Is Synergy right for your business?

Synergy is a great fit for many businesses. Find out if it's the right choice for you! Are you looking for a Synergy demo, technical support, product or pricing information or to simply to compare Synergy with competitive options? Quickly get answers and the information you need.

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.

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

Other Applications

The following applications are designed to work hand-in-hand with Customer Relationship Management:

"Customer Relationship Management" is part of the Synergy line of products, developed by Exact.

Related Products

The following software product lines are also offered by Exact: