Salesforce

Salesforce is one of the most innovative companies on the planet, offering not only CRM but innovative platforms for enterprise application and mobile development. Not only is Datix a certified partner, but we offer an advanced integration product, Datix Connect for Salesforce, as a turnkey integration with Epicor ERP.

Import Salesforce Data Into Epicor

Import Salesforce Data Into Epicor Importing Salesforce data in to Epicor can prove to be extremely valuable for a number of reasons. Some of the most common questions our ERP and CRM consultants get relate to how businesses can effectively integrate the data in one system with the other. We deal primarily in Epicor ERP projects, so we’ve had …

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Datix Adds Salesforce Support – Developer Certified

Datix Adds Salesforce Support – Developer Certified Datix has exciting news for businesses seeking to upgrade or implement Salesforce CRM. One of our lead developers, Michael Dintaman, was recently certified as a Salesforce CRM Administrator; further solidifying him as an area expert regarding Salesforce support, design, and customization. The certification permits Dintaman to design and …

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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.

Salesforce Lightning for Better, Faster Business Apps

Lightning is being touted as the next generation of the Salesforce1 Platform. Lightning, a collection of tools and technologies, includes the Lightning Component Framework and the Lightning App Builder. With the Lightning App Builder Salesforce allows you to build responsive enterprise applications for a variety of devices including mobile, desktop, and wearables such as smart watches. Developers and business users can create off-the-shelf apps or apps from custom-made components.

Dreamforce ’14 from a Developer’s Perspective

Getting lost in San Francisco, eating delicious sushi, and learning more about the incredible development updates from Salesforce topped the list of memorable moments for Mike Dintaman, a developer at Datix. Dintaman attended his first Dreamforce conference where he connected with other attendees, attended engaging sessions and learned more about real-world applications from a development perspective.

Highlights from Dreamforce 2014: Day One

Salesforce kicked off Dreamforce, its annual mega-conference, yesterday in San Francisco. Datix managing partner and founder Bryan Sapot, along with developer Mike Dintaman, attended many of the sessions, excited to see what Salesforce had in store for its customers. What were the day’s highlights? New product releases and more options for improved customer interactions. Here’s what Bryan and Mike discovered on day one.

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 …

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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 …

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Define a Default Value for Your Lookup Field in Salesforce

Salesforce lets you do almost anything without having to resort to workarounds, but occasionally you run in to an issue that just can’t be solved without digging a little deeper. One of the features that is more difficult to manage from the admin perspective is the lookup field. While most are easily Googled, the inability to define a default value for your lookup field is not as easy to solve. I’ve come up with something that should help.