Salesforce vs. Microsoft Dynamics 365 CRM

CRM software selection is a critical first step in implementing a solution that dramatically improves your business; however, many businesses choose CRM solutions that lead to unclear intentions, confusion, lost time, and ill-defined goals and system criteria. Both Microsoft Dynamics 365 and Salesforce are robust CRM solutions; however, each solution has its pros and cons. In evaluating Microsoft Dynamics 365 and Salesforce, we will examine three core matchups: reporting, mobility, and affordability. Keep reading to find out which solution reigns supreme.

How to Master a Dynamics CRM Integration Project

How to Master a Dynamics CRM Integration Project If you haven’t already achieved it, complete software integration should be topping your business’ list of New Year’s resolutions. Imagine the possibilities you can achieve when you connect your CRM with ERP and get them working together in harmony; shop-floor data for your sales team to take […]

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 […]

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.