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Synergy CRM: So Much More Than Customer Relations

07-09-2012 / By: The Attivo Group, Inc.

When people think of CRM software, they immediately think of a program designed to help their customer service. It’s a logical conclusion to jump to considering that CRM stands for Customer Relations Management. But a robust CRM system like Exact Synergy CRM offers so much more than that.

In addition to general CRM functions, a robust CRM solution should also be able to help a company manage their human resources, workflow and project management, inventory management, as well as organize all documents in one central location that can be accessed by anyone.

When it comes to Synergy, there really is no install exactly like another. Its multiple features and customization is what helps it stand apart from most other CRM software packages available on the market.

Because Synergy is so unique and capable of tackling so many different tasks, we have put together a PDF document detailing real world applications of this software by our clients. You can access the document here, and continue reading after the break for an excerpt of the document.

Business Issue:

Can Inventory Items be Shown in Synergy?

Possible Solutions:

Yes, items are either uploaded from a Macola Back Office software package, or they may be Synergy Only Items used in capturing data used in workflow requests. An example of an Item Card is shown below.

From this screen, a Resource may click on a link to see all Orders for a specific item.

Additional links will allow a Resource to view Documents, see Production or Shop Floor Orders, Purchase Orders, Inventory levels of a particular item.

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