Unity: Integration by Datix

Epicor® BisTrack-Salesforce Integration: The Best Way to Integrate

Lumber and building materials manufacturers frequently depend on an industry-specific ERP like Epicor® BisTrack, but they still need to integrate with their CRM if they want to create a single source of truth for up-to-date data. For companies looking to connect BisTrack and Salesforce, it can be hard to know where to turn. There are …

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Infor CSI-Salesforce Integration: The Best Way to Integrate

Salesforce and Infor’s CloudSuite Industrial (CSI) ERP are both best-of-breed applications, but you will never be able to operate out of one system if they remain disconnected. You can gain a single source of truth through a Salesforce-CSI integration, but it can be unclear where to turn. There are many integrations that claim to be …

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CRM-ERP Integration: Strengthen Customer Relationships

Your customers want transparency from the manufacturers they work with, and they don’t want to be kept waiting. Nothing halts a potential deal faster than not being able to deliver a quote in a timely manner. Nothing turns off an existing customer more than receiving invoices or other communications that are indecipherable. To communicate and …

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Epicor®-Salesforce Integration: The Best Way to Integrate

Many manufacturers are looking to integrate their Salesforce CRM with their Epicor® ERP (including Kinetic, Prophet 21, and BisTrack). There are numerous integrations that claim to be able to fully integrate these two applications, but many fall short of allowing you to actually operate out of one system and create a single source of data. …

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How an Integration Gives Manufacturers a Single Source of Truth

How is your business doing? If this question feels murky or hard to answer positively with confidence, then you are probably working from information silos, and inconsistent or incomplete data collection. Companies need to be run collaboratively, using consistent and accurate metrics in order to succeed in the long term. If you want to unite …

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Spend Less Time Auditing Data with an ERP-CRM Integration

Any manufacturer should periodically audit their essential data to ensure that errors don’t slip through the cracks. However, the ideal software setup minimizes the number of errors possible so that you don’t need to check your employees’ work constantly. With Unity: Integration by Datix, you can reduce errors by operating out of a single system. …

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Integrate ERP and CRM for Faster Troubleshooting and Fewer Software Issues

Issues are a part of life for businesses, but they don’t need to consume your organization. Nothing is more frustrating than having encroaching deadlines for important clients coming up and being forced to stop because of software issues. After all, software is supposed to make you more efficient, not hold you back. An ERP-CRM integration …

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What Does Full Data Visibility Mean for your Company?

Companies thrive on data. With data, you know how to move your organization forward, bring teams together, and efficiently streamline operations. Without it, critical decisions are made based on guesswork, departments bicker over shared workflows, and nothing ever changes. Software like an ERP and CRM are valuable tools for understanding information, but they cannot offer …

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Three KPIs Boosted with an ERP-CRM Integration

Does your company obsess over KPIs? Key Performance Indicators are used to evaluate the overall success of an organization and how well it engages in particular activities. For manufacturers, it is valuable to laser in on these metrics to use them as guiding posts for company objectives. Naturally, most manufacturers want to improve their KPIs, …

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Achieve Your Goals with an ERP-CRM Integration

Integrations are meant to solve problems. Connecting your software shouldn’t happen for no reason; it should be transforming your business so that you see tangible solutions to your greatest challenges. While there are many goals that an ERP-CRM integration can resolve, here are a few of the most common objectives companies can achieve with the …

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Strategic Planning Starts with an Integration

When it comes to envisioning your companies future, what do you see? It probably involves profitable business models, efficient production lines, and delighted customers. Strategic planning is meant to push companies in the direction of your vision and establish clear goals for the organization to hit. However, without transparent data about how your business is …

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Increasing your Competitive Advantage with an ERP-CRM Integration

Your competitive advantage is what sets you apart. It should be the first thing that comes to mind when your customers think of you, but what happens if your competitive advantage is beginning to fall short? If your competitive advantage is slipping, don’t wait for your customers to lose trust in you before making a …

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