How it works

Win more clients and
keep them for life

Build, nurture and grow relationships with data-driven information and insights – an untapped treasure trove for sales, account managers and customer success teams.

Email Engagement

Get emails opened to engage with more buyers

It’s good to know if someone got your email but invaluable to know if they found it interesting. With Relata, you’ll know exactly what happens after you click send. Your dashboard will track when your emails were opened and whether the recipient merely glanced at the text or read it fully or even revisited it. Use the insights to craft your next outreach and send perfectly pitched follow-ups to close deals faster.

LAPSING ENGAGEMENT INSIGHTS

Diagnose and treat at-risk accounts

Your customer seemed fine the last time you spoke to them but are they still happy? By analysing millions of signals about how customers are feeling, our next-generation lapsed engagement tool tracks in real time whether relationships are faltering and at risk. At the first sign of distress, your customer teams can step in to nurture the account before you lose it to the competition.

DEEP RELATIONSHIP INSIGHTS

Track the pulse of every relationship dynamically

Tracking the endless fluctuations in customer actions, interactions, mood and sentiment manually is an unrealistic goal in fast-paced B2B sales. We take these billions of data points and convert them into dynamic custom engagement scores – so instead of guessing, the data will tell you who should receive the first call of the day. These insights are not visible to the naked eye, but teams that act on them can improve the value of relationships exponentially.

NETWORK MAPPING

See who knows whom within your firm

The most valuable information in B2B relationships—who knows whom—often remains in stasis, locked in silos that can’t be shared. Traditional CRMs can store key contact information but only Relata scans your entire organisation for lucrative referrals. Why spend hours on cold pitches when you can use relationships that already exist in your firm to connect with important stakeholders and get the introductions you need?

CONTENT TRACKER

Build instant rapport with customers

By analysing the content of emails and communication streams, Relata can identify what your clients are talking about and the topics they are most interested in. For relationship-driven sales teams, these insights are a fast-track way to create contextualised conversations and connect on common ground.

AUTOMATED INSIGHTS

Focus on selling, not administration

The most valuable information in B2B relationships—who knows whom—often remains in stasis, locked in silos that can’t be shared. Traditional CRMs can store key contact information but only Relata scans your entire organisation for lucrative referrals. Why spend hours on cold pitches when you can use relationships that already exist in your firm to connect with important stakeholders and get the introductions you need?

Built to meet the complex needs of relationship-driven sales teams

How it works