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It’s not uncommon for businesses, especially manufacturers and distributors, to maintain multiple software systems for their front and back offices. For example, sales representatives add leads and create contacts and quotes in Salesforce or Microsoft Dynamics (CRM software). And accounting managers create quotes and generate process orders in Epicor® or Infor Financials ERP. Both departments are attempting to generate revenue, and require information in the form of data, but search for this information in different systems. Thus, resulting in pain points where employees must rely on other employees outside of their department to get the data needed to do their job.
But there is a better way to operate an organization! Software integration is the key to maximizing the value of multiple platforms and streamlining operations from end-to-end of a manufacturing or distribution business.
Unity is Datix’s answer to the common software roadblocks above. Unity is a pre-built proprietary application that creates bidirectional communication between a business’s ERP, CRM, and marketing automation solutions. Unity monitors each platform to check for new data and automatically shares that data with the other system. Plus, it’s fully scalable and works regardless of your software version.
Below, we outline a few of the reasons Unity is the premier integration solution.
Software projects are serious investments that handle sensitive data and critical functions—lack of support and technical errors are unacceptable as they threaten the integrity of your data. Unity stands out from other integration platforms due to its robust platform and superior support. A recent survey of Unity clients with SMBs indicated that Unity saved the organization, on average, almost 50 phone calls, 500 emails, and approximately 50 hours of work every month, and with a 99.7% first-try success rate for all record integrations, Unity is proven to be a reliable solution.
Plus, unlike any other integration service, Datix connects you with an Integration Support Specialist (ISS) who is assigned to your account and monitors your integration throughout the day, so you don’t have to. Your ISS is available by phone or email to support you every step of the way, and this is included at no extra charge when you partner with us. In a recent survey, 100% of current Unity clients said their ISS cares about their account and their success with Unity!
Ease of Use
Integration offers countless exciting advantages to manufacturing and distribution businesses. By creating a single source of truth, users eradicate duplicate data entry, gain a birds-eye view of operations, and forge a collaborative work environment that leads to smarter decision making and greater efficiency.
Additionally, integrated software creates a user-friendly hub of data. Integrations require significantly less training than implementations because users are working with functions they are already familiar with. For example, when you integrate ERP and CRM, accounting teams not only retain the ERP modules they work with daily but also gain new features from the CRM instance that minimize the number of steps required for common tasks as well as providing new insight into customer data. Thus, meaning users adopt the connected system into their routines in a short amount of time, maximizing ROI in less time.
That being said, this is only the case if the integration platform is sophisticated and installed correctly. That’s why when Datix constructed Unity, we created a pre-built platform that doesn’t require any coding. In this way, our expert developers can execute seamless integrations that streamline user tasks.
Software integration is a must for creating a productive, cost-effective enterprise. It’s the best way your manufacturing or distribution company can get the most from your data. And Datix can help you seamlessly integrate your systems. Our Unity integration application is a pre-built solution that seamlessly connects your ERP software with CRM, eCommerce, or marketing automation systems. Our consultants quickly install the solution and manage errors and updates after go-live. Additionally, we perform any necessary customizations to ensure it aligns with your unique business needs. With no coding or hassle, businesses can form a connected enterprise.
Build your connected enterprise—contact us today!