Transfer account records across users without transferring ownership of all prior activities A common question we regularly get from CRM users is how to transfer account records from one user to another without transferring ownership of all prior activities. For example; say you transferred 100 accounts to a new account rep,…
CRM Provider in St. Louis To find the right CRM provider in St. Louis — or anywhere — there are a host of factors to consider. The decision goes beyond software. For example, Datix, is the only retailer of Salesforce and Microsoft Dynamics CRM software in the St. Louis area….
When shopping for IT solutions and services, you’ve probably seen reseller or services partnerships classified "certified" or "silver" or other exotic metals. You may have seen that Datix was recently designated an Epicor Gold Partner. But besides putting Datix in the top 1% of all Epicor partners worldwide, what does this designation represent to our customers?
But without an investment in organizational commitment and the right mindset, the project could be doomed from the beginning, resulting in over-runs and low adoption of the new technology. And while project over-runs are the immediate pain, lack of adoption prevents you from capturing all the value of the new enterprise system for years to come.
But it doesn’t have to be this way. This week, Kyle looks at the Kotter 8-Step Process for Leading Change as a framework for realizing the value of your enterprise software investment.
Data is the lifeblood of your enterprise software systems and operations. Without good data, made accessible at the right time to the right people, considerable friction is imposed upon a business. So it’s imperative that, when upgrading or re-implementing your enterprise software, the data enters your new system in the best shape possible. The process of data conversion involves taking existing, legacy data from the older system (or collection of spreadsheets) and organizing and uploading it into the new system. This week, Datix Business Analyst, Ryan Mosby discusses the keys to a successful data conversion – and most of them aren’t technical.
Over the course of the week, Kyle Harsha had the opportunity to meet a variety of other Partners, Independent Software Vendors (ISVs) and Users that all operate in the Microsoft universe. Through those meetings, a number of things stood out. Here are three that really made an impression.
We’ve worked with clients who believe that they can take on the complex task of business process modeling on their own. While it’s certainly possible for any firm to produce a deliverable that documents its own processes, companies also tend to have certain blind spots that can lead to incomplete or myopic results. And, the results likely won’t map to the enterprise software, leaving key functionality and efficiency untapped. Here are key misconceptions that lead to a risky DIY approach.
Defining Business Processes for Your Organization (Part 1 of 2) When setting up the project plan for a software implementation, companies often seek to cut out business process modeling in the interest of saving time and effort. However, at Datix, this step is a non-negotiable part of our process, because…
Why Your Salespeople Hate CRM Sales managers and company executives, you have a problem on your hands. You have invested in a CRM system, but despite all of the begging, pleading, threats, and motivational activities, it hasn’t been the silver bullet you thought it would be. You read the Aberdeen…
Implement Processes Not Software Even the best Enterprise Resource Planning (ERP) is only a tool. It will not magically solve the problems your company is facing. It will most likely not automatically fit with your existing processes. Some of these processes may even need revision or, in other cases, the software…
A brief look at Google’s search volume reveals people are interested in the relationship portion of “customer relationship management.” Key terms including: “relationship manager,” “client relationship manager” and “client relationship” are rising terms. This interest is encouraging for businesses and customers alike.
If you have ever wondered about the process behind implementing CRM you are not alone. Clients are often concerned about making the transition for fear it could take too long and could be more trouble than it is worth. Making sure the transition – from your old system to a new CRM – is a smooth one is the job of your consulting partner. Bryan Sapot, founder and managing partner of Datix, recently tackled this issue in a presentation to the CRM Users Group entitled Implementation Best Practices.
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 revenue. The opportunity closing dialog allows the user to accept the system-calculated revenue from the opportunity or enter a different number.
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….