Aptic
ITX Integration with Aptic
Description
ITX is integrated with Aptic and links all customer communication directly to case management in the Aptic system. This integration makes it possible to handle incoming and outgoing communication efficiently, while automatically logging all activity under the correct case.
Benefits for the Business
The integrations provide better control over customer communication and case management by linking all communication directly to the customer and the case. This reduces manual work and results in a more structured and efficient workflow.
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What Does Integration Solve?
Without integration, employees often have to work in multiple systems at the same time. They have to look up customers, orders, and invoices manually, and important information can easily be overlooked.
Typical challenges include:
- Customer data is spread across multiple systems
- Lack of an overview of orders and delivery status
- Time-consuming manual processes
- Limited historical data available in customer conversations
The integration between ITX and Multicase solves this by consolidating all relevant information directly in ITX. When a customer contacts the company, employees have immediate access to everything they need. This makes it possible to provide quick, personalized responses without putting the customer on hold or switching systems.
How does the integration work?
When a customer is contacted or contacts us:
- Calls are handled via ITX Dialer
- All activity is automatically logged in the case in Aptic
- Customer communication is stored under the customer’s name
This ensures that all history is compiled and available for further follow-up.
Features
- Integration with ITX Dialer for Outgoing and Incoming Calls
- Automatic Logging of Case Activity in Aptic
- Storing all customer communication on the customer’s end
- Measuring customer satisfaction at every point of customer contact
| 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 |
Pictures
Customer Cases
Aptic
Aptic
Advantages
ITX Dialer is tightly integrated with Aptic. All activity is logged in the case in Aptic.
- All customer dialogue is stored on the customer
- Measurement of customer satisfaction at all customer contact
