1 / 33

Exact Synergy

Exact Synergy. Bringing connected insight to your business. Exact Synergy. Wouldn‘t it be great if. … Your HR people cut the time spent on transactional, administrative processes … Your commercial team see every lead, phone call, and quote immediately

davisr
Télécharger la présentation

Exact Synergy

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Exact Synergy Bringing connected insight to your business

  2. Exact Synergy Wouldn‘t it be great if ... …Your HR people cut the time spent on transactional, administrative processes …Your commercial team see every lead, phone call, and quote immediately …Your financial colleagues take the hassle out of handling supplier invoices, expense claims, and more Exact | Being there for your business

  3. Exact Synergy The product • Web-based product to integrate, manage, control and improve collaboration • Unites processes and connectsinformation • Designed to improve business performance right out-of-the-box • The result is clarity, structure and collaboration in one Exact | Being there for your business

  4. Exact Synergy The engine behind Exact Synergy Unified projects Exact Synergy helps project members stay in sync with each other. Structured workflows Built-in workflows ensure clarity of ownership and provide insight into who is responsible for the next step. Shared documents Exact Synergy ensures that document-intensive processes are supported throughout your business. Exact | Being there for your business

  5. Exact Synergy Customer Relationship Management (CRM) Align around your customers • Sales, marketing and customer service working together in a structured, customer-centric way • Simplify work for one, provide greater insight for another, and free up time for someone else • 360-degree account history Exact | Being there for your business

  6. Exact Synergy Customer Relationship Management (CRM) 360-degree view of the customer • Make it a snap for anyone to check the full history of the customer relationship • Prevent valuable leads not being acted upon • Get automatic follow-up notifications on key customer-related events Exact | Being there for your business

  7. Sample Screens Screenshots Exact Synergy Exact | Being there for your business

  8. Personalized homepages provide performance insight Exact | Being there for your business

  9. Employees can securely access their personal records Exact | Being there for your business

  10. Customer Card Exact | Being there for your business

  11. Managing Sales Cycles Exact | Being there for your business

  12. Manage your leads and opportunities directly from within MS Outlook Exact | Being there for your business

  13. Link scanned copies of original receipts to your expense claims Exact | Being there for your business

  14. Communication Flow Exact | Being there for your business

  15. Built-in workflows streamline Communication Process Exact | Being there for your business

  16. Communications Handled thru Synergy Workflows Exact | Being there for your business

  17. Exact Synergy Customer Relationship Management (CRM) Examples of Requests / Workflow • Sales: • General inquiry • Sales call • Sales meeting • Demo request • Proposal submission • Sales forecast • Marketing: • Campaign registration • Visit exhibition • Visit seminar • Greeting’s card • After sales support: • Helpdesk request • Customer satisfaction survey • Complaint handling • Expense & travel: • Flight request • Travel request • Advance cash request • Expense claim • I Need / Facility request • Human Resource: • Vacation • Sick report • Special leave • Visit doctor • Debit / credit days • Planning: • Hour registration • Appointment • Consultancy • Meeting room booking • Tasks / To Do …and many others ….. as many as you can think of ……  USER DEFINED Exact | Being there for your business

  18. Exact Synergy Customer Relationship Management (CRM) Comprehensive Linking of Info to Requests Exact | Being there for your business

  19. Exact Synergy Customer Relationship Management (CRM) Project Management Exact | Being there for your business

  20. Exact Synergy Customer Relationship Management (CRM) Parent – Child Project Hierarchy Exact | Being there for your business

  21. Exact Synergy Customer Relationship Management (CRM) Workflow Project Linkage Exact | Being there for your business

  22. Exact Synergy Customer Relationship Management (CRM) Tracking Project Costs Exact | Being there for your business

  23. Exact | Being there for your business

  24. Exact Project at World Emblem Inc. Based on WEI Business Process Assessment (BPA) December 7 – 9, 2011

  25. Exact Project at World Emblem Inc. Main Points Implementation of New Standard Applications • Synergy Enterprise CRM • Synergy Enterprise Workflow and Document Management • Synergy Enterprise Reporting Services • Automated emailing of Reports via Exact Event Manager • Screen Linking between Macola and Synergy (Interconnect) Exact | Being there for your business

  26. Exact Project at World Emblem Inc. Specific Requirements to be addressed by Synergy CRM Synergy replaces Goldmine Synergy integrates with Macola Progression (atleast 5 key fields – like Goldmine, + more) Handle 25 or more brochure variants mailings Be A/R “call notes” repository, and handle workflow for follow-up tasks. Workflow for “people that must be met” (related job titles) list during Customer visits tasks Interconnect Synergy/Macola replaces Quotewerks , for quotes to orders Evaluate WEI developed SQL Reporting Services, and determine which would be accessed via Synergy - Customer Order Release - Inventory Reorder Report - Opportunity Management - Open/Uncompleted Requests Exact Project at World Emblem Inc. Exact | Being there for your business

  27. Exact Project at World Emblem Inc. Project Phases: July – September 2012 Exact | Being there for your business

  28. Exact Project at World Emblem Inc. Key Resources • WEI Sales, Marketing and Customer Services • Exact • WEI’s Exact Customer Portal Exact | Being there for your business

  29. Responsibilities: WEI Project Manager To make available the means and resources. Providing and monitoring the budget concerning time (progress), techniques and investment. Making decisions regarding bottlenecks that can not be solved by the Project Team (for example: change in work method, conflict situation, etc.). Making the go / no-go decisions at the various decision points. Taking final responsibility of the project. Exact Project at World Emblem Inc. Exact | Being there for your business

  30. Responsibilities: Exact The coordination of project scope definition. Defining the implementation plan. Monitor project progress. Project documentation. Coordinate Exact resources. Providing the application knowledge to support an integral connection between the organization and the software. Translating the concepts and procedures to the optimal working method. To help setting up the software based on the choosen working method. Assisting in the testing of the software. End-user training Exact Project at World Emblem Inc. Exact | Being there for your business

  31. Responsibilities: Key WEI Project Team Members Actively absorbing the transfer of knowledge provided by Exact Consultant. Defining the optimum working method for the company. Setting up the software based on the choosen working method. Writing and maintaining system documentation and user documentation. Testing the software. Supporting end user training. Providing first line internal support for the end users. Exact Project at World Emblem Inc. Exact | Being there for your business

  32. Items for Discussion/Discovery How many Synergy Users? 50 or less? Quotewerks Number of Users? 50 or less Divisions oles: User groups Thoughts on Dashboard/Landing Page Exact Project at World Emblem Inc. Exact | Being there for your business

  33. Exact | Being there for your business

More Related