How Software Updates Impact ERP-CRM Integrations

The right ERP-CRM integration can give you accurate data when you need it for order fulfillment and a 360-degree view of your customers. These features greatly streamline operations, but what happens when your ERP or CRM needs an update?

Updating software can be a pain. Even though updates to your ERP or CRM are supposed to fix bugs, they have a bad habit of causing unexpected problems, especially for those with added customizations. You would think that an integrated ERP and CRM would complicate the matter further, but that’s not the case if you have the right integration.

With Unity: Integration by Datix, you don’t need to worry about software updates. Here’s how our team uses a simple but smart approach to ensure that updates don’t disrupt your business.

Standard ERP or CRM Updates

Unity is fully managed for you by the Unity Support Team, so your team can spend their time doing what they do best. If your ERP or CRM has an update, you simply tell the Unity Support Team and let us take care of the rest.

First, we monitor things in sandbox (an isolated testing environment) to see if/how the updated software functions differently. Then, we make any required changes (if needed) on our end before updating your system. This method allows us to safely adapt your integration to work with updated software without risking a disruption to your workflows. When it comes to your integration or software, you don’t need to manage it all on your own. Talk to the Unity Support Team about integrating your systems.

Specialized Support

Sometimes during a CRM or ERP update, something goes wrong. It could be that an ERP-specific customization breaks when the software is updated, for instance. If you need help with a specific system, you can still look to Datix for additional specialized support. As a one-stop shop with 25 years’ experience, we assist with more than simply integrations. We can help with your entire ERP ecosystem and will do whatever it takes to maximize your outcomes. Learn more about partnering with Datix.

Updating Your Integration

As you can see, software updates aren’t a challenge when you have a Unity integration. However, what happens when Unity needs to be upgraded? Like with other integration support, the Unity Support Team has your back. At Datix, we take pride in offering an exceptional, scalable integration solution, so we continue to update Unity to ensure it is the best application on the market. The Unity Support Team will update your integration seamlessly behind the scenes, so you are always working with the best. Discover what Unity could mean for your organization.

Wrap Up

With a Unity integration, you don’t need to stress out about software updates. We make integrations simple with our prebuilt, highly flexible application.

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 How We Support Our Clients