Integrations
Visma Business
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Visma Business
Type: Customer data
Synchronization: One-way sync (Visma Business > ITX)
Data: Customers, contacts, ledger, invoice PDF (requires source implementation), order
Benefits
When the customer makes contact, the customer’s name, last purchase, open invoice, open cases on the customer, who last spoke to the customer, etc. are displayed.
- Synchronization of customer information
- All customer dialogue is stored on the customer
- Measurement of customer satisfaction
- Coaching
- Live reports
