Integrate ERP and CRM for Faster Troubleshooting and Fewer Software Issues

Issues are a part of life for businesses, but they don’t need to consume your organization. Nothing is more frustrating than having encroaching deadlines for important clients coming up and being forced to stop because of software issues. After all, software is supposed to make you more efficient, not hold you back.

An ERP-CRM integration can prevent unexpected issues on the shop floor and in the office. With Unity: Integration by Datix, you gain a fully managed integration designed for scalability and complete data visibility.

Complete data visibility for faster troubleshooting

When you have total data visibility, you catch and resolve issues faster. That’s because the right people have the data they need, and they can quickly spot irregularities if your numbers begin to look off. In addition to seeing problems sooner, the data traceability of an integration allows you to see every detail about an issue so you can determine who is involved, when it began, why it started, and how it developed. Instead of operating in departmental silos, where only select individuals have access to certain data, this capacity for problem solving is organization wide.

If you want to operate out of one system and gain full data visibility, look to Unity. Our prebuilt, highly flexible integration makes it simple to see the information you need to solve problems faster. Learn more about experiencing Unity.

No Scalability Problems

Particularly for growing companies, software scalability can become a major issue. Just when your company is about to reach the next level with bigger and better customers, scalability issues can throw your team into chaos by forcing people to halt business processes or revert to manual data entry.

To avoid scalability issues, software like your ERP, CRM, and your integration all need to be scalable. Not all integrations are created with scalability at the forefront, but Unity was. Unity is unique because it was designed to expand with organizations. While other platforms are built using single record processing principles that threaten KPI limits, Unity employs batch record processing, and our system has already processed over 350 million records successfully. No matter how large your company grows, you never need to worry about software holding you back. Discover what Unity can do for you.

Fully Managed So You Don’t Have to Worry About Software

While scalability is a major concern for manufacturers, it isn’t the only software problem that can halt output. Cybersecurity hacks and software glitches can cause major disturbances. Fortunately, Unity users don’t need to worry about these issues because our integration is fully managed. Our Unity Support Team monitors your integration throughout the day, so you don’t have to. 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. At Datix, we take pride in building strong relationships with our clients and supporting them every step of the way. If you need to, you can talk directly to our 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.

Wrap Up

In business, unexpected problems are inevitable, but it is possible to reduce their frequency and impact with an ERP-CRM integration. With reliability scalability, complete data visibility, a fully managed integration, you can gain the tools you need to elevate your business.

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

Becky Lipnick

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