Data Integration and Relationship Intelligence – Sync360
Despite their best efforts to consolidate business systems, most Professional Services firms still have a series of disparate business development, project information & financial management, and productivity systems. You need data from all of these systems integrated together, or your business applications simply won’t work. The challenge? Employees have already entered this information into one system and don’t want to enter it everywhere else that it’s needed.
Sync360 is a unique tool built to find, connect, organize and distribute all of your client, contact, relationship, project, and employee information into a single location. It takes your disparate data from a multitude of sources, organizes it, and pushes out the data in a smart, user-friendly manner to provide a 360-degree perspective on your clients, relationships, projects, and employees.
Key components that make-up the Sync 360 integration and data strategy include:
It takes all of these components seamlessly working together to deploy a business platform that delivers a true 360-degree view of your firm.
Simply put, Sync360 tool makes your data work for you, not the other way around.