In this episode of Sound Bites, host Bill Binch from Battery Ventures talks with Scott Edmonds, founding CRO of Syncari, about how the company leverages agentic AI to improve internal workflows and forecasting accuracy. Scott shares real examples of using AI to unify data across CRMs, support and product systems reducing manual effort while maintaining the human oversight essential to high-quality customer engagement.

Key Takeaways/Key Moments:

00:00 – AI Tools Both Easy and Effective

Bill sets up a shorter, TED Talk–style SoundBites focused on agentic AI use cases in go-to-market organizations.

03:17 – Syncari Enables Unified Data Across Platforms

As a data automation hub, Syncari unifies information from systems like HubSpot, Zendesk, WorkRamp, and Ample Market.

04:15 – Manual Review Still Crucial

Even the best AI-driven enrichment needs human oversight. Scott explains how poor automated outreach can undermine credibility—using his LinkedIn middle initial “H” as a simple way to spot bots.

05:38 – AI-Driven Forecasting with a Centralized Data Hub

By integrating data from tools like Pendo, Zendesk, and NetSuite, Syncari centralizes customer intelligence into a single governed hub.

08:30 – End - Customer360 and Golden Records

Scott discusses how Syncari helps realize the long-pursued Customer360 vision.

Disclaimer:

This material is intended for an audience of entrepreneurs and provided for informational purposes, and it is not, and may not be relied on in any manner as, legal, tax or investment advice or as an offer to sell or a solicitation of an offer to buy an interest in any fund or investment vehicle managed by Battery Ventures or any other Battery entity.

The information and data are as of the publication date unless otherwise noted.

Content obtained from third-party sources, although believed to be reliable, has not been independently verified as to its accuracy or completeness and cannot be guaranteed. Battery Ventures has no obligation to update, modify or amend the content of this post nor notify its readers in the event that any information, opinion, projection, forecast or estimate included, changes or subsequently becomes inaccurate.

The information above may contain projections or other forward-looking statements regarding future events or expectations. Predictions, opinions, and other information discussed in this video are subject to change continually and without notice of any kind and may no longer be true after the date indicated.

Battery Ventures assumes no duty to and does not undertake to update forward-looking statements. For a full list of all Battery investments, please visit https://www.battery.com/list-of-all-companies/