With Exact Synergy, your customers come first. Synergy enables you to monitor, understand, manage and maximize sales performance, as well as leverage customer information into long-term customer loyalty and retention. It seamlessly integrates customer data across the organization into one database. Your clients, business partners, employees and vendors are automatically associated to one another and to all relevant and mission-critical business transactions.
Users who have the CRM Role assigned, are able to:
1. The CRM Role user is the creator or
2. The CRM role user has been assigned ownership and the fields "Account" or "Person" are defined as mandatory in the document type / category.
Note: A CRM Role user has only access to the functionality above; hyperlinks to other functionality may be present but are not accessible.
The CRM role can be assigned to:
1. Any Synergy User. The CRM role count (YA0023) will be decreased.
The CRM Role functionality can be extended by:
1. Incoming Invoice Role.
2. Report manager Role.
3. Time Entry Role.
4. Project Controller Role.
5. Custom Solution Enabling Role.
6. Employee Self Service Role.
7. Service Management Role.
8. Project Manager Role.
The CRM solution requires the following software components to be installed:
Exact Synergy Enterprise.