Customer Relationship Management

With e-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 e-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. e-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, e-Synergy provides an automatic, accessible audit trail of all paperwork associated with your customer.

CRM Business Benefits:

• Complete teamwork and rapid communication between you, your customers, partners, suppliers and vendors through integrated portals
• Secure logins that provide immediate access to all customer activity from anywhere, at anytime, worldwide
• Recognition of customer problems or issues before they happen
• Centralized, detailed view of each customer, including workflow, financial transactions and support issues
• Ability of customers and partners to actively and privately manage their own accounts

CRM Features and Functions:

• Secure portal for customer participation
• Separate customer and partner portals
• Storage of all sales quotes, contracts and workflow
• Tracking of individual account financial transactions
• Association of accounts to assets, documents or projects
• Management of marketing campaigns
• Integration with Microsoft Exchange and Outlook