Lime
ITX Integration with Lime
Description
The integration with Lime provides one-way synchronization of customers and contacts from Lime to ITX. This means that information about customers and contacts is automatically transferred.
Benefits for the Business
This integration makes it easier to work with customer data during customer interactions. Employees can access relevant information without switching systems, which leads to a more efficient workday and a better overview of the customer.
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What Does Integration Solve?
Without integration, employees often have to look up customer data and orders in separate systems. This is time-consuming and disrupts the flow of the customer interaction.
With ITX and MyStore integrated, employees have access to relevant information directly in ITX, allowing them to handle inquiries more quickly and efficiently.
How does the integration work?
When a customer contacts us, customer data from Lime CRM can be displayed in ITX:
- Customer’s name and contact information
- Related Contacts
This makes it easier to identify the customer and provide faster and more relevant follow-up.
Features
- One-way synchronization of customers and contacts (Lime → ITX)
| 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
MyStore
MyStore
Type: Customer data
Synchronization: Two-way sync (MyStore > ITX + ITX > MyStore)
Data: Customers
Advantages
When a customer contacts us, the system displays the customer’s name, most recent purchase, open invoices, open cases related to the customer, who last spoke with the customer, and more.
- Synchronization of customer information
- All customer communications are stored in the customer record
- Measuring customer satisfaction at every point of contact
