Welcome to the Exact Product Blog

On this blog we will cover stories from all around the Exact ecosystem.

Posts Tagged ‘App’

online-help

Find the right product in your Item catalog by scanning it’s Barcode in Exact Online for ANDROID!

Written by Jaap Jan de Lange on . Posted in Exact Online

As a Wholesale Distributor, knowing your products, prices and availability is key to make a sale. Having a catalog at hand offering this information in real time is a necessity no sales rep can do without these days. But what happens when the assortment is large or items are very much alike? You do not want to struggle finding products or make mistakes as your prospected customer expects a direct answer.

After a first introduction on the iPhone a few months ago, scanning a product barcode to find the right item in the item catalog of Exact Online is now also available for ANDROID users. 

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Easily track time on-the-go using your Android Wear smartwatch

Written by Remco Kroes on . Posted in Exact Online

Tracking time is getting easier. And smarter. You’re now able to track time via your Android Wear smartwatch. With smart check-in & out capabilities! The app is context-aware and uses GPS coordinates to match your location with a client. You’ll receive an automatic notification reminding you to check-in. When you leave the client location a notification is triggered to check-out and save your time entry. 

Exact CRM App: Insight in account revenue, outstanding amounts and everything else you need

Written by Martin Ortgiess on . Posted in Exact Synergy

A new version of the CRM App is available in the Appstore. This new version (2.0) comes with a couple of new features and fixes, but one really stands out!

With this new version of the CRM App, you’ll have all information available to support you in your daily job and to close that deal. So, what did we do? We added the option to add reports to your home menu and account cards.

Customer reports

What information do you want to check before you contact your account?

  • Revenue YTD compared to last year? Do you want to see it at assortment level or per item?
  • Or are you interested in the products he did not buy this year?
  • Or you simply want to see the pricelist for this customer?

It’s up to you!

Dashboard

And what matters to you? What information is critical for you to make your target and have your sales processes run smoothly?

  • Do you want to have an overview of your won deals compared to your target?
  • A graphical overview of your sales pipeline?
  • One overview with killing sheets of your competitors?
  • …………….

It’s up to you!


How to make it available on your CRM App

All the information is there and can be presented in any way you want via SSRS reports. With SSRS reports you can collect all information from your Exact or any other system and present them in a user-friendly way.

Ones the report is made available by the administrator, the user can select which reports he wants to use. This is done in Synergy (web application). Go to the user preferences where you will find a new tab called ‘Mobile’. Here you can define the reports you want to see in the main menu and at the account card. Note that you can also copy over the reports from one of your colleagues.

This function is available as of the latest version of Synergy product update 252. If this function is not available to you, you need to update your Synergy environment first.

CRM App: quotes from our customers

Written by Martin Ortgiess on . Posted in Exact Synergy

The Exact CRM App is in Contolled Release for a couple of weeks now and it’s not too late for you to join!
We have several customers working with and we already got some nice feedback and results
Some quotes we received are:

‘Nice clean way of sorting within your Inbox’

‘Clean interface’

‘Nice icons’

‘One of our channel partners in North America has taken a look at the new CRM application and thought it was great.’

‘Great that I can search in contact persons and can add them and easily add the correct phone number.’

Interested to join the Controlled Release, let me know via martin.ortgiess@exact.com!
I get back to you to discuss the options!

The CRM App will be available for iPhone and iPad first. This is planned for January 2014.

You’re using iOS7 already? The Exact Synergy App is ready for it!

Written by Martin Ortgiess on . Posted in Exact Synergy

Apple’s iOS7 is available to the world since 19 September 2013. I have been working with iOS7 now for a while and I am quite satisfied with it. Everything is in the same place, but the user experience is completely different from iOS6. iOS6 now feels very outdated, which of course it is.

For the Exact Synergy App, iOS7 means that we needed to do some slight modifications and adjust to the guidelines of Apple. We have updated our iOS Exact Synergy App to have it run perfectly on iOS7. This version of the App is available in the Appstore right now.

We did not make any modification to the look and feel of the App itself. Our Mobile development team is fully focused on completing the last phase of the new CRM App. This is a completely new App which will be the first in line of a new stack of Apps. This stack of Apps will be the successor of our current iOS App.

USA, New Jersey, Jersey City, Close-up of hands using smartphone

Find the right product in your Item catalog by scanning it’s Barcode in Exact Online for iPhone.

Written by Jaap Jan de Lange on . Posted in Exact Online

Knowing your products, prices and availability is key to make a sale. Having a catalog at hand offering this information in real time is a necessity no sales rep can do without these days. But what happens when the assortment is large or items very much  alike? You do not want to struggle finding products or make mistakes as your prospected customer expects a direct answer. 

The Exact HR Self Service App: For your eyes only!

Written by Martin Ortgiess on . Posted in Exact Synergy

All your HR information in one spot? The HR Self Service App is your App with your personal information.

Whether you want to book a day off, check your latest salary slip or view your latest review from your personal files, the Exact HR Self Service App has it all. And for that one time that you’re sick, inform your manager via the App.

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The Exact HR Self Service App is your personal App. The App shows your personal information: information you normally don’t share with your colleagues. Besides insight in your time off balance, salary slips, personal files and sick leaves, you’re able to request for a day off or call in sick.

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FEATURES (USERS)
– Absence:
* View time off balance
* Request for a day off
* Check the status of your time off request
* Overview of your historical time off requests
* Call in sick
* Overview of your previous sick leaves

– Access to your salary slips and annual statements
– Access all documents in your personal files

– Secure your personal information via a pin code

FEATURES (CORPORATE)
– Design a companywide time off process
– Design a companywide Sick leave process
– Time off and sick leave processes are centrally managed in Exact Synergy Enterprise
– The App is multi language

The HR Self Service App is the 4th App in line of our new App proposition. More Apps and Android versions of these Apps can be expected later this year!

Download your Exact App from the Appstrore today!
CRM App
Expense Claim App
Field Service App
HR Self Service App

The new CRM App is waiting for you in the Appstore

Written by Martin Ortgiess on . Posted in Exact Synergy

Finally it’s there! After all the hard work we’ve done, we are now able to present you our new CRM App.

Download from Appstore today! (Requires Synergy Product update 252)

The App has been tested by a lot of our partners and customers during Controlled Release period and the feedback was fantastic. Our Controlled Release candidates rated the App with an average of 8 so far, which is a fantastic score.

One of the quotes we got back was this one: I have showed it to a lot of customers and colleagues and got a praiseful reaction from everybody. Final grade a 9!

This smoothly designed Exact CRM App is an ideal business sidekick. It tells you exactly how your sales opportunities are coming along and what your next action is to close the deal. Also see my previous blog post.
The intuitive interface gives clear insight in your running opportunities and pending activities. Keeping track of your accounts and sales opportunities has never been this easy. All information you need about an account or your opportunity is there.

All relevant account information is available. Think about the social profiles and Twitter feed of the account, but also contact information and associated activities, appointments, opportunities, documents and contact persons are there.

You got a perfect overview of your running opportunities. The opportunity card brings you all information you need to close the deal, including associated activities, appointments and documents.

This and much more will help you to show what is happing at the customer side and to close your deal.

FEATURES
– Sales opportunities
– Accounts
– Contact persons
– Activities
– Appointments
– Documents
– Calendar
– Colleagues

– the App is Multi language.

REQUIREMENTS
– iOS 6.0 or above
– Exact Synergy Enterprise Product Update 252 and above.

Not yet using Synergy Enterprise yet? Please contact us for more information. We’re happy to help you.

photo credits

Exact Synergy for Windows Phone 7 in Marketplace now!

Written by Martin Ortgiess on . Posted in Exact Synergy

As of now Exact Synergy for Windows Phone 7 is available for all our Synergy Enterprise customers. According to experts at Microsoft, this new app looks fantastic and is one of the most complete apps they have seen so far.

The design of Exact Synergy for Windows Phone follows the Windows Phone guidelines. If you have a Windows Phone, this app will look familiar. Navigation is easy and the look and feel is clean and straight forward. You will find your way through the app in no-time.

The functionality on the app is similar to what we offer with the apps for Apple and Android. Some most used features are:

– Manage your workflow
– View and maintain account- and contact-information
– Search in employee list
– Book your expense claims and time-off
– Register your hours (as a part of the PSA offering)
– …

Important to know is that Exact Synergy for Windows Phone 7 works as of Exact Synergy Enterprise product update 249 (available since July 2012).

More information about Exact Synergy for Windows Phone 7 can be found in this blog post.

Do you have any feedback or questions? Leave a reply and I get back to you.