Exact Synergy - Customer Relationship Management (CRM)

The more information you know about your customer, the higher the quality of customer service, account management and sales efforts. Synergy’s Customer Relationship Management (CRM) is intertwined with workflow management, document management and project management for a multi-dimensional deployment of CRM, anytime, anywhere. Synergy gives you access to all relevant information about your customers that can be retrieved anytime, from anywhere with secure access through a web browser.

Synergy allows you to view all of the information you have gathered on a customer from the customer account card including order history, account manager’s visit reports, accounts receivable, helpdesk contacts and more. Synergy also helps you manage information on leads during marketing campaigns and sales efforts. You can control all aspects of your marketing activities in the system including budget tracking, project deliverables, list management and results. Synergy’s comprehensive tool will help you maintain thorough information on all of your contacts promoting positive customer relationships.

Some of Synergy’s additional features include:

• Access to all customer contacts, correspondence, transactions and activities in a single central database, securely from anywhere via the Internet or intranet
  
• The ability to search for individual customer records or segment target customer groups using as many as 50 variables, including location, industry, company size and custom defined fields
  
• The option for your customers to log in and check status reports, billing details, work in process and submit requests through an online portal
  
• Managing marketing efforts effectively with reporting, scheduling, advanced project, budget and workflow functions
  
• Using mail merges to generate automatic communications to customers and prospects
  
• Using integrated functions for complaint management and customer satisfaction surveys linked to your CRM information