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360° Account Details

The information you need at your fingertips

Relationals assembles everything you need to know about a specific account on a single screen. This enables sales reps to quickly assess detailed and historical information about their accounts, arming them with the intelligence they need to establish a one-to-one relationship with their customers.

360 degree detail

Immediate Benefits

  • Sales Reps - Maintain structure around account information, contacts and files, while gaining immediate access to account history to deepen customer relationship
  • Sales Managers - Identify account opportunity status, record of contracts, histories and coordinate data between sales teams (for example, managing inbound and outbound efforts)
  • Support Teams - Track case history and other account activities to maintain service quality

Additional Feeds Possible

The 360° Account Detail effectively positions the Relationals CRM solution as the ideal portal to other data within your organization. By "mashing up" all types of data into Relationals, we can associate information from other areas of your business into the account that would benefit your sales team. For example, we've provided integrated feeds from billing systems, contract systems, business profile feeds from Dun and Bradstreet, Info USA, WANTED Technologies, and others to centralize your customer research tasks.

For more information on what feeds are possible, contact Relationals today.