sync:Two-Way Data Synchronization;chart:Real-time Financial Insights;users:Unified Communication History
This custom integration creates a deep, two-way connection between Daktela and the Binargon business management system, providing a unified view of customer data and communication across both platforms.
Unlike standard one-way syncs, this integration shares information in both directions, ensuring that your sales, support, and back-office teams are always working with the most up-to-date information.
Key Features:
- Business Data Sync to Daktela: Automatically synchronizes customers, contacts, orders, and invoices from Binargon to Daktela.
- Financial Insights in Daktela: Agents can see critical financial data, such as customer turnover and current balance, directly within the Daktela interface when handling calls.
- Communication History in Binargon: The complete communication history from Daktela (calls, emails, etc.) is visible directly on the customer's card within the Binargon system.
- Automatic Activity Creation: When an SMS or email is sent from Binargon, a corresponding activity is automatically created in the customer's history in Daktela.
Setup Overview
This is a custom integration that is configured by specialists from both Daktela and Binargon to meet the specific needs of your workflow. The process involves deploying a dedicated connector and configuring the API connections.
- Go-Live Speed: According to ENT workload and project complexity.
- Cost: Custom pricing based on project scope.
sync:Two-Way Data Synchronization;chart:Real-time Financial Insights;users:Unified Communication History