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With Synergy, nothing is left on the table when it comes to your corporate relationships-a complete CRM toolset provides both broad-based views and specific information about everything from product updates, sales standings, customer support issues and any related documents.
Two-way Workflow Management: - With Synergy, realtime views of the issues and actions by both you and your clients enable consistent, up to the minute insight into both the details as well as the big picture-an open, transaction-based system.
Customer-specific Reports and Statistics: - Built-in analytics are the only way to know what your customers are thinking and to respond to their issues quickly and effectively. Synergy’s native real-time analysis tools, reports and ad hoc querying can help you recognize issues before your customer does.
Financial Management: - All customer-related financial transactions are automatically associated with their account information, including outstanding payments or marketing co-op amounts, making them easily accessible to your sales reps and remote offices when needed.
Document Management: - By electronically storing all documents, Synergy provides an automatic, accessible audit trail of all paperwork associated with your customer.
"Customer Relationship Management" is part of the Synergy line of products, developed by Exact.
Synergy is a horizontal product. It offers functionality designed for usage across a wide variety of industries and business types.