eRep Integrations

Integrate eRep with Your Other Applications

With eRep’s open API, gone are the days of being stuck in software systems or spreadsheets that you cannot get data into or out of. Businesses rely on speed and efficiency to maximize productivity and improve the customer experience, and integrating eRep’s powerful CPQ bridges 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.

We Play Well With Others

Sales and Marketing 

Operations and Accounting

Salesforce

Salesforce is a customer relationship management solution that brings companies and customers together. It’s one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

Microsoft Dynamics

Microsoft Dynamics 365 is a cloud-based business applications platform that combines components of customer relationship management (CRM) and enterprise resource planning (ERP), along with productivity applications and artificial intelligence tools.

Oracle - JD Edwards

Oracle JD Edwards is a cloud-based Enterprise Resource Planning (ERP) and supply chain management solution that provides ERP applications and tools for finance, consumer goods, human resources, distribution and manufacturing sectors catering to small, midsize and large businesses.

SAP

SAP software products provide powerful instruments for helping companies to manage their financials, logistics, human resources, and other business areas. The backbone of SAP software offering is SAP ERP system which is the most advanced Enterprise Resource Planning (ERP) system from currently available ones

HubSpot

HubSpot provides tools for social media marketing, content management, web analytics, landing pages, customer support, and search engine optimization. HubSpot has integration features for salesforce.com, SugarCRM, NetSuite, Microsoft Dynamics CRM and others.

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.

Infor - Fourth Shift

Infor ERP Software. Through an aggressive acquisition strategy, Infor has emerged as one of the largest providers of enterprise software. They offer a full set of applications ranging from enterprise resource planning (ERP) to enterprise asset management (EAM) to product lifecycle management to workforce management.

Epicor

Epicor ERP is a comprehensive on-prem and cloud-based ERP solution that provides manufacturers with robust capabilities for job costing, supply chain, inventory control, pre-production materials planning and manufacturing execution (MES) to help make profitable decisions in the manufacturing environment.

How eRep Integrations Work

eRep uses a REST API to connect your digital ecosystem 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.  When planning an integration, make sure you define 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 should be planned.

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.

Configuration Rules

Already have configuration rules managed in your ERP? No problem. eRep can consume the data 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.

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Trusted by Top Brands

Since 1997, BCA Technologies has been working with manufacturers, their reps, and consulting engineers to produce the best software tools available. We work within our client’s budgets and time frames to provide a competitive edge to help them significantly increases sales.