Custom vs iPaaS integrations: What’s the difference?
Custom Integrations vs iPaaS: How to Tell the Difference An iPaaS (Integration Platform as a Service) is designed to manage integrations through reusable connectors, centralized monitoring, and configurable workflows. In contrast, custom integrations are typically hard-coded, point-to-point connections that require ongoing developer maintenance. The challenge? Many solutions marketed as iPaaS are actually custom integrations in […]
Salesforce Integration Consulting And Solution Options
Salesforce integration consulting is about more than just finding a partner with experience in integrations. Most Salesforce integration consultants have a go-to approach for integration solutions. As a prospective buyer, it’s important to have a basic understanding of frequent solutions paths so you can compare the consultant’s recommendation against other integration options. Native Integration If […]
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
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 […]
Epicor®-Salesforce Integration: The Best Way to Integrate
Many manufacturers are looking to integrate their Salesforce CRM with their Epicor® ERP (including Kinetic, Prophet 21, and BisTrack). There are numerous integrations that claim to be able to fully integrate these two applications, but many fall short of allowing you to actually operate out of one system and create a single source of data. […]
Webinar: Increase Revenue and Improve Customer Service with Epicor® 9 and Salesforce integration
Learn how to increase your revenue and improve customer service with Epicor 9 and Salesforce integration. Register today.
When Manufacturers Should Use Epicor CRM or Best of Breed
Datix advises our clients to select the best CRM for their business. Whether that is to use Epicor CRM or another like Microsoft Dynamics or Salesforce CRM.
American Water Heater Company Serves Customers Better with Salesforce.com
American Water Heater Company serves customers everywhere with Salesforce.com. See how this CRM worked well for their company.
American Water Heater Company Serves Customers Better with Salesforce.com
American Water Heater Company serves customers everywhere with Salesforce.com. See how this CRM worked well for their company.
Define a Default Value for Your Lookup Field in Salesforce
Having trouble with Salesforce CRM’s lookup field? Datix has a step-by-step guide for defining a default value in your Salesforce lookup field!