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
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 […]
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. […]
How an Integration Gives Manufacturers a Single Source of Truth
How is your business doing? If this question feels murky or hard to answer positively with confidence, then you are probably working from information silos, and inconsistent or incomplete data collection. Companies need to be run collaboratively, using consistent and accurate metrics in order to succeed in the long term. If you want to unite […]
How Software Updates Impact ERP-CRM Integrations
The right ERP-CRM integration can give you accurate data when you need it for order fulfillment and a 360-degree view of your customers. These features greatly streamline operations, but what happens when your ERP or CRM needs an update? Updating software can be a pain. Even though updates to your ERP or CRM are supposed […]
Spend Less Time Auditing Data with an ERP-CRM Integration
Any manufacturer should periodically audit their essential data to ensure that errors don’t slip through the cracks. However, the ideal software setup minimizes the number of errors possible so that you don’t need to check your employees’ work constantly. With Unity: Integration by Datix, you can reduce errors by operating out of a single system. […]