Exact e-Synergy CRM Software
Exact e-Synergy’s business process management (BPM) capabilities enable you to use workflow to quickly distribute tasks to the right people, track the progress of each task, and report on the results.
e-Synergy's Microsoft SQL-Server Web-based collaboration platform unifies the people, processes and knowledge that matter most to your business, creating an accurate, up-to-the-moment view of your organization's personnel, finance, workflow, documents and asset information, enhancing decision-making, analysis, scenario planning, and ongoing management across your entire business.
Because business processes often involve stakeholders outside of your organization, e-Synergy’s workflow automation isn’t limited to your employees - your customers and business partners are also involved.
You will benefit from e-Synergy by its emphasis on the whole business - the e-Synergy platform integrates and consolidates corporate data into a single database. This allows all members of the value chain, including your employees, your customers, business partners and vendors as well, to view and modify information based on their security access within the system.
- Eliminate unnecessary steps and bottlenecks with optimized and standardized processes.
- Ensure that processes are uniform, clear and controllable with pre-defined steps, authorizations, and turnaround times.
- Automate event-driven tasks using Exact Event Manager.
- Make responsibilities visible and the status of assignments and tasks transparent by sending workflow tasks instead of e-mail messages.
- Link tasks to projects, documents, customers, products, and financial transactions and control access through security levels.
- Use your Website and portals to include customers, partners and suppliers in your processes.
- Manage by exception, using Exact Event Manager to generate alerts or reports when pre-defined conditions are met.
- Generate automatic orders, invoices, or other financial transactions as part of workflow processes.
- Analyze business processes with activity reporting based on workflow transactions.
CRM - centralize every aspect of your business around your customers and prospects
Document Management - constant business and knowledge retention across your organization
HR Management - manage your personnel with security, roles and rules based access
Project Management - seamlessly connect budgets, resources, documents and tasks to projects
Reporting - real-time reporting and analysis for informed operational decision making
Workflow - increase operational efficiency and replace manual, unsecured processes. NEW: Click HERE* for a video demonstration on WORKFLOW!
* Stay tuned for newer demos coming soon.
Portals - securely allow employees, suppliers, resellers and customers to access critical business information through Internet portals, anywhere and anytime
eSynergy YouTube Videos!
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