Microsoft Dynamics CRM

As a certified partner with Microsoft Dynamics CRM, Datix offers superior implementation and first-class services.

ERP and CRM Integration Best Practices

Best Practices To Consider When Integrating ERP and CRM Software Integrating your ERP and CRM enterprise software systems may not seem like an essential item on your business’ to-do list, but the fact of the matter is that in today’s ever more competitive world of business technology, software integration is now a non-negotiable. By weaving …

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Integration in the Cloud: The Future of Enterprise Software

IPaaS: Integration in the Cloud As the cloud and cloud-based services gather more and more traction within the enterprise technology world, it’s hard to think of a software solution or platform not making the move to the web. The transformation in software hosting towards the cloud is hardly a surprise—web-based instances provide every business with a scalability, reliability …

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5 IPaaS Integration Myths: Busted

5 IPaaS Integration Myths: Busted To receive an integration demo and pricing… Contact Us Today IPaaS (Integration Platform as a Service) is just the latest up-and-coming technology trend that the mainstream enterprise hasn’t caught on to yet. The idea is simple; taking the integration platforms that have existed for a long time within the enterprise world i.e. …

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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 …

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The Many Benefits of CRM Integration

The Many Benefits of CRM Integration With the rising popularity of best of breed software suites, a widening field of vendor options and functionality along with the advent of of the Internet of Things connecting them all, it’s not unusual for a modern company to running a veritable laundry list of enterprise software options at …

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How to Clean CRM Data Before a Software Integration

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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So You Think You Don’t Need CRM Software? Think Again

  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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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 …

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Global Availability of Epicor 10 Connector for MS Dynamics CRM

Epicor 10 Connector Allows Integration for Dynamics CRM Datix Inc. is proud to announce – as a part of Microsoft Convergence 2015 – the global availability Datix Connect for Microsoft Dynamics. Datix Connect for Dynamics CRM is a pre-built, all-in-one Epicor 10 connector that allows seamless integration and flows of data between Epicor 10 and …

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Change Management Matters During an Implementation

Implementing a CRM or ERP or other enterprise system at a company – of any size – is an immense challenge and investment of manpower and money.

But without an investment in organizational commitment and the right mindset, the project could be doomed from the beginning, resulting in over-runs and low adoption of the new technology. And while project over-runs are the immediate pain, lack of adoption prevents you from capturing all the value of the new enterprise system for years to come.

But it doesn’t have to be this way. This week, Kyle looks at the Kotter 8-Step Process for Leading Change as a framework for realizing the value of your enterprise software investment.

Business Process Modeling: It’s Non-Negotiable

  Defining Business Processes for Your Organization (Part 1 of 2) When setting up the project plan for a software implementation, companies often seek to cut out business process modeling in the interest of saving time and effort. However, at Datix, this step is a non-negotiable part of our process, because we know there is …

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Why Your Salespeople Hate CRM

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 …

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Keys to Success: Why We Implement Processes Not Software

Implement Processes Not Software Even the best Enterprise Resource Planning (ERP) is only a tool. It will not magically solve the problems your company is facing. It will most likely not automatically fit with your existing processes. Some of these processes may even need revision or, in other cases, the software will have to be adapted.

Transforming Business by Integrating Front and Back Office Systems

Becoming a customer-centric company, by integrating your front and back office systems, will not happen overnight. Chambers Gasket & Manufacturing Co. is a prime example. They have gone through numerous changes to improve on their reputation for “quality, accuracy, and service.” Now, they meet the demands of their global customer base through a commitment to …

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