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: Smart DMS in CRM

Quickly view images in CRM. Display of images with preview (thumbnail) 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 all info areas / tables.

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

Business card scanner and capture of leads for further processing in the CRM and trade fairs.
Integrated questionnaire – everything in accordance with GDPR (General Data Protection Regulation requirements.

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.
Video (in German): GeoManager | Optimise tours!

Benefit: Improved data handling through visualisation of duplicates

Detection of duplicates with individually customisable, very precise match codes for simplified merging of data records in dialogue. Also used in the context of data import. DataQuality dashboard for simplified processing of duplicates and decisions on merging.

Benefit: Connection to mailing tool and GDPR-compliant opt-in handling in CRM.

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.

Benefit: Integration of Microsoft Teams in CRM

Call up MS Teams functions from CRM (call, chat, video call) and synchronise information and files (documents, teams, channels).
Phone integration: Receive calls via Teams and open the person directly in CRM.

Benefit: Connection Business Intelligence

Connection to Microsoft Power BI and evaluation of CRM data. Creation of Power BI dashboards and KPIs.

Benefit: Event management in CRM

Conveniently plan, hold and follow up events, seminars and training courses with just a few clicks. Mobile recording of participants and questionnaires. Automated control of simple follow-ups.

Benefit: Quick creation of marketing activities, target groups and JobCards

Simplification of the control of JobCards in marketing activities and target group generation.