From each customer interaction to your next sales action
Your sellers keep their email and video tools, and Syntiqa updates the CRM you already use. Calls are in early access.
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Seller
After a customer visit
A short note after the visit, and the deal is up to date.
- Evenings off CRM duty: next steps and dates go into the deal after each email and meeting.
- Ready for the next visit: you see what the customer asked for last time.
Sales leader
Before the forecast meeting
Open any deal and read what the customer agreed to.
- Forecast calls without chasing: every deal is current before the meeting.
- Proof on each deal: what the customer agreed to, next to the email or meeting it came from.
Revenue operations
RevOps transformation
Write your stage rules once, then check each change Syntiqa made.
- Rules written once: your stage rules apply to every deal.
- Changes you can trace: each update points back to the email or meeting behind it.
Chief revenue officer
Planning the quarter
Plan the quarter from a pipeline your sellers kept current.
- A pipeline you can plan on: close dates and next steps come from what customers said.
- One view for everyone: sellers and leaders read the same up-to-date pipeline.
Chief executive
Asking how the quarter looks
The answer comes from what customers said this week.
- The quarter at a glance: what customers said this week is already in the CRM.
- Fewer status requests: the CRM answers before you need to ask the team.
Useful sales information from every conversation
Email
Meeting
Capture
Syntiqa collects each interaction from your sellers' mailboxes and capture apps.
Before a renewal call, your account manager can read the whole year with that customer in the CRM.
Match
Syntiqa works out which account, contact and deal an interaction belongs to. If it cannot tell, it flags that item for a person.
Apply your rules
Your pipelines, stage requirements, qualification rule and field meanings decide what may change and what waits for a person.
Feed your reports
Each value lands in the field your reports read, from new records to logged activity.
What Syntiqa automates and what your sales team starts
Automatic
Syntiqa reads your customers' replies and files each one on the right deal.
Your team starts it
After a visit, your seller records a voice note or snaps a business card, and the CRM is up to date.
Your CRM owner sets the rules, and we configure them together
Your rules, across 18 areas, including these six.
- Where new deals go
- Which pipeline and stage a new opportunity starts in.
- What Syntiqa may update
- It can update your sales pipeline and leave renewals alone.
- Stage requirements
- A deal needs an amount before Contract Sent. Without it, Syntiqa holds the stage and says what is missing.
- Lead first
- Qualification starts on the lead, on Salesforce.
- Field meanings
- Beside any CRM field, you write what it means in your business.
- Language
- Syntiqa writes free text in English, Spanish, German or French. Stage and list values stay in your CRM's language.
- Field meanings
- Beside any CRM field, you write what it means in your business.
- Language
- Syntiqa writes free text in English, Spanish, German or French. Stage and list values stay in your CRM's language.
Deal match unclear
“We may also need supply for a second site.”
EmailConnected
HubSpotConnected
CalendarNot connected
- HubSpotConnected
- Connection health
- Access information
- Credential history
- Stage moved to Develop
- Sales email logged on the deal
- Sent for review
Syntiqa integrates with your current CRM
Connect
We connect your CRM and take care of the technical side.
Adapt
We adapt Syntiqa to your stages and fields.
Set the rules
We set the rules with your CRM owner.
Go live
Syntiqa starts updating your CRM, and we stay close for the first weeks.
