CRM and ERP

Salesforce and Epicor Integration: What’s Stopping You?

Why You Need Salesforce and Epicor Integration Salesforce and Epicor are two of the most talked about giants in their respective software corners, providing CRM and ERP solutions for businesses of all sizes and industries. As certified partners of both vendors, we have extensive experience with each system and often come across clients running both …

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How to Clean CRM Data Before a Software Integration

How to Clean CRM Data Before a Software Integration One of our favorite topics on the Datix blog continues to be the power of enterprise software integration. The power gained from a total view and insight into your shop floor and inventory right through to your customer and target markets is invaluable. However, one simply …

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The Five Questions You Need to Ask Your Epicor Consultant

The Questions You Need to Ask Every Epicor Consultant So, you’ve finally selected the ERP software you’re going to implement, where to host it, and convinced everyone else of the long list of benefits that that system will provide your company. It’s all smooth sailing after that, right? Probably not. As we’ve mentioned before on …

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5 Key CRM and ERP Change Management Tips

CRM and ERP Change Management Strategy Guaranteed to Succeed Humans love their routine; it’s just one of the basic facts of life. Once we have found a way we like to do things and we become comfortable with it, it’s near impossible to change those ways without some form of pushback and frustration. With that …

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3 Reasons to Integrate CRM and ERP Software

3 Reasons to Integrate CRM and ERP Software Integrating CRM (Customer Relations Software) and ERP (Enterprise Resource Planning) Software can seem like a daunting task. Perhaps the two systems should remain separate if extensive software development is needed. Fortunately, this concern is one that we have addresses numerous times during our ERP software implementations. On …

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