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Reltio For Sales Professionals

Get Valuable Insights to Build Profitable Long-term Customer Relationships

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How can your organization start to convert all the customer data that’s available into actionable, practical insights that power increased sales?

Sales teams across industries turn to Reltio Connected Data Platform to gain an advantage. Reltio Connected Data Platform is a SaaS platform built on a cloud-native, big data architecture that features machine learning and graph technology to unlock the value of relationships. The Reltio platform enables you to aggregate, refine, reconcile and relate data from hundreds of sources. Create a holistic, up-to-date and actionable view of your customers and customer accounts. Unlock the value of relationships between customers and employees, products and locations. Dramatically reduce the time your sales teams spend researching prospects and give them more time to engage with the right offers.

Reltio named a Leader in Forrester Wave™ 2021 for MDM, and is highlighted as "a one-stop-shop for MDM deployment with advanced capabilities."

Reltio Connected Data Platform gives your team access to holistic, up-to-date and actionable customer 360 profiles of large, complex accounts. With the platform, your team can:

  • Leverage actionable insights that enable teams to more effectively target, engage and cultivate relationships within accounts.
  • Understand account’s organizational structure to identify the best point of contact and sales approach.
  • Enable targeted insights and automated recommendations that can scale the productivity of even your most novice sales reps.
  • Identify and capitalize on up-sell and cross-sell opportunities.
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Deliver Connected Experiences at Every Touch Point with Connected Customer Data

Create Connected Customer Profiles to Build Profitable Relationships

Reltio Connected Data Platform enables your team to produce complete account profiles by integrating hundreds of internal data sources, including CRM, marketing automation, ERP and finance systems, as well as external sources such as data from Dun & Bradstreet and reports from major credit reporting bureaus. With this platform, you can incorporate information from online and social interactions, transactions, channel preferences, behaviors and more.

Gain 360° Views of Contacts, Accounts and Multi-dimensional Relationships

Reltio Connected Data Platform enables you to compile comprehensive customer data through our identity platform and use Connected Graph technology to uncover the many-to-many relationships among contacts, accounts, products, locations and contracts. Create contextual hierarchies of accounts so your teams can more effectively navigate large, complex organizations. Within each account, you can identify the key stakeholders and their specific roles in decision making, such as whether they’re evaluators, influencers, decision makers or approvers. Group and target contacts based on their departments, locations and product usage.

Gain Actionable Insights and Automated Recommendations

With Reltio Connected Data Platform, you can collect and consolidate comprehensive customer and market information and then act on these insights to optimize sales tactics and interactions. The platform enables reps to work more effectively, enabling them to quickly understand a contact’s channel and content preferences, the products they currently use, their location and their role in purchase decisions.

Foster Collaboration Across Teams and Departments

Reltio Connected Data Platform enables your team to leverage workflow and collaboration capabilities that help you capitalize on the knowledge and learnings of your sales teams and other staff members. The platform enables sales, marketing, support and service teams to work from a single platform that has consistent, accurate information, while enabling tailored, role-based access and visibility. Harness capabilities like discussion threads to cultivate increased contributions and promote data accuracy. The platform can automatically share and synchronize information with other applications, such as Salesforce, and it enables custom widgets to be incorporated into CRM applications.

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