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Account 360

A real-time, contextual view of accounts, hierarchies & relationships

Top 7 Pain Points in Account Data Management

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 to get a true Account 360. Reltio for 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 for Account 360 offers relevant insights in the context of user’s role and intelligent recommended actions to improve sales effectiveness and customer engagement.

Listen to how Reltio customer Beazley used Reltio Account 360 to be more customer-centric

COMPLETE ACCOUNT UNDERSTANDING

Reltio Cloud allows you to deploy a data-driven Account 360 solution by bringing together data from multiple internal, third-party, public and social sources for complete account profiles. The Account 360 solution also 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 a graph-based foundation, 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. An Account 360 solution provides all of the relevant customer information to the user, based on the 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 your sales teams.

START SMALL GROW BIG

You can rapidly deploy a Customer 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 individual 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.

STAY IN SYNC

Finally, your entire organization can be on the same page with reliable data and recommended actions to successfully execute on the promise of Customer 360. With Reltio Cloud’s modern data management PaaS underpinning a Customer 360 solution, you can develop relationships and deliver superior customer service to relevant executives and influencers.

A leading personal computer and printer manufacturer had no single view of their B2B customers, resellers, and partners. As a result they missed on cross-sell and upsell business opportunities.

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A top used car retailer in the US had siloed islands of technology and data, and duplicate customer records due to legacy Mergers & Acquisitions.

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A leading health services company used an extremely rigid legacy MDM for managing their customer accounts that became very expensive to maintain.

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Featured Resources

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Find Out What Analysts Are Saying

Review current research and analyses to discover best-in-class solutions for digital transformation and personalized customer experiences.

10 Steps to GDPR Compliance

Effective May 25, 2018, General Data Protection Regulation (GDPR) will represent the most rigorous data protection regulation ever. Complying is not optional, and the penalties are very high. As companies scurry for total compliance, it makes sense to pause, assess, and use this opportunity not only for compliance but for managing customer data efficiently and gainfully.

ARE YOU READY TO MOVE TO MODERN DATA MANAGEMENT?

Get Estimated Operational Savings By Moving To Modern Data Management.

MACHINE LEARNING PUTS DATA FRONT AND CENTER FOR BUSINESS

Machine learning is surrounded by fascination and awe. It can drive better personalized experiences with customers, increase workforce effectiveness, and de-risk your organization from security threats and regulations. But, machine learning needs quality data, relevant data, and better context surrounding transactions, interactions, operations and decisions.

Operational Excellence

Businesses Feeling the Heat of the ‘Amazon Effect’

Over the past 10 years, Amazon’s market value has grown more than 2,000 percent. The entire retail industry is feeling the heat, and companies are investing in digital transformation initiatives to help them compete. Walmart, for example, is rapidly investing in digital capabilities and online brands (it acquired Jet.com, for example).

WHY MASTER DATA MANAGEMENT AND MACHINE LEARNING GO HAND IN HAND

Reltio’s inclusion in the The Forrester Wave™: Machine Learning Data Catalogs Q2 2018, by Michele Goetz with Gene Leganza, Elizabeth Hoberman, and Kara Hartig, Forrester Research, June 2018, sparked (pun intended) several questions. Such as why was Reltio included, how did we receive such strong marks, and why were we the only Master Data Management (MDM) vendor in the Wave?