Frequently asked questions and answers
General
Where can I get more detailed information about the efcom products and services?
Answer:
Please email us at sales@efcom.de. We will be pleased to provide you with the information and details you’re after.
Our company would like to enter the factoring business. How do I find out whether and which category of efX would be suitable for us?
Answer:
One of efcom’s strengths is our strategic consulting. Based on this, you can be absolutely sure that we will always offer you a tailored solution. The first step is to get in touch with us via sales@efcom.de.
Who can help me with further questions in connection with ef3, efX, ifX or efOnline?
Answer:
Every client who has a support contract with us can use the efcom ticket tool to get in touch with us during the agreed support times. For further information about Support, see here.
Where and when can I get in touch with efcom live?
Answer:
We have a presence at many industry events both at home and abroad. There, we are happy to provide help and advice to our clients as well as other interested parties. See here to learn where and when you can meet us in person.
Training courses
Does efcom offer training courses?
Answer:
Yes, we provide either on-site or client-site training. Basically, we offer introductory training to new clients, advanced release training and tailored training on request. In addition, we also train information makers. We keep our clients updated about upcoming release training courses via our training plan.
What training is provided for new customers?
Answer:
We distinguish between key users and end users when it comes to our new-client training courses. Key users generally receive training on a range of overarching topics, while end users only receive training on specific areas depending on their role and daily activities.
How can I register for a training course?
Answer:
You can only register using our ticket tool. If you have any questions about our training system, please email us at:training@efcom.de.
Are all efcom training courses free of charge?
Answer:
As our training courses are usually complicated and go into great detail, the amount of effort involved means they cannot be offered free of charge. We offer fixed-rate training for new and existing clients. To learn more, email: training@efcom.de.
Project management
How are projects usually handled at efcom?
Answer:
Client projects are implemented as part of several subprojects, offering you and us greater flexibility. For further information about our Project Management, see here.
How long do projects at efcom take?
Answer:
This depends largely on the scope and complexity of your requirements. Typically, projects take around four to 18 months.
Is there a contact person for each project phase?
Answer:
Yes, each project phase is supported by one of our specialists. The assigned person is responsible for the successful implementation of the particular phase. You can find out here who the assigned point of contact is for which phase.
Can it happen that projects are cancelled?
Answer:
We have been going for almost 25 years now, and in that time no project has ever been cancelled. One reason is that we work hard at the very outset to avoid uncertainties later on.
Customer portal
I have forgotten my password for the customer portal. What can I do?
Answer:
Just click the ‘Change password’ link on the login window to request a new password. As soon as we have received your message, the system will email you a new password to the contact address provided.
I am logged into the customer portal and would like to create a new password myself. How do I do this?
Answer:
Under ‘User profile’ just go to ‘change password’. A window will then appear where you’ll need to enter your new password twice. All you have to do then is click ‘Update password’. Done.
How can I change my personal data in the customer portal?
Answer:
Under ‘User profile’ select ‘edit profile’. You can now change any of your details and save them using ‘Update profile’.
Which browsers are supported for the customer portal?
Answer:
You can use the two most recent versions of Firefox and Safari. The latest version of Chrome is supported, whereby auto-updates are always performed.
Ticket tool
How can I use the efcom ticket tool?
Answer:
The ticket tool is only accessible to our clients. Users are sent their user ID and password credentials which they can use to log in here.
Who can help me use the ticket tool?
Answer:
You will find an in-depth guide to the client front-end (ticket tool) in our client portal under ‘Information’. The guide explains how you get started and describes the tool’s key functions.
Which tickets can I see in the ticket tool?
Answer:
Clients can only view and edit their company’s tickets. Only our support team is permitted to view other tickets.
Which browsers are supported for the ticket tool?
Answer:
You can use the two most recent versions of Firefox and Safari. The latest version of Chrome is supported, whereby auto-updates are always performed.
ef3
How often are new releases of ef3 made?
Answer:
4 releases are planned each year, although not every release needs to be approved by the client. We recommended accepting 1 to 2 releases each year.
How do I find out about the latest ef3 functions and features?
Answer:
We provide our clients with regular updates on the latest functions and features of ef3. You can also clue up on selected functions at any time by browsing our New features section.
In which languages is ef3 available?
Answer:
In principle, the premium version of ef3 is available in any language as we offer the option to have it customised to the language you want. Among other benefits, this allows your business partners to also receive documents and reports in their own language.
Are there types of factoring that cannot be mapped in ef3?
Answer:
In principle, ef3premium supports every possible factoring type – including complex, company-specific variants. See here for an overview of common factoring types supported by ef3.
What are the modules for ef3 all about?
Answer:
The modules we offer are self-contained add-ons that we enhance and update continuously. You can expand the features of both ef3basic and ef3premium flexibly through numerous modules. For further questions regarding modules, please contact our consultant directly: consulting@efcom.de.
efX
What does efX stand for?
Answer:
The “X” in efX has several meanings: On the one hand, it is meant to reflect our knowledge and experience (eXperience), but it also stands for an optimal user experience (UX). Furthermore, the X symbolises the all-in approach as well as the scalability and flexibility of the product.
What are the main advantages of efX?
Answer:
efX is offered in a uniform ready-to-use package – with as little individual development as possible, unlike ef3. The entire implementation process is thus noticeably shortened. As a rule, only interfaces to one’s own billing systems etc. are then developed.
In addition, the SaaS version of efX offers the advantage of scalability: customers can choose a package that suits them depending on the transaction volume, number of users, number of customers and number of invoices and scale it according to growth. Other advantages are the generally higher flexibility and the high level of security.
Where is efX offered everywhere?
Answer:
efX is distributed worldwide and is serviced and supported by our regional partners. You can find an overview of all current locations here.
What is the difference between efX and ef3?
Answer:
efX is based on our tried and tested product ef3, which has been developed over many years. The difference is that with ef3, the modules that are to be used individually are already selected at the beginning. As a client, you only pay for these – with the option of booking new modules and functionalities later. With efX, customers receive standard market modules in a package (this excludes integrated or external partner applications), even if they do not have to use all of them at the beginning.
Another difference is billing: efX is pay-per-use, whereas ef3 is unlimited. If certain values are exceeded, efX customers move to the next (price) level. The category “efX L” also offers unlimited use. And: unlike ef3, efX can also be offered as an SaaS solution. This means that the application can be used globally from the cloud via Azure (Microsoft) or Oracle Cloud Infrastructure (OCI). ef3 can only be used on-premises.
efOnline
How often is efOnline released?
Answer:
As in the case of ef3, 4 releases are planned each year.
Is the use of efOnline limited to a certain number of users?
Answer:
No, the good news is that we’ve designed efOnline to be used by many users simultaneously – with zero loss of performance.
To what extent can the appearance of efOnline be customised to the specifications of the respective customer?
Answer:
The idea is that efOnline should be almost 100% customisable to the factor’s CI requirements. A host of options are available to achieve this – from changing the colour and the individual logo to the presentation of fonts and numbers. In other words, efOnline blends seamlessly into your customer front-end.
How is efOnline programmed?
Answer:
efOnline is based on the state-of-the-art development environment Node.js. This gives us maximum flexibility to programme new functions and innovative upgrades for your benefit.
