Set Up CRM KPIs for Software Success
Avoid CRM failure: make sure you are tracking the right key performance indicators (KPIs) for a successful Salesforce or Microsoft Dynamics 365 implementation.
CRM
Salesforce Prepares Businesses for the GDPR
What is the General Data Protection Regulation (GDPR), and how can you protect the data of EU citizens? Datix shares how Salesforce CRM assists in global compliance.
Microsoft Dynamics 365 Improves Marketing for SMBs
The forthcoming Microsoft Dynamics 365 for Marketing platform solves the biggest obstacles facing small to midsize manufacturers and distributors.
CRM Aligns Sales, Marketing and Service
Don’t leave customer service out of the CRM equation. Learn how to align marketing, sales and service to get the most from your customer relationship management platform.
Exciting Updates for Microsoft Dynamics 365
We explain why new marketing and sales applications make the spring 2018 update of Microsoft Dynamics 365 so exciting for your workplace.
3 Types of Businesses that Need CRM
We explain how customer relationship management (CRM) software drives business for manufacturers, professional services firms and B2B companies.
Cloud iPaaS Integration Myths That Just Aren’t True
You might be shying away from an iPaaS integration for these 4 reasons — here’s why you shouldn’t be scared of this groundbreaking solution after all.
What Makes Salesforce Number One in CRM?
Why does Salesforce consistently rank as the top CRM vendor? We provide two of those answers: Salesforce’s superior mobility and its innovative AI solution, Salesforce Einstein.
Datix Showcases Unity and Unity X at Epicor Insights
As an Epicor Platinum Partner and integrations specialist, Datix is one of only a few consultants exhibiting solutions at Epicor Insights 2018. We look forward to meeting Epicor users and displaying our Unity and Unity X integration applications!
Reimagine Your Customer Journey with an ERP-CRM Integration
Find out how customer journey mapping and an ERP-CRM integration powers customer-centric manufacturing.
Use CRM to Leverage Data for Effective Marketing
We’re able to generate more data than ever, but marketers struggle to transform this data into actionable insight while respecting customer privacy. Find out how customer relationship management (CRM) software, especially Microsoft Dynamics 365 and Salesforce, manages data to enhance marketing.
Why Your Sales Team Will Love a CRM Integration
There’s truly no end to the huge benefits that your business can reap from a CRM integration! See how a CRM integration will fire up your sales team, provide a comprehensive view of customers and transform your company.
3 Powerful Benefits of Syncing Epicor and Salesforce Data
There has been a recent surge of firms syncing Epicor data with Salesforce. These three common benefits of ERP and CRM integration can powerfully transform manufacturing and distribution enterprises.
Salesforce Einstein Debuts Customer Service Tools
AI technology isn’t slowing down, and neither is Salesforce CRM. Check out the new Einstein tools that Salesforce recently unveiled to improve customer service initiatives.
How CRM Optimizes Customer Experiences
How can businesses meet rising consumer expectations? We explain how a robust customer relationship management (CRM) software solution, such as Salesforce, offers innovative tools and captures comprehensive data to improve customer experiences.