1. CRM Made Easy with Synergy

2. 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 / s / 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

3. Account Data

4. Account Data (Lower Portion of Screen)

5. Contact Data

6. Calendar Activities

7. Workflow Tasks

8. Notes from Account Interactions

9. 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

10. 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

11. Sales Opportunities

12. Sales Opportunities

13. 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 ( s / Paper Documents)

14. Document Management

15. Document Management

16. Microsoft Office Integration

17. Mail Merge / Templates

18. 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

19. Project Management

20. 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)

21. 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)

22. Workflow Management (Example of a Request)

23. Workflow Management (Example of a Process)

24. Reporting / Interactive Dashboards

25. Interfaces & Mobile Applications

26. For More Information, Contact: Dave Kloepfer Sales Manager www
For More Information, Contact: Dave Kloepfer Sales Manager