Do you oversee some key client accounts, but struggle to get a full picture? Are you looking for opportunities to expand an existing account? With Relata Explore, you get the shape of a clients relationship, with advanced insights to track how they are changing over time.
In Relata Explore, search for the Contact of Company you want to dive deeper into.
On the ‘At a glance’ screen, you can get a quick overview of who the strongest Contacts are at a Company, and which Colleagues have the strongest relationships. Relationship signals give you a a snapshot of the overall health of a relationship, drawing your attention to positive and negative factors of the relationship.
The ‘All contacts’ screen shows you every Contact known at a Company, along with their overall relationship score. You can use the quick filters to see new, strengthening, weakening and inactive contacts.
The ‘Relationship change’ screen gives you a deeper understanding of how relationships have been changing over time. See how relationship strength, communication volume and team distribution have changed over time. You can also see which Colleagues have been strengthening their relationships with contacts at a Company, and where there may be weakening relationships.
The ‘Relationship visualised’ screen gives you a visual view of the relationships between your Colleagues and Contacts at the Company.
The ‘Activity analysis’ screen gives you a deep understanding of the volume and frequency of emails and meetings, along with a view of what Contacts and Colleagues are conversing about.
Remember, Relata requires no manual input, so you don’t have to worry about colleagues forgetting to log calls or emails - it’s all captured automatically!