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The makes
good service great
Electronic customer files with Doxis4
Make good service great with the power of the
Electronic customer files with Doxis4 give you the service advantage.
Your customers expect fast, expert service. With the electronic customer file, all information on the customer relationship is clearly structured and in one place. Whether it's correspondence, contracts, offers, invoices, notes or business processes, the sales, customer service and order processing teams find all the information they need in the customer eFile. Access it from any device whenever, wherever — even on the go or offline. Save yourself time-consuming searches through inboxes, file directories, CRM or ERP systems. With Doxis4, when a customer inquiry comes in you can provide the necessary information immediately and process service inquiries fast. Doxis4 keeps all electronic customer files and the sensitive information they contain safe, and documents each customer history seamlessly. Make your service quality stand out from the crowd with Doxis4 and the power of the e.
Electronic customer files with Doxis4: Your benefits
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Make a great impression with first-rate service
Electronic customer, order and supplier files mean you always have the information you need at your fingertips. Start your journey to service excellence with an array of additional Doxis4 solutions.
READ NOWmeans informed
Expert service depends on having the right information on hand.
From email inquiries and offers to orders, contracts and invoices — everything is stored consistently and systematically in your electronic customer file. You can even access the file directly from your CRM platform. The result: Even when standing in for a colleague, you immediately have all the right information at your fingertips. Retrieve all documents, integrated CRM data and transactions relating to the customer using the full-text search, customer number or contract reference. Or have the system display, say, all the customer's orders from the last three months. Has a document changed or a new process instance been created? Doxis4 can notify you at any time about changes so you always stay up to date and ready to provide information.
means integrated
With Doxis4 you can seamlessly integrate your business applications, portals and more into the electronic customer file.
Best practice
Electronic customer files: efficient & customer oriented
At Krone, the sales and service teams access order confirmations, customer emails, notes from phone calls and more in the electronic customer files. And with supplier and machinery eFiles also integrated, the overview of information is complete. Read on to find out how Krone also integrates its telephony software to deliver all-round service excellence.
READ NOWmeans flexible
Customer wishes are individual — with Doxis4, so are you.
Different departments collaborate on acquisitions, order processing and customer support. Doxis4 helps you to fulfill customer wishes quickly and precisely, using electronic customer files as the shared basis of information. Allocate tasks and documents digitally from end to end with Doxis4 BPM — as flexibly as you need. You can see the status of a process directly in your customer file. And Doxis4 doesn't stop there! Orient all of your processes to the customer with the additional functions:
- Collaborate with customers via the Doxis4 iRoom, where you can share presentations, large files and project documents
- Workflows for approvals, deadline reminders and bid resubmissions and much more
- Process inquiries, requests & workflows faster with digital inbound mail
means secure
Doxis4 documents all customer information and ensures its validity.
With Doxis4, you play it safe when it comes to liability matters and complaints. Your electronic customer files document the entire customer history seamlessly. In parallel, you comply with all audit-proof archiving requirements, like the 10-year retention period for offers and orders. Doxis4 is also EU GDPR-certified, so you are assured that all sensitive customer data is managed compliantly.
Discover Doxis4!
Doxis4 is not only the perfect basis for customer-oriented processes — it also offers a wide range of options for your end-to-end information management: more eFiles, document management features, collaboration and more.