CRMUG Partner Showcase: Datix, Inc. Best Practices for a Worry-Free CRM & ERP Integration Presenter | Bryan Sapot

Presenter Bryan Sapot Founder and Managing Partner of Datix, Inc. VP of Programming for St. Louis CRM UG Certified Dynamics CRM Consultant Certified Epicor Consultant Longtime CRM innovator Since 1997, designed and built five custom CRM systems Insurance, real estate, manufacturing, distribution Datix is a consulting company that helps manufacturing and distribution companies improve their processes, increase efficiencies, and reduce operating costs through the use of software.

Overview Part 1: The Case for Integration Why should I integrate ERP and CRM? Key benefits Best Practices First round of questions Part 2: Architecture and Demo Technical Overview Demo See the benefits of integration in action Recap/Questions

Part 1: Case for Integration

Case for Integration: Access to Data Single source of the truth Elimination of double entry Real-time mobile access Mobile for ERP still evolving Mobile for CRM relatively mature Younger employees expect mobile Mobile increases user adoption

Integration Scenarios Customer service and sales collaborating Sales notified of potential customer issues (RMAs, Cases) Outside sales and inside sales collaborating Visibility into inside sales activities Knowledge of what your customers are buying Outside sales having quick access to critical functionality Inventory Pricing Mobile Order Entry

Improved customer retention through ability to react quickly to problems Better customer experience Key benefits

Best Practices Define Guiding Principles Should users work in both systems? Master system for each object Define your processes Watch out for scope creep in bi- directional integration

Best Practices Design flexibility into the integration Take a Phased Approach Accounts, Contacts, Activities Orders, Shipments & RMAs Financial Data CRM is not ERP.

Part 2: Architecture & Demo

Architecture Overview

Datix Connect Supported Entities Contacts CRM Calls Orders Quotes Inventory Customers Invoices ODBC/OLE DB Suppliers UD Tables Purchase Orders Read Only Shipments Bi-directional Help Desk Cases RMA Price Lists Vendors Parts Vendor Payments

Demo of Datix Connect Get complete integration between ERP & CRM. #DatixConnect

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