eRep CPQ Integrations
Integrate eRep with Your Other Applications
With eRep’s open API, you can have it integrated with your existing applications to bridge the gap between your front office and back office technology platforms. eRep integrations can connect across your entire technology stack – reducing potential errors, improving accuracy, and eliminating most manual data entry.
The following list is not exclusive, but provides an example of some of the other applications integrated with eRep.
We Play Well With Others
Sales and Marketing
Salesforce
If your company uses Salesforce, eRep is a cost-effective powerful configurator and CPQ that can be used for both internal and external sales channels. Opportunities, line items, and quotes flow to and from Salesforce CRM that gives all your sales managers and departments — including marketing, sales, and service — a single, shared view of every customer.
Microsoft Dynamics
eRep is a powerful quoting configurator add-on to Microsoft Dynamics 365 suite of financials, supply chain, customer relationship management (CRM) and enterprise resource planning (ERP), along with productivity applications and artificial intelligence tools. Dealers and Sales reps can quote and place orders that are sent to D365.
HubSpot
HubSpot provides tools for social media marketing, content management, web analytics, landing pages, customer support, and search engine optimization. eRep sends leads, opportunities, and sales activities of sales reps to Hubspot for a 360-view of the customer.
SharpSpring
SharpSpring is a fully integrated cloud-based marketing tool that offers customer relationship management, marketing automation, mobile and social marketing, sales team automation, customer service and more, all within one solution. eRep sends leads, opportunities, and sales activities of sales reps to SharpSpring for a 360-view of the customer.
Operations and Accounting
Oracle - JD Edwards
Oracle JD Edwards is a Enterprise Resource Planning (ERP) and supply chain management solution but it doesn’t have an easy to use CPQ. Rite-Hite uses eRep is their CPQ that natively reads JDE product and complex configuration rules so sales reps have a easy-to-use web quoting tool while JDE remains the source of truth.
SAP
SAP software products provide powerful instruments for helping companies to manage their financials, logistics, human resources, and other business areas. Companies like Bosch use eRep as their cost effective CPQ that natively reads their SAP product configuration rules so sales reps have an easy-to-use web quoting tool while SAP remains the source of truth.
Infor - Fourth Shift
Infor ERP Software. Companies like Addison use eRep CPQ to perform complex engineer to order and made to order product selections and pricing. eRep reads manufacturing rules from the ERP and integrates them with engineering selection process for a fully validated product and pricing.
Epicor
Epicor ERP provides manufacturers with capabilities to help make profitable decisions in the manufacturing environment. eRep CPQ allows manufacturer’s dealers to configure, price, quote and sell, then send orders to Epicor for order processing.
Microsoft Dynamics GP (Great Plains)
Microsoft Dynamics GP enables small and medium-sized businesses to garner greater control over their financials, inventory, and operations. eRep CPQ integration with GP syncs customer, product and pricing data, order details, BOM reporting, inventory levels, and more.
How eRep Integrations Work
eRep uses a REST API (and other technologies) to connect to any application so you can unleash the full power of your data. Seamlessly integrate with best-of-breed applications and tools with one-way and two-way data pushes to deliver you data when and where you need it. Connect your eRep data with everything in your technology stack from CRM and marketing automation to ERP, sales tax and shipping services.
Connect Lead and Customer Data with Your CRM
eRep’s API can be used for integrating with the eRep Client CRMs directly or through third-party Zapier middleware. eRep is not designed to work with non-Client CRMs (such as outside Distributors and Manufacturer Reps CRMs) at this time.
The key to integrating with your CRM is to make sure you define where the source of truth is for data. Ideally, you want one database- your CRM, eRep, or ERP to be defined as the originator of a data object and the other applications to consume that data when a new record is added.
Connect Product and Pricing Data with Your ERP
eRep’s API can be used for integrating with the eRep Client ERP systems directly or through various third-party middleware. Our integration experts h plan the integration, defining which system will be the source of truth for each object. Where records are created first can define the source of truth, but there can be variations based upon the way your ERP system works and the workflow of your sales process. How your ERP deals with items, pricing, discounts, shipping, taxes, and configuration rules also affects how the integration will be planned to work best for your situation.
Leads
Sync data for your lead contact information, sources, life cycle stages, rep assignments and more.
Contacts
Eliminate data duplication errors by syncing contact data for your accounts, projects, opportunities, tickets and more. Get your data where and when you need it.
Accounts
Sync data about your customers and other related businesses. Maintain parent, child, and sibling relationships in eRep and across the rest of your technology stack.
Opportunities
Connect your opportunities, projects, and deals to your CRM or ERP to ensure your sales pipelines and funnel reports stay up to date with accurate product mixes and dollar values.
Quotes
Share data for your specific quotes across your technology stack. Capture quotes by product, rep, project opportunity and more. Sync them across all related records.
Customer Accounts
Record all related activities including quotes, orders, projects, customer service or warranty tickets along with shared information eliminating the need for duplicate data entry.
Sales Orders
Seemlessly convert quotes that push to your ERP as sales orders and sync all relevant data including pricing, discounts, item lists, bill of materials, or even a copy of the purchase order.
Products, Items, and Services
No more need for manual data entry. eRep can pass through all line items, configured products, accessories, warranty information and other services straight to your ERP saving you time and reducing errors.
Price Lists and Cost Data
Connect your price lists, discount rules, and cost data to ensure accurate pricing for reps using discount multipliers or cost-plus pricing. Protect and grow your margins by ensuring all pricing rules are enforced. Some manufacturers who used to use spreadsheets for pricing use eRep as their source of truth for pricing rules. Orders flow into your ERP with accurate pricing, maintained in eRep.
Configuration Rules
eRep can act as your configurator and send final pricing, Kits and BOMs as part of an order. If you already have configuration rules managed in your ERP, then eRep can consume the rules via API to help you maintain control over your configurations while enabling your sales rep users to quickly and easily configure your products. Plus, you’ll only have to manage the data in one place, thereby giving you a single source of truth for all configuration data.
Schedule a Consultation with an Integration Expert
Our team has connected with dozens of software platforms over the years using a variety of technologies. We’ve designed systems that power mission-critical operations for some of the world’s largest companies. You can count on our team to advise you on how to create stable, fast, and intuitive integrations to give you confidence and clarity with your important business data.