Increase Efficiency with an Integration

Every company wants to become more efficient. Companies that produce the most for less money are best situated to retain and even grow their customer base while their competitors falter. If you want your organization to stand apart, then it needs to operate at its full potential. Find out how an ERP-CRM integration gives businesses the tools they need to increase efficiency and take their organization to the next level.

Stop Wasting Time

Time is a precious commodity for manufacturers. So often, small amounts of wasted time compound over the course of days and months to impactfully slow down your organization. The right integration prevents two of the most common time wasters: duplicate data entry and hunting for missing information.

With the right integration, you can eliminate double data entry into more than one piece of software. Everyone operates out of one system, with data passing behind the scenes between your different applications. This frees up time for your employees to spend their time on tasks that require their skill.

The second task that drags companies down is hurting for information. We have all struggled with it: we want to answer a specific question related to an ongoing project or have a snappy statistic to use when impressing prospective customers. Unfortunately, the data that should be easy to find seems lost in the ether and you have to waste time searching, asking around, and emailing to try to get the information you need. With an integration, there is a single source of truth for data. You and your team will know exactly where to find information, saving you time and allowing you to have access to the data you need.

If you want save time with a single source of truth, look to Unity: Integration by Datix. As a prebuilt integration, Unity is designed to support manufacturers streamline their businesses. A survey of Unity clients with SMBs indicated that Unity saved their organizations, on average, almost 50 phone calls, 500 emails, and approximately 50 hours of work every month!

Bring New Employees to Full Productivity Faster

To increase efficiency, everyone needs to be operating at their full ability level. This includes new employees who will have to be onboarded and taught your business processes. It helps when these processes are simple and easy to understand. With an integration, your employees will only need to learn one software system to gain access to necessary data. A single operating system is a lot easier to teach than multiple pieces of software. In addition, your business processes should be simpler with integration, which makes them easier to teach to new employees.  Bring your new employees up to speed with a Unity ERP-CRM integration.

Streamline Workflows

An integration gives companies an opportunity to streamline workflows, add in new functionalities, and remove outdated parts of your business processes that are holding you back. For instance, production can review prospective and current customer data at the same time to better predict future orders. This has numerous ripple effects: it supports allocating labor, restock inventory in bulk, and being ready to assign work to maximize equipment use. With an ERP-CRM integration, it is also possible to automate tedious parts of the workflow. Notifying staff of project updates, sending out invoices, assigning Sales to follow up with customers, and scheduling equipment maintenance are just a few of the tasks an integration can assist in automating. When you simplify your processes and let your software do some of the work for you, your team will operate better than ever before. With Unity: Integration by Datix, you can offer your team a single source of truth that is fully managed. Our team takes care of managing the integration so you can focus on doing what you do best: delivering quality goods and services to your customers. Hear what Unity can do for you.

Wrap Up

Becoming more efficient isn’t an impossible dream. A Unity ERP-CRM integration can lead to tangible improvements in efficiency if you are willing to deviate from the status quo.  

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

About Datix

As software solution experts for 25 years, it’s our business to drive results for your company. We plan, implement, and offer support after you receive your working integration. When you partner with Datix, we act as your long-term consultant to remove the hassles of software management and provide guidance as your business needs evolve with your growth.

Learn More About How We Support Our Clients