Guidebook to ERP and CRM Integrations

ERP CRM Integration Guide

Download Datix’s Integration E-Book 

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Gaining an edge over your competition is all about delivering quality services and products faster and more accurately than anyone else. To accomplish this goal, you have to go beyond software implementations. ERP and CRM instances offer powerful functionality to streamline processes and provide visibility, but when they operate separately, your enterprise can’t achieve the level of performance required to keep up in our global marketplace.  

The key to excelling in manufacturing and distribution is to build a connected enterprise by integrating your front and back-end software. With that in mind, Datix has created an e-book: “Building a Connected Enterprise: Guidebook to ERP and CRM Integrations.” This free download distills over 20 years of providing premier software solutions into a comprehensive, easy-to-read resource. We explain both the benefits of software integration and the steps required to successfully connect your systems. Check out a couple of sections from the e-book below:  

Eradicate Dual Data Entry 

Perhaps the most apparent benefit of software integration is the eradication of dual data entries. When running systems separately, a company will have to delegate a user with the task of manually entering data available in one system into the other. This mindless activity can steal your employees’ crucial work hours, leaving less time to perform value-added tasks. Plus, the user is likely to slip up now and again, entering the wrong information and compromising business processes.   

CRM and ERP integrations make duplicate data entry obsolete. Any change in rules or data in one system will be synced into the other one automatically. For example, if you remove a custom field in the CRM database, that field will also disappear in the ERP. This not only gives your workforce more time to work on revenue-generating activities, but also increases accuracy and data consistency.   


It isn’t enough to be able to drill into business data on your desktop. Employees are increasingly on the go, and their enterprise data should be too. When salespeople are travelling to meet prospective clients, they require total insight into not only customer data, but critical back-end information such as pricing and inventory to clinch deals. While on the shop floor, manufacturers can take out their mobile devices to check out customer information that can help them with demand planning and efficient shipping. Users can collaborate on projects and join meetings even as they travel.   

This is the power of cloud-hosted software integrations. Cloud computing enables users to access data on any device, anywhere, any time. Plus, you can receive alerts as information is updated. With up-to-date information in the palm of your hands, users are always connected to customers, products, coworkers and business practices.   

Wrap Up  

At Datix, we’re committed to providing manufacturers and distributors with the tools and resources they need to thrive in a competitive marketplace. This e-book provides a comprehensive overview of ERP and CRM integrations, one of the most effective methods of optimizing business performance. By packing over 20 years of insight into this book, we equip readers with critical information for beginning their software integration journeys.  

Once you’ve downloaded our e-book, get in touch with the experts at Datix. As an Epicor Gold Partner and certified partner of both Microsoft Dynamics 365 and Salesforce, we’re leading experts in CRM and ERP implementations and integrations. Unity, our pre-built integration application, is a one-of-a-kind solution designed to seamlessly connect Epicor ERP with CRM, eCommerce or Marketing Automation software. Download our e-book and reach out to Datix today to start forming your connected enterprise! 

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