The Attivo Blog

Nov 27 2017

Synergy Outlook Integration takes Workflow Management to the Next Level

Even the best business processes are only as good as the whiteboard they were conceived on if they aren’t followed in practice. Synergy CRM workflow management allows you to automate processes to ensure that steps are being followed. Whether it be a customer service issue, managing production, or an accounting process, Synergy can help keep projects moving forward. A powerful integration with Outlook helps to augment the already powerful feature set.

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Nov 21 2017

Track Calls and Create Queues in Synergy Using the Phone Funnel

Sales reps, account managers and customer service specialists spend the majority of their days on the phone. With the dozens of accounts each employee is assigned to, managing those conversations can be difficult. A missed call to a prospect could mean the difference between closing a sale or being beat out by a competitor. Failing to follow up with an upset customer could cost you repeat business. Managing calls drives revenues. Synergy CRM has a tool that allows reps and managers to manage phone calls.

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Nov 16 2017

Unlocking Sales and Marketing Insights with Synergy CRM

It’s surprising how many times we talk to clients and prospects looking to install a CRM system like Salesforce and are looking for help integrating it into their Macola ERP system. Synergy CRM is one of the best kept secrets in the Macola universe and it shouldn’t be. It is an extremely powerful CRM system with native integration into Exact Macola 10.

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