account 360

A personalized view of accounts, hierarchies and relationships 

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Complete Profiles, Personalized Hierarchies, and Relevant Insights for a True Account 360

The success of any account-based strategy depends on complete, clean, and current account information. Inaccurate data results in poor planning, incorrect sales alignments, and may cause revenue loss due to improper taxation, discounting, or credit risk assessments. CRM applications are insufficient for enterprises to create a true Account 360 View and master data management (MDM) solutions haven’t fulfilled their promises either. Built on legacy relational data models, CRM apps are unable to capture complex real-world relationships like those found in graph-powered applications such as LinkedIn and Facebook. MDM only tools, apart from the fact that they are expensive and complicated, leave the transactions and insights to other systems. It's necessary to go beyond CRM and traditional MDM get to a true Account 360. Reltio Account 360 complements your CRM and marketing automation applications to  deliver reliable account data with personalized hierarchy rollups and relationship information across people, products, and places. Reltio Account 360 data-driven application offers relevant insights in the context of user’s role and intelligent recommended actions to improve sales effectiveness and customer engagement.

 

complete account understanding

Reltio's data-driven Account 360 solution brings together data from multiple internal, third party, public and social sources for complete account profiles and uncovers relationships not just between people and organizations, but products, locations, contracts, activities and transactions. A complete picture across all sources is needed to accurately formulate recommended actions to achieve desired goals.

Get Hierarchies & Relationships Your way

Separate MDM only tools can help improve the data quality of CRM systems, but without the graph-based foundation the complex relationships across people, organizations, and products are hard to uncover. With endless ways to model hierarchies and relationships, you can create and manage custom hierarchies beyond just formal legal structures, and add business logic, such as sales territory alignments, to create visual, actionable views of your customers. 

contextual and personalized

Context is an important factor in creating a usable Customer 360 view. Reltio's Account 360 solution provides all the relevant customer information to the user, based on user’s role and the task at hand. Using built-in continuous integrated Data as a Service feeds to popular third party data sources, such as Dun & Bradstreet you can get a complete 360 view aligned to your objectives and generate multiple context-specific views for sales teams.

Start Small Grow Big

You can rapidly deploy an Account 360 data-driven application specific to your industry and domain focus through the Reltio Cloud, or choose to build up complete data and functionality by solving targeted business problems for multiple organizational units. Reltio data-driven applications automatically share data, so information is up-to-date, never siloed and always synchronized.

COLLABORATE ENTERPRISE-WIDE

Reltio also provides unique collaborative curation of information by your customer-facing teams. With fine grained workflow and governance you can be assured of getting the most accurate information in real-time. Reltio can also flexibly deliver information to your downstream applications or provide access through embedded widgets within your CRM application.

at the speed of your business

IT can now deliver value to business faster. Real-time configurable data model adapts to business needs, across any use case, for any industry, without tedious customizations. Your applications come with your data instantaneously blended with third party sources, so you are up and running quickly. Reltio Cloud is multi-tenant, horizontally-scalable, and always available. Deployed in the cloud, you will be up and running faster than you dreamed possible.