I deal with information discrepancies between the 2 programs?
To handle inconsistent information, guarantee synchronization between the 2 programs with the assistance of information validation checks, information transformation instruments or middleware. It’s additionally really useful to make use of the combination as a chance to audit and clear your information, eradicating data that may very well be incorrect, outdated, or irrelevant.
Is ERP information automation essential?
ERP automation is crucial for companies seeking to profit from their sources, because it eliminates tedious and repetitive duties. For groups, this implies extra time for worthwhile actions and higher work satisfaction. For corporations, it ends in diminished human errors, higher accuracy, well timed entry to information, and a clearer understanding of strengths and weaknesses.
What are the principle challenges and the way do I deal with them?
- Information discrepancies, which could be solved via information validation and middleware
- Aligning complicated enterprise processes. For this, begin with overlapping areas and create complete documentation
- Worker resistance, which could be mitigated by change administration and offering coaching
- Value issues thorough cost-benefit evaluation
- Ongoing upkeep necessities could be an extra activity for an in-house staff. Selecting an answer like DCKAP Integrator might assist offload that activity
