ZynBit seamlessly updates and syncs all of your data to Salesforce—from Outlook or Gmail.
You’ll never have to manually update your CRM again.
Automatically sync your email, calendar and tasks with Salesforce. ZynBit makes Salesforce data entry completely effortless. Here’s how it works:
Your sales team’s effectiveness is driven by accurate data. Because ZynBit is always running in the background, it captures all of your team’s engagement and sales activity. The sync frequency means there are no lags or missing data. Everything happens in real-time.
That means when sales leadership generates reports and insights, the data is 100% reliable and gives an accurate picture of what’s really happening.
Managers and VPs get high-level and detailed views of the activities that have the most impact on the pipeline—and that means they can implement data-driven training and strategies or change course if necessary to deliver results and increase revenue.
Meetings remain a key KPI that is tracked today to indicate opportunity health, stage, and buyer intent. Capturing meeting details in real-time provides managers with better insights and reporting to understand how many meetings and what types of meetings achieve the best results.
ZynBit helps ensure there are no gaps in activity or communication with key accounts. Everything is captured so you have up-to-date information on account coverage, contact frequency, and missed opportunities so you can identify accounts that may be at risk.
When all of your sales activity is captured and recorded in real-time, your sales team is freed up from updating activities and data manually. And managers have all of the sales activity data they need for accurate forecasts. This helps facilitate better coaching, more useful training, and focuses everyone on the KPIs that deliver results.
ZynBit monitors reps’ inbox and automatically syncs their emails to the right contact or lead in Salesforce. It also syncs meetings between their calendar and Salesforce so managers can see their meetings directly from Salesforce. For the sales team, there’s never a reason to open Salesforce, ever again.
Since all your data is captured from your calendar and inbox and added to Salesforce immediately, you always have the entire customer history when you need it—in your inbox on your desktop, laptop or mobile device. It’s always there. And always up-to-date.
ZynBit provides enterprise-level security. Many of our customers choose ZynBit as the most secure AppExchange partner. Connection paths of data are completely configurable and secured with SSO, SAML, or OAuth. ZynBit processes the least amount of information required to complete the job.
ZynBit sync works behind the scenes to populate Salesforce with activity data. The data is in Salesforce in minutes!