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Why You Should Connect Salesforce With ERP Software

Why You Need to Connect Salesforce with ERP Software Imagine, a top member of your sales team is walking the floor of a client’s manufacturing facility. The purchasing lead for you customer asks your team a series of specific questions that usually need quick answers like; “Do you have part X948 in stock? If so, how many? …

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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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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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Video: Accessing Epicor Inside Salesforce1 App

Accessing Epicor Inside Salesforce1 App We normally don’t spend much time in our blog talking about our solutions. We try to make the blog as informative and helpful to those seeking enterprise technology information as possible; without bombarding them with sales messaging. However, once in a while a customer of ours will do something really cool, …

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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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Salesforce Best Practices: 5 Ways To Improve CRM Use

Salesforce Best Practices When we work with businesses inside of our CRM consulting practice, we get dozens of inquires around how to implement Salesforce best practices, and make the software itself work better.  Organizations know that once the software is installed that it is an empty slate, and that the success of it’s implementation and adoption …

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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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How Much Does CRM Software Cost?

How Much Does CRM Software Cost? One of the most common questions we receive is, “how much does CRM software cost?”. This is type of inquiry is is actually pretty straightforward; however there is vital information that will ultimately determine your final CRM software cost. You may be currently researching CRM solutions like Salesforce or Microsoft …

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Why Should I Integrate ERP and CRM?

Systems integration, in our world, is simply the merging of data between Epicor ERP and your CRM. If this seems fairly straightforward, that is because it is. Systems integration is meant to simplify your data and make your business operate with greater efficiency. What’s more, integrating your ERP and CRM is simple and straightforward. Here’s 5 reasons why ERP and CRM integration makes sense, and how you can get started.