Resources / Tutorial
See how SoftSync fits into your sales day.
Short videos for setup, capture, meetings, and AI.
Learn the workspace by watching the motions your team already needs: bring in context, keep the record useful, and make the next step easier to carry forward.
3:41Featured tutorial
SoftSync AI Demo
A short demo of the SoftSync AI experience.
Watch on YouTubeWatch the workflow
SoftSync tutorials, grouped by the job you need to do.
Start with a short video, then open the detailed guide when you are ready to set up the workflow in your own workspace.
Start with SoftSync
Start with SoftSync
Get a quick view of the workspace before you connect your own sales process.
Set up your workspace
Set up your workspace
Shape access, roles, and the views your team uses to work with records.
Capture and connect
Capture and connect
Bring email and browser research closer to the customer context in SoftSync.
Meetings and AI assistants
Meetings and AI assistants
See the meeting assistant and the ways SoftSync can work beside your team.
Ready to put it into practice?
Bring your sales process into one place.
Start with one real workflow. Read Your Guide for the setup, outreach, meetings, records, and follow-up behind the videos.