Microsoft Dynamics CRM

As a certified partner with Microsoft Dynamics CRM, Datix offers superior implementation and first-class services. And as users of the software — as well as sponsor members of our local CRM User Group — we have insight to share from a user perspective.

Datix and Epicor Gold Partner Status – What It Means To You

When shopping for IT solutions and services, you’ve probably seen reseller or services partnerships classified "certified" or "silver" or other exotic metals. You may have seen that Datix was recently designated an Epicor Gold Partner. But besides putting Datix in the top 1% of all Epicor partners worldwide, what does this designation represent to our customers?

Change Management Matters During an Implementation

Implementing a CRM or ERP or other enterprise system at a company – of any size – is an immense challenge and investment of manpower and money.

But without an investment in organizational commitment and the right mindset, the project could be doomed from the beginning, resulting in over-runs and low adoption of the new technology. And while project over-runs are the immediate pain, lack of adoption prevents you from capturing all the value of the new enterprise system for years to come.

But it doesn’t have to be this way. This week, Kyle looks at the Kotter 8-Step Process for Leading Change as a framework for realizing the value of your enterprise software investment.

Uncertainty In, Excellence Out: Recipe for a Successful Data Conversion

Data is the lifeblood of your enterprise software systems and operations. Without good data, made accessible at the right time to the right people, considerable friction is imposed upon a business. So it’s imperative that, when upgrading or re-implementing your enterprise software, the data enters your new system in the best shape possible. The process of data conversion involves taking existing, legacy data from the older system (or collection of spreadsheets) and organizing and uploading it into the new system. This week, Datix Business Analyst, Ryan Mosby discusses the keys to a successful data conversion – and most of them aren’t technical.

Business Process Modeling: Not a DIY project

business-issues-teamwork1We’ve worked with clients who believe that they can take on the complex task of business process modeling on their own. While it’s certainly possible for any firm to produce a deliverable that documents its own processes, companies also tend to have certain blind spots that can lead to incomplete or myopic results. And, the results likely won’t map to the enterprise software, leaving key functionality and efficiency untapped. Here are key misconceptions that lead to a risky DIY approach.

Business Process Modeling: It’s Non-Negotiable

  Defining Business Processes for Your Organization (Part 1 of 2) When setting up the project plan for a software implementation, companies often seek to cut out business process modeling in the interest of saving time and effort. However, at Datix, this step is a non-negotiable part of our process, because we know there is …

Business Process Modeling: It’s Non-Negotiable Read More »

Why Your Salespeople Hate CRM

Why Your Salespeople Hate CRM Sales managers and company executives, you have a problem on your hands. You have invested in a CRM system, but despite all of the begging, pleading, threats, and motivational activities, it hasn’t been the silver bullet you thought it would be. You read the Aberdeen Research reports* saying that companies …

Why Your Salespeople Hate CRM Read More »

Keys to Success: Why We Implement Processes Not Software

Implement Processes Not Software Even the best Enterprise Resource Planning (ERP) is only a tool. It will not magically solve the problems your company is facing. It will most likely not automatically fit with your existing processes. Some of these processes may even need revision or, in other cases, the software will have to be adapted.

Putting Relationships back into Your Business

A brief look at Google’s search volume reveals people are interested in the relationship portion of “customer relationship management.” Key terms including: “relationship manager,” “client relationship manager” and “client relationship” are rising terms. This interest is encouraging for businesses and customers alike.

CRM Implementation Best Practices

If you have ever wondered about the process behind implementing CRM you are not alone. Clients are often concerned about making the transition for fear it could take too long and could be more trouble than it is worth. Making sure the transition – from your old system to a new CRM – is a smooth one is the job of your consulting partner. Bryan Sapot, founder and managing partner of Datix, recently tackled this issue in a presentation to the CRM Users Group entitled Implementation Best Practices.

Reporting Revenue by Product Type in Microsoft Dynamics CRM

CRM User Group Summit is Coming to St. Louis

We are especially looking forward to the annual CRMUG Summit, which is slated for the week of October 13, 2014. Our beloved city, St. Louis was selected as the host city for the conference. This summit will give you first-hand knowledge on how to overcome CRM challenges you are facing. Focusing on education, the interactive …

CRM User Group Summit is Coming to St. Louis Read More »