journeys.getsynap.com
Key account planning should be at the top of your new year’s resolution list
http://journeys.getsynap.com/key-account-planning-should-be-at-the-top-of-your-new-years-resolution-list
Key account planning should be at the top of your new year’s resolution list. Wrote this on Dec 28. At the end of 2015 we made a prediction that 2016 would be the year of customer success. Looking back on the year, we can confidently say it had its biggest year to date. Companies released reports on the state of customer success. What is key account planning? Several years ago, Gartner. Released an eye-opening statistic for B2B companies: 80% of a company's future profits come from 20% of its existing cu...
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Salesforce Integration - Synap Knowledge Base
http://help.getsynap.com/article/30-salesforce-integration
Salesforce is a cloud-based customer relationship management (CRM) and sales automation solution. With the Salesforce integration in Synap, not only can you import your contacts and accounts as people and organizations, respectively, you can also see Salesforce opportunities along with emails to customers from you and your team, all in one unified feed. Log into your Synap account and select the gear icon in the navigation bar to access your Configurations page. Nope Just one user needs to authenticate&#...
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Custom fields - Synap Knowledge Base
http://help.getsynap.com/article/43-custom-fields
In addition to the standard contact fields, like name and address, you find in Synap, you can create custom fields to track any other important information about your contacts or opportunities. From tracking the key contact at an organization to the type of user of a person, you have great options for tracking what is important to you. One field type does not fit all, so we have a few options for you to choose from. Need to track the number of system users at an organization? How to add a custom field.
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Inviting more users - Synap Knowledge Base
http://help.getsynap.com/article/25-inviting-more-users
Synap works best when. Client-facing team members share their communications. Why not invite your team members to join? Any user with Admin or Owner access can add new users. Follow these simple steps:. Click on the Configure. In the Manage Team section. Button at the top of the page. Check the box next to the colleagues you'd like to invite (or, if you don't see them listed, enter their email address and click Add. Once you've selected one or more teammates to invite, click Send Invitations.
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Can I access Synap from my mobile device? - Synap Knowledge Base
http://help.getsynap.com/article/27-can-i-access-synap-from-my-mobile-device
Can I access Synap from my mobile device? Yes, you can access Synap from your mobile device. While we do not have an app, Synap is a responsive design site, which means it can be viewed well from any size screen. How do I add a Synap link to my home page? Last updated on May 19, 2016. 2017 Powered by Help Scout.
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Integrations - Synap Knowledge Base
http://help.getsynap.com/category/23-integrations
Email and Contact Sharing. 2017 Powered by Help Scout.
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Zendesk Integration - Synap Knowledge Base
http://help.getsynap.com/article/21-zendesk-integration
Zendesk is a web-based customer service platform that includes ticketing, self-service options, and customer support features. With the Zendesk integration in Synap, you can see Zendesk tickets along with emails to customers from you and your teammates, all in one organized feed. Get set up now in just a few easy steps - no developer required. Log into your Synap account and click/tap Configure. In the navigation menu to access your Configuration page. Button in the Integrations section. Yes, updates in ...
help.getsynap.com
What is AutoShare and why would I use it? - Synap Knowledge Base
http://help.getsynap.com/article/28-what-is-autoshare-and-why-would-i-use-it
What is AutoShare and why would I use it? To toggle AutoShare on or off, use the search bar to navigate to the organization for which you'd like to adjust these settings. Then click on the "Sharing" button under the organization name. Click the "AutoShare" button to turn AutoShare on or off. If the button is blue, it's on and if it's white, it is turned off. Last updated on May 19, 2016. Email and Contact Sharing. 2017 Powered by Help Scout.
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Synap for Gmail - Synap Knowledge Base
http://help.getsynap.com/article/34-synap-for-gmail
Synap for Gmail is a Chrome extension that brings the shared communications and contact information of Synap into Gmail, where you undoubtedly spend a good deal of your time. You'll see all customer activity, including emails to customers, support tickets, sales opportunities, and meeting notes in your Gmail sidebar. Additionally, you can easily see and toggle on/off your sharing setting for your contacts right from the sidebar. How to get the Chrome extension. When you see the Add ‘Synap for Gmail’?
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