Exact Synergy reporting and dashboards
Business intelligence for CRM and process management
Exact Synergy is a platform from Exact that helps companies centrally manage customer information, workflows, documents, projects, and internal collaboration. While Exact Online excels as cloud-based business software for accounting and operational processes, among other things, Exact Synergy focuses more on process management, CRM, document management, collaboration, and integration with ERP data. Exact itself positions Synergy as a single central system for managing business processes and integrating them with the ERP system.
The integration of the InsightData Finance, Sales Intelligence and Sales Pipeline apps with Exact Synergy creates a powerful connection between commercial follow-up, customer information, workflows, and financial reporting. Some unique benefits include:
Centralized Customer and Process Information: Customer data, contact moments, documents, workflows, and sales opportunities are brought together into one logical whole. This ensures that commercial and operational teams work with the same context and are less dependent on separate files or fragmented follow-up. Exact itself states that Synergy centralizes CRM information, from contact moments to invoicing, and can support automatic alerts for sales opportunities or service moments.
Improved Follow-up of Commercial Processes: By linking workflow information and CRM data from Exact Synergy to the InsightData Sales Intelligence and Sales Pipeline apps, a clearer picture emerges of open opportunities, follow-up actions, customer activity, and commercial priorities. Sales teams thus gain insight not only into figures but also into the underlying actions and process statuses.
More Context for Financial Reporting: Because Exact Synergy integrates business processes with ERP and financial data, the link with InsightData Finance can help better explain financial results. It reveals not only what is happening in the figures but also which customers, projects, workflows, or commercial dossiers are contributing to them.
More Efficient Collaboration Between Departments: Exact Synergy supports workflow management, document management, and collaboration between teams. This allows sales, finance, HR, service, and management to work together more effectively. According to Exact, information is linked to the correct customer, employee, or project context, making it available faster where it is needed.
Action-Oriented Dashboards and Alerts: By combining Exact Synergy data with InsightData dashboards commercial and operational signals become visible more quickly. This includes customers without recent follow-up, open workflows, declining revenue from existing customers, opportunities without a next action, or discrepancies between pipeline and actual revenue.
This integration primarily strengthens the bridge between customer relationship management, internal processes, and management reporting. Companies gain insight not only into financial and commercial performance, but also into the processes and follow-up actions that influence this performance. This creates a more complete picture of customer value, sales activity, and operational efficiency.
