CRM Plus Quotation Tool Features This tool will allow the - - PowerPoint PPT Presentation

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Jul 18, 2023 48 likes •119 views

CRM Plus Quotation Tool Features This tool will allow the creation of a quote in Synergy, which can be linked by workflow that will be transferred to Exact Globe or other ERP software products Some of the tools features include:

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CRM Plus Quotation Tool

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Features

This tool will allow the creation of a quote in Synergy, which can be linked by workflow that will be transferred to Exact Globe or other ERP software products Some of the tool’s features include: Use of Exact Globe or ERP Software fields Option to link quotation to workflow steps Headers & lines may use free fields Select delivery addresses from tables Calculation capabilities Ease of inserting / deleting lines Word Merge from creation of quote

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Using This Tool

Create quotes in Synergy, pulling up pricing specific to Exact Globe or other ERP software products Other description fields can be pulled into quote Word Merge functionality is used for the creation of the quotes Quote data sent to Exact Globe or other ERP software products

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Issues Solved

Creates sales quotations in Synergy with the ability to link workflows to it’s creation or distribution

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Skill Set to Use this Tool

The following skills are useful with this Tool: Have a basic knowledge of Synergy and Exact Globe or

ther ERP software product sales functions

Understand workflow requests SQL tables & fields Word Merge functionality for creating forms

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FAQ’s

Installation / training / enhancements & on-going support covered by annual maintenance Maintenance plan is required for tool to be used Enabling Add-On Role required on Synergy license for resources Works with all Synergy Enterprise sites and ERP system data

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Contact Us

Contact us to schedule a demo or receive additional information on

ur tools