ERP Integration Best Practices

Integrating your ERP with software like a CRM can be daunting. You want to have a successful integration that creates a single source of truth for your organization, but how do you get there? In this blog, we will cover three major best practices involved in executing a seamless ERP integration.

Prepare for Success

If you want to be successful for your integration, you have to prepare. That involves defining your integration objectives, selecting a team to be involved in the process, setting a budget, and creating a timeline for your implementation journey.

Another major part of the integration planning that often gets overlooked is reimagining your business processes. With an integration, you should be able to cut out manually data entry from your business procedures. But going beyond that, integrating your ERP with your CRM or other software should allow you to automate more tasks, take advantage of different software functionalities at your disposal, and reduce the number of “touch base” meetings you have. By business process modeling and integrating, you can ensure that your organization is running optimally on every level because data is stored in one place. Discover what it means to operate out of one system.

Fully Managed Data Transfer and Oversight

Sometimes, employees think that all of your ERP integration needs can be met by scheduling a manual data transfer between the ERP and other software like a CRM. This mindset misses the whole point of integrating your software. For a truly seamless connection that increases productivity and reduces errors, set up your integration platform to automatically transfer the data your users will need the most, when they need it.

Unity: Integration by Datix is a prebuilt application specifically designed to give data transparency to manufacturers. With Unity, not only is data transferred automatically, but your team doesn’t need to worry about monitoring the system. We take care of all the behind-the-scenes work, seamlessly transferring the most up-to-date features to your system, reviewing and adapting to software updates, and ensuring that your software continues to grow along with your business. We also offer our own Unity updates to make sure that our solution remains the best application on the market.

Our support goes beyond daily monitoring. If you need us, you can talk directly to the Unity Support Team by phone or email at no extra charge. In fact, 100% of clients said our team cares about their account and their success with Unity when surveyed! Learn more about working with the Unity Support Team.

Find a Scalable Integration

Your business isn’t static, so your integration shouldn’t be either. If an integration is meant to be a long-term solution for creating a single source of truth at your organization, then it needs to be scalable. Scalability means that the integration has the capacity to grow with your business and successfully integrate larger and larger amounts of data without lag or system issues. Nothing is worse than to have your company moving in the right direction, only to be forced to a halt because of subpar software. A quality integration is designed to scale and will use batch record processing to make scalability easier. An integration should also be tested extensively during its development to ensure that it can handle large data transfers when you need them. We made sure that Unity could handle whatever our clients required, as our system has already successfully processed over 350 million records. If you want an integration that you can rely on as you expand, look to Unity.

Wrap Up

In addition to preparing and finding a fully managed, scalable solution, working with an integration expert is one of the best ways to ensure your integration optimizes your business. By working with a partner with 25 years of experience like Datix, you can be confident that you will gain an integration suited for your business to achieve your goals.

Find out how to Save Money and Increase Profits with an ERP-CRM Integration

About Datix

With 25 years of software experience, the team at Datix knows what drive results for manufacturers. By taking our experience and combining it with an in-depth understanding of each client’s individual organization, we offer the best integration services on the market. When you partner with Datix, we become your long-term consultant to remove the hassles of software management and provide guidance as your business needs evolve with your growth. 

Learn How We Support Our Clients

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