Salesforce and MS Dynamics: Take Our CRM Selection Test

Choosing Between Salesforce and MS Dynamics One of our most popular posts of all time pitted Salesforce and MS Dynamics against each other in a CRM software showdown. Over our years of work as a software consultancy business, we have found that a lot of organizations end up evaluating these two CRM…

How to Master a Dynamics CRM Integration Project

How to Master a Dynamics CRM Integration Project If you haven’t already achieved it, complete software integration should be topping your business’ list of New Year’s resolutions. Imagine the possibilities you can achieve when you connect your CRM with ERP and get them working together in harmony; shop-floor data for…

CRM Selection Guide and Best Practices

Download The Free Guide We’ll Email It to You! The Only CRM Selection Guide You Need Selecting a CRM software system is a critical first step in implementing a solution that can dynamically change and influence the future of your business. CRM is one of the most crucial pieces of software…

Improve CRM Software Strategy With These 5 Key Tips

5 Unmissable Tips for Stellar CRM Software Strategy As the new year approaches, your team might be looking to take 2016 as an opportunity to overhaul your customer relationship management strategy, or to implement a whole new CRM system altogether (hopefully just not on New Years Day). With the advent…

3 Easy Ways To Manage Customer Relationships

3 Easy Ways To Manage Customer Relationships If you ask around, you will find that most business leaders probably feel that their organization could be a bit more polished and organized when it comes to how they currently manage customer relationships, both new and old. Managing new and current customers can certainly be…

Best CRM: Salesforce vs Dynamics (Part III) — MS Integration

    Salesforce vs Dynamics (Part III): MS Integration Get the comprehensive breakdown Download the full report As both a Salesforce and Microsoft Dynamics certified partner, Datix Inc., has a rare, unique insight into two of the most popular CRM systems on the market today. In light of this, we have been…

Best CRM: Salesforce vs Dynamics (Part II) — CRM Mobility

  Salesforce vs Dynamics (Part II): CRM Mobility Get the comprehensive breakdown Download the full report As both a Salesforce and Microsoft Dynamics certified partner, Datix Inc., has a rare, unique insight into two of the most popular CRM systems on the market today. In light of this, we have been…

Best CRM: Salesforce vs Dynamics 2015 — Reporting

  Determining the Best CRM for Your Business Get the comprehensive breakdown We’ll Email You the Report! The question is inevitable: “What is the best CRM for my business?”. When considering options for your organization, the choices of CRM software can seem overwhelming,with every vendor promising the latest update and innovative new…

Dynamics CRM Cross Solution Entity Changes

Dynamics CRM Cross Solution Entity Changes In an ideal world, all changes to a production Dynamics CRM instance would come from a single development instance where the developers were working only on one feature at a time. Reality can be a different story. A production instance will likely include fields from…

Ultimate ERP Implementation Plan E-Book

Ultimate ERP Implementation Plan E-Book How to Use E-Book for an ERP Implementation Plan Download The E-Book Here We’ll Email it To You! Enterprise software projects are known for sapping funds and taking way longer than expected to complete. When it’s all said and done, jobs hinge on the ERP implementation…

Dynamics CRM Implementation, Mapping, Epicor Integration

Dynamics CRM Implementation, Mapping & Integration Case Study Case Study: Aerospace, Defense Contractor Implements Dynamics CRM Download the case study PDF What: Microsoft Dynamics CRM implementation, a re-mapping of the sales and quoting process, and a custom integration with Epicor ERP version 10 When: Project occurred in 2014-2015 Where: Midwest, United States Download the full…

Are CRM and ERP Software Full of Empty Promises?

The Truth About CRM & ERP Software I recently spoke with a company at a local user group meeting that was just finishing a quick start CRM system deployment. They shared with me a sentiment regarding their new system that I was becoming very familiar with. Once their system had…

Mapping Dynamics CRM To Sales Process | Why We Did It…

Mapping Dynamics CRM To Sales Process How would your company benefit from a greater connection to your end customer data? You can probably think of a couple of different use cases in which this may be beneficial. By mapping Dynamics CRM to our sale process we began to explore how these kinds of…

Why Choose Dynamics CRM 2015?

5 Reasons Why Businesses Are Choosing Dynamics CRM 2015 As a certified Dynamics CRM 2015 partner, we recently took some time with our most recent Dynamics CRM clients to determine why they decided to implement Dynamics CRM 2015, and what they’ve been able to accomplish with it. Our conclusion? there…

Visualforce Remote Objects HTML Encode | XSS Analysis

Visualforce Remote Objects HTML Encode | XSS Analysis As a certified Salesforce partner, a common subject that we’ve noticed popping up is the act of a Visualforce Remote Objects HTML Encode; an XSS analysis. XSS stands for Cross Site Scripting and is in the OWASP Top 10 Vulnerability list. An unprotected…