This tool provides an out-of-the-box solution for Synergy Enterprise accounts that require Account Management Call / Activity Reporting for Sales Personnel, Customer Service Department or other employees that interface with accounts, either in person, via e-mail or on the phone.
Synergy Enterprise Users that are migrating from a Contact Management Programs such as ACT, Goldmine, Zoho, Saleslogix, SugarCRM or SalesForce.com can be up and running in a matter of days, not weeks.
If you are currently using any Exact Software back-office solutions Exact Online, Globe, Macola Progression, Macola ES, Macola 10, JobBOSS or MAX, you will probably have the ability to link sales history and other information into Synergy.
This information can be real-time and available to employees as it is occurring, not data that is batched every night and synched.
Organizations that are looking strictly looking for a CRM application will find Synergy Enterprise (and this tool) full of features that will compliment your activity tracking and marketing.
Reports and Views have been included in this tool to satisfy a Sales Manager’s or Sales Person’s requirements for activity tracking. Additional views and reports can be created by your organization using Microsoft SQL Reporting Services that would meet specific business requirements.
With this tool, there are no modifications which need to be made to your Synergy Enterprise product. Customers using this tool should not need further development or modifications developed when a move to new versions of Synergy Enterprise made.
The price for this tool is $1,000 which includes two hours of phone support to install and implement this tool.
Manuals are included will help with the installation and training of staff. These Manuals include:
CRM Implementation Planning Document
CRM Made Easy Manual (How to Guide)