Sync Manager Always be ready for business. INSYTE works completely offline, and seamlessly synchronizes data in the background when it is online. INSYTE was architected from the ground up to enable mobile automation. The principles behind mobility and distribution have been baked into INSYTE from its inception. Moreover, INSYTE’s synchronization technology is world-class. It is based on a sophisticated proprietary algorithm derived from 15 years experience with competing products. It incorporates field level and record level synchronization, utilizes computationally-efficient segmentation control, and auto-resolves synchronization conflicts.
INSYTE CRM Synchronization Accents Framework Synchronization allows INSYTE systems to replicate data to remote offices and to an in-field sales force. Key features of Accents Framework Synchronization are field level synchronization. For example, portions of data can be distributed to the notebook computer of a field sales representative. Part of INSYTE CRM
The following features are must-haves for any replication product and Accents Framework Synchronization provides all of these:
- Field level: Changes should be applied at the field level, merging changes onto records in case of multiple updates to the same record.
- Two-way: Updates should be both sent to and received from remote systems.
- Shared accounts: Records must be able to be shared. The same record must be able to be viewed and updated by more than one user.
- Rules based sharing: Data should be partitioned based on rules to allow for simple territory management. ‘Publish and Subscribe’ systems are inadequate for SFA users.
- Dataset rebuild: The system should be able to send out a new copy of the user’s dataset if information on the remote system is lost or damaged. Unique to INSYTE CRM The following features are uniquely provided by Accents Framework Synchronization:
- Dynamic Scope Changes: The ability to automatically shift customer information from one sales representative’s machine to another’s based on rules and data changes.
|