In-person eventApril 23, 2026
AI Agents in ERP and CRM for efficient revenue growth
Join us for a great meal and a discussion about using AI agents with ERP and CRM.
Ron CantySVP, North America
Overview
See what the session covers
A Private Dinner for Manufacturing Leaders
If you run a manufacturing business, you already know that getting the most out of your ERP and CRM investment means more than just going live.
That's what this dinner is about.
Join a small group of senior manufacturing leaders at Bern's Steakhouse in Tampa for a relaxed evening of great food and real conversation. We'll talk about how AI agents are changing the way manufacturers use their ERP and CRM systems, from automating routine tasks to giving sales teams instant access to the information they need to close deals faster.
What to expect:
We will show off our AI agents and integrated ERP and CRM, but it is more than that. It's a conversation among peers who share similar challenges: growing revenue, improving sales team productivity, and getting more value from the systems you already run. You'll hear how other customers are connecting their CRM and ERP into a single workflow, and how AI is making that connection smarter every day.
Dinner and drinks are on us. Seats are limited to keep the conversation personal and productive.
Customers
What customers are saying
“People should not feel like it’s too good to be true, because it works.”
“My dreams have been answered. … Check out Fluent. 10/10 customer service & ease of use!”
“We started our implementation call at 4:30 yesterday. First sales orders processing by 4:50. Minimal mistakes out the box.”
“The Fluent team got connected very quickly and orders are flowing well. Some mistakes, but easy to resolve with some agent tweaks. Really impressive platform.”
Prefer a one-on-one?
See the same agents on your own documents
Book a session with an Epicor specialist. Send a batch of the documents your team keys in, and they run them with you against your own Epicor data.
- Your documents and your Epicor data
- One Epicor specialist, one on one
- A time that suits your team
Frequently Asked Questions
The discussion will center on ERP and CRM integration, manufacturing efficiency, and data-driven decision-making. Key themes include Epicor Kinetic capabilities, SugarCRM optimization, and leveraging automation for competitive advantage. The event emphasizes real-world applications and strategic insights rather than high-level theory.
The value lies in its focus on actionable insights and peer-level discussion rather than generic presentations. Manufacturing leaders can explore strategies for improving production, supply chain performance, and customer engagement. The event also connects attendees with TCP’s expertise in implementation and optimization.
The Tampa dinner highlights how Epicor Kinetic supports modern manufacturing operations through real-time data, process optimization, and scalability. Attendees will explore how ERP systems can improve supply chain visibility and production efficiency. The event also connects ERP capabilities with broader digital transformation initiatives.
Yes, SugarAI (aka SugarCRM) will be a core focus, particularly in relation to improving customer engagement and sales performance. Discussions will include CRM automation, pipeline visibility, and integration with ERP systems. Attendees will learn how aligning CRM with operational data can enhance revenue growth and customer retention.
This event is tailored for C-level executives, operations leaders, IT decision-makers, and sales leadership within manufacturing and distribution companies. It is especially valuable for organizations evaluating ERP modernization or CRM optimization. Professionals seeking to align technology with business strategy will benefit most from attending.
The event provides direct access to experts with deep experience in ERP and CRM implementations. Attendees can ask questions, explore use cases, and better understand the ROI of solutions like Epicor and SugarCRM. This helps accelerate informed decision-making and reduces risk in technology investments.
After the event, attendees can schedule follow-up consultations to explore ERP and CRM solutions in more depth. TCP offers strategic consulting, implementation support, and system optimization services tailored to manufacturing businesses. This ensures that conversations from the dinner can translate into measurable business outcomes.
The Tampa Dinner on April 23 is an executive networking event designed for manufacturing and distribution leaders exploring ERP and CRM innovation. It focuses on strategic discussions around digital transformation, operational efficiency, and business growth. Attendees will gain insights into how solutions like Epicor Kinetic and SugarCRM can drive measurable outcomes.
Executive dinners provide a more personalized and strategic environment compared to large conferences. Attendees can engage directly with industry experts and peers facing similar challenges in manufacturing and distribution. This format encourages meaningful conversations around ERP selection, CRM optimization, and business transformation.
Yes, digital transformation is a central theme of the event. The discussion will cover how manufacturers can modernize legacy systems, improve operational efficiency, and leverage real-time analytics. Attendees will gain practical insights into implementing technology solutions that support long-term growth.
