Saturday, May 19, 2012
Exact's Synergy Solutions

 

Our website is dedicated to assisting Exact Software Synergy Classic (ASP) and Synergy Enterprise customers with valuable tips, documents, tools and expert guidance.   

A new tool for Synergy Enterprise has been created which will be a must have for customers provides the ability to have multiple approvers, realizers or processors in a single workflow.  <<More>>

Our Zip Code Radius Tool has been developed.  It allows searches of the database by a Resource entering a specific Zip Code and displaying the closest accounts within a specific mileage.  <<More>>

We have completed a Resource (Sales) search asp page with an option to Export the data to Microsoft Excel.  This field cannot be easily searched with standard Synergy Classic (ASP) functionality.  Our ASP Page allows you to select a Resource and have the results asp page display, account Code, Name address and phone number.  Other fields can be easily added to the page based upon your business requirements.  <<More>>

Have you needed a way to view the Organizational Relationships within your Customers and Prospects in Synergy?  We have created an ASP Page that can be added to your Synergy Classic (ASP Version), allowing you to view these relationships.  <<More>>  This tool is being rewritten for Synergy Enterprise and will be demonstrated at the Chicago Engage.

New Manuals for Synergy Enterprise are being developed. Our latest manual highlights the workflow request fields and demonstrates the use of each of the fields. <<More>>

An iPhone application has been developed for Synergy Enterprise users.  This free app requires minimal setup by a system administrator, prior to use.  Resources can view or create Workflow, manage Accounts or use the Calendar functions.  There is also a free Android device application.  <<More>>

The Preventative Maintenance (Asset Maintenance) EventPak has been completed.  This EventPak for Synergy Classic (ASP Version) includes requests to track maintenance on machines and other assets within your organization.  You can instantly review data that shows parts used and problems encountered during maintenance procedures.  <<More>>

Managing Favorites can be a nightmanre for System Administrators.  We have a tool that helps Synergy (ASP) system administrators manage "Favorites" within their organization.  <<More>>
Most Popular Manuals

Our manuals will help you learn advanced Synergy Classic (ASP) and Synergy Enterprise functions.

  • Effectively Using Request Fields
    Need to know what each of the fields available in a workflow request can do?  This manual contains examples including screen shots.
  • Start Page Tips
    Your guide to creating new Start Pages.  The manual includes seven sample pages (including html code) to simplify their creation.
     
  • Creating Custom ASP Pages
    Our manual and twenty-six ASP templates will have you creating the views you wished Exact would have created for you.

New Software Development Partner Minimize

SynergyExpert.com is excited to announce a business relationship with GLM Systems.  These two founders of GLM Systems have worked with Exact Software products (Synergy and Globe) for many years. 

Their experience and knowledge of Globe and Synergy product lines makes them an excellent partner to develop tools that will work together with Exact products and add value.  The tools that they have developed are being used worldwide with end users and we are proud to represent them in North America.

Over the next few weeks and at the Exact Engage Conference being held in Chicago, we will be discussing and demonstrating many of their tools.  Our organization will be handling the sales, installation and support for North America customers. 

The first tool that we are representing is the Account Code Range assigner.  <<More>>    At the Chicago Engage site, we will be showcasing the tool which will allow Parallel Approvers in a workflow request.  These Approvers can be located at the Approve, Realize or Process Status.
  

KnowledgeSync for Exact Customers

The KnowledgeSync Business Activity Monitoring software is a tool that enhances the use of Exact Synergy Classic (ASP) or Synergy Enterprise by an organization.  This software can be used by customers of Macola Progression, Macola ES, Max, Globe or JobBoss.

Think of this product as an "invisible assistant" for your business.  This assistant watches over your business, and warns you (and your staff) about conditions that require your attention. Conditions such as leads that haven’t been followed up on, stock items that require re-order, and invoices that are overdue for payment.

KnowledgeSync is that invisible assistant.   This tool provides an enterprise-wide Business Activity Monitoring application that combines business intelligence, alerts, and workflow request creation to keep you on top of your business.  <<More>>
  

Manuals & Tools in Development

We have a number of Manuals and Tools in the Development Process.  These include:

Templates

ISO Certification  for Synergy Enterprise

Service Depot for Synergy Enterprise

Field Service (Lite) - No Back Office Integration for Synergy Enterprise

Manuals

Planning Calendar for Synergy Enterprise

Contracts  for Synergy Enterprise

Views & Microsoft SQL Reports

Multi-Level Item View

4 Year Sales History View per Item

ASP Pages

Customer Portal Sample Pages
  

Newsletter

New information on Synergy and Synergy Enterprise is added to our website frequently and you do not want you to miss a single announcement, tool, tip or manual.  

If you are using either of these products or considering their use, our site should be saved as a Favorite in your browser.  A Newsletter is e-mailed to all registerd users monthly.

Customer Success Story
This quote was recently sent to us from a customer. 
 
"While your idea of the use for the Zip Code Search ASP Page functionality did not match what we needed, your group worked with us and quickly adapted the ASP views and the Zip code database to fit our needs. 
 
Now any of our Team Members can easily look for the closest Service Company to a customer. Not only does it pull information in our Macola/Synergy database, it filters only looking for certain Account Codes (Service Companies) and Active status (not on Credit Hold or some other administrative hold).
 
Your quick response to our need to include Canadian Postal Codes is also appreciated.  Everything is running along just great.
 
Thanks for assisting us solve our need and at a very reasonable price."
 
This organization needs to direct inquiries for service with their products to a special type of Customer in their Macola ES / Synergy database.  In the past, finding the closest Account usually meant calling the person back after researching the inquiry. 
 
Today their Customer Service employees enters the zip code and the information required quickly appears while they are on the initial call. 
  

Widely Used Tools

These tools will help your business with specific Synergy functions:

  • CRM EventPak
    Begin the process of recording Account Management information within days of installing Synergy in your organization.  Reports are included for monitoring sales activities.
     
  • Phone Interface
    Our interface will connect your Synergy with your phone system for Incoming calls by instantly displaying a Contact or     Account record.
     
  • Zip Code Search
    This tool allows an employee to enter a starting zip code.  When the search is submitted, the results will be a listing of accounts within or nearest to that zip code in ascending miles.

Exact Software Links

We are active (as Presenters and Responders) with the following Exact Synergy Customer Support Groups.  We strongly recommend that all customers participate in:
  

Site Sponsor

This website is sponsored and maintained by The Donas Group, Inc., a Reseller of Synergy, Synergy Enterprise and other Exact Software business solutions since 1998.
  

Copyright 2009 by SynergyExpert.com