Salesforce

Salesforce is one of the most innovative companies on the planet, offering not only CRM but innovative platforms for enterprise application and mobile development.

Salesforce Integration Consulting

Salesforce Integration Consulting And Solution Options

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Salesforce integration consulting is about more than just finding a partner with experience in integrations. Most Salesforce integration consultants have a go-to approach for integration solutions. As a prospective buyer, it’s important to have a basic understanding of frequent solutions paths so you can compare the consultant’s recommendation against other integration options.  Native Integration If …

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ERP and CRM Integration Best Practices

Business Leaders Maximizing Technology, CRM, CRM Strategies, Epicor and ERP, Epicor Tips and Training (X), ERP, ERP Software (X), Microsoft Dynamics CRM, Salesforce, Solutions and Services, Transforming Business Through Software, Unity: Integration by Datix / By

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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5 IPaaS Integration Myths: Busted

CRM Strategies, ERP Software (X), Microsoft Dynamics CRM, Salesforce, Services, Solutions and Services, Technology Tips & Tricks, Transforming Business Through Software, Unity by Datix: Integrate Epicor with Anything / By

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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4 Reasons Your Software Integration Project Is Failing

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  4 Reasons Your Software Integration Project Is Failing Our last post covered some early steps that you should be taking should you notice an enterprise software project failing. Today, we are turning to the other side of the coin, going over some of the biggest red flags there are for software integration failure so …

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The 5 Essential Stages of Software Process Integration

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The 5 Essential Stages of Software Process Integration Modern business in all sectors of the economy are these days becoming more invested in connecting their back office with their customer-facing services through integration of their enterprise software systems; largely because this connectivity provides greater, more valuable insight into the relationship between the company and the …

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Salesforce and Epicor Integration: What’s Stopping You?

Business Leaders Maximizing Technology, CRM, CRM Strategies, Epicor and ERP, Epicor®, ERP, ERP Software (X), Power Tips: Epicor ERP, Power Tips: Salesforce, Salesforce, Salesforce, Unity by Datix: Integrate Epicor with Anything, Unity: Integration by Datix / By

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 …

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Improve CRM Software Strategy With These 5 Key Tips

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  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

CRM, CRM Strategies, Microsoft Dynamics CRM, Power Tips: Dynamics CRM, Salesforce, Solutions and Services, Unity by Datix: Integrate Epicor with Anything, Unity: Integration by Datix / By

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

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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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Why Salesforce CRM May — Or May Not — Fit Your Business

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  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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Import Salesforce Data Into Epicor

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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 …

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Change Management Matters During an Implementation

CRM, Epicor and ERP, ERP, Microsoft Dynamics 365, Microsoft Dynamics CRM, Salesforce, The Datix Difference: Process, People, Partnership, Transforming Business Through Software / By

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

Epicor and ERP, Microsoft Dynamics CRM, Salesforce, The Datix Difference: Process, People, Partnership, Transforming Business Through Software / By

  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

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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

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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.