CRM“Our Putting Customers First” is the driving force behind all companies…with technology and the Internet, you can interact with customers and deliver value more efficiently keeping them coming back to your organization.

In today’s highly competitive environment, customers are raising the bar on a number of fronts, including product customization, delivery speed, individualized packaging options, and customized service.  They expect to talk to anyone in the organization and have a sense of community knowledge about who they are.

In order to better serve customers, your staff needs to identify past and current customer service issues, communications, order status, order fulfillment history and product availability.  All of this data must be instantly available to your staff, so they can provide enhanced service  delivery to your customers.

With Exact Software Synergy module, your staff will be able to:

  • Access Account information such as contacts, correspondence, transactions and activities from a single point
  • View this information anywhere, via a secured web browser from your intranet or internet
  • Schedule and generate automatic communications, including follow-ups to accounts
  • Manage your calendar of activities to be completed
  • Utilize e-mail or Word Mail Merges to Accounts providing consistency of corporate messages
  • Manage a Database containing All Contacts for an Account
  • Reminders for follow-up actions with Accounts
  • Lead Management
  • Uploads into Synergy of Accounts (Prospects / Suspects) from Excel files
  • Tracking of Sales Opportunities
  • Provide portals for accounts to review information or request follow-up
  • Manage marketing campaigns to accounts

Our CRM EventPak has been designed for customers to start working with the Account Management functions, without having to go through a time consuming implementation process.

We have duplicated many of the key features of products such as Salesforce.com, GoldMine, Zoho and others inside of Synergy.  We Simplify the process of using Synergy for normal Account Management functionality.