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 your organization under a single source of truth so you can achieve your goals, consider a software integration. Integrations can connect ERP, CRM and other software so that everyone is operating out of the same system and is on the same page. Learn what it means to gain a single source of truth with an integration.
Easy to Use
Using an integration is easy. In fact, it’s easier than what you’re probably doing now, which is manually entering or batch importing data from one system to another. Disconnected teams often create long email chains or set up meetings between different departments to try to share information. Worst of all, some simply live in the dark and make decisions off very limited knowledge.
An integration allows data to seamlessly transfer from one piece of software to another, so everyone has access to the data they need. In an ERP-CRM integration for instance, one of your sales reps may be trying to close a deal with a prospective client who distrusts vendors because they have worked with too many companies that promised fast turnaround times and failed to deliver. To alleviate these fears, the sales rep can look through your CRM for existing clients in the same industry, pull up your data for meeting deadlines that was automatically transferred from your ERP, and present it to the prospective client to gain their trust.
With an integration, your team is still working out of the same software: they can just see the whole picture with it. Best of all, there’s no duplicate data entry or redundant “touch base” meetings required. If you want to make your work life easier, look to an integration like Unity: Integration by Datix. Our clients say that Unity saved their organizations, on average, almost 50 phone calls, 500 emails, and approximately 50 hours of work a month! As a fully managed application, Unity can bring simplicity back to your business. Find out more about Unity.
Collaborative
An integration means more collaboration between employees and bringing everyone together with shared language, shared resources, and shared goals. Frequently, employees want to connect with each other, but they struggle to understand the metrics that other teams use because they never see them in their software. An integration makes your data fields fully accessible, so you can clarify exactly what each means, what KPI metrics you are using to track goals, and how you will achieve them.
There are countless ways an integration fosters collaboration. For instance, R&D can look at your company’s strengths in production (like producing a particular type of product quickly and cheaply while maintaining quality) and see feedback from sales about what prospective customers wish they had, then they can make intelligent decisions about what products to design next. When production is aware of sales and marketing efforts that are likely to increase business, they can proactively stock up on necessary inventory for future orders. Collaboration also comes when working with a trusted integration partner. At Datix, we learn about our clients and their completive advantage using a business-first approach, so we can tailor our integration to maximize their outcomes. Learn more about experiencing Unity.
Fosters Informed Decision-Making
Leadership wants to be able to make important decisions confidently, but disconnected software makes that nearly impossible. Instead of settling for “gut” decisions, set plans based on data and statistical analysis. An integration allows you to fully maximize tools that your software already has like forecasting, quoting calculators, and customer geographic metrics to gain a 360-degree view of your organization. With a single source of truth, you gain a clear picture where you are succeeding and what areas are opportunities for growth. When you partner with Datix, we ensure that your team can always make informed decisions by supporting you every step of the way. From the planning, to the implementation, to our active management of Unity, our team will make sure you always have the tools you need to move your business forward.
Wrap Up
An integration like Unity creates a single source of truth for manufacturers who want a clear vision for their company’s future. If you don’t know how your company is doing, or don’t like the answer, don’t wait to slip further behind the competition. Discover how a Unity integration can unite your business.
Read more in The Ultimate ERP and CRM Integration E-Book
About Datix
With over two decades in the industry, Datix is the integration consultant of choice for manufacturers and distributors. We believe in “being the best with the best” and look for partners who match our commitment to solving real issues and doing what it takes. Our in-depth analysis of our clients and their business needs allows us to maximize their software investments to the fullest.
