GEDYS IntraWare CRM Release 8.15
VIA REST-API TO IDEAL SOFTWARE NETWORKING
You can seamlessly connect GEDYS IntraWare CRM Release 8.15 with other applications to suit your company’s requirements.
BENEFITS OF THE REST API
Bidirectional communication: exchanging data in both directions
As a platform-independent, standardized, expandable interface, the REST API enables data exchange across different software systems. This allows you to:
- Accessing data
Depending on your requirements, you can either read or write data records from other systems. For example, data can be read, updated or deleted in both directions and processes can be designed more efficiently. - Combine customer data from many sources in the CRM
This enables comprehensive analyses and evaluations of KPIs and provides information on the behavior of your customers at different touchpoints. - Initiate automated processes
to save time and achieve results faster - Extend the CRM Release 8.15 as required
Thanks to its flexibility and compatibility, the REST API is suitable for working with a wide variety of data records and use cases. It therefore offers you unlimited expansion options for our CRM software.
To view Open API window, please click on the image to enlarge.
INTEGRATION GEDYS INTRAWARE CRM RELEASE 8.15
WITH PROALPHA ERP
Extensive interface for synchronizing companies and contacts
Data exchange CRM and proALPHA-ERP, please click on the image to enlarge.
- The data integration widget has been extended to be able to use REST web services in addition to SAP and JDBC data. ERP data is displayed in CRM via the “360° view” widget (e.g. quotations, invoices, sales).
- All access is via REST and API gateway.
- There is a new setup page for the basic configuration of the systems, for example to synchronize selection lists or sales employees.
- Addresses are compared with regard to similar data structures but different terms, and the auxiliary master data is compared intelligently.
- After the first export, the companies and contacts are immediately synchronized via web services.
- The status display indicates whether an address has already been created as a customer in proALPHA ERP or not.
- The GEDYS IntraWare CRM release 8.15 has been optimized for integration in proALPHA Home prepared. Key figures from the CRM can be read out via REST API.
DUPLICATE SEARCH ON THE WEB
With CRM Release 8.15, you can actively search for duplicates to cleanse your data
Duplicate checking and editing
- When saving new and changed addresses, a duplicate check is automatically carried out in CRM.
- If the software finds an existing entry for a company or contact that you would like to create, this will be displayed in the duplicate widget next to your new entry as a possible duplicate.
- New: Before you save your new entry in the CRM, you can decide whether you want to
- compare the documents found with your new entry.
- want to open the documents found.
- Click on the “No duplicate” button to save both addresses.
- In the start menu, you can call up the new start page “duplicate editing”, compare and merge duplicates found.
- You can also start a duplicate check as a mass action on an existing address database.
Duplicate merging, please click on the image to enlarge.
FURTHER NEW FEATURES IN WEB AND APP
Optimizations for Service, BusinessMail and the CRM App goMobile Pro
New functions in Web CRM
- When displaying the folder structure in lists, the number of documents per category can now be displayed.
- A link to the YouTube channel has been added to the “First steps” widget.
- The “Last activity” field is automatically filled with the date of the last customer activity. This makes it easy to filter customers according to their last activities.
- Service:
- If emails are received for tickets, the tickets are displayed again in the ticket inbox for your information. They can now also be removed from the inbox.
- The ScoreCard widget and the Inbox widget in the service area now have a mechanism for automatic updating when changes are made.
ScoreCard widget area on the right, please click on the image to enlarge.
New functions in BusinessMail
- BusinessMail 4 Web can now document several emails at the same time.
- In BusinessMail 4 Outlook on the web you can now
- e-mails to other documents are documented.
- User settings for personal options.
- all documents can be inserted directly in the e-mail body as a link. (This feature can be switched on and off in the user settings).
- In BusinessMail 4 Outlook (“Classic” Outlook client)
- when documenting emails from the task list for a project, these emails are assigned directly to the project.
- the address creation of a contact for a company that has already been found has been optimized.
- the proxy can now also be specified in the pre-configuration.
New functions in the CRM App
- Create simple projects via the mobile CRM App.
- You can now select and copy content in the app’s reading mode.
- There is now a function in the user profile for testing the device connection for push notifications. This is only accessible for users with the ExpandAdmin role.
Register now for the CRM tour and get to know GEDYS IntraWare CRM Release 8.15.
CRM Tour Registration Form
Please fill in the form & send it. You will then receive an email with a link to confirm your registration. We need the personal data you provide for the appointment coordination. This will be done immediately after the link confirmation by our sales department.
