Custom Cadences and Templates
Take customization to the next level with features that help you control the flow of your team and ensure data is collected effectively.
Custom Cadences
Synaply allows managers to modify how often they want to remind their reps to report their insights. Cadences can be applied to the whole team and specific individuals to fit your preference.
Templates
Templates ensure that reps know exactly what to report on, reps are presented with the right prompts in order for you to capture exactly what you want. Templates can be used to modify your orgs standardized insights or teams custom insights based on the preference of the managers.
Cadences and Templates are tools designed to help sales teams stay consistent and organized. Templates provide structured prompts for reps to log insights effectively, while reminders ensure that check-ins are completed on time, keeping everyone aligned.
Managers can set how often they want their sales reps to be notified to report their insights. Reps get an email notification 30 minutes before their insights are due, prompting them to check-in with their manager.
Managers can set guided prompts with in each insight to ensure reps know exactly what to report on.
