Syncari is a VC-backed startup founded by an experienced team from Marketo, MuleSoft, Workato, and Zendesk. Syncari provides a data automation platform that empowers operations professionals to align, analyze, and activate trusted customer data across the enterprise. Syncari restores data trust with a powerful fusion of data management, workflow automation, and multi-directional sync. For more information, visit syncari.com
Revenue and sales leadership at Syncari needed better ways to coach and motivate their competitive team of growth-oriented reps. Specifically, Syncari was looking for a tool to monitor their reps' activities and performance without being too intrusive to the team.
Before partnering with SetSail, Syncari lacked visibility into their sales team’s outreach and engagements. While the sales team often hit their goals, Syncari’s sales leaders were not able to identify the key actions that were helping their top performers succeed and causing their low performers to miss the mark.
“It’s hard to know what our team is doing.” said Scott Edmonds, Chief Revenue Officer at Syncari. “What emails did you send? How many calls did you make? How many meetings did you have? We had no way of knowing.”
While Alex Gingg, Sales Development Manager spent every morning looking through 3-4 different Salesforce dashboards trying to monitor his team’s productivity and efforts, he did not have a centralized view to give him a full picture of sales activity and help his team succeed.