Insights
Capture and Leverage Sales-Driven Insights: Unlock valuable perspectives directly from your sales team to gain a deeper understanding of their experiences, challenges, and successes, empowering data-driven decisions and continuous improvement
Top Performing Sales Teams Use Synaply
Smart Suggestions
No more blank boxes or guesswork. Smart Suggestions automatically pulls in recent wins, active deals, and high-potential accounts to help reps reflect, plan, and share what matters. Less writing, more AI-driven insights — all tailored to each rep.
Insights
Capture what matters—directly from your team. Insights surface key wins, blockers, and focus areas in a structured, async format. Use them flexibly for sharing knowledge, weekly reflections, feedback, or team updates and check ins.
Collaborate with Threads
Turn knowledge into team conversations. Share files, comment, reply, and collaborate directly on sales-driven insights to unlock shared learnings and move faster together.
Out of the Box Standardized insights
Synaply comes standard with 5 insights for your reps to report on. Wins, Focus, Deals, What’s Working?, and Challenges. These AI-driven insights are standardized across the whole org and will help you maintain continuous communication with your team on data that isn’t normally captured in a CRM, enabling better coaching and success.
Customization
Easily add more or modify standard sales-driven insights across your entire organization to capture different nuances of the sales process by leveraging your sales reps’ frontline experiences. Add insights such as customer product feedback or economic observations to easily track trends across all teams. Synaply also gives managers the ability to add custom insights specifically for their team, on top of the standardized options.
Insights are how your team shares what they know. From deal context to what’s working in the field, they make frontline knowledge visible and usable across the team. Whether used for asynchronous check-ins, reflections, feedback, or sharing what’s working, Insights keep everyone aligned and informed.
Reps contribute Insights through guided prompts designed to surface what matters—wins, blockers, and focus areas. Each entry is categorized to make knowledge easy to share, search, and act on. Smart suggestions also help reps reflect more strategically, so what they share isn’t just status—it’s insight the whole team can learn from.
Insights help capture tribal rep knowledge, information that your teams accumulate in their minds; strategies, focus areas and challenges that do not fit into the rigidity of a CRM. Insights also enable teams to stay aligned and informed without the need for lengthy meetings. They provide valuable qualitative data that helps managers make better decisions and foster collaboration.
Yes! Managers can set team-specific insights to capture what’s most important for their team, while company admins can set org-wide insights to capture standardized AI-driven insights across every team.
Most teams complete Insights on a weekly or bi-weekly basis, but you can customize the frequency to fit your workflow.
Yes, we prioritize data security with industry-standard encryption and secure storage practices. Your data is safe with us.
Blogs, Insights and More
Dive into the latest trends, expert tips and inspiring stories
What Is a Sales Knowledge Engine—And Why Your Team Needs One | Synaply
Sales knowledge management is transforming how B2B sales teams capture, organize, and share insights. Knowledge
Track Sales Team Performance Trends with Synaply
Tracking sales team performance trends is critical for modern sales leaders. By identifying patterns over
See How Sales Teams Use Synaply to Turn Weekly Insights into Winning Strategies
Oasis Clothing Bank Scales Bin Expansion Strategy with Synaply’s Sales-Driven Visibility
“We’re growing across North America — but growth without insight is just chaos. Synaply helps
🏙️ MFS Property Services Modernizes Cold Outreach Strategy with Synaply
“The days of just grinding through cold calls without a feedback loop are gone. With
