Customer Relationship Management Event Pak

The Donas Group has developed an EventPak with CRM (Customer Relationship Management) Functionality for use by Exact Software Customers worldwide.

Customers utilizing Exact Software e-Synergy can benefit from this EventPak. When used in conjunction with Exact's Event Manager and e-Synergy, the CRM EventPak will allow customers to reduce their implementation time and quickly realize the benefits of deploying this solution.

EventPaks are active alert systems, which allow an organization to select from a library of pre-defined events (requests) that can be tailored to fit your business. Events from our CRM EventPak can be used out of the box with minimal implementation effort or modified to be specific to your business.

The EventPak provides the framework for a CRM process, assisting clients in documenting all types of contacts (action steps) with accounts, regardless of their status as Prospects or Customers. We have made it simple to manage a sales pipeline and track all account activities generated by staff. When specific actions are required, the EventPak can trigger responses, ranging from generating e-Synergy workflow events to sending emails for immediate action.

With the CRM EventPak, you can:

  • Workflow Events -"Next Account to Contact" Created for New Accounts entered into e-Synergy
  • Workflow Events Easy to Access for Action Steps
  • Calendar View Modified to Highlight "Processed Steps"
  • Action Steps Easy to Schedule
  • Track Request Activities by Resource
  • Automatically Trigger Workflow Alerts for "Next Step Activities" Based On Processing Accounts
  • Reduce "Misplaced Leads"or "Missed Next Step Follow-Up"
  • Enhance Process Adherence through Defined Workflow Stages and Task Routings
  • Monitor Opportunities in Sales Pipeline

General Information

  • Live Implementation: 1-5
  • Customer References Available: No
  • Maintenance Plan Available: No
  • Support Plan Available: No
  • Technical Documentation: Yes
  • User Manual Documentation: No
  • Marketing Literature: Yes
  • Suggested Retail Price: 2,500
  • Available for Resale: Yes
  • Primary Contact Person - Sales: This e-mail address is being protected from spambots. You need JavaScript enabled to view it - Tel: 800-468-0834 Ext.2650
  • Primary Contact Person - Technical: This e-mail address is being protected from spambots. You need JavaScript enabled to view it - Tel: 847-956-6500
  • Web-Site/URL: www.donas.com
  • Information Last Updated: 2006-10-17
Languages Exact Product Line
  • English
  • Exact e-Synergy
  • Exact Event Manager
Development Platform Modules Impacted
  • Other
  • No Module Affected
Database Supported Version
  • MS SQL 2000
  • MS SQL 2005
  • N/A
Industries Horizontal Focus
  • Automotive
  • Chemical Manufacturing
  • Computer and Electronic Equip. Manufacturing
  • Construction
  • Education
  • Finance, Insurance, & Real Estate
  • Food & Beverage Manufacturing
  • Government
  • Life Sciences
  • Metal Fabrication
  • Machinery Manufacturing
  • Not for Profit
  • Other Manufacturing
  • Other Services
  • Paper & Printing
  • Professional, Scientific, and Technical Services
  • Retail Trade
  • Telecommunications
  • Transportation and Warehousing
  • Utilities
  • Wholesale Distribution
  • Customer Relationship Mgmt (CRM)

Partner

Donas Group