PIPELINES & GOALS
Streamline your sales cycle
Simplify sales by bringing the tools your team uses every day into Synergo
See CRM details on the fly
Share important account details and respond to inbound leads faster with real-time updates from your pipeline to email directly to your #sales or #marketing groups and reminders that won’t get lost in inboxes.
Unlock pipeline visibility and accuracy
Quickly get a birds-eye view on where each deal stands with real-time information, discuss critical deal flow as a team any time.
Automate the pipeline to appraisal process
#datasourceit - use Synergo's innovative data source feature to auomatically link your pipeline results with company goals & salesperson appraisals to ensure the highest accuracy in your evaluations.
Celebrate wins together
Give successes the attention they deserve: Celebrate together as a team, no matter which office you’re in. Synergo lets you express congratulations with an emoji rather than a reply-all email. Create purposeful Groups such as:
Connect this Group to multiple sales pipelines from all regions, and only receive notifications on won deals. Give reactions and give Praises to superstar salespeople
Keep your sales team in the loop with the newest product launches to ensure that they are equipped with the latest information to share with potential customers.
Smoother Hand-offs, Happier Customers
After the big sales win, make sure your customer receives the care they need. In Synergo, information is organized and accessible, so new accounts can be seamlessly onboarded.
Turn customer feedback into action
Create customer support Groups between your team and your customers and convert customer messages into Issues that are directly added to your Issue Tracking workflow. Communicate clearly with customers by easily by showing progress and people involved through a shared Kanban.
Automate the pre-sales to post-sales transition
Create custom automation rules to automate the information transfer from sales to customer success – automatically copy the account from the sales pipeline to the customer onboarding workflow, let SygoBot find and notify the correct account manager with ready-made implementation schedules.