The Attivo Blog
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. In
the video below, we are going to talk about opportunity management. The ability
to have a real-time view of your entire sales funnel can be invaluable to an
organization. The following video
will show you how with Synergy CRM, you can:
the Sales Process – Customize your sales funnel to follow your sales
process. Once an opportunity is assigned to a rep, a workflow is created. Sales
people can move the opportunity through the funnel, set deadlines and receive
alerts to make sure that opportunities don’t slip through the cracks.
- Have a Visual Representation of your Sales
Funnel – As each opportunity is entered into Synergy, sales managers can view the entire
sales funnel. You can drill into the funnel based on each stage of your sales
process. View the entire company’s funnel or select individual sales reps to
Accurate Cash Flow Projections – Have your sales reps input the expected
percentage an opportunity will close. Or assign percentages at each stage of
the sales process. As opportunities move through the funnel you can view the
total projected revenue as well as the expected amount that will close. This
gives insight into your projected sales and cashflow.
Marketing ROI – Knowing which marketing campaigns drive the most
opportunities and closed business allows you to make informed decisions as to
which programs to invest more budget into and which ones to move on from. Lead
sources can be attached to opportunities and can then be tracked from a single
dashboard, providing accurate ROI from your various marketing campaigns.
This is just one of the many powerful tools that can be
found in Synergy CRM. Be sure to watch this video and all of the other videos in the series to unlock the true power of Synergy.