Flow Control Group was looking to upgrade from a legacy integration solution to a modern one that could successfully ensure flow of data between Insight2Profit and their Epicor Prophet 21.

With the Integrator connecting a complex pricing strategy software called Insight2Profit with the automated data capture benefits, the Indelco team are now able to:

• Create better pricing and sales related reports
• Drive reporting on customer engagement with the number of quotations requests sent to the Indelco Team for their products
• Rely on the DCKAP Integrator for the setup of the complex Customer Library Price structures within their Prophet 21 ERP into the Insight2Profit app

In batch updates:

• Quotes Sync (Create & Updates) Insight2Profit -> P21
• Quote Approval Updates Insight2Profit -> P21
• Customer Accounts Insight2Profit -> P21

• Automated flow of customer quote requests helped Indelco smoothen back-end operations with various integrated customization features. These include alerting internal team members on low stock levels, displaying accurate customer-specific information such as their contract prices.
• The integration allows the Indelco Team to continue to use the P21 ERP effectively as their single source of truth to engage with their customers order requests.
• With the Integrator managing the accurate and frequent updates of all the customer requests managed within the ERP into the I2P application, customers are able to view the updates without delay onsite.

The CB Pacific Sales department had the opportunity to upgrade their CRM and Sales operations by acquiring a Salesforce platform in 2021. The DCKAP Team was chosen to integrate their brand new CRM as a working integration partner for the Flow Control Group umbrella of brands.

DCKAP Integrator has provided comprehensive integration solutions to automate their customer base data, the quotes and orders frequently placed by other distributors. In addition, with the CB Pacific Team being dedicated to manufacturing and supplying manufactured parts, the integration automates the sales opportunities related to their manufactured parts as well.

In batch updates:

• Customer Accounts P21 -> Salesforce
• Quotes 2 Opportunities P21 -> Salesforce
• Orders 2 Opportunities P21 -> Salesforce
• Invoices P21 -> Salesforce
• MRO Quotes P21 -> Salesforce
• MRO Orders P21 -> Salesforce
• MRO Invoices P21 -> Salesforce

Having the DCKAP Integrator automate all updates into the CRM helped the sales team at CB Pacific focus on their engagement with external sales partners. They were able to more effectively track commission fees and the average conversion rate of the opportunities tracked and followed within the CRM.

Similar to the CB Pacific brand under FCG, the TMMI division had a similar problem statement, having acquired a new CRM platform and needing it to be integrated for their ongoing sales operations to distributors.

DCKAP Integrator has provided comprehensive integration solutions to automate their customer base data, the quotes and orders frequently placed by other distributors.

In batch updates:

• Customer Accounts P21 -> Salesforce
• Quotes 2 Opportunities P21 -> Salesforce
• Orders 2 Opportunities P21 -> Salesforce
• Invoices P21 -> Salesforce

• Having the DCKAP Integrator automate all updates into the CRM helped the sales team at TMMI focus on their engagement with external sales partners to effectively track commission fees and the average conversion rate of the opportunities tracked and followed within the CRM.
• Additionally, the DCKAP Integrator is able to manage the broader catalog of Products offered to the TMMI clientele.