Visma Global
ITX Integration with Visma Global
Description
ITX is integrated with Visma Global, an ERP system for finance and business management. This integration gives employees direct access to customer, order, and invoice information from Visma Global within ITX, allowing them to handle customer interactions efficiently with up-to-date data available in a single interface.
Benefits for the Business
The integration provides a better overview of customer data and financial information during customer interactions. Employees can quickly find relevant information and respond to customers without switching systems, resulting in more efficient customer service and a better customer experience.
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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 contacts us, the customer is identified and relevant information from Visma Global is displayed directly in ITX:
The customer’s previous conversations and history
Order Status and Package Tracking
Invoices, Accounts Receivable, and Credit Information
Proposals and Pending Matters
Employees can quickly:
Locating Copies of Invoices
Check Order Status and Delivery
Provide accurate answers based on up-to-date information
Customer searches can be performed using multiple criteria, such as customer name, customer number, phone number, email address, order number, and invoice number.
Features
Mapping Customers to the ITX Portal
Viewing Ledger and Invoice Information
Access to invoice copies
Displaying Order and Invoice Data in the KPI Dashboard
Search for customers using multiple criteria (name, number, email, phone, order, invoice, etc.)
| 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 |
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Customer Cases
Visma Global Contact Center
VISMA GLOBAL CONTACT CENTER & CUSTOMER CLOUD
Deliver world-class customer service with ITX integrated with Visma Global
ITX offers you an all-in-one solution for phone, chat, email, tickets, text messages, social media, video, screen sharing, CRM, and much more. All interactions and data are stored in the customer record, tightly integrated with Visma Global.
Regardless of which channel the customer used to contact your business, you’ll immediately see who the customer is, their orders and order statuses, and package tracking information. You’ll also be able to view any quotes, accounts receivable, and open invoices, as well as a complete communication history across all channels, open tickets/cases, and much more.
For example, if a customer is wondering when their package is expected to be delivered or would like a copy of an invoice, you’re just one click away from providing tracking information or sending a copy of the invoice.
Take full control
Regardless of how the customer contacts you, you’ll immediately see who the customer is, previous conversations, orders and their status, package tracking, credit information, invoices, quotes, accounts receivable, open tickets/cases, and much more.
For example, if a customer is wondering when their package is expected to be delivered or wants a copy of an invoice, you’re just one click away from providing tracking information or sending a copy of the invoice.
Solution for Sale
ITX also provides CRM functionality such as sales processes, follow-ups, call list management for effective customer follow-ups, meeting scheduling, tight integration with Microsoft Teams, and calendar synchronization. When following up with customers, you can immediately see key information about them, such as whether sales to that customer are increasing or decreasing, their most recent purchase, any unpaid invoices, credit information, and much more.
When you bring both customer service and sales together in ITX, you gain a complete overview of all communication with the customer, making it easier and more efficient to work together.
It's easy to get started!
Does this look great, but are you worried about a complex implementation and setup?
You don’t have to worry about that—we’ll set this up and get it ready to use in a flash!
Integration Overview:
The integration between ITX and Visma Global makes it possible to:
- Provides customer data to the ITX Portal
- Displays ledger information about the customer, provides access to a copy of the invoice, etc.
- Displays order information, invoice information, and a copy of the invoice for the customer on the KPI dashboard.
- You can search for customers by invoice number, order number, e-commerce number, customer number, customer name, phone number, email address, and more.
Do you want to boost sales and customer loyalty—and become a customer service superhero? Book a demo and see how!