3 minute read

Streamline Lead Management: Epicor P21

In today’s dynamic business environment, companies are always looking for ways to streamline processes and increase efficiency. One area that often presents challenges is lead management. With the rise of digital marketing, there are countless tools and platforms available to help companies acquire and nurture leads, but how does it all tie into a company’s ERP system? Does Epicor P21 integrate specifically with marketing automation tools to improve lead management? Let’s dig into the details and find out.

First, let’s define what we mean by marketing automation tools and Epicor P21. Marketing automation is software that automates repetitive marketing tasks such as email marketing, lead nurturing, and social media management. Epicor P21, on the other hand, is an enterprise resource planning (ERP) software designed for manufacturers and distributors. It helps companies manage their operations, including sales, inventory, financial, and production processes.

Can these two systems work together? The simple answer is yes. Epicor P21 integrates with a variety of marketing automation tools, making it a powerful combination for lead management. Integration enables seamless data transfer between both systems, eliminating manual data entry and reducing errors.

One of the key benefits of integrating Epicor P21 with marketing automation tools is the ability to track leads from the first point of contact all the way to the end of the sales cycle. Marketing automation tools enable companies to collect leads from a variety of sources, such as web forms, social media ads, and email campaigns. This data can then be synced to Epicor P21, giving sales and marketing teams a holistic view of the prospect and their interactions with the company.

Another advantage of integration is the ability to automate lead processing. Marketing automation tools enable companies to set up drip campaigns that send targeted and personalized emails to prospects based on their activities and interests. By integrating with Epicor P21, companies can track when leads become customers and automatically update customer data in the ERP system.

Moreover, integration can provide valuable insights and analysis. Thanks to the cooperation of both systems, companies can track the effectiveness of marketing campaigns and their impact on sales. This data can be used to make data-driven decisions and improve marketing strategies.

So the bottom line is, yes, Epicor P21 integrates with marketing automation tools to streamline lead management. This integration not only improves efficiency and accuracy, but also helps companies make informed decisions and increase sales.

Need to Sync Orders and Pricing Between your Epicor P21 ERP and your eCommerce Store?