Expert Salesforce Implementation
Salesforce is the world’s cloud CRM leader. At Datix we recognize the power of Salesforce software; however, we think that the most important consideration is how the software can transform your business. We employ Saleforce certified developers and administrators that can customize the product to work in ways that can help your company meet its desired business outcomes.
We Make Salesforce Work For Your Business
Businesses envision Salesforce perfectly aligned to their sales, marketing, and service processes, with executives being able to dynamically draw reports and advanced analytics from the system. Unfortunately, just installing the software will not allow this to occur. For this kind of software synergy, organizations need to properly align Salesforce to their organizational business practices. That’s what Datix does.
Datix specializes in helping companies extract the desired outcome from their software investment by ensuring that Salesforce supports their sales process, streamlines service protocols, and provides the best kinds of dashboards and reports to executives. This is the best way for organizations to see an ROI on the software.
We’ve helped numerous businesses mitigate the risk all organizations experience when implementing powerful new software. These implementations are not to be taken lightly and need expert attention for total success. The business models and processes that are employed during implementation determine how well the system is adopted, utilized and ultimately performs. Our process ensures you optimize the power of Salesforce.
Keep all your business data in-sync and up-to-date for exceptional customer service. Integrate Salesforce with ERP to create a single-source of truth, connecting front-line sales and service with the back-office and management functions.
Sell more. Grow faster. Close anywhere… Salesforce!
Build Stronger Relationships
Evolving technologies make adapting to change easier for manufacturers and distributors. Keep your edge by putting your customers needs at the forefront of your technological improvements. We work with companies in our region, and across North America, to build the correct solution from concept to completion.
Integrate Salesforce CRM and With Your ERP System
Datix saw a need for our clients had to have critical ERP data on hand at all times. We created a cloud-based connector-Datix Unity-to help our clients sync their data without any coding required. What makes our connector standout is how easy it is to sync not only your ERP data with CRM and vice versa, but also your CRM data with your Marketing Automation software. Keeping up-to-date information will make your sales portion easier. When you meet with a client, you will always have the latest information on invoices, order fulfillment, open cases and inventory information ( to name a few) on your laptop, mobile or tablet device.
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Sync Business Data Quickly and Easily
Wowing your customers is a continual process. We want that process to involve transparency and a dissemination of data throughout the sales and production process. It is incredibly easy to communicate with your customers with the proper software.