eSynergy for everyone

So now everyone should be back and going from the conference, which I hope AIESEC Sweden with all its members enjoyed, and it's time to get some serious sales going.

For new members (oldies - check below!) I have a little video below explaining what eSynergy is and how you can use it. Once you're done watching it and really pumped up about eSynergy please check out - How to register, How to store company data and How to track your activities.

See the video in fullscreen

For all the oldie, goldies who hopefully know eSynergy by now I have prepared a little video explaining a bit more advanced feature of eSynergy - managing your sales projects - which I will publish soon!

eSynergy - register or be registered...

So the time has come when all you new members have been recruited, and when the sales activity really should be getting up to high pace. For sales to be really effective it should be tracked, planned and managed through our eSynergy software.

If you are an EB member you should right now be making sure that all your members get accounts. One way is to ask them to visit this blog and watch the videos - the other way is to add the users yourself. Click here for an instruction on that!

So why should you use eSynergy? Well basically there are some important reasons:

1. Track your own activites and make sure you don't forget all your follow-ups
2. Get access to a large database of companies
3. Make sure you get all the history of your companies and that you store history (what you are doing) for next generations

First of all you need to be registered.. so if you are a new member, just check out the registration below:

See the video in fullscreen


Click here to register!
As I said in the video the registration doesn't always

Once you got your account and password you need to learn how to use the system - we have lots of videos showing you how to use eSynergy - just check them out here!

If you are an experienced user looking to add new members simply follow the procedure in this video. It requires you to have the "HR" role in eSynergy, your LCP or one of the admins (me) can help you out with that.

See the video in fullscreen

eSynergy - Search it harder!

The fact that you can search and find companies in eSynergy makes it really powerful. For example, you can use the search to answer questions like

• what companies did we contact last year?
• which companies are inactive?
• which ICT companies do we have in our database?
• who should I call?

The search screen is very flexible so you can find many ways to search using it. In a later stage I am going to show you how to plan calls for all companies at once - for now, it will be enough for search.

Another thing this video goes through are the different types for companies. We have 4 important types in AIESEC eSynergy: Not validated, Uncontaced, Conctaced, Visited. These will be updated automatically when you add activities and realize them. However the "not visited" type is a bit special, it is set when you import companies from Excel, and you need to update this yourself! The video will show you how.

For now, enjoy the video!

See the video in fullscreen

Tracking galore (eSynergy)

Today I will show you how to do the most basic and most important thing in eSynergy - tracking your activities. The basic thing you will learn is how to add a new activity (such as a cold call or meeting) and how to create follow-up actions.

Once you have completed an activity, press Copy: New to create a new follow-up activity, then go back to the original activity and press either Realize or Reject. Realize should be used when you have completed an activity (reached the person you were trying to call, had the meeting) and Reject when the activity cannot be completed (meeting cancelled, person that you were trying to call quit and so on).

Once you get the hang of it - it can be really easy to track all your activities in eSynergy.

See the video in fullscreen

Getting to grips with eSynergy

This time I'm briefly going to show you the most basic feature of eSynergy - storing company data. This is one of the purposes why we have the system, basically to store data about contacts and companies so that they will be accessible to us and other generations of AIESEC:ers.

One important take-away point from this video though is that there is no point in storing incomplete data, therefore if you are going to use eSynergy try your outmost to provide all the data you can in the system. For later, this will mean that the data will be much more valuable to your successors or other users!


Just right-click the video and select Play to play the video.

See the video in fullscreen.

See the first post about eSynergy - (Re)Introducing CRM.

(Re)Introducing our CRM: eSynergy

So... at the IS blog we begin from the beginning, back to the basics and build from the ground up and all that. Therefore the first post will be a very, very light introduction to a lovechild of ours called eSynergy.

Ok, so I hear some in the audience sighing already, but don't worry - this year, it's all going to work much better. Give it a chance and follow our videos and you'll hopefully be up and running and working effectively in eSynergy in no-time

This first video might be a bit basic, but follow it through and make sure that you can login (EVEN if you have used eSynergy before) to system. If you can't login, then just leave us a comment and we'll help you out!


See the video in fullscreen

The link to the system is here: http://esynergy.aiesec.se and if you don't have an account yet - please register here (note: you're LCP will need to approve you!)!