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
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