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Organize Client Data, Find High-Margin Products Fast, & Send Clean Orders with New Syncore Tools 

Syncore Summer Release

Growing a promo business means more clients, more orders, more products, and more people touching every order. Keeping it straight is one problem but keeping it straight at three times the volume is a different one entirely – and it’s usually the structure of your system and SOPs that decides whether you get there. 

Whether you’re evaluating a new system or scaling on the one you have: the depth of data and visibility you need to scale only exists if your system captures information consistently at every step. If anyone can enter anything, anywhere, that 360° business view can’t be achieved – no matter how good the dashboard looks in a demo.  

That’s the thinking behind three new Syncore updates: an account-level dashboard, a product search that surfaces higher-margin options automatically, and a guided product configuration flow that captures clean order details from the start. 

360° Visibility into Every Account 

Does your CRM and order processing system make it easy to see aggregated performance, KPIs, sales rankings, contact activity, and receivables across an entire account? And does it work for your most valuable – yet complex – clients with multiple departments and companies experiencing acquisitions? Syncore just launched a new Organizations Dashboard to make all of that even easier. 

With sales and management teams working from one complete, account-level view, three things get easier: 

  • Determine which accounts are actually worth more investment – not just which ones are busy. 
  • Identify new business opportunities, especially among your larger accounts. There could be another entire department completely untapped. 
  • Catch and reignite an inactive client before it’s too late – so you’re always maximizing your book of business.  

Organization Profile

Find High-Margin Products Fast  

We can all agree finding the right products should be quick… but finding high-margin products should be automatic.  

Syncore’s new Product Search experience delivers both, including a persistent search bar and filters that stay put across searches, result cards that preview image, price, and stock availability up front, and clean product detail pages with clickable color swatches, and quick access to supplier sites. Live Inventory is displayed so you can recommend products with confidence without worrying about availability. 

“The new product search layout is great! I love having the quick links to check live inventory or jump right to the supplier website, it makes everything so much easier,” said Amanda Clay, Co-CEO at Walker-Clay. “And the color swatches are a great addition!” 

But the search experience itself is only part of it. Syncore is also plugged directly into our Preferred Supplier Network, which means: 

  • Automatic filters can surface Preferred Supplier results first, which are typically higher-margin options – vetted for quality, too. 
  • Facilisgroup pricing is already built into each product result – no manual lookup or entry, which takes forever and welcomes typos. 
  • Orders with Preferred products are handled with priority and extra care – so the order is processed fast without sacrificing accuracy. 
  • Rebates for preferred suppliers are automatically tracked as they’re purchased 

Product Search

Clean Order Data from the Start 

Well-organized order details make everything downstream easier – for the client reviewing the order, the supplier fulfilling it, and the teammates who don’t have to fix it later. 

With this update, sales reps can add & organize even more order details up front.  They just click to add multiple product colors, decoration methods, and decoration locations directly in the Product Wizard – where product details are set up for the order – all in one easy, step-by-step flow.  

Here’s how this update helps in the near and long-term: 

  • Clear for everyone involved. Organized configurations mean clients and suppliers both understand exactly what’s being ordered. 
  • A gamechanger for decoration. Clearly captured decoration methods and locations help when sending POs to decorators, and work just as well for distributors handling decoration in-house. 
  • Builds better habits. A guided flow encourages reps to add the right information up front vs. going rogue with confusing line items. 
  • Scales with the business. Consistent, structured data keeps processing efficient as order volume grows.

Account-level visibility, intuitive and integrated product search, and organized order data all provide more confidence in the information distributors work from every day, and less time spent cleaning it up. Plus, these updates support our goal of helping distributors achieve scale by bringing structured, repeatable business processes.  

If you’re evaluating your software’s ability to scale, ask yourself: can anyone enter information however they want, or does the system require certain information at each step to ensure consistent 360° reporting?  

Learn more about Facilisgroup’s 360 Promo Platform, Syncore.