Happier customers
Better informed customer service colleagues can respond to inquiries faster and with greater precision to strengthen customer retention.
Always ready to provide information
Create a single source of truth for all customer information — for employees with and without Salesforce access
Greater back office productivity
Automate back office processes, e.g. document archiving, process monitoring and customer file creation.
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
Information basis for informed responses
Lay the foundation for a 360° view of all customer processes and information and access them directly from your CRM system or Doxis.
Mitigate legal risks
Automate the archiving of important documents from your CRM system and prove compliance with data retention periods and data protection requirements such as the EU GDPR.
Familiar work environment
Continue working as normal in your CRM system and and access related quotations, contracts and emails straight from the application or switch to the customer file using the link provided, for a complete overview.
Faster processes, better service
Doxis automatically launches and monitors downstream processes — from delivery date inquiries directed to Shipping, to questions for the Sales team, nothing falls through the cracks.
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.
Salesforce
SAP CRM / SAP C/4HANA
Oracle / PeopleSoft
Microsoft Dynamics 365 Sales
And many more
Case study
Read nowWith 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
Automatic processes
When new eFiles are created, Doxis automatically starts the relevant workflows in the CRM system, such as customer onboarding. You’ll find all the information about the process in Doxis as conveniently as in your CRM tool.
Collaboration
The Doxis iRoom enhances your CRM system: It’s a secure space to provide customers with quotations, contracts, product information and much more directly and fully traceable at all times.
Content analytics
With Doxis Cognitive Services, take advantage of content analytics also for automatic data mining from your CRM system. This is how you save time and prevent errors.
Compliance
Doxis automatically and compliantly archives all document versions from your CRM system. The result: transparent documentation of all customer processes, such as for complaints or the EU GDPR.
Metadata inheritance
Doxis imports new documents from integrated systems — with all metadata. They are filed correctly and automatically, and can therefore be discovered quickly.
Allocation to eFiles
Doxis automatically creates eFiles for new documents, business partners and more, assigns documents and data to the corresponding files and displays selected views of customers, suppliers and processes.
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.
Are you running Salesforce? Build a bridge to Doxis!
Discover Doxis for SalesforceDoxis solutions to take your customer management to the next level
Digital customer files »
Electronic email archiving »
Workflow-supported customer service »
EU GDPR-compliant working »
Enterprise search for customer information »
Customer portal & virtual project rooms »
How can we help?
Discover with us how Doxis can help you meet your goals.
Would you like to learn more about document management with Doxis? Schedule your personal live demo of Doxis or arrange for us to visit your company to show you its potential live and up close. We look forward to hearing from you!
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