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CRM Functionality with Synergy

CRM Functionality with Synergy. 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

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CRM Functionality with Synergy

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  1. CRM Functionalitywith Synergy

  2. 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 Management

  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. 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

  10. 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 Opportunity Management

  11. Sales Opportunities

  12. Sales Opportunities

  13. 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

  14. Document Management

  15. Document Management

  16. Microsoft Office Integration

  17. Mail Merge / Templates

  18. 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

  19. Project Management

  20. 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

  21. 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

  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 KloepferSales Managerwww.synergyexpert.com847-956-6500

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