Podcast Episode 2: A Deep Dive into Automation and Integration

PSE Digital Deep Dive: Epicor Kinetic, SugarCRM, Automation, and Beyond

Welcome to Episode 2 of PSE Digital Deep Dive, where we expand on the topics featured in our recent LinkedIn posts. This episode showcases practical examples of how automation and integration can revolutionize business processes.

🎙️ What to Expect in This Episode

1️⃣ Bringme Virtual Reception Integration

Discover how Automation Studio, powered by Workato, connects Bringme Virtual Reception with Epicor Kinetic and SugarCRM to streamline workflows:

•Visitor Management: Automating visitor information validation against existing contact records.

•Delivery Tracking: Automatically updating delivery information in Epicor Kinetic.

•Employee Access: Real-time synchronization of presence data with Epicor.

•Maintenance Alerts: Auto-creating service requests in Epicor Kinetic for facility upkeep.

•Analytics and Reporting: Using Grow and SugarCRM to generate actionable reports on visitor trends, delivery metrics, and facility usage.

2️⃣ Epicor Kinetic Meets Odoo

Explore the integration of Odoo’s recruitment app with Epicor Kinetic. Using Automation Studio, this example highlights how hiring workflows can be streamlined, showcasing the power and flexibility of Epicor’s ecosystem and automation solutions.

3️⃣ Sales-i and SugarCRM

Learn how Sales-i enhances business intelligence for SugarCRM users, turning raw customer data into actionable insights:

•Identify customer spending patterns.

•Detect sales declines.

•Maximize cross-selling opportunities.

🎧 Key Takeaways

•Seamless Platform Integration: The examples demonstrate how Automation Studio facilitates smooth connections between Epicor Kinetic, SugarCRM, and other platforms, enabling cohesive workflows.

•Data-Driven Decision Making: Automating analytics provides actionable insights, improving operational efficiency and strategic planning.

•Low-Code/No-Code Approach: Highlighting the simplicity of deploying automation solutions, empowering businesses to innovate faster.

This episode builds on the foundation set by Episode 1, offering deeper insights and real-world examples that underscore the value of integration and automation.

🔗 Tune in now to discover how these solutions can inspire your digital transformation journey!

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