When disconnected software is holding you back, customers will lose patience with you, and it becomes impossible to close deals. CRM, marketing, and e-commerce platforms will bring you more orders, but only if your platforms are integrated to offer complete data visibility. Here are a few different scenarios of how the right software integration will allow you to exceed customer expectations.
CRM ERP Integration
Customers do not like to be kept waiting. With a CRM like Dynamics or Salesforce, you teams can utilize a sales funnel to consistently engage with customers. However, your efforts will be wasted without a CRM ERP integration. Without an incomplete picture of customers, your teams simply won’t be able to convince anyone to move forward. In the event a customer does make a purchase, the relationship will quickly be spoiled if you deliver an inaccurate or delayed order. Inaccessible, slow, and error-prone systems are the norm for siloed software systems, but they don’t have to be your reality with Unity: Integration by Datix.
When you integrate your ERP and CRM with Unity, your team can operate out of one system with 360-degree data transparency. This means sales has order fulfillment history to clearly communicate with customers, increasing their trust in your knowledge of their business. This data also makes it simple to cross-sell or upsell in a targeted manner. Likewise, having a single source of up-to-date information eliminates order errors and dual data entry. With complete data visibility, you can streamline operations and keep fulfillment promises to customers. Experience Unity and gain the complete trust of your customers.
Marketing ERP Integration
By combining ERP with a marketing platform like HubSpot, it becomes easy to create comprehensive marketing campaigns for drawing in new customers. Having customer segmentation data at your fingertips allows you to pinpoint customers in your ideal market and offer them content tailored to their specific interests. By controlling every aspect of your marketing from one centralized system, you can engage with prospects consistently and set up automated notifications to ensure that nothing falls through the cracks.
Best of all, you never need to worry about your integration. Unity is fully managed for you, meaning that we take care of all the behind-the-scenes work, including upgrades. We make integration easy, so if you ever have a question or issue, you can talk to our Unity Support Team directly by phone or email at no extra cost. In fact, 100% of clients said our team cares about their account and their success with Unity when surveyed! Talk to the Unity Support Team about transforming your organization.
ERP E-Commerce Integration
Customers want e-commerce to be as easy, fast, and reliable as possible. Fortunately, an ERP e-commerce integration with Unity gives you all three. Because you are operating out of one system, orders that are entered into your e-commerce software are automatically created as an order in your ERP under the customer’s account. This seamless transfer from your e-commerce platform to your ERP means orders can be added to your production and delivery schedule right away without unnecessary wait time.
With Unity you gain the simplicity, speed, and accuracy you need, even during a seasonal rush. Nothing is worse than having operations come to a halt during the busiest time of the year because your system cannot handle the influx of orders. Unity was designed to be scalable and has already processed over 350 million records, meaning that you never need to worry about your software crashing because of too much demand. Take advantage of Unity to exceed your customers’ expectations.
Wrap Up
An ERP integration with CRM, marketing, or e-commerce platforms makes it simple to operate out of one system to function as efficiently and accurately as possible. Unity connects not only your software, but your entire organization together so every aspect of your business operates in tandem. With Unity, you can stop disappointing customers and become a true industry leader.
About Datix
With over two decades in the industry, Datix is the integration consultant of choice for manufacturers and distributors. We believe in “being the best with the best” and look for partners who match our commitment to solving real issues and doing what it takes. Our in-depth analysis of our clients and their business needs allows us to maximize their software investments to the fullest.
