Forecasting
Predictive sales outcome platform for managers and reps that takes into account historical team member performance and uses AI to spot trends.
Supercharging Sales
Your Sales and Sales Ops team in a unified platform. No setup, Salesforce SSO and go.
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For sales
Forecasting
Funnel Analytics
Deal Review
Pipeline Management
For sales OPS
Assignment
Automations
Reporting & Analytics
Text to Apex
Alerts
Mass Editing
Scheduled Reports
Your existing data, schema, workflows
Supercharged
No implementation time
Works immediately with your SFDC schema.
Your existing schema
Closed Won
Negotiation/Review
Id. Decision Makers
Prospecting
Closed Lost
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--west coast
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_healthy
_important
Salesforce SSO and Go
One click setup. No multiple accounts to manage.
Welcome to Synch
Log in with your existing Salesforce account
Sign in with Salesforce
No more point solutions
Stop managing 15 vendors. All the features you need in a single product.
Shared analytics suite
Analytics across all these products.
AI-assistant
Do anything using natural language.
Trusted by teams at
Same platform, two workspaces
Your GTM point-solutions use the same customer data sources, so we bundled these products into a single platform with shared data and analytics across the SKUs.
Funnel Analytics
Out-of-the-box analysis of your pipeline. Pre-built dashboards and reports to give your team immediate access to the data insights you need.
Deal Review
Platform to review your active pipeline and determine the likelihood of a sale. Leverages customer and historical data to make recommendations humans may not consider.
Pipeline
$226,000
Best case
$299,657
$93,503
Commit
$317,929
$524,083
Closed
$376,699
Pipeline Management
Inline editing of your accounts, contacts, and opportunities with real-time bidirectional data sync to Salesforce.
Assignments
Logic-based lead routing to build account or lead lists deployed directly into a reps pipeline.
Express logistics and transports
$3,000,500
United Oil & Gas Corp
$3,000,500
Office Cowork Inc.
$3,000,500
Breakfast Food Cereal Co.
$3,000,500
Automations
Deploy complex flows/Apex classes into your sandbox or production environment using simple natural language prompts.
Build a flow when client_health is changed to Low, update customer_priority to High, and email their account_manager if they are a high revenue client. Otherwise, do nothing
Reporting & Analytics
Use plaintext to generate reports and data vizulations of your SFDC data. You can one click deploy the reports or Data-Viz back to SFDC.
Show me Accounts with Revenue over $100M, Funding over $25M
Text to Validation Rule Fields New Objects
Use plaintext to generate validation rules, new fields, new rollup fields, or new objects in SFDC.
If a contract is activated it must have a term length and start date
Alerts
Define conditions for deals and accounts where you want your reps or RevOps team to receive Slack alerts. Spin up deal rooms seamlessly using plain-text conditions.
Mass Editing SFDC Data with Logic
In a situation like account reassignment when a rep leaves, use plain text to mass transform data in SFDC.
Change industry to manufacturing
Auto Join Reports & Rerun on Scheduled Cadence
Automatically join SFDC reports, generate new arithmetic or logical formulas, and export to CSV. You can schedule these data transformations on any regular cadence.
The best leaders run their team on Synch
“Synch helps save us hours of dev time making us more productive throughout the day.”
RevOps, Mercury
“Using Synch lets us supercharge our GTM motion with data insights & recommendations”
CEO, Finley
“Synch is like having a salesforce consultant at your fingertips. From assigning leads to building automations, Synch takes the hassle out of SFDC work and allows us to be more agile and deploy updates in no time.”
Director of Growth, Coast