Platform-level customisation

Your platform offers the flexibility to customise the top bar menu. You can choose which items you would like to display or hide, including adding custom pages (contact your project manager to scope your custom page). Your customisable platform allows for a tailored experience, ensuring that you have quick access to the tools and pages most relevant to your needs.

💡 As you save content such as company Views, news Views, Collections and Watchlists, you’ll observe that the corresponding menu bar will incorporate your favourite items.

Data source prioritisation

Data Source Prioritisation plays a critical role in organising and presenting data across various platforms, particularly when multiple sources contribute to the same data type or point. This method determines the display order, ensuring that the most relevant source is highlighted and easily accessible. For instance, within the All Companies table, the source deemed highest in priority is not only shown in bold but also sets the sorting order for columns, making it the focal point for data interpretation. Similarly, in company profiles, these priorities decide the initial source displayed within different widgets and tabs, allowing for a customised viewing experience based on the prioritised source’s reliability and relevance. This prioritisation extends to various tables and fields, offering flexibility in how data is arranged. For example, in the context of Funding data, a user might prioritise CapIQ over SourceScrub, whereas for Headcount information, the preference could be inverted. This tailored approach to data source prioritisation ensures that you can navigate and utilise the data efficiently, according to your specific needs.

💡 If you wish to implement changes in this area, contact your Project Manager or Syfter Account Director.

Data priorities: CRM push

Your Syfter preferences and priorities play a critical role, especially when it comes to streamlining your CRM push. The methodology employed here involves simplifying the available data – often originating from multiple sources and presenting various values – into a singular, consolidated value. This is achieved through a strategic approach known as “summarisation,” whereby data source preferences and priorities are meticulously applied to distill multiple values down to the most relevant one for CRM push.

Your CRM configuration settings are tailored to specify precisely which data should be transferred. An illustrative example of this process can be seen in handling company names; if there are multiple names for a single company within the system, is sourced from different origins Syfter utilises data source preferences and priorities to determine which name should be selected for the CRM push.

While this approach is predominant in managing CRM data. This selective use of preferences and priorities ensures that the CRM system receives the most accurate and relevant information, optimising data management and integration processes.

💡 Some of your CRM properties may present all available data, underscoring a selective application of data summarisation based on the nature of your CRM property.

Data connectors

Syfter consolidates your market, SharePoint, and CRM data into a single, powerful market intelligence database. This allows your team to tailor their market analysis and signal detection. Your platform includes connectors to News API, Duedil, Gainpro, Value8, Mergermarket, and more, broadening your data integration capabilities.

Updating URL

Domains function much like entries in an address book, each paired with an IP address, similar to how a phone number is associated with a name. When you enter a domain in your browser, it doesn’t inherently know the destination. To find the correct location, it consults the DNS (Domain Name Server), akin to looking up a number in a phone book

Syfter public URL

We have conducted numerous pen tests to ensure robust security measures are in place. Clients have the flexibility to control access through Single Sign-On (SSO), or we can collaborate with our DevOps team to implement specific access restrictions as per their requirements. For instance, if a client prefers not to use a VPN or IP protection, we can provide consultation on alternative best practices.

💡 To update your URL we will need the domain set up before you submit your request to your Account Director

Updating your Browser Extension URL

Once your URL has been updated you will need to update your browser extension to ensure that it still functions when reviewing companies.

Glossary
  • Global menu

A customisable feature of your platform that allows you to personalise the top bar by selecting which items to display or hide, including the option to add custom pages for a tailored experience. This ensures quick access to the most relevant tools and pages for your needs.

  • Data source prioritisation

How you organise and present data across various tables.

  • Data Priorities: CRM Push

The methodology simplifies data from multiple sources into a single value through “summarisation,” applying preferences and priorities to extract the most relevant information for CRM push.

  • CRM properties

The widget which holds the data you pull from your CRM into your instance.

  • Data connectors

Syfter consolidates data connectors such as market, SharePoint, and CRM data into a single, powerful market intelligence database.