DMS gives us a 360° view of our customers, including the contact history. Every employee can search through any case at any time.
Alexander Erpenbach, Head of the Policy Department for the divisions Property, Liability, Accident, Automotive Insurance and Customer Center Service at DEVK insurance
Connectors for your CRM system
Your customers are important to you. That’s why you work with CRM systems from Salesforce, SAP, Microsoft, Oracle and others, to ensure professional support. Each and every inquiry needs to be answered fast, reliably and with the necessary expertise. But your CRM system only contains a portion of the information you need. This is evident every time you need to answer inquiries about contracts or arrangements made via email, etc. With the integration of CRM & Doxis, you have direct access to information from all sources — the answers are always at your fingertips.
With Doxis, we now have a stable platform that runs around the clock. Our customer files are always found quickly and easily — regardless of where they are located.
Martin Mermolja, Sunrise Communications AG
Utilize the benefits of ECM with your CRM system
Integration of your IT landscape with Doxis
Integrate Doxis into your IT systems. Doxis offers a large number of standard connectors for applications including CRM systems like Salesforce, SAP, Oracle etc., as well as various ERP systems, Microsoft Exchange/Outlook, Office, SharePoint, HR solutions such as SAP, ADP Paisy, Varial etc., and CAD systems and directory services like LDAP.
Do you have any questions?
Would you like to find out more about the possibilities of integrating CRM and ECM with Doxis? We would be pleased to give you a live demonstration of Doxis — also at your place of business! We look forward to hearing from you.
Find out how Doxis can help you to reach your goals.