How an Integration can Increase Profits

Many organizations spend countless hours choosing the best software, but they forget to do one crucial step: unite them. No matter how exceptional, specialized software like an ERP or CRM cannot let you work at your full potential if they remain disconnected from one another. This is because detached platforms cannot pass data to each other easily, inevitably causing confusion about key information and departmental silos at your organization. An integration solves these problems by allowing you to operate out of one system and creating a single source of truth for your firm. Learn how the right integration can transform your business processes and increase profits.

Better Data. Better Decisions

A dirty little secret of many leadership teams is that critical decisions are made based on the “gut instinct” or how confidently someone defends their position, rather than looking to the data. This frequently occurs when the information available is limited or murky, so there doesn’t seem to be another option. “Gut instinct” may have its place in the negotiation room, but it is far more reliable to make significant company decisions based on the data and statistical analysis an integration offers. An integration gives your software access to all of your data so you can fully maximize tools like forecasting, turnaround time metrics, quoting calculators, and customer geographic metrics to gain a 360-degree view of your organization. With a single source of truth, you can clearly see where you are succeeding and what are untapped opportunities for growth.

Unity: Integration by Datix is a pre-built application designed to allow you to operate out of one system without experiencing lag time or limited data visibility. When you choose to partner with Datix, we ensure that your team can always make informed decisions by supporting you every step of the way throughout your integration. From the planning, to the implementation, to our complete management of your Unity, our team makes sure that you always have the tools you need to improve your business.

Greater Efficiency

The capacity to make informed decisions has a ripple effect throughout an organization, increasing its efficiency. With an integration, you can forecast customer demand better because you have historical ERP data from existing customers, and information on potential customers in your CRM. More accurate demand estimates allow you to restock inventory in bulk, maximize storage space, and schedule work appropriately to avoid scrambling to fulfill orders at the last minute.

A calm, organized production line leads to less errors, and accordingly, less time wasted redoing work for a second or third time. The data transparency from an integration means it is also far easier to spot potential issues before they become major problems. When everyone is on the same page, anomalies stand out and teams can focus on resolving inconsistencies instead of fighting over who is responsible.

With an integrated ERP and CRM, business workflows can be streamlined to remove dual data entry and can even automate data collection. Departments can work together to achieve company goals, rather than wasting hours in “touch base” meetings because of information silos. In fact, Unity saves organizations, on average, almost 50 phone calls, 500 emails, and approximately 50 hours of work every month!

Wrap Up

An integration is not simply a useful tool, it is a valuable resource for increasing profits and staying ahead of the competition. Take your business to the next level with a Unity integration.

Read more in The Ultimate ERP & CRM Integration Plan E-Book

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.

Learn More About Our Mission to Our Clients