Create account plans to guide your account management activities. Map the important players, track renewal dates, identify opportunities, and set goals for each of your key accounts.
Utilize quarterly business reviews to discover churn risks and opportunities for customer expansion. Easily share reviews across your organization and track changes over time.
Track new sales and upsell opportunities and link them to your account plans. Use sales pipeline reports to measure progress and forecast revenue.
Create account plans to dicover and close new revenue opportunities
Strengthen customer relationships and identify & address risks early
Leverage your entire organization to service and grow accounts
A lot of relationship-building consists of activities that aren’t visible to many of the stakeholders. Share your emails, meetings, and call notes so everyone gets a view into your day-to-day work.
Capture your customer insights in notes that can be tagged by topic or business process, and shared easily across teams.
Create reports for activities and progress towards goals and issue resolutions. Share those with executives and other stakeholders to so they can stay informed without pestering you for updates.
Enlist colleagues from across teams to help you close more opportunities
When you share the information that’s usually trapped in email and other platforms, teammates can easily cover for each other
Managers and execs can get up-to-speed quickly to help resolve customer issues and drive key opportunities forward
Everyone’s emails, support tickets, and notes are automatically organized by company or account. They become a lasting and searchable part of the customer story.
Synap gathers the contact information from across your team, and across your tools, to automatically create a universal contact list for every customer you need to talk to.
Star the relationships that are most important to you, and get notified when something important happens with your customer. You’ll know when teammates trade emails with the customer, or open a support ticket, saving a lot of email CCs and forwarding.
Your time is best spent fostering customer relationships. Just log in with your email, and you can set up your Synap team in minutes. Synap automatically adds your contacts, organizing them by company. It even finds addresses, photos, bios, and more for many people and companies.
I really like the visibility Synap gives me into everything we do and how it automatically creates a client narrative anyone can absorb quickly.