Integration AntCRM system with Sales management software KiotViet
Integration AntCRM system with KiotViet to help:
Sync customer 360 information from KiotViet to AntCRM
Sync order information from KiotViet to AntCRM
Display detailed order information, bill of lading & status of each product in the order
Customer service on a single interface of AntCRM
Why should you integrate with KiotViet?
KiotViet is the MOST POPULAR sales management software with more than 150,000 stores in use and suitable for more than 15 different categories to help manage details of orders, products, deliveries, … CRM acts as a place containing all customer information which helps optimize customer services.
Customer
Customer information is synchronized immediately to help agent view customer 360
Order tracking
Easily reply customers about order status in the progress call
Products
Quickly checklist of products in the order, the status each of products
Promotions
Get all information about ongoing promotions to notify customers
Sync customer information
Integrate and synchronize all customer information from KiotViet to AntCRM:
Map information fields between KiotViet and AntCRM, support flexible custom fields.
Labeling customers, handling mechanism when information is duplicated.
Hourly synchronization keeps new data updated.
Receive instant data updates on AntCRM when customer updates are available from KiotViet.
Popup customer information
Sync customer information automation and popup as soon as call in or call out:
Basic customer information fields (customized to display on request/ as desired)
Order list with full basic information fields
Expand order to view small orders, bill of lading relate
Sync button to update data
Synchronize branches
Synchronize branch from KiotViet to AntCRM:
Branch list and details.
Create orders and push to each branch
Synchronize products and promotions
Synchronize product list from KiotViet to AntCRM:
Product information, product catalog, product price.
Information about promotions.
Receive instant data updates on AntCRM when product updates are available from KiotViet.
Order directly on AntCRM
Interaction customer, created order directly on AntCRM & push KiotViet backend
Product list, selling price synchronized with KiotViet.
Search by product code, name and category.
Add discounts by percentage or amount, or choose from synchronized promotions from KiotViet.
Sync order status, track from AntCRM with Kanban board
Mapping order statuses between KiotViet and AntCRM :
Create corresponding orders on AntCRM according to KiotViet.
Receive order status updates on AntCRM when there are changes from KiotViet.
Drag and drop to update order status.
