Are you asking yourself if the way you are working and performing your tasks is the most efficient way? And maybe you are not even aware that you can save time and change your approach for certain tasks? We have great news for you! With the reporting functionality available in Exact Synergy Enterprise you can now not only work more efficient, but save time and get a clear insight and overview needed for your daily work. So, tell me how you are doing your work and I will help you to do it more efficient!
What do we offer?
As of Exact Synergy product update 243 we have integrated Microsoft SQL Server Report Services directly in Exact Synergy administration. Thanks to this functionality you can create reports and dashboards which are an essential foundation for decision making processes within your company. In the latest product update 245 we delivered 30 out-of-the-box business reports which transform enterprise data into a clear overview of the business. These ready to use reports offer a real time access and clear insight of both Exact Synergy as well as Exact Globe data and are related to CRM, Financial, HRM, Logistics and Project areas that provide an instant value for any organization (for more information read the release note or watch the video).
How did it help us?
To help users we need to get as close as possible to them and we simply ask what they need to be able to work even more efficiently. For our internal case, we have created one of the dashboards for credit management. Instead of manually looking for account information and switching between Exact Synergy and Exact Globe, the credit management department now only needs the customer number to be able to proceed with their tasks. Just by changing one of the out-of-the-box reports they now have a dashboard that gives them a complete insight of complaints, legal claims, receivable information request, as well as contact details of the account.
So… can we help you?
Please let us know what you need to work in a more efficient way, by sending your requirements to me via email or reply.
Looking forward to your replies!