For revenue teams · Teams evaluation
Keep the context moving with the account.
An account passes through research, preparation, qualification and review. Each handoff is a chance to lose the reason it mattered. Scope how context and ownership should travel between people, before any rollout.
One account, four decisions
Follow the context, not the record.
Choose a role to see what moves at that step, who owns it, and whether it is available on individual plans today or a topic for a Teams evaluation.
BDR · The account becomes worth a call.
- What moves
- The change, its source and why it may matter.
- Who owns it
- The BDR decides it belongs in today’s block.
- Release status
- Signal Arena and Daily Attack Plan are part of individual Plus, Pro and Ultra plans. Do not assume every Team workspace includes them.
SDR · The observation becomes a first message.
- What moves
- The same evidence, carried into a call, email or LinkedIn draft.
- Who owns it
- The SDR edits and sends from their own tools.
- Release status
- Outbound Architect prepares drafts only. Nothing is sent from Syntri.
AE · The meeting arrives with its reason.
- What moves
- What qualification established, the open questions and the agreed next step.
- Who owns it
- The AE owns discovery; the BDR joins the first call.
- Release status
- Handoff review and meeting preparation are scoped with Syntri. No automatic CRM synchronization is represented.
Manager · The pattern becomes a coaching conversation.
- What moves
- Coverage, handoff quality and where a rep needs support.
- Who owns it
- The manager decides any change in ownership.
- Release status
- Team views and permissions are validated against your process. No autonomous reassignment.
Team coordination
Where is context rebuilt today?
Start the evaluation by finding the handoffs where someone repeats research another person already did.
- BDR to SDRDoes the reason an account mattered survive the move into outreach?
- SDR to AEDoes the meeting arrive with what qualification established, or only a time?
- AE to managerCan a manager see why an account is where it is without asking?
Human review and ownership
People own every handoff.
Syntri can keep evidence and open questions attached to the account. It does not decide who owns an account, move a deal, send a message or change your CRM. Each of those is an approved human action, and the evaluation makes the approval boundaries explicit.
Handoff decision
What is handed over, and when.
Person decidesOwnership change
Who works the account next.
Person decidesCRM changes
Anything written to the system of record.
Person approves
Scope and evaluation
What to evaluate across the team.
Teams access is arranged with Syntri after an agreed evaluation. It is not a self-service plan, and individual Plus, Pro and Ultra purchases do not grant team roles.
- Share your processTeam size, roles, current tools and the workflow you want to evaluate.
- Agree the scopeWhich topics below apply, which roles take part and what stays in your CRM.
- Confirm access before anyone relies on itEligible plan, roles, permissions and supported operations are confirmed in writing first.
| Topic | What to confirm | Status |
|---|---|---|
| Handoff context | What a handoff carries between BDR, SDR and AE, and where it is reviewed. | Evaluation topic |
| Manager visibility | Team views and permissions, validated against your actual process. | Evaluation topic |
| Individual workflow in Teams | Whether Daily Attack Plan and Blitz are part of the agreed Team workspace. | Evaluation topic |
| Systems boundary | What stays in the CRM and outreach tools, and who approves a change. | Evaluation topic |
People keep responsibility for decisions and approved actions. Nothing here represents autonomous reassignment, CRM cleanup, sending or synchronization.
Syntri Teams in depth
Go deeper on the connected platform.
Each page labels every capability as Available today, Teams evaluation, In development, Planned or Concept.
Teams overview
Territory rules to rep execution, with a capability directory.
Territories and ATLAS
Try the synthetic territory simulation.
Handoffs
One packet from BDR to AE to manager.
ROI scenario
Model value with assumptions you control.
Team questions
Before the first evaluation call.
Does Syntri pass handoffs between people automatically?
No. People decide what to hand over and when. The evaluation agrees what context a handoff should carry and where it is reviewed; no AI-owned handoff, real-time messaging or automatic synchronization is represented.
Is this a CRM replacement?
No. Your CRM stays the system of record and your outreach tools keep executing your process. Syntri focuses on the context, priority and preparation behind each decision.
Which parts are available today?
The individual prospecting workflow (Signal Arena, Daily Attack Plan with Blitz, Outbound Architect, Practice Room, Lookalike) is sold on individual plans. AE, manager and cross-role workflows are Teams evaluation topics, confirmed with Syntri before access.
Teams evaluation
Agree how context should travel.
Share your team’s roles, where handoffs happen today and the decisions you want to make easier.
The contact page opens your email app. You must send the message there; opening it does not submit an inquiry or confirm access.