best crm

Your Legacy ERP Software Is Damaging Your Business

Your Legacy ERP Software is Damaging Your Business: Ditch It And Grow Now There simply no denying it; enterprise software is expensive. It also has a nasty habit of losing its utility over time, especially in the fast paced, ever-modernizing industry of technology. Investing in the latest and greatest ERP software update or platform can become a vicious …

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Salesforce and MS Dynamics: Take Our CRM Selection Test

Choosing Between Salesforce and MS Dynamics One of our most popular posts of all time pitted Salesforce and MS Dynamics against each other in a CRM software showdown. Over our years of work as a software consultancy business, we have found that a lot of organizations end up evaluating these two CRM systems as their final choices. …

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Why You Need to Know About SalesforceIQ

  Why You Need to Know About SalesforceIQ What Is SalesforceIQ? How Salesforce’s New Tool Will Change CRM For Good In our quick recap of the Sales Cloud keynote at Salesforce’s Dreamforce conference, we mentioned the announcement of a new software product named SalesforceIQ for Sales Cloud. While we noted the amazing possibilities that came …

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CRM Selection Guide and Best Practices

  Visit the new and improved Datix Blog The Only CRM Selection Guide You Need Selecting a CRM software system is a critical first step in implementing a solution that can dynamically change and influence the future of your business. CRM is one of the most crucial pieces of software you can leverage when it comes …

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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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Common CRM Strategy Pitfalls: How to Avoid Them

Common CRM Strategy Pitfalls There are no one-size fits all CRM software systems on the market today—and that’s a good thing. Modern enterprises operate in such varying and unique ways that it would be unreasonable to expect a silver bullet CRM that could be mapped onto any business and instantly improve their sales processes. As …

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Best CRM: Salesforce vs Dynamics (Part III) — MS Integration

    Salesforce vs Dynamics (Part III): MS Integration Get the comprehensive breakdown Download the full report As both a Salesforce and Microsoft Dynamics certified partner, Datix Inc., has a rare, unique insight into two of the most popular CRM systems on the market today. In light of this, we have been conducting a four part series …

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Best CRM: Salesforce vs Dynamics (Part II) — CRM Mobility

  Salesforce vs Dynamics (Part II): CRM Mobility Get the comprehensive breakdown Download the full report As both a Salesforce and Microsoft Dynamics certified partner, Datix Inc., has a rare, unique insight into two of the most popular CRM systems on the market today. In light of this, we have been conducting a four part series …

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Best CRM: Salesforce vs Dynamics 2015 — Reporting

  Determining the Best CRM for Your Business Get the comprehensive breakdown We’ll Email You the Report! The question is inevitable: “What is the best CRM for my business?”. When considering options for your organization, the choices of CRM software can seem overwhelming,with every vendor promising the latest update and innovative new feature. How do you sort …

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Ultimate ERP Implementation Plan E-Book

Ultimate CRM & ERP Implementation Plan E-Book How to Use E-Book for an ERP Implementation Plan Enterprise software projects are known for sapping funds and taking way longer than expected to complete. When it’s all said and done, jobs hinge on the ERP implementation plan or CRM implementation strategy employed, the end-system is responsible for the …

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Dynamics CRM Implementation, Mapping, Epicor Integration

Dynamics CRM Implementation, Mapping & Integration Case Study Case Study: Aerospace, Defense Contractor Implements Dynamics CRM Download the case study PDF What: Microsoft Dynamics CRM implementation, a re-mapping of the sales and quoting process, and a custom integration with Epicor ERP version 10 When: Project occurred in 2014-2015 Where: Midwest, United States Download the full Dynamics CRM implementation case study …

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Connecting Marketing Automation With ERP To Drive Revenue

Connecting Marketing Automation With ERP How would marketing benefit from a greater connection to your end customer data? You can probably think of a couple of different use cases in which this may be beneficial. By connecting marketing automation with ERP software your business can begin exploring how these kinds of scenario’s could impact your …

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ERP Feasibility Study | What To Consider

Why Conduct an ERP Feasibility Study? We seem to be receiving more requests this year than in years past regarding the ability to conduct an ERP Feasibility study. We attribute this to a host of factors. First, many businesses are conglomerating systems, and are trying to determine what their best plan of action is in regards …

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Investing In Cloud Software As A Service | What To Consider

Investing In Cloud Software As A Service A phrase we use a lot is, “the right tool for the right job”. When we work with businesses inside of our ERP and CRM consulting practice, we get a lot of questions about if they should be moving their software and data to a cloud software as a service model, …

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