PSE Digital Deep Dive: Epicor Kinetic, SugarCRM, Automation, and Beyond
Welcome to PSE Digital Deep Dive, your source for insights on business automation, ERP, CRM, and digital transformation. This podcast leverages AI-generated content from Thierry Cools’s LinkedIn posts, providing an innovative, data-driven approach to explore industry trends and practical solutions.
Hosted by Thierry Cools, founder of Platinum Services Europe (PSE), the podcast delves into tools like Epicor Kinetic, SugarCRM, and Workato, offering expert advice, real-world examples, and deep dives into the latest advancements. With episodes released twice a month, join us as we automate, integrate, and innovate—bringing the best of business technology directly to you.
Subscribe now to stay ahead in the world of digital transformation!
PSE Digital Deep Dive: Epicor Kinetic, SugarCRM, Automation, and Beyond
Podcast Episode 2: A Deep Dive into Automation and Integration
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!
