Relationships,
unlocked

Relationship-driven sales is a human game but it does not have to be a guessing game. We transform thousands of company relationships into extraordinary insights through relationship intelligence, empowering your teams to take winning actions, every time.

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

How it works

Build human connections across digital networks

Build human connections across digital networks

Know what the customer is doing, and thinking in real time and use those insights to build authentic relationships based on trust – just like face-to-face, only digital and at scale.

Increase outreach quality, not volume

Increase outreach quality, not volume

Instantly know which relationships to prioritise, follow up or let simmer based on live-track customer engagement levels for radically increased efficiency, even when managing hundreds of digital connections.

Accelerate business results

Accelerate business results

See which accounts are at risk, keep warm leads warm, and uncover upsell, cross-sell and other hidden growth opportunities – Relata gives teams the insights they need to excel.

Leverage firm-wide networks to find relationships

Leverage firm-wide networks to find relationships

Who’s already having conversations with your target? We show you who knows whom across your organisation’s networks so you can navigate the buying dynamic and get introduced to key stakeholders faster.

Give your sales a data-backed upgrade

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10x

More client data
captured than a CRM

1m+

Content topics
extracted

0

Disruption to
client-facing staff

500k

Relationships analysed
and counting

Relata is relationship data. A faster, simpler way to deepen client relationships

Old way

New way

New way

Dynamically track relationships

Dynamically track relationships waning and strengthening over time. Address relationships at risk as they happen and  jump on high-value opportunities.

AI-powered insights

AI-powered insights into what the customer is thinking opens the door for contextualised, value-based conversations that build and strengthen relationships.

Tailored dashboards and data to guide teams

Tailored dashboards and data to guide teams to tactically prioritise relationship activity so you keep building momentum – even when busy.

Instantly see who knows whom

Instantly see who knows whom firm-wide and identify trusted referral sources to establish instant credibility with prospects.

Build more remarkable long-lasting relationships

Build more remarkable long-lasting relationships for greater loyalty, close and renewal rates. And happy teams!

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Old way

Without engaging buyers

Without engaging buyers frequently, opportunities can slip away.

Difficult to build the same trust

Difficult to build the same trust in digital relationships as you can face-to-face. Think something needs to be added about a more sophisticated, smarter buyer, with more alternatives to challenge vendor decision/choice than ever before….think this is a compelling point

With hundreds of contacts in the pipeline

With hundreds of contacts in the pipeline, outreach is superficial and prioritisation of decisions are made on feeling, not fact.

No visibility into relationship networks

No visibility into relationship networks across the organisation.

Lost opportunities

Lost opportunities, customer attrition and overworked sales teams.

What our clients think

Unrivalled ROI

"In our second month of usage one Account Manager closed more than 70,000 USD in business by using Relata data. The system allows you to quickly understand if a prospective client is losing interest and prompts your sales team to act, as well as showing you which leads have high levels of interest but haven’t yet been closed. Simply put, the ROI of Relata is unrivalled."
Toby Duckworth
-
Founding Partner

Amazed by the insights

"We are always looking for the best technology solutions that can deliver value to our business. We chose Relata because of its new automated approach to understanding client interactions and have been amazed by the insights it produces. Almost 10 x more client data captured than our traditional CRM workflows with zero disruption to any client facing staff, whilst delivering continuous insights to our sales and management teams. Both parts of the business win."
Matt Norman
-
Head of Technology

Essential asset to BAU processes

"Their intelligence technology has provided Jupiter with an innovative data capture tool, a tool which has rapidly become an essential asset to the development of Jupiter’s BAU process. Our integration was quick, efficient and supported by consistent communication between senior FeedStock representatives and internal users. We were quickly able to derive meaningful insights from our myriad relationships and act on these swiftly, providing us with the opportunity to develop quick and measurable MI to display the business impact."
Implementation Manager
-
Jupiter Asset Manager

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

How it works