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Syncari’s New Workflow Automation Solution Helps Enterprises Scale Up With Reliable, Trusted Data

With Syncari, ops pros can build sophisticated workflows powered by unified data from across the enterprise without writing a single line of code.

Note: TDWI’s editors carefully choose vendor-issued press releases about new or upgraded products and services. We have edited and/or condensed this release to highlight key features but make no claims as to the accuracy of the vendor's statements.

Syncari, the company behind a no-code data automation platform, has added workflow automation capabilities to its all-in-one solution for marketing, sales, and revenue teams. Building on Syncari’s data sync, unification, governance, and access capabilities, the new enhancements include pre-built Syncari Templates that automate common workflows such as lead to account matching, lead routing, andquote to cash.

Syncari’s new workflow automation capabilities unlock a new set of platform use cases for Syncari customers. Now, organizations can automate interconnected, multidirectional workflows with drag-and-drop simplicity, optimize these workflows using data from any system, and deliver unprecedented reliability and adaptability through Syncari’s unified data model and self-healing sync engine, which is impervious to system interruptions and schema changes.

Using Syncari’s no-code platform, sales, marketing, and revenue ops professionals can eliminate manual work and automate repetitive cross-departmental processes, enabling them to:

  • Break down data silos. New and updated Synapses for Marketo, HubSpot, NetSuite, Sage Intacct, Salesforce, Microsoft Dynamics 365, Freshsales CRM, and Zoho CRM simplify the process to unlock and unify data for common marketing automation, CRM, and ERP-centric workflows.

  • Unleash ops productivity. Build workflows with ease using over 100 drag-and-drop data functions, cross-system filters and lookups, pre-built templates, and quick start guides. Apply multidirectional transformations to any process: ELT, ETL, or reverse ETL.

  • Restore data integrity. Maximize the efficiency and effectiveness of cross-system workflows by ensuring data in any one system is interoperable across the entire tech stack, synced with every system that requires it, and governed automatically.

  • Adapt quickly to change. Add new data sources or change schemas, then apply updates globally across workflows to swiftly respond to market shifts and customer needs.

Effective Workflow Automation Starts with Data You Can Trust

Workflow automation and robotic process automation are priorities for executives looking to improve employee productivity, increase GTM efficiency, and drive more predictable revenue growth. But what’s been missing is a method to ensure complete data access and data integrity within an automated workflow. Syncari solves this problem and addresses a crucial need: data trust.

As Neelesh Shastry, CTO and co-founder of Syncari, notes, “Unlike RPA, iPaaS, or ETL platforms that came before, Syncari pipelines have access to the customer’s entire unified data set.  As a result, non-technical business users can add cross-system filters and lookups or create data sums, counts, and averages without a single line of SQL/SOQL or other complex code.”

Restoring Data Trust for Ops Teams

Syncari’s patent-pending multi-directional sync engine automates and governs the flow of data across the enterprise. By enabling operations professionals to easily stitch together disparate systems into a unified data model (which used to require a team of experts and a 6- to 12-month project), Syncari has also simplified data normalization, transformation, and management—making data automation accessible to everyone. With Syncari ensuring all operational databases are in sync, marketing can create more qualified demand by targeting the right people in the right accounts, sales can accelerate deal cycles with a complete customer view, and customer success can identify advocates and prevent unwanted churn.

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