Connected
Operations that require integration with a few relevant systems: ERP, CRM, service desk, payments, ticketing, data lake or proprietary systems.
Some relevant systems
YOUNG/How we start
How we start
How we start.
From first diagnosis to live journeys in weeks.
Not every company starts in the same place. Some need to redesign their relationship strategy first. Others already have CRM, data and journeys and need to accelerate deployment. Others want AI in production right away.
How we start
Before any system, someone decided this moment was worth it.
Every project starts by deciding which moments matter. Technology comes after — and that is why the first step is a diagnosis, not an installation.
SYNG structures the entry point according to the maturity and the complexity of the operation.
The engagement ladder
One method. Five steps. You don't have to start at the first one.
Diagnose→Design→Implement→Operate→Scale
We are not a consultancy with a single closed model. Where you enter depends on what already exists inside your operation — and on how much of it is ready to be connected.
Relationship maturity check
Where does your operation
actually stand today?
Seven questions, about two minutes. The result is not a score of good or bad — it is the entry point that makes sense for you.
01Strategy
Does your company have a structured relationship strategy per audience?
02Journeys
Are the main customer journeys mapped?
03CRM
Does your company have a CRM?
04Data
The data needed for relationship is:
05Automation
How much of the relationship operation depends on manual work today?
06AI
Is the company already using AI in production?
07Integrations
How many systems need to talk to the relationship operation?
This answer weighs heavily on the technical diagnosis — and it is the main driver of timeline.
Having a CRM is not treated as absolute maturity here. SYNG can operate with no external CRM, on top of a third-party CRM, or on its own AI-native CRM.
Engagement models
Four ways to start.
Each one is a contract on its own. You can start at the model that matches your stage and stop there, or chain them.
01Typical timeline: 1–2 weeks
Diagnosis
For companies that still need to understand maturity, processes, audiences, data, integrations, automation and AI opportunities.
Deliverables
- Executive diagnosisMaturity mapPriority opportunitiesInitial journey designRecommended architectureImplementation planImpact estimate
Leave with a clear business case.
02Typical timeline: 2–4 weeks
Journey design
For companies that already know where they want to act, but still need to structure the logic of the relationship.
Deliverables
- Relationship strategyAudiencesJourneysCadencesRulesTriggersCopyHandoffsAutomationsIndicators
The hardest part is not the software. It's defining what should happen.
03Typical timeline: 2–12 weeks
Implementation
For companies ready to put the journey into operation — on our AI-native CRM, on a third-party CRM, or across both.
Deliverables
- Playbook configurationJourney buildIntegrationsData and eventsAI in productionValidation and go-liveQuality routine
CRM is optional. Relationship intelligence is included.
04Typical timeline: Recurring
Platform + operation
For companies already live that want the operation running, measured and evolving continuously.
Deliverables
- Journeys in productionContinuous AI operationSampled quality reviewNew playbooksIndicators and reportingEvolution roadmap
The journey is not a project that ends. It is an operation that improves.
CRM is optional. Relationship intelligence is included.
SYNG can run on its own AI-native CRM, deploy into the CRM you already have, or connect both — Salesforce, HubSpot, RD Station, SAP, Blip, TOTVS, CRM Educacional, proprietary systems and other stacks. These are technologies where the method operates, not formal partnerships.
What actually drives the timeline
Integration complexity.
Not the number of journeys.
Audiences, journeys and cadences are the core of the method — they are accelerated by playbooks and AI, not slowed down by volume. What moves a timeline is how many systems have to talk to each other, and how well.
2–4 weeks
Fast track
Operations with low dependency on external integrations. Can run with a CRM, with no CRM, or on SYNG's AI-native CRM — with multiple audiences, journeys and cadences.
Few critical integrations
4–8 weeks
8–12 weeks
Enterprise
Ecosystems with multiple integrations, legacy systems, different databases, security and governance requirements, cross-area dependency and real-time integration.
Legacy, real time, governance
Functional AI, 60% autonomous, live in 4 weeks. Fully autonomous AI in 12 weeks at most.
Longer than that, in our experience, is almost never a technology problem. It is a decision problem — access, approval and ownership on the client's side.
Compared to the traditional path
From years
to weeks.
Traditional CRM implementation
- 01Discovery
- 02Requirements
- 03Customization
- 04Development
- 05Integration
- 06Training
- 07Go live
12–24 months
SYNG
- 01Playbook
- 02Journey
- 03Configure
- 04Connect
- 05Validate
- 06Go live
2–12 weeks
The CRM is no longer the project. The relationship is the project.
Traditional CRM implementations often involve long consulting, customization and configuration cycles. SYNG compresses that path by starting with the relationship and using reusable playbooks, AI and modern integration architecture.
Diagnosis, pilot, scale
A pilot is an option, not a toll gate.
Diagnosis→Pilot→Scale
01
Diagnosis
Understand, map and build the business case. No production commitment yet.
02
Pilot
Put one real journey into production with controlled scope, so the result is measured and not argued.
→
Direct to implementation
When the company already has enough maturity, skipping the pilot is not a risk — it is a saved quarter.
Your SYNG team
Playbooks accelerate. Specialists customize.
Depending on the project, the squad is assembled from these roles — it is not one generalist with a tool.
01Relationship Strategist
02CRM / Journey Specialist
03AI Specialist
04Integration Engineer
05Data Specialist
06Copy / Content Specialist
07Industry Specialist
08Project Lead
What we need from you
We do the heavy lifting. You bring the business context.
- ●Access to the key people
- ●Business objectives
- ●Available data
- ●System access
- ●API documentation where it exists
- ●Regulatory rules
- ●Journey validation
- ●Fast decisions
The last item is the one that most often decides a timeline. Everything else we can work around.
Engagement size
How much does it take to start?
01
Diagnosis
Entry engagement
02
Journey design
Project engagement
03
Implementation
Implementation engagement
04
Platform + operation
Recurring engagement
Investment depends on integration complexity, volume and operating model. We would rather give you a number that holds than a number that looks good on a page.
You don't need to know
where to start. We do.
Tell us how your operation works today. SYNG identifies the entry point, estimates the impact and proposes the fastest path to production.