How ERP-CRM Integrations Bring Teams Together

There is a secret to increasing employee satisfaction that people rarely talk about. It’s not simply doing an occasional team-building exercise or sending out a company newsletter. The best way to make your staff happier is to have everyone on the same page, working together, and achieving shared goals.

Think about it: everyone wants to be successful and good at their job. Most individuals value connecting with their coworkers, and the experience of success is sweeter when it is accomplished together. When you company operates with true collaboration, that is when your team feels invested in achieving strong outcomes.

Unfortunately, there are barriers to this type of cooperation, and they are usually engrained in your software. If your enterprise software (like an ERP or CRM) is disconnected, you have a wall keeping your employees separate from each other. Half your departments use one application, half use the other, and no one knows what departments on the other side of the software divide are doing.

If you want to bring your team together, increase employee retention, and boost morale, you need a software integration. Here are a few of the ways an ERP-CRM integration transforms organizations.

Break through Departmental Silos

There is nothing wrong with having specialized software. In fact, as experts with 25 years’ experience in the industry, we generally recommend having best-of-breed software applications for business processes instead of all-in-one systems to achieve optimal results. However, software needs to be connected and allow your employees to operate out of one system to avoid departmental silos. With Unity: Integration by Datix, your employees can continue to work out of their familiar platform, but everyone can see data from all your software at the same time.

Without an integration, manufacturers have to conduct tedious “touch base” meetings, endless phone calls and emails, and sending data back and forth manually just to know what other departments are doing. With an integration and data visible to all, your employees will have a shared level of knowledge and quickly grow to become on the same page with one another. In fact, a survey of Unity clients with SMBs indicated that Unity saved their organizations, on average, almost 50 phone calls, 500 emails, and approximately 50 hours of work every month! Break down departmental silos by creating a single source of truth with Unity.

Experience Collaboration

When your company experiences real collaboration, you will be able to feel the difference. If it is easy to work together, then staff will be motivated and look forward to coordinating with their coworkers. Tasks that used to be dreaded and cause division suddenly are simple and easy.

When it comes to working together, your team will have a shared starting point of a single source of truth. Teamwork is simple, boosting morale and allowing employees to grow with each other instead of feeling like they are on their own. To boost collaboration, talk to the experts at Datix. Our Unity application is fully managed, so you IT department can focus on collaborating with your workers on other projects instead of spending all of their time updating and monitoring your software. Learn more about experiencing Unity.

Accomplish Ambitious Goals

Most employees don’t get excited about software, but they are inspired by the prospect of achieving something great. An integration allows company-wide objectives to be top of mind for all your employees because KPI data can be easily seen by everyone (you can even make this information front and center on your system’s interface). When everyone can see progress and see how they are involved in the success or failure of your goals, it is natural for people to invest in your business outcomes. The most successful companies with the best morale do not have leadership forcing goals down their employees’ throats; they have everyone consciously fighting for positive outcomes together. Your employees will be proud of the work they do, and proud to be working with the people around them. Let your organization experience the satisfaction of accomplishing ambitious goals together by integrating your software. Datix can help you every step of the way, from the planning to the implementation, and beyond.

Wrap Up

Bringing your team together, increasing employee retention, and boosting morale is possible, but you need to be willing to get out of your comfort zone. An integration like Unity can unite your organization, but only if you are willing to break down the barriers holding you back.

Integrate your Software

Read more about Fostering Collaboration with an Integration

About Datix

As software solution experts for 25 years, it’s our business to drive results for your company. We execute, deliver, and offer support after you receive your working integration. When you partner with Datix, we act as your trusted partner to remove the hassles of software management and provide guidance as your business needs evolve with your growth.

Learn More about Our Passion for Solving Real Issues

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