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Hubspot – P21 Integration: A No-Nonsense Guide 

By |December 23, 2022 January 23rd, 2023No Comments

Providing outstanding customer experiences at every stage of the customer journey is no more just a distinction; it is now expected by the customer. 

The probability of customer satisfaction rises as each consumer touchpoint or interaction is optimized. However, without access to integrated data, businesses find it difficult to satisfy their customers.

Enterprise resource planning (ERP) and customer relationship management (CRM) system integration is essential for coordinating smooth client journeys. We already covered the subjects of CRM integration and ERP integration individually. 

ERPs are frequently used to assist enterprise-size firms in unifying their business processes and communications in order to lower costs and boost revenue since they place a strong emphasis on internal performance and the overall health of the company.

Related: Understanding HubSpot and Infor Integration

Why Go for a Hubspot – P21 Integration?

Since many people believe that ERP and CRM perform the same functions, they have traditionally been treated as independent solutions. But, efficient business process optimization can be achieved by combining your CRM and ERP.

Think about having your salesmen deliver orders straight to your fulfillment center. or the ability for marketers to tailor offerings based on what is available minute by minute. Consider the efficiency with which your finance department might monitor the revenue entering your pipeline in real time. 

By integrating these platforms, you facilitate cooperation across departments and enhance the experience of customers from beginning to end.

The “single source of truth,” which many organizations seek, can be achieved by integrating systems that contain important information vital to the expansion and success of your company.

Typical Integration Points for CRM and ERP:

Your business processes can be streamlined and automated with the aid of an ERP – CRM integration structure that syncs common data points. Typical integration points encompass:

Account and Contact

While the ERP provides customer and account information connected to billing, shipping, and payment, the CRM has lead and customer contact details associated with sales orders. By syncing these points, you can maintain consistency and accuracy in your contact and account information.

Management of Quotes and Orders

Sales quotes typically originate in the ERP system, but sales reps choose to work out of the CRM system because they require access to the quotes. Sales reps often enter sales orders into the CRM, but the ERP is responsible for managing the orders, producing invoices, fulfilling orders, and shipping products. Your CRM and ERP systems should be in sync to ensure that quotations and orders are correct and that sales personnel can access all information from the CRM.

Order History For Sales

Due to the value of sales order history, businesses employ artificial intelligence (AI) to forecast upcoming purchases. Since the ERP frequently holds records of booked invoices, the records must be linked with the CRM in order for salespeople to access the data.

Payments

The procedure of going from a sales quote to cash is finished with payment. Payment information is kept in the ERP. A salesperson can be informed of payments that are overdue and assist with recovery if your payment information is available to the CRM.

Inventory, Quotes, Products, and Prices

Inventory, pricing, and product quotations are frequently stored in an ERP. Sales professionals must have access to the data in order to check the availability of products and make customer proposals. Integrating product information with the CRM keeps your sales process running smoothly because you also must let customers know the status of their orders.

Hubspot – P21 Integration Features

Hubspot And Epicor P21 Can Sync Customer Data

Sync your company’s customers from Epicor P21 to HubSpot. Sync Organizations as a Customer from HubSpot to Epicor P21. The HubSpot and Epicor P21 integration can be customized.

Hubspot And Epicor P21 Should Sync Orders

Orders from Epicor P21 should be synced to HubSpot as a trade. Sync Deals as an Order from HubSpot to Epicor P21. The HubSpot and Epicor P21 integration can be customized.

Hubspot With Epicor P21 Item Sync

Price and item information are synced from Epicor P21 to HubSpot as an item. Sync items as an item from HubSpot to Epicor P21. The HubSpot and Epicor P21 integration can be customized.

Hubspot And Epicor P21 Invoice Sync

Sync Epicor P21 invoices as a deal in HubSpot. HubSpot and Epicor P21 may sync deals as an invoice. It is customizable how HubSpot and Epicor P21 integrate.

Choosing the right ERP Integration Tool

The market offers multiple means to integrate your ERP and CRM. One such tool is third-party middleware that helps sync data flow between your ERP and business applications. DCKAP Integrator, Boomi, and Mulesoft are examples of such a solution. 

For distributors seeking to drive revenue and boost profitability, we recommend selecting a tool built by experts in Prophet 21. 

DCKAP Integrator is an ERP Integration platform that serves over 100 distributors and helps connect their ERP to CRM, but also to their PIM, eCommerce, EDI, and more. It prides itself on offering limitless integrations across various systems. This powerful tool is also easy to use and adapts to your organization more than the other way around. 

Also Asked

What is a CRM? What is an ERP? 

The underlying technology for customer engagement is CRM. Its duty is to oversee corporate operations connected to the customer lifecycle and customer interactions. Salesforce has the greatest market share out of all the CRM programs. 

Sales, marketing, and supply chain management are three crucial business processes that an ERP system streamlines for a company (SCM). ERP is frequently used interchangeably with accounting software (accounting, invoicing, and financial reporting). Moreover, it can also offer other modules like:

  • Business intelligence (BI), 
  • Customer relationship management (CRM), 
  • Material needs planning (MRP), and 
  • Human resource management. 

The Difference Between a CRM And ERP

An ERP and a CRM are comparable in that both are data repositories that are essential to your company’s capability to organize, carry out, and supervise all business tasks. By optimizing key business procedures, an ERP and CRM both help your firm expand and become more profitable.

By automating tedious operations and exchanging data among sales, marketing, and customer support, CRMs streamline interactions with both current and new customers while focusing on the customer experience.

ERPs on the other hand, help smoothly manage various aspects of a business’ operations. These powerful software are designed to ensure the right allocation of and utilization of resources across a company’s verticals. 

Is ERP Data Automation Required? 

Well, only for businesses looking to make the most of their resources. In the case of ERP Integration, it offers a chance to eliminate otherwise tedious and repetitive tasks. 

For your team, this means more time for more profitable activities within the organization and better work satisfaction that comes with removing unproductive tasks. 

For the company, this means reduced human errors and subsequent corrections, better accuracy, timely access to data, and a clearer understanding of the company’s strengths and weaknesses. 

Get in touch to see how you can boost profitability for your distribution ecommerce. 

Aaron Pallares

Author Aaron Pallares

Aaron Pallares is a Solution Consultant and an Account Manager at DCKAP. As an expert on the DCKAP Integrator, he enjoys providing clients with demos and in-depth analysis of the digital architecture. He is always looking into previously held, existing, and new digital practices. He delights in better understanding the psychology of digital architecture, its interactions with businesses, and forward trends. He is a self-proclaimed, “forever student” of digital practices. When he is not working, he is either watching a movie or reading some books about human interactions and the tech world.

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