Welcome to Algorithm Training and Webinar Solutions Topic – Exact Synergy Date: August 21, 2008 Time: 3:00pm Eastern Time Presented by Andy Smith Click here to register

Andy Smith n Senior Product Consultant n 17 years Macola/Exact experience n 7+ years as Synergy user n 4 years as CRM consultant

Finding customers is hard. Retaining customers is just as difficult. If your company is like ours, several people in your organization interact with the same customer every day. How do you keep them all on the same page, sharing information and improving your customers experience with your company? Join Andy Smith for a presentation on using Exact’s Synergy to manage your customer relationships and get everyone on the ‘same page’. Is this you? Taking better care of your customers will help your business.  Multiple people and departments in your business touch the same customers but store the information in different places. Getting them all on the Same Page will improve your ability to manage the customer, and the effort it takes to do it. The results are higher satisfaction for the customer, and better retention and efficiency for you. And does this sound familiar? Accounting and Customer Service use Macola to store and look up customer information.  Even here, open orders and order history are in two different places Sales is looking for contact information. Macola won’t work, so they each have Outlook Contacts or other tools. Perhaps the Service Dept or Marketing uses a custom database in Excel or Access to track inquiries and problems. Everyone stores their important documents on a share drive or in My Documents, and files critical emails in Personal Folders. Scheduling an appointment with an important customer requires comparing Outlook calendars, or worse, blackberries and planners. What if all Contact, Address, Order, Phone Call, Email, and other customer-related activities could be accessed from the Same Page? The Solution Take your core customer information from Macola… …Present it via a secure web browser interface, and add the ability to: Easily look up orders, both open and in history Track unlimited contacts, no matter who they speak to in your company Record notes from phone calls, visits and other important interactions – from all departments Easily see a list of items they’ve purchased and the last time they ordered them Have everyone know when a customer goes on credit hold Upload and share emails, letters, spreadsheets, and other critical documents Expose the data that everyone should see, while controlling the data that only certain people should see. All linked from the Same Page in Synergy