New function: With the interface to external ticket systems, you can map customer orders and disruptions even more effectively and across software.
Integrated ticket systems in varioCRM enable you to better organize customer-specific inquiries and orders. You can automate and simplify processes using individual workflows. This allows you to better plan customer connections. You can also, for example, process questions about contracts and invoices or reviews in a comprehensible manner. The information is assigned directly to the customer. The ticket systems also offer integration into Microsoft Outlook. Specialized ticket systems are often used for technical disruptions, which complement the dimari task management. OTRS is often used in the telecommunications environment. In addition to the previous management of tasks in varioCRM, we have developed a fully integrated task management. This allows you to create new tasks, manage and process requests. You can also assign ongoing cases to other employees. This interface can now be easily activated so that you can see all tickets and tasks from external and CRM-internal systems directly to the customer at any time.
You can individually configure where information from ticket management should be displayed, for example. In practice, we recommend displaying notes, tasks and tickets from external systems at a glance under the memos. The tickets are each highlighted in color. By right-clicking on the ticket, the external system can be opened directly and the tasks can be displayed. You can also create external tickets directly from varioCRM. These are either on the customer, on the contract or directly on the product and usage level.
By integrating an availability calendar you can optimize your internal workflow. You assign tasks and work processes to individuals or departments. Each employee or group is allocated a specific quota per day/week in advance. The service employee can then determine the approximate timing of connections and other services directly on the phone. The availability calendar uses a traffic light function to indicate the number of work orders that have already been issued.
Of course, you can connect tasks from any other fault software to the varioCRM.