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Back to basics with Exact Synergy Enterprise Essentials Video Series

Written by Aimee Swartz-Glancy on . Posted in Exact Synergy

Anyone who works with Exact Synergy Enterprise knows that its greatest strength (that it can do so many things) can also make it difficult to describe to end users. In response, we’ve created three video playlists which focus on three different functional areas within Exact Synergy Enterprise. These videos demonstrate the functionality from a user’s perspective and focus on the practical value Exact Synergy Enterprise can bring to these users in each area.

The ‘Exact Synergy Essentials’ series is made up of the following:

CRM (Customer Relationship Management) Essentials focusing on how sales and marketing professionals can use Exact Synergy Enterprise in their daily work including managing the sales process; running marketing campaigns; and automating the sales force.

The HRM (Human Resource Management) Essentials playlist includes chapters on recruitment management; time and attendance; managing day-to-day HRM; and performance management. The demonstrations include the perspective of an HR professional as well as a regular self-service user and her manager.

The PSA (Professional Services Automation) Essentials playlist demonstrates the entire life cycle of a project as executed by a professional services organization. It includes chapters on defining rates; defining the project scope; determining the budget; planning, entering, and approving hours; reporting on projects; and analyzing performance.

In all three video series we draw attention to the added benefits of having integrated document managements and workflow to support these different solution areas. We hope these videos will help provide practical examples of  what Exact Synergy Enterprise is as well as help end users to get started making the most of what Exact Synergy has to offer.


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