IFS
ITX Integration with IFS
Description
ITX is integrated with IFS, an ERP system for business management and finance. This integration provides access to key customer and sales information directly within ITX, enabling employees to manage customer interactions with up-to-date insights into orders, quotes, invoices, and returns.
Benefits for the Business
With this integration, employees gain access to relevant customer and sales information within the same interface used to manage customer interactions. This provides a better overview and makes it easier to provide accurate responses based on up-to-date information.
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What Does Integration Solve?
Without integration, customer data, loyalty information, and customer interactions are often scattered across multiple systems. This makes it difficult to provide personalized service and capitalize on sales opportunities during customer interactions.
With ITX and Voyado integrated, employees have access to relevant customer information in a single interface, enabling them to provide more targeted and personalized follow-up across all channels.
How does the integration work?
When a customer contacts the company, employees can retrieve information from IFS directly in ITX:
Customer Data and Contacts
Orders: Status and Tracking
Invoicing and Credit Information
Offers and Returns
This makes it possible to handle inquiries more efficiently without having to switch between systems.
Features
Two-way synchronization of customers and contacts
Viewing Orders with Tracking
Viewing an Invoice
Viewing Offers
Viewing Returns
| 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 |