Nothing can replace a personal conversation. However, employees are often overloaded with administrative tasks. Intelligent add-ons for Dynamics 365 Business Central / NAV already integrated in KatarGo minimize the communication effort and ensure order and more time.
The communication cockpit is an integral part of KatarGo and organizes the communication with customers, suppliers and business partners. Incoming e-mails are transferred from adjacent systems such as Microsoft Exchange Server and assigned to customer or supplier contacts.
The communication cockpit can centrally manage messages for any areas, such as "accounting", "service" or "returns". The employees of the responsible departments can thus get a quick overview of the message situation and switch directly to the relevant customer contact. With the help of predefined text modules, employees can quickly answer standard queries.
The receipt dispatch module is also an integral part of KatarGo and simplifies the exchange of information with customers and suppliers. Employees can convert commercial documents such as delivery notes, invoices or orders into PDF format from the KatarGo business software at the push of a button and send them as PDF attachments to an e-mail or fax.
For example, prepayment invoices, order and dispatch confirmations with carrier and tracking number can also be sent automatically in KatarGo.
Although e-mail traffic is gaining in importance, fax is still indispensable in some areas. With the Ferrari Fax extension, each employee receives their own fax number. Incoming fax messages end up like an e-mail in Outlook's inbox and are automatically transferred to the business software Microsoft Dynamics 365 Business Central if required. Electronic fax transmissions can be distributed easily, saving paper and the operation of additional fax machines.
The Business Central add-on and middleware activeTAPI from Schmidt e-Services GmbH connects the telephone system with Dynamics 365 Business Central via Computer Telephony Integration (CTI). For incoming calls, the customer file and contact history are automatically displayed in the company software. One mouse click is enough to enter a new order. During absences, a clear callback list supports customer communication. ativeTAPI works manufacturer-independently with many TAPI-capable telephone systems.
Alternatively, TSO-DATA offers another solution for KatarGo in the segment of CTI. The module CTI for KatarGo is completely integrated into the industry solution KatarGo and builds based on the TAPI interface the bridge to all common telephone systems (e.g. Siemens HiPath, etc.). With CTI for KatarGo your existing telephone system can be connected to KatarGo. This applies to both outgoing and incoming calls.
Already in KatarGo any number of telephone numbers can be assigned to a contact, whereby the telephone number is stored directly uniformly and formatted with the country code. On this basis, dialing processes are started and incoming calls are identified - thus eliminating the cumbersome customer search.
Customer communication cannot be fully automated. But an intelligent IT support relieves your employees. This leaves more time for the essential things. Talk to us. We will be happy to advise you the right add-on for your optimal communication.
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Sales Microsoft Dynamics 365 Business Central
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