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The HubSpot Epicor Eclipse Integration Guide

Girinath A
February 6, 2023 |
HubSpot Epicor Eclipse Integration

Distributors selling online can face multiple challenges like meeting customer expectations, labor shortages, supply chain instability, and fast-developing technological changes. With the help of seamless operations, companies can cater to customers’ needs. But because of data silos, and disparate systems, real-time visibility, and operations get hindered.

Organizations are migrating to Epicor ERP ( Enterprise Resouce Planning) with a previously installed CRM. Therefore with the integration of Epicor and HubSpot, the cloud-based system gets automated for various workflows. In simple steps, organizations can get Epicor Eclipse Integrator with DCKAP Integrator. DCKAP Integrator helps to increase the profitability and efficiency of the system.  

Integrating your CRM & ERP

If the company uses HubSpot and Epicor Eclipse, it can combine the all-in-one marketing strategy of HubSpot with the data-driven functionality of Epicor Eclipse. 

When your customer relationship management (CRM) and Enterprise Resource Planning (ERP) tools are regulated separately, it can lead to a loss of some crucial information needed for making vital business decisions. Not to mention the time invested in manual data entry and updates, a lack of coordination between teams and the steep cost of human errors. 

Integration helps companies can get a practical and cost-effective approach for operations to run smoothly. A seamless flow of data and access to a single source of truth enhances cooperation between the sales, customer services, and back and front-office teams.  

By integrating their ERP and CRM companies can gain the following benefits:

  1. Providing customers with a “CRM in the cloud” experience
  2. Streamlining business processes, customer services, and sales workflows
  3. Creating a data integration approach between Hubspot CRM and Epicor Eclipse 
  4. Preventing duplicate data and handling customized fields. 
  5. Consolidated the financial accounts 

With the help of a web-based application, Epicor Eclipse and HubSpot CRM grow as an ideal match. 

Some other popular integrations with HubSpot CRM and Epicor Eclipse include 

  1. Epicor Eclipse ERP and Asana 
  2. HubSpot CRM and Microsoft Sharepoint 
  3. Epicor Erp and ADP Workforce Now 
  4. HubSpot CRM and QuickBooks Online 

Integrating HubSpot CRM with Epicor Eclipse

During integration, the users and employees must be conscious of the concepts and tools to use CRM and ERP together.  Here’s how integrating  HubSpot  CRM with Epicor Eclipse can help your business:    

Personalized User Experience After Every Contact 

Personalizing is becoming a key demand from customers while they shop online. Especially in an omnichannel environment, businesses will be rewarded for making the shopping experience as closely relevant to each visitor as possible. With integrations, companies would be in a better position to personalize even down to currency, language, and user preferences pre and post-purchase. 

This information can be used for future marketing, using details such as: 

  1. The prime time of the day for the website 
  2. Frequently visited pages 
  3. Frequently downloaded content 
  4. Source of the visitors 

Nurturing Leads and Building New Relationships 

The valuable information provided by the integrator, aids to nurture the leads and build a strong strategy and relationship with the user. These aid in increasing sales and decreasing lost opportunities. Nurturing the leads helps in reducing the individual price of each lead and boosts the revenue and volume of the sales. 

Educating and Empowering Leads to Make Buying Decisions 

After successfully nurturing the leads, a business aims at various vital information and understands the ability of what and how to do a particular task. When the leads understand the product and service thoroughly, they become confident and a loyal customer. As the leads are nurtured they make more significant investments than non-nurtured leads. 

Increasing Effective Communication Automatically 

Pairing HubSpot CRM with Epicor Eclipse can help enhance how your business communicates with its customers. This is achieved by providing the right information to the right user at the right time. Automation aids the leads with relevant information without adding extra stress to your teams to deliver. 

Analyzing Results with Closed Loop Reporting 

For the formulated marketing strategies, it is vital to know what products and services needed to consider. During such times, closed-loop reporting can provide important insights. It helps in tracking the various developments from the beginning to the end. This helps in understanding the actions and approaches that a user needs to follow for success. Thus, combining both systems can help the business and clients provide valuable insights and effective sales and marketing efforts.

Outcomes of Hubspot Epicor Eclipse Integration

Companies and businesses can find numerous tools for day-to-day marketing needs, but only a great marketing tool stands out. It depends on three important factors: maximizing the marketer’s time, improving efficiency, and integrating the tech stack of the company. HubSpot with the Epicor Eclipse Integrator app helps live events, providing the best features.

Easy to Use and Manage

The client will be involved in learning just one platform with their accounts instead of a whole new system. Users love one single platform where they get access to email campaigns, digital marketing tools, and contact management. Epicor and HubSpot users get benefited from manufacturing, controlling, and financial data processes in the automated workflows. Companies might not see any on-premise learning curve, as users are learning from a familiar platform.

DCKAP provides you with developer guidance and a support team for monitoring the integration process. They also take care of the back-end operations, analysis, updating software features, reviewing firewall securities, and ensuring the growth of the business. 

Boosted Profitability 

With one single system, the efficiency of the employees increases a lot. The sales team can work from the recent customer data and statistics to closing any leads. The financial team will be updated with the budgets and invoice information. There will be complete transparency in the process and system. 

Variety of Services

Services offered by a CRM in the Enterprise Resouce Planning system are to increase revenue, generate more leads, and customer satisfaction with the service provider. It also helps in providing CRM implementation, marketing services, website development, sales enablement, app development, and customer success services.   

Workflow Automation 

With the help of automation, marketers can easily follow tasks and activities without any hassle. HubSpot automation workflow helps in automating sent emails, property fillings, and list buildings. It provides a better experience and easier operations and various prospects without any hassle. Automation helps in different manual workflows which might get tough at times to note. This helps in efficiency in the work culture through routing leads to sales, email nurturing campaigns, sending internal notifications, list building and segmentations, and assigning or re-assigning properties.  

Challenges While Integrating HubSpot CRM with Epicor Eclipse ERP 

Standard Data Format in Both Systems 

The data systems are owned by various departments, so an integration process is needed for saving manual labor. ERP accounts might have some unique customer ID as first name or last name. CRM system also has a unique ID for every customer which consists of the first, middle, and last name. Thereby, working on these facts might need some consideration as it might lead to double data entry consuming space and time. 

Agreeing on the integration approach 

For selecting an integration approach companies can hire a third-party integration specialist who helps in connecting and linking the systems. As organizations have their own set of software for data mapping and reconfiguring, it should be bidirectional. The files need to be imported from one system to another using the same validation rules. These are done manually which delays the process taking hours.   

Cleaning the data 

Backlog data which were entered years ago needs to be cleaned before integrating. This can be a challenge as these data might have been in both systems. So, for avoiding any confusion customers need to select a customer ID from the ERP and change the existing CRM ID, so the data gets cleaned.

Using Integration Platform as a Service

Software as a Service (SaaS) helps in connecting and sending information directly from one app to another. Without integration, it gets time-consuming to enter all the data manually from one application to another. 

SaaS integration has certain benefits involved which help businesses to adopt the automated integration platform. These kinds of platform help in iPaaS functions, ETL tools, apps for business events, and delivering real-time actions. API integration is an approach where the integrations are done through a code system. There is a certain set of codes that helps to indicate the ways to receive or send data from various applications. With the help of iPaaS platforms, it gets easier for API interactions without any technical API knowledge and guidance.

Streamline HubSpot and Epicor Eclipse Integration Using DCKAP Integrator

DCKAP Integrator offers hassle-free ERP integration and helps in integrating Epicor Eclipse with CRM, SCM, marketplaces, third-party software, eCommerce systems, and more. Some more features of DCKAP Integrator are: 

  • Provides a hybrid integrating platform 
  • Limitless integrations for Epicor Eclipse ERP via pre-built connectors 
  • Easy transfer of complex data and field connections. 
  • SSL certificate helps in encrypt transactions securing the data.

Apart from DCKAP Integrator, Jitterbit is also a well-known Enterprise Resource Planning integration company that looks after the needs of business solutions and marketing needs. 

Frequently Asked Questions 

Is DCKAP Integrator an iPaaS or SaaS? 

iPaaS is a cloud-based service that connects all the applications residing in the company cloud or on-premise. With the help of iPaaS, it gets easy for companies to use a single cloud platform for the deployment of the systems in various environments. SaaS is a platform to deliver subscription software services through the internet. Some examples that include SaaS are Dropbox, Salesforce, and Google Workspace. Therefore, DCKAP Integrator is an iPaaS solution. 

Why choose DCKAP Integrator over creating an integration system in-house? 

Companies are moving towards a compressed and single management system. Seamless data synchronization between eCommerce platforms, CRM, and ERP system, makes the workflow of the organizations easy. Certain factors help the companies in selecting DCKAP Integrator: 

  • Helps in accelerating customer data transfer throughout the information management system. 
  • Eliminates manual data entry and maintains the consistency of the product data.  
  • With simple ERP integration, DCKAP helps to save time and increase productivity.
  • Provide an excellent customer experience throughout your business. 
  • Simplifying the company’s tech stack for multiple e-commerce sites and distribution centers. 
  • Adds agility to the digital environment by synchronizing order management through drag-and-drop functionalities. 

Does DCKAP offer personalized solutions for Epicor Eclipse integration? 

Definitely a YES! At DCKAP, we understand the requirements of every business. DCKAP Integrator is designed to offer distributors limitless integrations customized to their preferences. Watch the introductory walkthrough to see DCKAP Integrator in action.

Girinath A

Girinath is a Senior Business Analyst with vast experience in Integrations of SaaS products across various platforms such as ERP, eCommerce, CRM, and other customer solutions. He also plays a role as a Solution Consultant showcasing the Product features to the prospects and providing solutions to the B2B customers based on their Business requirements. He acts as a liaison among the stakeholders and ensures the customers achieve the desired results. In his free time, he enjoys playing cricket, traveling to interesting places, taking part in adventure sports, and tour vlogging.

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