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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.
Imagine, a top member of your sales team is walking the floor of a client’s manufacturing facility. The purchasing lead for you customer asks your team a series of specific questions that usually need quick answers like; “Do you have part X948 in stock? If so, how many? When could it be shipped and delivered, …
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Why You Need Salesforce and Epicor Integration Salesforce and Epicor are two of the most talked about giants in their respective software corners, providing CRM and ERP solutions for businesses of all sizes and industries. As certified partners of both vendors, we have extensive experience with each system and often come across clients running both …
Salesforce and Epicor Integration: What’s Stopping You? Read More »
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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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 …
Best CRM: Salesforce vs Dynamics 2015 — Reporting Read More »
Salesforce Best Practices When we work with businesses inside of our CRM consulting practice, we get dozens of inquires around how to implement Salesforce best practices, and make the software itself work better. Organizations know that once the software is installed that it is an empty slate, and that the success of it’s implementation and adoption …
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2 Functions Out of the Box CRM Software Can’t Do We’ve spoke at length previously about how to best extract value from enterprise software. The core of this content is always to emphasize the importance of processes and system use over software functionality. Before you opt to expense those long-term subscription costs for out of the …
Import Salesforce Data Into Epicor Importing Salesforce data in to Epicor can prove to be extremely valuable for a number of reasons. Some of the most common questions our ERP and CRM consultants get relate to how businesses can effectively integrate the data in one system with the other. We deal primarily in Epicor ERP projects, so we’ve had …
Why Your Salespeople Hate CRM Sales managers and company executives, you have a problem on your hands. You have invested in a CRM system, but despite all of the begging, pleading, threats, and motivational activities, it hasn’t been the silver bullet you thought it would be. You read the Aberdeen Research reports* saying that companies …
Salesforce Allows Manufacturers to see ROI Salesforce is the world’s number one cloud computing company for a reason. Companies in the manufacturing industry experience an increase in top line revenue, when using Salesforce.com, by connecting their customers, employees, partners and products. With so many CRM options to consider, selecting the best system for you involves …
What is the Best CRM? Looking for a CRM? Two of the most popular choices are Salesforce.com and Microsoft Dynamics CRM. Datix Inc. is a partner and reseller of both systems. Both tools are different, and are right for different types of organizations. So are they great systems? Yes. So what was Gene Marks, in …
Integrate Microsoft Dynamics or Salesforce CRM with my ERP? Should your business integrate Microsoft Dynamics CRM or Salesforce with your ERP will allow you to quickly and affordably sync customer and business data between both systems. “CRM by itself is just a tool. Marrying it with ERP data makes it valuable.” David Peterson, Enterprise Collaboration Manager …
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