Engage Agenda

Synergy

SYN101

Synergy Product Strategy and Direction

This session is intended for all Synergy customers. We’ll review the product roadmap and key enhancements made in recent versions of Synergy. This is a not to be missed session for all Synergy users and an opportunity to share ideas and thoughts for upcoming versions.
SYN201

Make Better Decisions with Synergy and SSRS

Learn how Synergy Enterprise has taken a giant step ahead to provide you with embedded SSRS reports. Users need fast relevant information to make the best decisions for your organization. You will learn about this capability and how you can use it immediately to get better visibility.
SYN301

Synergy Tips and Question forum

Come see an overview demo of highlighted features along with product tips. If you are a longtime user of just getting started, this session will uncover capabilities that can help your organization get more from Synergy. A Synergy expert will present various product highlights, including the Synergy Office Integration, new Word Merge functionality, and others. There will be time available in this session for you to ask questions and get insight related to Synergy set-up, configuration, usage, or management.
SYN401

Synergy CRM and Today’s Mobile Workforce

Customer Relationship Management (CRM) is more than contact management. It is an end-to-end approach to managing and analyzing the entire customer experience. Come learn how your organization can gain better visibility and control customer relationships with Synergy’s Opportunity Management, InterConnect back-office data visibility, and the latest mobile features including the iPhone and Android Apps.
SYN501

Work Smarter Not Harder with Synergy Workflow

This session will provide you with an overview of business processes, independent of Synergy, and show you how to identify and define key processes in the customer's organization. You will also learn how to apply those process definitions to Synergy. Join us to learn how to automate business processes and manage exceptions when they arise with the latest tools available with JobBOSS.
SYN601

Talent Management and Synergy

Are you focused on attracting and retaining talented employees? In this session you will learn about recruiting, hiring, training and sharing information to build strong teams. Come find out how to apply Exact Synergy Enterprise to simplify your HR management processes.
SYN701

Is it Time to Move from Synergy.asp to Synergy Enterprise?

The time could be right for you to move to Synergy Enterprise. This session will provide you with an overview of the primary considerations and prerequisites you should consider before moving from Synergy.asp to Synergy Enterprise. Learn about the differences and steps necessary for a successful migration.
SYN702

A 360-Degree Approach to Document Management

One of the most pressing needs in today's organizations is the process of managing internal documents and knowledge. This session will explore the benefits of using Exact Synergy Enterprise to manage all documentation and make it accessible to all stakeholders within and outside of the organization. Attendees will learn how to establish an effective document management infrastructure using Exact Synergy Enterprise.