Stop the Cycle of Losing Customers

Without data transparency, you won’t be able to hold onto your customers. Slow quoting and inconsistent engagement will keep prospective customers away, while existing buyers will become fed up with inaccurate orders, broken promises on deadlines, and opaque communication. It’s hard to admit when things are going wrong, and it’s easy to blame external circumstances. […]

Achieve Accurate Reporting with an Integration

What is happening at your business? When you have disconnected software, data becomes siloed, and it is nearly impossible to answer that question. You may be able to identify problems like teams not being on the same page, inaccurate orders by production, or delays causing you to miss critical deadlines. However, none of these really […]

ERP Integration Best Practices

Integrating your ERP with software like a CRM can be daunting. You want to have a successful integration that creates a single source of truth for your organization, but how do you get there? In this blog, we will cover three major best practices involved in executing a seamless ERP integration. Prepare for Success If […]

Remove Integration Fears with Fully Managed System

When it comes to integrating software like an ERP and CRM, it can be tempting to think that you can manage the integration yourself. However, those that manage their own integrations tend to have deep-seated fears in the back of their mind: what if our system goes down? What if IT can’t handle the workload? […]

Epicor® BisTrack-Salesforce Integration: The Best Way to Integrate

Lumber and building materials manufacturers frequently depend on an industry-specific ERP like Epicor® BisTrack, but they still need to integrate with their CRM if they want to create a single source of truth for up-to-date data. For companies looking to connect BisTrack and Salesforce, it can be hard to know where to turn. There are […]

Infor CSI-Salesforce Integration: The Best Way to Integrate

Infor Salesforce Integration

Salesforce and Infor’s CloudSuite Industrial (CSI) ERP are both best-of-breed applications, but you will never be able to operate out of one system if they remain disconnected. You can gain a single source of truth through a Salesforce-CSI integration, but it can be unclear where to turn. There are many integrations that claim to be […]

CRM-ERP Integration: Strengthen Customer Relationships

Your customers want transparency from the manufacturers they work with, and they don’t want to be kept waiting. Nothing halts a potential deal faster than not being able to deliver a quote in a timely manner. Nothing turns off an existing customer more than receiving invoices or other communications that are indecipherable. To communicate and […]