Synergy Tools

SYNERGY started early to structure experiences from the projects and to develop them in the sense of "product solutions" and "consulting packages". These are conceived, discovered and produced as "SYNovations". Our pre-configured modules and components are described here:

Benefit: Support for daily work through AI

Based on defined rules, the digital assistant provides hints + concrete "tips". Direct and fast information in case of deviations instead of long lists and reports.

Benefit: Legally compliant data handling

Audit of the GDPR relevant processes, mapping of the necessary processes for legally compliant treatment, from data acquisition to deletion.

Benefits: Best practice reports in the FMCG sector

Reports for managing the field team in the FMCG world: distribution, facing, POS price surveys (price comparison list), visit evaluations, KPIs.

Benefit: Map integration (BING/Google) in CRM

Route planning and optimization via Google/BING, planning of routes via maps, display of customer allocations of their territories in CRM and optimization of territories via geographic information, geographic target group analysis for event management. Display of figures + KPI's in maps for geographical analysis.

Benefit: Smart DMS within CRM

Improved display of images with preview and documents directly in Aurea CRM, including search and filter options. The image/document viewer can be used both as a global search in CRM or in the context of companies, objects and opportunities.

Benefit: Higher data quality

Detection of duplicates with individually customizable match codes for simplified merging of data records in dialogue. Use also in the context of data import so that redundancies are kept out from the start.

Area: CI-conform PDF documents

Whether contracts, invoices, orders or other professional PDFs. With the help of the integrated pdfCreator, you can create professional PDF documents with data from the CRM at the touch of a button.

Area: POS check / shelf survey

Capturing the POS by image and determining the POS data (facing, OOS, prices, placement) for the products with the aid of AI.

Benefits: CRM Business Intelligence

Systematic data analysis of all CRM information with the help of Microsoft Power BI.

Benefit: Ready-made analyses

Tailor-made analyses and reports for quick use with high informative value, context-dependent presentation of special analyses and views also offline (mobile) - such as e.g: Dashboards for the presentation of employee goals / KPI's

Benefits: Trade fairs & Co

Convenient planning, implementation and follow-up of events, seminars and training courses with just a few clicks. Mobile registration of participants and questionnaires. Automated control of simple follow-ups.

Area: Universal Connector / Interface Service

Middleware as the hub for your data. The UCO can be used as a standard interface between the CRM and all services - from the ERP connection to the digital business card scan.

Benefit: Capture leads, contact persons and trade fair contacts.

Business card scanner and capture of leads for further processing in the CRM and at trade fairs. With an integrated questionnaire and of course in accordance with GDPR requirements.

Issue: Data collection
Creation of surveys in the CRM and forwarding to the recipients, direct transfer of the results to the CRM and analysis or further use of the data.