As a certified partner with Microsoft Dynamics CRM, Datix offers superior implementation and first-class services.
Systems integration, in our world, is simply the merging of data between Epicor ERP and your CRM. If this seems fairly straightforward, that is because it is. Systems integration is meant to simplify your data and make your business operate with greater efficiency. What’s more, integrating your ERP and CRM is simple and straightforward. Here’s 5 reasons why ERP and CRM integration makes sense, and how you can get started.
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 …
Microsoft Dynamics CRM Helps you Achieve ROI Microsoft Dynamics CRM can deliver an average ROI of 243%. This was discovered in Forrester Research conducted by Michelle Bishop entitled: “The Total Economic Impact of Microsoft Dynamics CRM 2011.” With the new CRM features, which rolled out this year, Dynamics promises even greater customer relationship benefits.
Does your CRM (customer relationship management) software allow you to effectively reach your customers? Better than your competition? New Microsoft updates are expected to help you do just that. Element three, an inbound marketing agency, points out the shift in consumer attitudes reflect how marketers reach customers.
Microsoft SharePoint Integration We were blown away again by what we saw and learned at Microsoft Dynamics Convergence 2014. Thursday’s sessions focused heavily on working better together to deliver better customer experiences. One way to make that happen – Microsoft announced server-side integration for SharePoint with CRM2013. This update is coming is a part of the …
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Convergence 2014 (March 4-7) is underway! Held this year in beautiful Atlanta, Georgia, leaders gather to network and learn about the new features from Microsoft Dynamics. As a Microsoft partner and Dynamics CRM reseller, we have been excited to hear about the CRM updates. Yesterday and today’s sessions were informative and shed light on the …
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Microsoft Dynamics CRM is set to get even better. Today, Microsoft announced its latest plans for new ways for organizations to engage with customers. These capabilities are expected in the second quarter of 2014. This new solution brings social listening to every sales, service and marketing professional in an organization.
3 Types of Businesses that Could Benefit from CRM Will CRM (Customer Relationship Management) really transform my business, make all my customers happy and improve profitability? Looking at the claims various CRM vendors make might have you wondering if their claims really hold up. CIO contributor David Taber addressed this sentiment in a recent article …
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CRM for B2B Sales For a growing B2B sales team, Microsoft Dynamics CRM in the on-premises or cloud version are excellent options. Gartner came out with its Magic Quadrant for Sales Force Automation and compared Dynamics on-premises and cloud versions to other comparable CRM options. Why on-premises? The features of both versions remain the same …
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In this how-to, I will show you the process I used to assign a client’s contacts to marketing lists in Microsoft Dynamics CRM.The client had approximately 7,500 contacts that needed to be assigned to one or several of 77 marketing lists in Dynamics CRM. Normally, loading data into Microsoft Dynamics CRM is easy.
Data Privacy Day is coming up in the United States on January 28, 2014. Data Privacy Day was enacted to raise awareness and promote data privacy in the online space. It commemorates a 1981 international treaty, Convention 108, pertaining to privacy and data protection. For businesses, who want to remain empowered and protected controlling your …
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CRM and ERP Integration Accelerate Go Live Time How will CRM and ERP Integration improve my go live time? When we help our clients implement ERP systems, particularly Epicor ERP, we found they often had existing CRM systems. We used a cloud-based method to create a CRM and ERP connector, and a large majority of …
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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Microsoft Dynamics CRM ’13 gets a face-lift “Companies looking for a cloud-based CRM solution that is built for modern business needs, is simple to use and easy to adopt, will need look no further,” said Bob Stutz, Corporate Vice President Microsoft Dynamics CRM. Microsoft’s new edition of Dynamics CRM has a newly designed user interface. The …
Is Your Business Ready to Upgrade to Microsoft CRM ’13? Read More »
3 Reasons to Integrate CRM and ERP Software Integrating CRM (Customer Relations Software) and ERP (Enterprise Resource Planning) Software can seem like a daunting task. Perhaps the two systems should remain separate if extensive software development is needed. Fortunately, this concern is one that we have addresses numerous times during our ERP software implementations. On …
