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.
Check-ins
Keep your team aligned with structured, async check-ins that surface wins, challenges, and focus areas. Designed for sales teams to reflect, share context, and stay in sync—without another meeting.
Threads
Turn one-way updates into team conversations. 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.
Sales-driven insights are our streamlined check-ins feature that helps sales teams capture and share key updates from their weekly activities. It focuses on reps’ wins, challenges, and priorities, giving managers a clear understanding of team progress and needs.
Reps complete quick check-ins by answering prompts about their recent successes, ongoing challenges, and upcoming goals. These entries are collected in a centralized space where managers and teammates can review, analyze, and act on them.
Insights 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 check-ins to capture what’s most important for their team, while company admins can set org-wide check-ins 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
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