Accolent ERP has embedded AWS Quick (“Quick”), which is AWS’ Agentic AI offering. Quick is an AI solution that offers chat agents, workflows and dashboards and visualizations using LLMs (Large Language Models) running in AWS Bedrock and called from a customer workspace. The customer workspace can access various data sources, such as your Accolent ERP […]
Category: Contacts
Accolent ERP Direct API Integration with Shopify
Accolent ERP is linked through direct managed APIs to the Shopify ecommerce platform. Setting up a Shopify Online Store is very straightforward and can be done by most users without the need for technical resources. However, ADS Solutions technical personnel are available to assist with setting up a Shopify Online Store, if required. The Accolent […]
Using PipeDrive with Accolent ERP
Accolent ERP has its own built-in CRM capability which offers most of the basic CRM functionality that distributors need. In addition, Accolent ERP is integrated with PipeDrive (PD), a widely-used, third-party CRM system, through APIs. The integration links the following Accolent ERP fields: Contacts, Customers/Prospects and Salespersons with respectively Persons, Organizations and Owners in PD. […]
Accolent ERP Direct API Integration with PipeDrive
Accolent ERP is integrated with PipeDrive (PD), a widely-used CRM system, through APIs. The integration links the following Accolent ERP fields: Contacts, Customers/Prospects and Salespersons with respectively Persons, Organizations and Owners in PD. The integration is designed to accommodate a typical Salesperson CRM workflow which is laid out below but, different workflows can be accommodated […]
Creating Deals and Sales Pipelines
Accolent ERP supports the use of a systematic sales process to take new sales leads then track their progression through the stages of qualification, discovery, evaluation and proposal to closing and completing a sale. These steps are referred to as Sales Stages and are defined in the Sales Stage Value List. The Sales Stage Value […]
CRM – Recent Interactions
Accolent ERP provides a CRM summary of recent interactions with Customers, Prospects and Vendors. This summary of recent interactions is maintained for each Customer, Prospect or Vendor and is easily accessible from that Customer, Prospect or Vendor master. The recent interactions summary includes all Calendar Tasks, Call Notes, Meeting Notes and Emails sent from Accolent […]
Prospect Records
From a prospect record, you can see information for that prospect. Each prospect record is assigned a unique Prospect Code. For prospects with multiple locations (usually a primary bill-to location and multiple ship-to locations), enter a separate prospect record for each location. List Prospects To see a list, edit a record or add a new […]
Using CRM to Track Follow-up with Prospects
Accolent ERP allows interactions with Prospects to be tracked, calendared, with call notes recorded and follow-up tasks assigned to other users. At any time, Calendar tasks may be filtered by user by Customer or Prospect to see the chronological history of the interactions. While not required, Deals can be created and associated with the Prospect. […]
Sending CRM Blast Emails
Accolent ERP allows for defining a population of Customers and/or Prospects and their associated CRM Contacts to receive a CRM blast email. The CRM email template may be created and edited as desired in Accolent ERP using a full HTML editor. The CRM email can contain a file specified as an attachment, although this is […]
Import Template Instructions – Contacts
Accolent ERP data Import Template Instructions provide field-by-field information on the data needed to fill out the CSV templates. Always review these instructions before populating a CSV import template. Field Name Required Field? Field Data Instructions Sample Data CONTACT CODE Required 20 character maximum. No spaces. Use only standard ASCII characters (no *,/, etc.) C342 […]