In this episode of Sound Bites, host Bill Bench 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:

00:21 – Introduction to the Episode

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

01:19 – Meet Scott Edmonds

Bill welcomes Scott, the founding CRO of Syncari, and explains the day’s challenge: how AI tools can solve real business problems.

05:44 – The Two Principles for Choosing AI Tools

Scott shares his framework for evaluating AI platforms, Is it easy to use? Does it deliver results? And tells a story about testing an early conversational AI that failed to produce real outcomes.

06:45 – Using AI for Foundational Data

He explains how Syncari connects tools like HubSpot, Zendesk, and WorkRamp to unify internal data, cutting hours of manual work.

09:30 – Why AI Still Needs Human Oversight

Scott stresses the importance of verifying AI-enriched data, giving examples of poor prospecting messages that clearly came from bots.

10:14 – AI-Powered Forecasting at Syncari

Scott details how Syncari uses its data hub and Gemini AI to query centralized data from product, finance, and support systems, creating more accurate forecasts.

12:30 – The “Golden Record” Advantage

Bill summarizes the approach: unifying data from across tools to better understand customer health and forecast reliability.

13:05 – Real-World Impact

Scott explains how richer data helps identify risks like decreased product usage or late payments—factors traditional CRMs often miss.

13:38 – The Evolving Customer 360 Vision

They reflect on how AI is finally making the long-promised “customer 360” achievable, thanks to unified, intelligent data orchestration.

17:43 – Wrap-Up

Bill thanks Scott for sharing his experience and insights on how AI is reshaping go-to-market operations.