Advantages of a Pre-Built ERP and CRM Integration

    Pre-Built ERP CRM Integration

    Why Get a Pre-Built Software Integration?

    When it comes to enterprise software integration, there’s generally two different points of view of the approach. While some businesses choose to build their own CRM and ERP connection through painstaking coding, the emergence of pre-built software integration platforms has made all that tedious work unnecessary. Some businesses think that developing and coding their own solution may be cheaper, faster or more secure, but that’s usually not going to be the case. Here are a few reasons why you should consider a pre-built software integration application before you get knee-deep in code.

    Relieve IT Stress 

    A house-built, custom-coded ERP and CRM integration may seem to be the comfortable route for your development team, and they may assert that they are able to do it. However, creating your own integration from scratch will inevitably take a significant amount of time. To complete the project, your IT team must delve into APIs for all of your different enterprise applications and build out every different sync field, direction and time.

    With a software integration platform, also known as Integration Platform as a Service (iPaaS), all that work has been pretty much done for you. The coding structure is already there for you to build around—you simply need to align the product to your desired sync schedule and integration directions. Yes, your IT team says they can complete a coded integration, but wouldn’t you rather save them time so they can redirect their efforts to more innovative or mission-critical projects?

    Take Advantage of an Adaptive Platform

    It’s important to underline the fact that business process management within a company should always be dynamic and evolving. After all, your business should never be the same at the end of every day. While that statement seems  intuitive, it often gets forgotten when businesses are deciding on an integration solution. A specific and rigid integration structure—as it is initially built—won’t work for the entire lifetime of a business.

    Depending on how your operations evolve, different workflows will need to be added, or fields changed. House-made integration code will need to be revisited and changed every time a new situation or requirement occurs. That’s not to mention the fact that a wide variety of different employees will be using your integration solution.

    Consider that everyone who will use CRM and ERP in the organization will interact with the software differently. A super user will be involved daily with the software and knee-deep in data entry and analysis while other employees will just need access to a few tools. Because these two distinctive users interact with the system in such disparate ways, it simply won’t be convenient for them to have the same integration interface or view of the data. With an ERP software integration platform, dashboards and fields can be altered easily and without the need for coding. A user-friendly software, iPaaS can be altered within the interface to fit a variety of needs. 

    Just as your business will evolve over time, so too will the structure of your integration platform. Make sure any type of change is easier to handle by choosing a flexible software integration solution.

    Receive Hassle-Free Updates 

    We already noted that a successful business needs to be constantly changing and innovating. The same should go for your integration—no piece of software or technology should just stagnate over time. If you integrate using a managed application platform, that solution will be updated regularly just like any other.

    Furthermore, if you opt for Datix's Unity integration application, our expert consultants will take care of daily management and upkeep at no extra cost. That includes not only the smooth running of day-to-day tasks, but also the release and installation of new versions of the product and comprehensive error handling. Once you have the iPaaS platform customized to your business needs, it will run quietly in the background and do all the hard work for you while you reap the benefits. You simply can’t say the same about a coded integration, which your IT team will be responsible for before, during and after the project.

    Integration E-Book Download

    Wrap Up 

    Are you interested in connecting your enterprise applications with a pre-built platform? If you’re currently running CRM and ERP separately, you shouldn't be. Consider Unity, Datix’s signature solution for ERP and CRM integration. Whether you’re hosting Epicor on site or in the cloud, Unity is a flexible and customizable ERP software integration platform that can be built around your business and foster incredible growth. Rapidly installed, Unity is the easiest way to connect Epicor with Microsoft Dynamics 365 CRM, Salesforce as well as other front-end solutions.

    Check out our Unity video demos, and get in touch with one of our expert integration consultants today!

    CONTACT AN EXPERT AT DATIX TODAY!

    Matt Schuval

    Matt Schuval

    Matt, the Chief Executive Officer at Datix, is a thought leader in the ERP community and President of the Epicor Partner Council. He has a strong industry background that has allowed him to transform Datix into one of the top enterprise software consultants in the U.S.

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