Reporting Revenue by Product Type in Microsoft Dynamics CRM

    Reporting Revenue by Product Type in Microsoft Dynamics CRM

    Many businesses want to examine revenue for various product lines or item types such as units versus accessories separately. However, by default Dynamics CRM (Customer Relationship Management) uses Closed Opportunities when reporting...

    CRM User Group Summit is Coming to St. Louis

    We are especially looking forward to the annual CRMUG Summit, which is slated for the week of October 13, 2014. Our beloved city, St. Louis was selected as the host city for the conference. This summit will give you first-hand knowledge on how to overcome CRM challenges you are facing. Focusing...

    Transforming Business by Integrating Front and Back Office Systems

    Becoming a customer-centric company, by integrating your front and back office systems, will not happen overnight. Chambers Gasket & Manufacturing Co. is a prime example. They have gone through numerous changes to improve on their reputation for “quality, accuracy, and service.” Now, they meet...

    Lean Production Techniques Will Continue to Revolutionize Industry

    The future of lean is exciting. It will allow for the elimination of waste and the increase of value to customers. Volumes of quality data on customers allow customers to get an even better insight into customer behavior. And when those customer behavior insights are integrated with operations,...

    Provide Valuable Insights by Integrating ERP and Ecommerce

    Provide Valuable Insights by Integrating ERP and Ecommerce

    Looking to implement e-commerce best practices? If you already have Epicor ERP, or are considering it as an option, built in e-commerce functions are a tremendous value-add. Epicor ERP has a fully integrated e-commerce platform called...

    Integrating your sales process with your CRM

    Integrating your sales process with your CRM

    If you do a Google search of the term "Sales System", more than 2.2 billion results come up. That is to say, there are a lot of sales processes and systems out there. As a company, we have gone through the training with the Sandler sales system, the...

    Consulting Services Augment Your ERP Implementation

    We want ERP (Enterprise Resource Planning) implementations to be a success. One of the best methods for ensuring a successful implementation, we have found, is to have a dedicated project consultant. This consultant is available to take your calls and is also available to travel on-site for...

    Practice What You Preach: Why We Use the CRM and ERP Systems we Sell

    Datix uses the products that we recommend to our clients. Why? We must completely understand how our products and services solve day-to-day pains in order to fully appreciate the value they generate.

    For example, we are a Microsoft CRM partner, so our sales team uses Microsoft Dynamics CRM for...

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