We could develop Overly Sophisticated Integrations…
I had to try…at least once…
We went live with SugarCRM using the TCP team for integration at the end of May. So far, I will say it has been a good solution for us (meaning our sales team is actually using it!). We had attempted using the built in Kinetic CRM a couple different times, but it just never met enough needs to get reliably used. The integration is pretty slick with bidirectional read/write to key objects (customer, part, quote, etc.) and the ability to build BAQ dashlets to pull data into Sugar. Full implementation took 4-5 months for us due to some company specific scheduling constraints on our side as well as some decently complex custom solutions the sales team needed built in Sugar. Happy to discuss further if you want.
We have Sugar coming in next week to start initial discussions so watching this thread.
@Norelco2 @Daniel_White @klincecum
How are things going with Sugar - did you implement - is it doing ok -still doing OK?
My folks are making some murmurings about new CRM tools and “AI”.
We did, they haven’t called me about it in months, so I assume it’s fine.
I’m not the product owner, just the “break glass” man.
We did roll back their integration with Epicor, the product owner was trying to recreate a bunch of shit that should live in Epicor. We will revisit at some point.
I think they are satisfied with it for the CRM stuff.
thanks for that - I suspect it’ll be sort of the same here in the end with some of the things they’ve been mentioning. Plus we have a huge customer/ship-to-contact issue to sort out as well.
We have started to use it, we haven’t integrated anything as yet, but I have noticed that in Automation Studio there are some prebuilt recipes. I just need to get my head around automation studio!
Try to pin down what all stakeholders want. The word integration means nothing without requirements. And don’t just ask salespersons. A CRM can work well with buyers and suppliers as well - sometimes called XRM. Everyone that interacts with a customer should be involved: accounting, engineering, customer service, and of course, salespersons. I know companies go big and then can’t afford seats for everyone which ultimately defeats the purpose of the CRM.
We are still using it and just confirmed with my Director of Sales that she and the team are still happy with it. We are using the integration with Epicor only where it makes sense. It is pulling accurate current data from Epicor into Sugar for the sales team. We also are writing back customer contact updates from Sugar to Epicor.
Agree with Kevin, I do not get called about it often, so it is working well from an admin standpoint.
Thanks for the feedback!
Mike, I also saw the CEO of Sugar CRM comment on Vaibhav’s position change with a note that made me think the two companies have something cooking together… That’s just my opinion based on a LinkedIn social media post, BUT… I’d be interested to hear if there’s a tighter integration in the works. We have also kicked around Epicor CRM, but it never got off the ground.
can you find/link that post? Or shoot it to me directly? Thx!
Gotta creep now and let V, know I was on his profile haha.
Mike, it’s Epicor’s corporate account who posted the post 2 weeks ago.
The post says “Today, we announced that Vaibhav Vohra will become Chief Executive Officer of Epicor, effective October 1, 2026…”.
In the comments, David T Roberts, who has a title on LinkedIn that says he’s the Chief Executive Officer at SugarAI (which I think is formerly SugarCRM), commented “Congratulations Vaibhav Vohra! There’s a huge opportunity at the intersection of ERP and CRM. Looking forward to working together”.
Again, didn’t validate David’s profile or whatever, but you can look up if that’s actually him and read into this comment as you wish.
There are quite a few ‘Ex’ Epicor employees in the UK that have moved to Sugar 
Another interesting tidbit… thanks for sharing.