Syncari Features
Data Sourcing (3)
Data Enrichment
Uses external data sources to improve customer profiles.
Expandability
Can be updated to accept new sources and types of data.
Multiple Devices
Can engage with customers across any device with a consistent message.
Intelligence (3)
Marketing Metrics
Provides analysis of marketing program ROI and efficiency.
Predictive Modeling
Predicts outcomes based on statistical models; can give insight to "what-if" scenarios.
Recommendation Engine
Uses artificial intelligence to provide suggestions based on desired outcomes.
Functionality (12)
Identification
Based on 15 Syncari reviews. Correctly identify inaccurate, incomplete, or duplicated data from a data source.
Correction
Utilize deletion, modification, appending, merging, or other methods to correct bad data. This feature was mentioned in 16 Syncari reviews.
Normalization
As reported in 18 Syncari reviews. Standardize data formatting for uniformity and easier data usage.
Preventative Cleaning
Based on 14 Syncari reviews. Clean data as it enters the data source to prevent mixing bad data with cleaned data.
Data Matching
Finds duplicates using the fuzzy logic technology or an advance search feature. This feature was mentioned in 18 Syncari reviews.
Debugging
Ensures live debugging to alert if any failure during data sync.
Workflow Automations
Supports the creation of automated workflows and data pipelines.
Notifications
Supports notifications in messaging applications such as Slack, and even in workflows.
API Integrations
Provides several pre-built connectors and API integrations to build data workflows.
Programmed trigger of data sync
Programmatic trigger of syncs via public APIs
Incremental data sync
Native support for incremental syncing
Data audit
Move sync logs back into warehouse for auditing
Management (15)
Reporting
Provide follow-up information after data cleanings through a visual dashboard or reports. This feature was mentioned in 16 Syncari reviews.
Automation
Automatically run data identification, correction, and normalization on data sources. This feature was mentioned in 19 Syncari reviews.
Quality Audits
Based on 15 Syncari reviews. Schedule automated audits to identify data anomalies over time based on set business rules.
Dashboard
Based on 14 Syncari reviews. Gives a view of the entire data quality management ecosystem.
Governance
As reported in 15 Syncari reviews. Allows user role-based access and actions to authorization for specific tasks.
Hierarchy Management
Captures and manages data hierarchy and definitions.
Reference Data Management
Helps integrate external and internal reference data such as industry codes, entity identifiers, country codes etc used to categorize information across systems.
Data Lineage
Helps understand the origination and route of data along with the transformations happening across various domains.
Metadata Management
Provides context and information for data assets stored across domains and ensures adherence to established policies and processes.
Third-Party Apps
Allows users to manage third party application integration
White Labelled
Provides a fully white labelled solution
Workflow
Provides users with intelligent workflow automation capabilities
Self-Service
Self-service enables a software provider’s customers to easily activate packaged integrations.
Monitoring
Monitoring features, including instrumentation and observability, enable the product team and operations teams to centrally manage all customer integrations.
Notification
Notification and alerts are included that empower development teams to manage and push out updates to integrations to across their customer base.
Matching (3)
Priority Matching
Allows users to prioritize matches based on criteria such as region, account attributes, and other customer information.
Account Tiebreakers
Provides tiebreaking features when leads match to multiple accounts.
Fuzzy Matching
Provides matching logic features for special characters, acronyms, and other complex names.
Routing (4)
Match and Route
Automatically routes matched leads directly to account owners.
Multi-Objects
Allows users to build custom routing rules.
Territories
Allows users to assign leads to selected territories and regions.
Working Hours
Allows users to configure schedules so leads are routed only during working hours.
Platform Operations (8)
Service level Agreements
Allows users to configure service level agreements so leads get matched and routed as fast as possible.
Audit Logs
Provides features to audit any leads that were misrouted to incorrect accounts.
Duplicate Match
Based on 10 Syncari reviews. Provides features to quickly audit leads and identify if there are duplicate leads in multiple accounts.
Capping
Limits the number of leads to assign to sales reps.
Analytics
Provides analytics for tracking and monitoring routing.
Integrations
Based on 10 Syncari reviews. Provides integrations for CRMs and marketing automation platforms.
Alerts & Notifications
Sends an alert to salespeople when a lead is routed to them.
AI Lead Matching & Routing
Leverages AI to improve lead-to-account matching accuracy and reduce latency in routing leads.
Development (5)
Real-Time Integration
Supports event or transaction based integrations that react to changes in real-time
Flow Designer
Allows for integration development through the visual development of integration logic flows with the help od a drag and drop user interface.
Pre-Built Connectors
Facilitiates API development and integrations with prebuilt connectors, templates, and examples.
Custom Connectors
Provides the ability to create connectors from existing services and APIs in catalog.
Reusable connectors
Provides prebuilt, reusable connectors and workflows for all user integration requirements.
Management (5)
Monitoring & Notification
Console for monitoring resource utilization, system health, ability to start and stop processes, etc.
Routing And Orchestration
Enables data routing on configuration basis and management of complex workflows through an orchestration engine.
Data Mapping
Facilitates to and fro data map according to the data model between applications/web services.
Data Transformation
Provides standard tools and functions to convert data values from the data format of a source system into the data format of a destination system.
API Management
Supports and oversees the management of API products across their full lifecycle
Security (9)
Data Encryption
Employs data encryption both at rest and in transit.
Security Standards
Comply to key industry standards like SOC 2, ISO 27001, PCI DSS, HIPAA etc to protect and safeguard data.
Communication Protocol
Supports secure communication protocols like FTPS, SFTP etc
Data Governance
Encompasses of policies, principles and qualities to promote access to accurate and certified master data.
Data Masking
Helps mask or hide critical information to prevent unauthorized access.
Authentication
Ability for users to offload authentication integration
Compliance
Compliant with GDPR, HIPPA, and other necessary regulations
Security Compliance
Supports industry standards (GDPR, CCPA etc) before, during, and after the reverse ETL process.
Data Encryption
Ensures data encryption across multiple levels of the reverse ETL process.
Integration Options (4)
Data Virtualization
Integrates data from disparate sources, without physical data movement
Managed File Transfers
Provides one or more methods to securely transfer data from one location to another through a network
Big Data Processing
Provides integration to BigData sources such as Hadoop and other NoSQL sources (MongoDB, Cassandra and HBase)
EDI
Provides Integrations to EDI service providers.
Functionality (4)
Multi-Domain
Centralizes the management of multiple domains of master data which includes product, customer, vendor, asset, location and pricing.
Match & Merge
Matches master data records and merges them into a single accurate record across source systems.
Relationship Mapping
Shows relationships between records and entries, defined in a repository model.
User Interface
Provides a simple customizable design environment to develop custom UIs using simple drag and drop actions.
Revenue Sourcing and Forecasting (6)
Revenue History
Allows users to track how previous revenue forecasts have developed over time
Pipeline Management
Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities
Dashboard Analytics
Reports results on revenue attainment, conversion rate, and overall revenue analytics
Data Segmentation
Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.
Predictive Forecasting
Provides users with ability to predict upcoming forecast based on AI insights and deal health
Revenue Operations Cadence
Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success
CRM Data Enrichment (5)
Calendar Sync
Automatically associates calendar invites to update deal progress in a CRM
Email Activity Capture
Automatically associates sales activities within emails to the relevant accounts in your CRM
Conversation Intelligence
Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM
Marketing Leads
Automatically links marketing leads to sales generated opportunities in your CRM
Contact Capture
Automatically captures contacts engaged with and associates to relevant accounts in a CRM
Account Management (6)
Nonengaged Accounts
Identifies accounts that sales reps aren't engaging with
Account optimization
Maximizes account coverage by determining the optimal number of accounts per rep
Historical Patterns
Identifies common themes among historical deals that are won or lost
Rep Performance
Identifies common themes and actions amongst reps that close the most deals
Account Engagement
Allows users to track the level of engagement with each account and provides insights on frequency of engagement
Historical Win/Loss Patterns
Identifies common themes among historical deals that are won or lost to provide insights into successful strategies
Deployment (2)
Hybrid
Supports deployment of integration apps both on-premisis and cloud environments/
Cloud to Cloud
Supports deployment of integration apps to a managed cloud environment
Data (1)
Scalability
Scales to adapt to rising data volume
Development (2)
Low-Code
Provides users with self-service, low-code/no-code development options
Customization
Allows users to build and deploy custom integrations for customer-facing applications
Data Management (5)
Data Modeling
Supports the creation of SQL models to query any data warehouse.
Auditing
Detailed logging for auditing needs.
Observability
Real-time visibility into the reverse ETL process.
Data mapping
Configures data mapping from data warehouse to target tools.
Reporting
View the reverse ETL data via reports and charts through data viz and sync progress.
Application Integration (4)
Third Party
Organizations have the ability to integrate applications with third party and/or customer facing applications.
Scalability
Elastic processing capabilities enable software providers to meet customer integration processing demand.
Workflow Automation
Platform provides users with prebuilt application connectors and integration workflow automations.
Connectivity
Connectivity APIs can be enabled to allow development teams to directly integrate with applications, databases, and services.
Generative AI (3)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - Revenue Operations & Intelligence (RO&I) (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives

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