Get strategic about account planning
Account planning is critical to customer success and account growth
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Plan for success and growth
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.
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Retain more customers
Utilize quarterly business reviews to discover churn risks and opportunities for customer expansion. Easily share reviews across your organization and track changes over time.
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Capitalize on sales opportunities
Track new sales and upsell opportunities and link them to your account plans. Use sales pipeline reports to measure progress and forecast revenue.
Grow revenue
Create account plans to dicover and close new revenue opportunities
Retain Customers
Strengthen customer relationships and identify & address risks early
Collaborate Better
Leverage your entire organization to service and grow accounts
Demonstrate your efforts and successes
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Highlight your activities
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.
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Share your insights
Capture your customer insights in notes that can be tagged by topic or business process, and shared easily across teams.
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Report your status
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.
Collaborate with your team and beyond
Sell as a team
Enlist colleagues from across teams to help you close more opportunities
Expand coverage
When you share the information that’s usually trapped in email and other platforms, teammates can easily cover for each other
Escalate painlessly
Managers and execs can get up-to-speed quickly to help resolve customer issues and drive key opportunities forward
Organize everything in one place
Synap connects the email, help desk, and sales automation tools your teams already use, gathering critical customer data in one place.
Everyone’s customer activities together
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.
Complete Customer directory
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.
Never miss a thing
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.
Get set-up in minutes
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.
Justin Chiles
Chief Operations & Delivery Officer