CRM Functionality with Synergy

Account Management Viewing / Creation / Editing of Account or Contact Data Calendar View of Activities Review of Tasks to Accomplish Enter / View Notes from Account Interactions Store / Viewing / Retrieval of Documents / e-Mails / MS Office Integration Mail Merging / Templates for Documents Sent Out Create / View / Edit Sales Opportunities Create / View / Send Sales Quotes Reporting / Interactive Dashboards Interfaces & Mobile Applications

Account Data

Account Data (Lower Portion of Screen)

Contact Data

Calendar Activities

Workflow Tasks

Notes from Account Interactions

Sales Opportunity Management Series of Predictable Phases (Steps) to Sell a Product or Service Sales Cycles Vary Based upon Organizations, Products & Services Sold Can Begin at First Contact or a Quote for Account Ends at Purchasing Decision Tracking of Potential Sales Leads in Territory with Sales Funnels Workflow Activities / Documents Tracked Dollar Value Expected Tracked Competition Multiple Opportunities for a Single Account Possible

Sales Opportunity Management Tracking of Potential Sales Leads in Territory Managing the Phases (Steps) Necessary to Close Deals Use of Sales Funnels (And Other Reporting) Workflow Activities Tracked Documents Tracked Dollar Value Expected Tracked Competition Multiple Opportunities for a Single Account Possible

Sales Opportunities

Sales Opportunities

Document Management Storing from Microsoft Office Products (Outlook, Word, Excel & PowerPoint) Store Brochures / Manuals / Images / etc. which are linked to Accounts, Contacts, Projects, Items, Sales Opportunities, Employees & Workflow Requests Categorize Documents in Accordance with Your Storage / Retrieval Requirements Use of Version Control in Managing Documents Searching for Text Within Documents Security Levels Exist for All Documents (Creating / Editing / Viewing) Mail Merge (e-Mails / Paper Documents)

Document Management

Document Management

Microsoft Office Integration

Mail Merge / Templates

Project Management Projects may link to or be linked with: Accounts Contacts Documents Workflow Opportunities Items Resources Sales Order & Quotations (with EM10) Purchase Orders (with EM10) POP Production Orders (with EM10) SFC Production Orders (with EM10) Projects may have Child Projects linked Can be used for Sales Campaigns, Tradeshows or Marketing Effort Tracking

Project Management

Workflow Management Workflow are Tasks Which are Assigned to a Resource / Role (Group of Employees) A Workflow Task May be Created by the Resource for Themselves to Complete (such as a Post-It Note Reminder) A Workflow Task May be Created by a Resource for Another Resource to Complete A Workflow Task May be Created Using a Process Flow for Linear Business Processes Workflow Should be Considered Tasks that Need to be Completed And Tracked Workflow Can Have Multiple Steps (Created, Open, Approved, Realized, Processed, Draft or Rejected) that may have Other Descriptions Workflow Can Involve Multiple Resources Workflows can be Calendar Events (Callbacks / Visits)

Workflow Management Workflow Can Involve Roles instead of Resources Workflow Can Have Optional and Required Fields Workflow Can Show Different Information at Various Stages Workflow Can Be Linked to Resources, Accounts, Contacts, Projects, Documents, Requests, Items, Opportunities or Assortments Workflow Can Be Made Private (Just Between Participants) Workflow Can Have Security Levels Assigned Workflow Data Can be Used in Reports and Views A Workflow Task May be Created by the Event Manager for a Resource to Complete (Based upon Logic Based Rules and Events / Non-Events Occurrence in SQL Databases)

Workflow Management (Example of a Request)

Workflow Management (Example of a Process)

Reporting / Interactive Dashboards

Interfaces & Mobile Applications

For More Information, Contact: Dave Kloepfer Sales Manager www For More Information, Contact: Dave Kloepfer Sales Manager www.synergyexpert.com 847-956-6500