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

Jul 18, 2023 •48 likes •118 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:

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 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
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
Issues Solved � Creates sales quotations in Synergy with the ability to link workflows to it’s creation or distribution
Skill Set to Use this Tool The following skills are useful with this Tool: � Have a basic knowledge of Synergy and Exact Globe or other ERP software product sales functions � Understand workflow requests � SQL tables & fields � Word Merge functionality for creating forms
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
Contact Us Contact us to schedule a demo or receive additional information on our tools Dave Kloepfer Sales Manager SynergyExpert.com dkloepfer@synergyexpert.com 847-956-6500 (Office) 847-867-4401 (Cell)

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