Microsoft Dynamics 365 and Salesforce are top CRM vendors. Both are renowned for ease of use and innovative tools such as artificial intelligence. But as Datix CEO Matt Schuval explains, manufacturers and distributors need to connect these CRM solutions with their Epicor system to reap the full value of their software investments:

“To succeed in such a competitive marketplace, manufacturers and distributors have no choice but to connect their front and back-office data. As both an Epicor Platinum Partner and a certified partner of Salesforce and Microsoft Dynamics 365, we’re the leaders in ERP and CRM integrations. We designed Unity to make it easier than ever to enhance business performance.”

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Unity for HubSpot is one of Datix’s most recent integration applications. HubSpot Marketing Automation is a premier inbound marketing solution. With user-friendly tools to manage website content, social media accounts, email campaigns and more, the vendor transforms digital marketing strategies. By automatically syncing data between HubSpot and Epicor, Unity provides marketers with real-time access to a wealth of customer and order information. This connectivity enhances efficiency and enables marketers to develop powerful, personalized campaigns.

Datix’s Unity video demos were created to help companies visualize how the software integration platform can improve end-to-end operations. It shows how users can easily access information through two-way synchronizations of an array of data, including accounts, parts and inventory, opportunities, orders, shipments, invoices and RMAs. Unity’s scheduled and real-time data syncing allows users to find the information they need from one, powerful solution.

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“There’s no understating the value of software integrations for manufacturers and distributors,” states Candice Evertowski, Datix’s Chief Marketing and Business Development Officer. “However, businesses should seek out the right solution for optimal connectivity. When Unity is installed, you gain more than bidirectional data migration; you gain a team of experts who take control of your project, execute customizations and monitor data to mitigate risk and maximize ROI.”

The Unity demos can be accessed by filling out one of the forms on Datix’s Demo Videos page, but Schuval encourages people to schedule a live demo by reaching out to a consultant. “The videos are an overview of what our integration solutions can do, but to truly understand how Unity can transform your enterprise, our consultants offer live demos in person or via conference calls,” explains Schuval. “While other consultants can only show videos or make empty promises, we ensure our clients are confident about their decisions by demonstrating how our solutions can handle their unique datasets and workflows. From start to finish, we execute software projects that solve real business issues—that’s the Datix difference.”

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