PSE Digital Deep Dive: Epicor Kinetic, SugarCRM, Automation, and Beyond

🎙️ Welcome to Episode 3 of PSE Digital Deep Dive!

As we step into 2025, we start with a special focus on two major initiatives:

🎄 The PSE Automation Advent Calendar – Throughout December, we introduced daily automation use cases that streamline business processes. This episode revisits some of the most impactful solutions we’ve built.

🌍 ESG & Automation – A game-changer for businesses in 2025. We showcase our latest automated ESG rating updates for suppliers in Epicor Kinetic and SugarCRM, ensuring seamless data consistency for sustainability reporting.

🚀 Key Innovations & Deep Dive Topics

 🔹 Epicor Prism – The future of AI-powered ERP automation and intelligent decision-making.

🔹 Seamless Platform Integration – Connecting Epicor Kinetic, SugarCRM, Odoo, Shopify, Rydoo, and Bringme Virtual Reception with Automation Studio powered by Workato.

🔹 Automated Workflows in Action –

• Supplier invoice automation with Rydoo & Epicor Kinetic.
• Smart document merging via Adobe Acrobat API.
• Automated employee onboarding from Odoo Recruitment to Epicor Kinetic.
• Shopify & Epicor Kinetic integration for better demand planning.
• Bringme Virtual Reception – a fully automated visitor & delivery tracking system.

💡 Why It Matters for 2025

 With low-code/no-code automation, businesses can innovate faster, optimize operations, and improve decision-making. This episode is packed with real-world automation success stories, helping you start the year with fresh insights.

🎧 Listen now !

🥂 Happy New Year! Here’s to a year of innovation and seamless automation!

#HappyNewYear #Automation #Podcast #EpicorKinetic #SugarCRM #Workato #ESG #DigitalTransformation #LowCode #NoCode

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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!

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In this episode of PSE Digital Deep Dive, we take a closer look at the recent LinkedIn posts by Thierry Cools, founder of Platinum Services Europe (PSE), and delve into his innovative approaches to business automation and process integration. Thierry shares highlights from his posts, providing deeper insights into key topics, including:

Seamless Integration Across Platforms: Explore how Thierry uses Automation Studio powered by Workato to connect systems like SugarCRM and Epicor Kinetic, automating workflows and capturing meeting outcomes from Teams or Zoom, categorised through AI and integrated into CRM.

Real-Time Analytics for Informed Decision-Making: Learn how Thierry utilizes Grow for Kinetic to create powerful, real-time dashboards, combining BAQ data with multiple sources. Discover his demonstration dashboards for Epicor Kinetic 2024.2, designed to provide actionable insights into financial, operational, and sales metrics.

Low-Code/No-Code Solutions: Thierry discusses the advantages of low-code/no-code tools, empowering businesses to build automation solutions with ease, streamlining processes, and enabling non-technical users to take charge of data integration.

Engagement and Networking: Thierry reflects on his participation in industry events, such as the SugarCRM Partner Day and Epicor Users Group (EUG), sharing the importance of staying connected and continuously learning about the latest trends and technologies.

Join us for a deep dive into the strategies and tools discussed in Thierry’s LinkedIn posts, and discover how PSE is driving innovation in automation and digital transformation.

New episodes released frequently.

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