Synergy exact software crm

In 2018, exact online was expanded with the collaboration tool exact myfirm. Exact for crm gives a central platform to manage long lasting customer relationships that are vital for the success of your business. Apr 02, 2020 the exact crm app is an ideal business sidekick. Exact e synergy s webbased collaboration platform unifies the people, processes and knowledge that matter most to your business, creating an accurate, uptothemoment view of your organizations personnel, finance, workflow, documents and asset information, enhancing decisionmaking, analysis, scenario planning, and ongoing management across your entire business.

Below are some of the great features of exact synergy. View the timeline and share your updates access to your workflow manage your own calendar and view calendars of. Templates for hr, sales and other business processes. Exact synergy enterprise ese, combined with jobboss, creates a powerful duo that integrates, manages, controls and improves the way your people work together. Its enabled us to have better tracking of our jobs, of job creation, all the way through the work. Exact synergy organizes and automates documents, quotes, invoices, phone call followups, email communications, customer histories and more. Their awardwinning accounting, crm and industryspecific software. Relationship control including customer relationship management crm. Help your sales, marketing and service staff to easily share information and.

Today, over 400,000 customers in 110 countries rely on exacts business solutions to compete in the global marketplace. For more extensive crm, exact synergy is the front office tool that seamlessly integrates with exact globe, offering advanced functionalities such as opportunity management and marketing. This smoothly designed exact crm app is an ideal business sidekick. Invoices and sales orders can be shared online with everyone throughout your organisation. Your clients, business partners, employees and vendors. Synergy crm software program is specifically designed to help you automate the customer management process, but also help you move from using crm as sales and marketing tool to improve customer services. The result is real transparency, shorter lines of communication, quicker organizational responses, greater flexibility, and. The integrated reporting functionality of exact synergy enterprise can. Dbh it services strives to offer efficient enterprise management. Take your workflow, schedule, contacts and colleagues with you, wherever you go. Contact your source for exact synergy crm software. Exact synergy is a unique solution for companies needing workflow, document management, project. Exact esynergys webbased collaboration platform unifies the people, processes and knowledge that matter most to your business, creating an accurate, uptothemoment view of your organizations. Exact synergy customer relationship management software aims to increase customer loyalty and.

The exact synergy android app is free for users of exact synergy and exact synergy enterprise. The most flexible manufacturing shop management software that gives you complete visibility and control. Software solutions parallel solutions erp software. No additional purchases necessary, and no maintenance nightmare. Exact synergy, for crm, hrm, dms and workflow exact financials, financial software for nonprofits and enterprises with a large transaction volume see also.

For over 30 years, sme businesses have put their trust in exacts people, technology, software, and services to help make smarter, more informed decisions. Synergy enterprise crm more than a online collaboration solution allows you to bring together your sales, marketing, finance and support departments ensuring that your customer is in the spotlight. Synergy resources offers erp manufacturing solutions that provide the foundation for smart manufacturing. May 11, 2020 take your workflow, schedule, contacts and colleagues with you, wherever you go. Exact synergy crm exceptional software solutions llc. Search, call or email contacts and colleagues directly from exact synergy android app. Exact is a dutch software company that offers accounting, erp, and other software for small and medium enterprises. The result is real transparency, shorter lines of communication, quicker organizational responses, greater flexibility, and true teamwork. Exact synergy for crm brings down the barriers between sales, marketing, finance.

Exact globesynergy exact software dms ebusiness bi service. For more extensive crm, exact synergy is the front office tool that seamlessly integrates with exact globe, offering advanced functionalities such as opportunity management and marketing automation. Synergy picks up where most erp and accounting systems leave off, handling workflow, documents, crm, quoting, projects, human resources, assets and itemsin an easy to use. Exact synergy 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. The intuitive interface gives clear insight in your running opportunities and pending activities. The target clientelle has been banks, financial firms, traders and distributors. More than 20 years later, we have serviced customers throughout the middle.

Exact synergy enables your people to work together in support of your goals. Exact synergy streamlines handling of complaints and requests which require actions from multiple departments. Microsoft dynamics crm transforms the way companies secure and retain their most valuable asset. The exact connector works with exact globe and exact synergy enterprise. Exact synergy unites the workplace and reveals the costs, inefficiencies and redundancies hidden by the complexities of your business.

Embridge consulting is pleased to partner with exact, a leading european software house, providing a portfolio of erp, finance and reporting solutions which together with their industry specific hrm and crm solutions provide a fully integrated suite of business solutions. Exact synergy business process management bpm capabilities enable you to use workflow to quickly distribute tasks to. Synergy from exact software is a webbased business management solution that enables customer management as a part of your entire business. The firm serves small and midsize manufacturers and distributors across north america with superior erp solutions including acumatica cloud, exact globe and exact synergy crm and sap business one. Exact for business management ensures that everything is fully integrated, meaning everyone uses the same information and youre not dealing with a handful of different applications. The platform centrally manages all data streams, ensures that pertinent documents are accessible to the appropriate teams and individuals, and provides hrm, crm and finances statuses within one.

Fully integrated document management and archiving. Exact synergy is the process technology platform that exact hrm, crm and bpm are built on. The webbased crm system offers an organizationwide data source. Before adopting exact globe and exact synergy, denbow used a dosbased trucking software system. Software crm aplicativo crm sistemas crm exact synergy. Users who did deploy crm systems reported that projects failed to achieve expected returns on investment roi. With synergy, nothing is left on the table when it comes to your corporate relationshipsa complete crm toolset provides both broadbased views and specific information about everything from product updates, sales standings, customer support issues and any related documents. Synergy crm software program is specifically designed to help you automate the customer management process, but also help you move from using crm as sales and marketing tool to improve customer. In 1996, two entrepreneurs envisioned a future for organizations in the middle east built on transparency, automation, and control. By putting them in collaboration you get the complete insight you need about your. View the timeline and share your updates access to your workflow manage your own calendar and view calendars of colleagues view, process, create or edit requests access account information and communications. In addition, everyone can quickly and accurately look into the progress of the process. Synergy document management leverages stateoftheart imaging and storage technology to provide an enterprisewide electronic knowledge management solution.

Although trucking is a part of denbows business, the company is not a traditional trucking company. Dbh it services is the official reseller and support partner of exact in hungary, romania, the czech republic, slovakia and croatia. Synergy, from exact software, provides a webbased business process management solution that connects the people, processes and knowledge that matter most to your business. Your clients, business partners, employees and vendors are automatically associated to one another and to all relevant and missioncritical business transactions. Exact synergy is free for users of exact synergy enterprise. Synergy anywhere extends the reach of exact synergy enterprise synergy enterprise is a business process management bpm solution that connects employees from any location. The attivo groups certified exact synergy consultants will provide the crm training and implementation. Dbh it services strives to offer efficient enterprise management support for small and mediumsized companies via the solutions of exact. Exact synergy unites the workplace and reveals the costs, inefficiencies and. Among its many capabilities, synergy customer relationship management crm and workflow are the most popular and widely used. Process management and automation, signalling and alerts. Their awardwinning accounting, crm and industryspecific software helps partners in the accounting, manufacturing, professional services and wholesale distribution sectors to optimise efficiency and. Download this app from microsoft store for windows 10, windows 10 mobile, windows 10 team surface hub, hololens, xbox one. Exact synergy is a unique solution for companies needing workflow, document management, project management, customer relationship management, and features applicable to human resource management in a single plugandplay addition that integrates to a number of midmarket accounting solutions.

Exact online cloud business software synergy network. Dbh it services exact erp, crm, hr and financial software. Customer relationship management service management software offers a range of features including incident creation, rma workflow, contract renewal, sla, customer management, preventive maintenance, technicians travel claims, and many more. More than 20 years later, we have serviced customers throughout the middle east and african region, covering erp, point of sales, business intelligence, and corporate performance management. Customer relationship management service management software offers a range of features including incident creation, rma workflow, contract renewal, sla, customer.

Exact synergy for crm brings down the barriers between sales, marketing, finance, support and every other department in contact with your customers. With synergy, nothing is left on the table when it comes to your corporate relationshipsa complete crm toolset provides both broadbased views and specific. The firm serves small and midsize manufacturers and distributors across north america. Exact is europes number 1 cloud business software for smes and their accountants, relied on by 350,000 businesses in over 110 countries. Search, call or email contacts and colleagues directly from exact. On the brink of a new millennium, exact went public and enlarged its international footprint with acquisitions throughout europe and in the us. In short, our software translates your complex processes into clear activities.

Exact synergy is workflow and document management software that stores and updates all client, finance and workforcerelated content and documents. One central place for all customerrelated information exact crm is an integral part of the business software system. Keeping track of your accounts and sales opportunities has never been this easy. Provide your sales team with access to critical customer data stored in your exact database by integrating it with leading crm systems such as microsoft dynamics 365 and salesforce. Synergy has a wide range of functionality that is already included in the software straight out of the box. Templates for hr, crm and other business processes. Exact synergy crm exact holding north america, inc. It tells you exactly how your sales opportunities are coming along and what your next action is to close the deal. Exact develops cloudbased and onpremises software for industries such as accountancy. Exact crm app on the road or on location, through your telephone, tablet or laptop, exact crm always gives you the most uptodate information.

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