Syneco needed a way to better manage customer accounts and the documents related to those accounts.
The company needed to have all information located in one place that could be accessed by multiple employees in multiple locations at anytime or simultaneously
Eliminate Dependency on Hard Copies
Syneco was looking for a way to eliminate the impact of important papers being misplaced, only accessible to the person who took the notes, or filed in a particular office or desk.
Syneco was able to eliminate an “in-house” server and the costs related to maintaining it, while introducing the many benefits of ResultsCRM. In addition, ResultsCRM In-the-Cloud allowed the company to cut back on the need for hardware and software upgrades and the time and expense involved with maintaining different laptops and desktops.
Better Sales Management
Syneco uses ResultsCRM to set up Activities that notify sales staff of impending account expirations in advance so they have time to prepare the documents necessary to renew an account. As a result, the company is renewing expiring accounts on time.
Real Time Information From Any Location
Important documents are accessible in one central location where multiple employees can access the same information in real time.
Syneco takes advantage of many of the award-winning ResultsCRM features. Above all, however, they enjoy the program’s flexibility. As one manager stated, “If you can imagine it, you can do it with Results.”