Use Case

CRM Sync for SaaS Sales Teams

SaaS sales teams prospect on LinkedIn and build relationships on WhatsApp. Discovery calls, demo follow-ups, contract discussions — the most important conversations happen outside the CRM.

The challenge

SDRs prospect on LinkedIn — sending connection requests, InMails, and follow-up messages. Once a prospect is interested, the conversation moves to WhatsApp for faster communication. AEs then nurture deals on WhatsApp with demo follow-ups and contract discussions.

Multi-threaded deals involve LinkedIn, WhatsApp, and email. But only email gets logged to the CRM automatically. The rest depends on reps manually updating their activities.

Managers can't forecast accurately because the CRM is missing 40% of touchpoints. Pipeline reviews are based on what reps remember, not what actually happened.

How SyncIn helps

Full pipeline visibility

Every touchpoint captured, from SDR outreach to close. LinkedIn prospecting messages and WhatsApp deal conversations all live in your CRM automatically.

Accurate forecasting

Managers see real activity, not just what reps remember to log. With 100% of touchpoints captured, your forecast is based on data, not guesswork.

Faster sales cycles

No context lost between meetings. Every message is there. AEs pick up exactly where SDRs left off, and follow-ups never slip through the cracks.

What gets synced

  • LinkedIn prospecting messages
  • WhatsApp deal conversations
  • Discovery call follow-ups
  • Demo scheduling messages
  • Contract and pricing discussions
  • Multi-threaded deal communications

Results

10+

Hours saved per rep per week

25%

Shorter sales cycles

20%

Revenue recovered

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