Syncari for Tech Companies

TECHNOLOGY

Sync, Unify, and Activate Customer Data

Rapidly deploy new integrations, build unified customer profiles, manage complex workflows, and distribute clean data throughout the business.

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“What I didn’t realize about Syncari is this very powerful concept: you can configure, manage, and scale your business rules in a single, centralized application that touches all your GTM data.”

Vice President of Customer Success

TECHNOLOGY

Free your development and data resources from integration projects and keep them focused on building great software.

SYNC

True sync for your most valuable data.

“Sync” is more than simply sending data between two points. Syncari’s hub-and-spoke architecture and intelligent self-healing Synapses enable powerful transformations on data in-flight while reliably maintaining states between two or more systems.

Syncari Platform Overview - Sync

UNIFY

Deliver on the promise of Customer 360° in weeks, not months.

Distribute a complete view of any record anywhere, with flexible, code-free identity resolution on any entity. Go beyond user profiles to distribute 360° visibility on contacts, accounts, opportunities, tickets, and more.

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Syncari Platform Overview - Unify Demo

Automate

Automate critical business processes without a line of code.

Automate even the most complex processes with Syncari’s intuitive no-code interface and send data where it’s needed most, trigger sequences, workflows, notifications, and more.

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REPORT & ANALYZE

Close the gap between insights and action.

Align teams around key business performance across unified systems and ensure the data you see matches what everyone else sees in the tools they love.

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One Platform, Many Initiatives

Think big. Start small.

Point solutions solve point-in-time problems. Syncari is designed to grow with you as your needs evolve.

Distributed Customer 360

Distributed Customer 360

Create a golden customer record and ensure every team is operating with the view they need in the system where they work.

Lead Management

Import lists, standardize and normalize attributes, match leads to accounts, and route contacts to the appropriate owner.
Product Usage Data

Product Data Activation

Connect Syncari to your product data source and share insights, signals, trends across teams in near-real-time.

Account-Based Everything

Get a complete understanding of account engagement and activate coordinated workflows when key intent signals emerge.

CSV file sync

Automate the manual, time-wasting process of mapping and cleaning data in csv files before uploading them into your systems of record.

Ticketing Automation

When support tickets are filed, ensure key contacts are notified and kept up to date on status with shared context automatically.

Onboarding Automation

As soon as an opportunity flips to closed won, trigger cross-functional workflows to ensure customers receive an optimal experience.

Churn Prevention

Capture a more real-time of cross-system customer health. Alert reps when scores are trending in the wrong direction.

Upsell Detection

Activate signals that high-value customers are ready for expansion conversations in the systems where account teams work.
Order-to-cash

Order-to-cash

When a customer order is generated, ensure your CRM and ERP are operating with the shared, synchronized information.

Revenue Reconciliation

Automatically reconcile sales in CRM and cash received in your ERP or payments provider to determine what goes on your P&L.

See Syncari in action today

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