The Agency Works

Resources

We’ve put together lots of tips, guides and infographics to help Synergist Users and also those who are thinking about investing in the system. You can download them here.

For Super Users

Synergist Spotlight 1 - View settings
View settings are key to using Synergist. They allow individuals and groups of users to see pre-defined lists or reports.

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Synergist Spotlight 2 - The Estimate tab
The estimate tab is a key information area within Synergist and is often under used.

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Synergist Spotlight 3 - Monthly retainers
For ease of use and to gain maximum reporting within Synergist the following structure is recommended if you have Clients that req

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Synergist Spotlight 4 - Closing jobs & opportunities
In order to maintain a clean Synergist System and to be able to report on jobs effectively the following process is recommended fo

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Synergist Spotlight 5 - Projects
A Synergist Project is a group of jobs. If you have a selection of jobs, that need to be linked for reporting or invoicing purpose

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Synergist Spotlight 6 - Data Viewer
For opportunities choose to use created date or expected close date. You have the option to select dates from a list by clicking

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Synergist Spotlight 7 - Gantt charts
A useful tool in Synergist that allow you to produce Gantts for a single job and for multiple jobs with flexible printing options.

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Synergist Spotlight 8 - Timesheet reporting
A key area within Synergist is the ability to post timesheets. This spotlight focuses on the many ways in which time can be report

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Synergist Spotlight 9 - Sales info tab
There are many tabs within a Synergist Opportunity or Job. This spotlight focuses on the ‘Sales Info’ tab.

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Synergist Spotlight 10 - Billing Plans
Billing Plans are the primary tool for forecasting within Synergist. The type of forecasting can be varied depending on...

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Synergist Spotlight 11 - Financial tab
Every Job displays a financial tab. This tab is key to be able to understand the financial information for the selected job...

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Synergist Spotlight 12 - Revisions
Estimates & Quotes within Synergist feed in to one another but ultimately have different purposes...

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Synergist Spotlight 13 - Client Investment
Are your clients ‘investing’ in your organisation or are you ‘investing’ in them?

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Synergist Spotlight 14 - Improving Appearance of Quotes
Sending out a quotation document produced by Synergist can involve some trial and error.

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Synergist Spotlight 15 - Spring Cleaning your Synergist System
It is really important to maintain a clean Synergist System for the following reasons...

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Synergist Spotlight 16 - Activities
‘Activities’ form the basis of the CRM functionality within Synergist. Commonly used for recording New Business Activity...

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Synergist Spotlight 17 - Scheduling Reports
Synergist has many reports that can be run from the standard reporting menu or the Data viewer...

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Synergist Spotlight 18 - Job Templates
Job templates are easy to use and take the manual work out of creating jobs on Synergist.

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Synergist Spotlight 19 - Profitability Reporting
A key reporting requirement within Synergist is the ability to report on profitability...

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Synergist Spotlight 20 - Multi Job Invoicing
Synergist has a flexible Sales Invoicing module that allows the user to invoice a client at any point of the month.

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Synergist Spotlight 21 - Duplicating Users
User accounts are required for each user who will log on to Synergist via the main 4D full user licence or ...

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Where to go for help
Internal, online and helpdesk support

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Tips for a successful Synergist implementation
Some useful tips to ensure your Synergist implementation runs as smoothly as possible

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Tips & guides

System Selection & Implementation GuideDownload your free system selection & implementation guide
What can the best job costing and project management systems on the market deliver? Find out by downloading our free guide.

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Agency Growth Through Team Empowermentagency-growth
Five MDs of UK creative agencies say empowerment is a key growth accelerator. Their experience is supported by recent research.

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Performance Metrics from Kingston Smith's Annual Surveyjuniper-performance-metrics
A short summary of key metrics & trends across all sectors from Kingston Smith's Annual Survey 2013. By Noel Penrose, Juniper2.

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What Agency MDs Saywhat-agency-md-say
What do agency MDs and founders have to say about running their agencies? Download the infographic now.

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Winning new business as a PR Agencyprmoment
Jason Neale, Founder of The Agency Works, discusses whether winning new business is always good for a PR Agency.

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Valuing Creativitycb
Jay offers advice on how to support creative teams, in a recent article featured on Creative Boom.

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Deal or no deal?winning-new-business
Deal or no deal? Is winning new business always good business for your agency?

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