What's the Difference Between ERP and CRM?

On May 21, 2019, Posted by Jay Epperson, In contact management, epicor modules, erp and crm connected, salesforce, software integration, supply chain management, unity, epicor, erp crm integration, Microsoft Dynamics CRM, software consulting, sales team, financial management, sales force automation With No Comments

Create a Mobile Enterprise: Integrate ERP and CRM

On March 22, 2019, Posted by Jay Epperson, In connect epicor and crm, Epicor ERP, epicor erp with crm, Epicor Integration, integrate erp crm, integrate systems, salesforce, unity, dynamics crm epicor, epicor crm, ipaas, mobility, real-time access to data, salesforce epicor With No Comments

Why Connect ERP with CRM?

If you want to improve your enterprise efficiency and generate stronger insights, you should strongly consider integrating your ERP with your CRM. Your business could save hundreds of hours a year through process automation and accurate, real-time data. With an ...

Top 5 CRM Software Pitfalls

On March 19, 2019, Posted by Paul Arthur, In business process modeling, change management, CRM, crm consulting, CRM implementation, crm pitfalls, crm problems, salesforce, crm fail, CRM training, microsoft dynamics 365, sales team, c-suite With No Comments

Avoid CRM Failure

Unlock the Power of AI to Boost B2B Sales

On February 26, 2019, Posted by Paul Arthur, In b2b, b2b crm, costs, crm consulting, Customer centric, Customer Experience, gartner crm, salesforce, unity, crm software, erp crm integration, improve sales, Microsoft Dynamics CRM, microsoft dynamics 365, AI, salesforce einstein With No Comments

AI for B2B Selling

Artificial intelligence (AI) has dominated headlines in recent years. Incredible innovations have made AI a mainstay in various aspects of our lives, particularly at the workplace. With CRM software vendors constantly rolling out new AI developments, the technology has...

Top 5 Ways to Improve Salesforce Usage

On January 24, 2019, Posted by Matt Schuval, In certified salesforce, CRM, crm best practices, crm consulting, marketing, sales, sales cloud, salesforce, salesforce best practices, salesforce cloud, salesforce sales cloud, customer service, partners, salesforce.com, salesforce consulting With No Comments

Salesforce CRM Best Practices

The value your enterprise software adds to your company all depends on your users. A critical error project teams often make when implementing CRM software is training users how to leverage new tools but not why. Without understanding the benefits of the software,...

How is IoT Transforming CRM?

On December 19, 2018, Posted by Paul Arthur, In crm consulting, Customer Experience, marketing, sales process, salesforce, crm software, customer service, IoT, field service management With No Comments

IoT for CRM

When we predicted which trends will shape ERP software in 2019, we heralded the Internet of Things (IoT) as one of the biggest game changers in the coming year. However, this trend isn’t limited to ERP. CRM systems are increasingly leveraging IoT technology to improve front-end...

3 Tips for Improving CRM Use

On November 15, 2018, Posted by Paul Arthur, In bpm, business processes, CRM, crm consulting, crm use, sales, salesforce, crm system, CRM training, dynamics crm, improve crm, microsoft dynamics 365, dashboard With No Comments

Get the Most from Your CRM Software

A common dilemma we see organizations face when implementing a new CRM system is determining the best way to use it. Many businesses assume that once they purchase the CRM software licenses, they can simply install the software and watch it work its magic to...

Should You Integrate Salesforce CRM With Your ERP?

On November 09, 2018, Posted by Matt Schuval, In ERP, salesforce, crm erp integration, demand planning, erp data, mobile, salesforce.com, salesforce epicor, salesforce integration With No Comments

Fill This Out For a Free Unity Integration Demo!

What is CRM, and Why Do You Need It?

On September 10, 2018, Posted by Candice Evertowski, In CRM, crm consulting, crm mobility, Customer centric, Customer Experience, integration erp crm, salesforce, unity, microsoft dynamics 365, AI, salesforce einstein, salesforce integration, microsoft dynamics 365 integration With No Comments

CRM, Explained

As we mentioned in our explanation of ERP, searching for the right enterprise software can be a daunting task. How is it even possible to keep up with all the jargon and acronyms of the software marketplace? Businesses frequently get the systems mixed up, especially ERP and CRM....

The Ultimate CRM and ERP Implementation Plan E-Book

On July 10, 2018, Posted by Matt Schuval, In CRM, CRM implementation, Enterprise Software, Epicor ERP, ERP, ERP implementation, erp implementation guide, erp implementation plan, ERP Strategies & Implementations, ERP System, ERP training, new erp system, salesforce, software, best crm, CRM Strategies (X), customer service, distribution, dynamics crm, epicor, Epicor 10, erp plan, ERP problems, erp selection, ERP Software (X), erp system planning, erp system upgrade, implementation, manufacturing, Microsoft Dynamics CRM, Midwest ERP Provider, salesforce.com With No Comments

Download Our Implementation Guide

Business leaders understand the importance of seeking new strategies and systems for growth, but often, they find themselves falling back on their old methods. The reason? Change is hard. Even if manufacturers and distributors know about the benefits ERP and CRM

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