How CRM and ERP Integration Can Boost Your Business’ Growth
CRM and ERP Integration: How It Can Help You Too complicated, too expensive, unnecessary: these might be excuses you keep giving for not integrating your company’s CRM and ERP software systems. In truth, these excuses do not hold up when you truly begin to understand the results you can achieve when you connect your […]
How to Clean CRM Data Before a Software Integration
How to Clean CRM Data Before a Software Integration One of our favorite topics on the Datix blog continues to be the power of enterprise software integration. The power gained from a total view and insight into your shop floor and inventory right through to your customer and target markets is invaluable. However, one simply […]
Dynamics CRM Implementation, Mapping, Epicor Integration
Dynamics CRM Implementation, Mapping & Integration Case Study Case Study: Aerospace, Defense Contractor Implements Dynamics CRM Download the case study PDF What: Microsoft Dynamics CRM implementation, a re-mapping of the sales and quoting process, and a custom integration with Epicor ERP version 10 When: Project occurred in 2014-2015 Where: Midwest, United States Download the full Dynamics CRM implementation case study […]
Connecting Marketing Automation With ERP To Drive Revenue
Connecting Marketing Automation With ERP How would marketing benefit from a greater connection to your end customer data? You can probably think of a couple of different use cases in which this may be beneficial. By connecting marketing automation with ERP software your business can begin exploring how these kinds of scenario’s could impact your […]
Unlock Business Growth With ERP Software Integration
A Connected Enterprise Will Unlock Business Growth Most businesses share one common formality, data (and management of that data). Clients often come to us in search of a way to turn their business data into something more meaningful and easier to use. In the age of big data, we see the singular best of breed solutions failing to […]
Import Salesforce Data Into Epicor
Import Salesforce Data Into Epicor Importing Salesforce data in to Epicor can prove to be extremely valuable for a number of reasons. Some of the most common questions our ERP and CRM consultants get relate to how businesses can effectively integrate the data in one system with the other. We deal primarily in Epicor ERP projects, so we’ve had […]
Why Connect Epicor With CRM?
Why Connect Epicor With CRM? If you want data to help your business deliver more efficient processes and to improve how your business uses software you should strongly consider integrating your ERP with your CRM. Your business could save hundreds of hours a week, make processes more efficient, and create a single source of the truth. We […]
Maximizing Profitability with Integrated CRM and ERP
Bryan Sapot, founder and managing partner of Datix, gave a presentation to the CRM User’s group about the benefits of integrated CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) systems. Here are the highlights from the presentation. Sapot began by asking the very crucial question: Why use CRM?
Transforming Business by Integrating Front and Back Office Systems
Becoming a customer-centric company, by integrating your front and back office systems, will not happen overnight. Chambers Gasket & Manufacturing Co. is a prime example. They have gone through numerous changes to improve on their reputation for “quality, accuracy, and service.” Now, they meet the demands of their global customer base through a commitment to […]
Why Should I Integrate ERP and CRM?
Systems integration, in our world, is simply the merging of data between Epicor ERP and your CRM. If this seems fairly straightforward, that is because it is. Systems integration is meant to simplify your data and make your business operate with greater efficiency. What’s more, integrating your ERP and CRM is simple and straightforward. Here’s 5 reasons why ERP and CRM integration makes sense, and how you can get started.