Introducing Synch: The Ultimate Salesforce Companion for Sales Teams

Synch revolutionizes the way sales and sales operations teams interact with Salesforce. With seamless integration, Synch offers a unified platform that eliminates the need for multiple vendors, saving time and resources. Key features include forecasting, funnel analytics, deal review, and pipeline management, all powered by AI to provide actionable insights and recommendations.

Designed for efficiency, Synch requires no setup time and works immediately with your existing Salesforce schema. Its intuitive interface allows for real-time data sync and inline editing of accounts, contacts, and opportunities. Trusted by teams at Mercury, Finley, and Coast, Synch is praised for its ability to save development time and enhance productivity.

Experience the future of sales operations with Synch—where simplicity meets sophistication.

Forecasting

Synch's Forecasting feature allows sales teams to predict future sales performance based on historical data and current trends. This enables better planning and resource allocation, ensuring that the team is always prepared for upcoming challenges and opportunities. By integrating seamlessly with Salesforce, Synch provides real-time updates, allowing for dynamic adjustments to forecasts as new data becomes available. This feature is closely related to Funnel Analytics and Pipeline Management, providing a comprehensive view of the sales pipeline.

Funnel Analytics

Funnel Analytics provides deep insights into the sales pipeline, identifying bottlenecks and opportunities for improvement. With pre-built dashboards and reports, users can gain immediate access to data insights, helping them make informed decisions. This feature is crucial for understanding the health of the sales funnel and is closely related to Forecasting and Pipeline Management, offering a holistic view of the sales process.

Deal Review

The Deal Review platform assesses the likelihood of closing deals by leveraging customer and historical data. It makes recommendations that humans may not consider, improving decision-making and increasing the chances of successful deals. This feature is essential for managing the active pipeline and is closely related to Pipeline Management and Funnel Analytics.

Pipeline Management

Pipeline Management allows for inline editing of accounts, contacts, and opportunities, ensuring that the sales pipeline is always up-to-date. With real-time bidirectional data sync to Salesforce, users can make changes on the fly, ensuring that all team members have access to the most current information. This feature is vital for maintaining an efficient deal flow and is closely related to Forecasting, Funnel Analytics, and Deal Review.

Automations

Automations in Synch streamline repetitive tasks, saving time and reducing errors. By automating processes such as lead assignment and report generation, sales teams can focus on more strategic activities. This feature is closely related to Reporting & Analytics and the AI-assistant, enhancing overall productivity and efficiency.

Reporting & Analytics

Reporting & Analytics provides detailed reports and analytics, offering data-driven insights that help sales teams make informed decisions. With a shared analytics suite, users can access comprehensive data across all products, ensuring a unified view of performance. This feature is closely related to Automations and the AI-assistant, providing a robust foundation for data-driven decision-making.

AI-assistant

The AI-assistant in Synch allows users to perform tasks using natural language, enhancing productivity and efficiency. By automating routine tasks and providing intelligent recommendations, the AI-assistant helps sales teams focus on high-value activities. This feature is closely related to Automations and Reporting & Analytics, offering a powerful tool for enhancing productivity.

Predictive Sales Outcome Platform

The Predictive Sales Outcome Platform uses AI to predict sales outcomes, improving forecasting accuracy and enabling better planning. By taking into account historical team member performance and spotting trends, this platform provides valuable insights that help sales teams make informed decisions. This feature is closely related to Forecasting and the AI-assistant, offering a comprehensive solution for predicting sales performance.