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

Posts Tagged ‘quotations’

Exact Synergy Enterprise product update 247 in controlled release

Written by Michiel Dorjee on . Posted in Exact Synergy

As of today, Exact Synergy Enterprise product update 247 is in controlled release. This new product update is planned to be generally available by the end of September 2011.

The main highlights of this product update are as following:

We have also implemented a number of small enhancements based on a direct customer feedback and suggestions, among others:

For a full overview of all new functionalities, please refer to the release notes for product update 247.

Should you have any questions regarding this announcement, please contact Bert Siekmann (Manager Product Management) at bert.siekmann@exact.com.

Sneak peek at Exact Synergy Enterprise, product update 242

Written by Michiel Dorjee on . Posted in Exact Synergy

With the product update 242 of Exact Synergy Enterprise approaching general availability, here are top 5 highlights to whet your appetite.

Route incoming invoices from Exact Globe and follow up on them easily

Incoming invoice registerCustomers that use Exact Globe to register incoming invoices can now authorize or reject those invoices directly from Exact Synergy Enterprise.

Once an invoice is created in Globe, a request to approve it, complete with all payment details will arrive into the workflow of a designated employee with a sufficient purchasing limit. A scanned copy of the original invoice will be linked to the request as a regular Synergy Enterprise document.

Employees can use all flexibility of Synergy Enterprise workflow to process the incoming invoices  and resolve any arising questions.

Note, that this functionality was previously available for Exact Synergy only and is now also applied to Exact Synergy Enterprise.


View sales quotations from multiple Globe administrations directly from Synergy Enterprise

Synergy Globe integrationExisting Globe customers now get access from one location in Synergy Enterprise to key logistics reports per division. There are two important advantages that are delivered: The reports are available for multiple Globe administrations and the reports are delivered in real time.       

The following Globe reports become available:

  • sales invoices;
  • sales, service and purchase orders;
  • item-balance lists;
  • stock positions;
  • quotations.

In addition to that, a user can enter hours into a Globe administration directly from Synergy Enterprise. With these reports available directly from Synergy Enterprise, many more users in the organization become updated with accurate back office information.


A colleague that you need to talk to becomes only one click away

OCS in SynergyCustomers that already use Microsoft Office Communication Server can make collaboration between Synergy Enterprise users  easier and more spontaneous. Synergy Enterprise users immediately see which of their colleagues are now logged on, busy or available to talk.

One can start an instant chat, place a call or send an email just by clicking an Office Communicator presence icon next to a colleague’s name. The presence icon is an indication of the colleague’s availability and willingness to communicate and lets the others choose the time and the best means to contact him.

Integration with Office Communication Server allows a Synergy Enterprise user to contact the document editor directly from a document, a member of the project directly from a project card, an account manager directly from a card of a customer and a colleague that has a follow up action pending directly from the request.


Implement Synergy Enterprise faster and with less hassle

templatingToolScreenshotConsultants busy with Synergy Enterprise implementations can use a new tool to create best practice templates for typical customer cases.

Using the tool, a consultant can build start pages linked to documents and requests in one Synergy Enterprise environment and
save them into templates. He can import these templates into a customer’s Synergy Enterprise environment during the implementation and update the templates with new configuration data. Templates can also be shared with colleagues.

Additionally, the tool simplifies the job of internal IT staff that needs to migrate changes between separate development, test and production Synergy Enterprise environments.

The configuration tool is the foundation of Exact’s Business Made Easy offering.


Do less manual work when creating requests

Attachments in new requestTo make the day-to-day work of a regular Synergy Enterprise user easier, two improvements have been added to requests:

It is now possible to attach files to a request without creating a document first. If a support desk employee wants to share a screenshot with a colleague, he only needs to create a task and attach an image directly to it.

Secondly, all fields are now duplicated when a copy of a request is created, including remarks and attachments. As a consequences, remarks in a sales cycle are accumulated and retained in each of the stages.

A typical Synergy Enterprise user usually creates a lot of requests. Now he save a few precious minutes every time he does it.

Photo credit: re-ality


Exact Online will support your sales process.

Written by Michiel Dorjee on . Posted in Exact Online

As part of the CRM offering of Exact Online, a Sales Force Automation (SFA) module and Quotation module are under development. The SFA module supports registering and following-up of leads, prospects and opportunities, the Quotation module supports creating, sending and processing of official sales quotations. In this first post about these new modules a quick introduction to the functionality.

A lead is a, mostly unknown, person who was referred to you by another person, or has expressed interest in products you are selling. After creating the lead, all involved activities and communication can be registered and is directly accessible from the lead card.

The process involves collecting more information about the person and the company he/she works for. When several (pre-defined) stages have been passed and sufficient information has been gathered the lead can be converted to an account, contacts, and (optionally) an opportunity.


Opportunities registered in Exact Online help you to efficiently track and close a sales deal. Opportunities can be used to follow your standard company process, strategize against competition, record your actions and other notes and more. They can be created newly or they can be converted from leads.

The opportunity card shows you all general and contact information relevant for the opportunity. From the card activities can be started and followed up and quotations can be created. Opportunity based reports are available to analyze and improve the process and to forecast revenue.

Somewhere in your sales process your potential customer hopefully want to receive a quotation for the products he/she is interested in. A quotation can be entered manually or generated from an opportunity.

After entering the products, quantities, and prices, the quotation can be printed on paper or sent electronically by e-mail. Based on the customer’s response, the quotation can be accepted, rejected, or a new version can be created. For accepted quotations an invoice can be generated.

From the standard Sales cockpit or a personalized “My cockpit” actual and relevant information is directly displayed to the user.

Fast and Easy
Exact Online modules are designed to be simply implemented. This means that for the SFA and Quotation modules, default master data and layouts are available.

Current status
Both modules have gone through a controlled release phase. The modules were well received and feedback was very positive. Currently the last modifications  based on feedback are being implemented before becoming commercial available in September. At Exact internally, the SFA module is being used by the Dutch and Belgium sales departments of Exact Online.