Funzionalità > Integrazioni

Integrazioni

Integrazioni CPQ con ERP, CRM, PLM, CAD e PIM

Collega la configurazione commerciale di Mercura ai sistemi che la tua azienda utilizza già. Riutilizza dati di prodotto, clienti e prezzi; configura e valida in Mercura; poi trasferisci l'esito approvato a ERP, CRM o produzione.

Esplora le integrazioni Parla della mia architettura
CRM
  • Accounts
  • Contacts
  • Opportunities
  • Commercial terms
Accounts, Contacts, Opportunities, Commercial terms
ERP
  • Items
  • Customers
  • Base prices
  • Costs
  • Inventory (when relevant)
Items, Customers, Base prices, Costs, Inventory (when relevant)
PIM
  • Attributes
  • Descriptions
  • Images
  • Documents
  • Classifications
Attributes, Descriptions, Images, Documents, Classifications
PLM / CAD
  • Parameters
  • Variants
  • Technical data
  • Engineering rules
Parameters, Variants, Technical data, Engineering rules
Contesto in ingresso
Esito approvato in uscita
CRM
  • Quote
  • Configured lines
  • Configuration reference
Quote, Configured lines, Configuration reference
ERP
  • Quote or order
  • Lines
  • Parameters
  • Components / BOM
Quote or order, Lines, Parameters, Components / BOM
Engineering
  • Configured parameters
  • Technical process data
Configured parameters, Technical process data

ERP, CRM, PIM e piattaforme di ingegneria che i produttori utilizzano già

  • Microsoft Dynamics 365 Business Central
  • SAP S/4HANA
  • Salesforce
  • Oracle NetSuite
  • Odoo
  • IFS Cloud
  • Infor CloudSuite & M3
  • SOLIDWORKS
  • HubSpot
  • Shopify

Ogni sistema deve fare ciò per cui è progettato

Mercura non sostituisce lo stack esistente. Aggiunge il layer di configurazione commerciale necessario alle vendite, mentre ogni sistema mantiene la responsabilità su dati e processi che già gestisce.

  • CRM

    Cliente e opportunità

    • Account
    • Contatti
    • Opportunità

  • ERP

    Operazioni e ordini

    • Prodotti
    • Costi
    • Ordini

  • PIM

    Contenuto prodotto

    • Attributi
    • Descrizioni
    • Asset

  • PLM / CAD

    Ingegneria

    • Parametri
    • Geometria
    • Definizione tecnica

  • Mercura CPQ

    Configurazione commerciale

    • Vendita guidata
    • Regole prodotto
    • Pricing
    • Preventivi

Integrazioni ERP e CRM in evidenza

Parti dai sistemi che il team utilizza già, poi definisci mapping degli oggetti e passaggio dati con il implementatore.

Directory delle integrazioni

Browse connectors and solution pages by category. Each entry explains what Mercura adds and what stays in your existing stack.

55 integrations

Come si sviluppano tipicamente i progetti di integrazione

  1. 1

    Discover and scope

    Document which systems supply product, customer, and price data, and where configured outcomes must land after approval.

  2. 2

    Map objects and ownership

    Agree field mapping, direction of flow, and which system remains authoritative for each data type.

  3. 3

    Configure CPQ and connectors

    Build the configurator, rules, and pricing model in Mercura, then connect the agreed interfaces or exchange paths.

  4. 4

    Validate and launch

    Test end-to-end scenarios with sales and operations, then roll out to the channels defined for the project.

Modalità per connettere Mercura

  • REST APIs

    Use platform APIs where they are the agreed contract for reading master data or writing quotes, orders, and line structures.

  • File-based exchange

    Import or export structured files when batch updates or legacy interfaces are the practical choice for a data domain.

  • iPaaS and middleware

    Route events and transformations through your existing integration platform when IT standardizes on a hub.

  • Project-specific adapters

    When no standard connector exists, scope a focused adapter that implements only the objects required for CPQ.

Quando Mercura si adatta al tuo stack

Mercura is the right layer when

  • Products are configured, not picked from a fixed catalogue
  • Sales needs rules, calculations, and pricing in one guided flow
  • Quotes must reflect valid engineering and commercial constraints
  • Re-keying configured data into ERP or CRM is slowing deals

Your landscape often already includes

  • An ERP that should remain the operational system of record
  • A CRM that owns the opportunity and customer relationship
  • PIM or PLM sources for product structure and attributes
  • Dealer portals, ecommerce, or internal sales tools that need the same logic

If the gap is only document branding without configuration logic, quote templates alone may be enough. CPQ is for valid configurations, prices, and structured outcomes.

Domande sulle integrazioni

Does Mercura replace our ERP or CRM?
No. Mercura adds a CPQ layer for guided selling, configuration rules, calculations, and quote output. ERP and CRM continue to own master data, orders, pipeline, and operational processes according to your architecture.
Which system owns product and price master data?
That is decided per project. Mercura can consume items, attributes, and base prices from ERP or PIM while holding configuration-specific logic. The integration design documents which fields are read-only, calculated in CPQ, or written back after approval.
How long does an integration take?
Timeline depends on the number of systems, object scope, and how mature your product model already is. A focused ERP quote handoff can be smaller in scope than a multi-system landscape with PLM parameters and dealer channels.
Will this complicate ERP upgrades?
Connectors target agreed APIs or exchange formats. When the ERP changes interfaces, the mapping layer is updated without moving configuration logic back into spreadsheets or manual re-entry.
Can we integrate gradually?
Yes. Many projects start with one direction of flow, such as items and prices in and quotes out, then extend to orders, BOM lines, or engineering parameters once the first path is validated.
What if our stack is not listed?
Use the directory for similar patterns or contact us with your systems. Custom scope is defined around the objects you need for selling, not a generic connector catalogue.

Pianifica l'integrazione con il tuo stack

Share which systems should supply context and where configured outcomes must land. We help define scope before build work starts.

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