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 …
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Leverage CRM For Manufacturing: 3 Tips As a manufacturing business, you may think that you don’t need CRM; whether you’re currently getting by on just an ERP system or (heaven forbid) mere Excel sheets. After all, CRM is for sales companies, and your focus needs to be on the quality of your product, right? However, …
5 Unmissable Tips for Stellar CRM Software Strategy As the new year approaches, your team might be looking to take 2016 as an opportunity to overhaul your customer relationship management strategy, or to implement a whole new CRM system altogether (hopefully just not on New Years Day). With the advent of the cloud and …
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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 …
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Think You Don’t Need CRM? Think Again. Time and time again confident sales people will passionately tell you that they, and their team, don’t need CRM software to track their clients, follow up and close their sales consistently. They might exclaim “I have a spreadsheet system that works!”or “I’ve never dropped a lead before!” …
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Common CRM Strategy Pitfalls There are no one-size fits all CRM software systems on the market today—and that’s a good thing. Modern enterprises operate in such varying and unique ways that it would be unreasonable to expect a silver bullet CRM that could be mapped onto any business and instantly improve their sales processes. As …
Why Salesforce CRM May — Or May Not — Fit Your Business Salesforce CRM is often revered as a choice solution for customer relationship management software; primarily due to its flexible configuration of reports, thorough enterprise content and easy integration of data among the enterprise and software systems. Satisfied adoptive users claim the software has transformed their …
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Why CRM and ERP Use Cases Are Critical For Implementation If there’s anything that you know already about enterprise software, you will know that ERP and CRM implementation projects are no easy task; from selecting a vendor to choosing your project management team to going through the lengthy timeline of business process modeling, change management and …
CRM and ERP Change Management Strategy Guaranteed to Succeed Humans love their routine; it’s just one of the basic facts of life. Once we have found a way we like to do things and we become comfortable with it, it’s near impossible to change those ways without some form of pushback and frustration. With that …
Determining the Best CRM for Your Business The question is inevitable: “What is the best CRM for my business?”. When considering options for your organization, the choices of CRM software can seem overwhelming, with every vendor promising the latest update and innovative new feature. How do you sort through all the marketing talk to really …
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Software Adoption Strategy — Everything You Should Know Businesses naturally invest in their vision, and innovators are now looking toward enterprise software to allow them to achieve it. However, even some of the most well-intentioned projects will ultimately fall flat because of a failure to include a comprehensive organizational change management plan and software adoption strategy in the project …
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3 Ways To Manufacture CRM & ERP Adoption CRM and ERP implementations can be difficult. These processes take a lot of time and careful planning. After it’s all said and done, fingers remain crossed as stakeholders hope that the organization itself will take to the new system. The challenge that most organizations face at this point in …
Enterprise software projects are known for sapping funds and taking way longer than expected to complete. When it’s all said and done, jobs hinge on the ERP implementation plan or CRM implementation strategy employed, the end-system is responsible for the company’s future revenue growth, and the businesses that fail in this process often face difficult futures. …
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 …
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5 Reasons Why Businesses Are Choosing Dynamics CRM 2015 As a certified Dynamics CRM 2015 partner, we recently took some time with our most recent Dynamics CRM clients to determine why they decided to implement Dynamics CRM 2015, and what they’ve been able to accomplish with it. Our conclusion? there are 5 primary reasons why …
