CGI
ITX Integration with CGI
Description
ITX is integrated with CGI and is specifically tailored to businesses in the electricity industry. This integration gives customer service representatives direct access to customer, financial, and metering point information from CGI within ITX, allowing all customer communication and key information to be managed within a single, unified solution.
Integration type:
One-way integration
Benefits for the Business
The integration gives customer service representatives immediate access to critical information during customer communication. Invoices, account ledgers, and meter point information are available directly in ITX, without the need to switch systems. This makes it easier to handle inquiries quickly and accurately, while also reducing processing time.
All customer communication is consolidated on the customer profile across all channels, providing a complete history and improving collaboration between departments. With better insight into the customer’s situation—including financial information and key metrics—the company can provide more targeted and personalized follow-up.
This provides tangible value for the business:
- Reduced processing time per inquiry
- Increased efficiency through fewer system changes
- Lower operating costs (less manual work)
- Faster and more accurate customer responses
- Better collaboration across departments
- Higher Quality in Customer Communication
- Improved customer experience and customer satisfaction
- Better Use of Customer Data in Communication and Follow-Up
Contact Us
What Does Integration Solve?
When a customer contacts us, relevant information from CGI is automatically displayed in ITX:
- Customer Data and Contact Information
- Invoices and Accounts Receivable
- Outstanding items
- Information about the customer’s electricity meters and metering points
- KPI information related to metrics
Among other things, employees can:
- Open an invoice with a single click
- Send a copy of the invoice directly to the customer
- Get a complete overview of the customer’s finances and spending
All customer communications are automatically saved under the customer’s record, so the history is always available.
How does the integration work?
When a customer contacts us, relevant information from CGI is automatically displayed in ITX:
- Customer Data and Contact Information
- Invoices and Accounts Receivable
- Outstanding items
- Information about the customer’s electricity meters and metering points
- KPI information related to metrics
Among other things, employees can:
- Open an invoice with a single click
- Send a copy of the invoice directly to the customer
- Get a complete overview of the customer’s finances and spending
All customer communications are automatically saved under the customer’s record, so the history is always available.
Features
- One-way synchronization of customer data and ledger (CGI → ITX)
- Viewing Invoices and Ledger Entries
- Access to invoice copies and sending them to customers
- Displaying Metering Point and Electricity Meter Information
- KPI display linked to metrics
- Compilation of all customer communication on the customer profile
| Category | What You Get |
|---|---|
|
Customer Data |
Complete overview of the customer, including contact information, history, and credit status |
|
Order |
View status, items, and tracking information while speaking with the customer |
|
Invoice |
Open, send, and follow up on invoices without switching systems |
|
Logistics |
Track shipments and view inventory status and backorders |
|
Follow-up |
Manage quotes, returns, and customer communication all in one place |
|
Synchronization |
Automatic synchronization between ITX and Multicase |
|
Insight |
Real-time KPIs provide an overview of customer activity |