Utilize Synergy workflows to collect data about your sales cycle.

By adding a custom button on the Synergy workflow to launch a webpage, our Score Card calculates the value of each answer to specific questions regarding the purchasing cycle. Once this custom form is completed, the system will save this information in Synergy as a document and automatically link this document to the open workflow for future reference.

“Our Synergy Dynamic Score Card allows us to capture, calculate and store rating information real time in a format that is user friendly and accessible throughout our system. It has significantly improved our sales process.”

John Batten- Director, I.T.
PhotoMedex