Reltio for

Sales Professionals

The Customer Insight You Need to Better Engage and Close Complex Enterprise Accounts

Your exceptional sales executives know how to source information they need to further their sales efforts. However, even for the standout reps, that effort continues to get more challenging as data volumes—and the number of disparate applications, systems and channels that house that data—proliferate. In fact, while the data volumes may be larger than ever before, that hasn’t translated into better sales results for many enterprises. How can your organization start to convert all the customer data that’s available into actionable, practical insights that fuel increased sales?

Sales teams across industries turn to Reltio because we give them an unfair advantage in their competitive markets. Reltio Connected Customer 360 is a SaaS platform built on a cloud-native, big data architecture that features graph technology and machine learning. The Reltio platform enables you to aggregate, refine, reconcile and relate data from hundreds of sources. With this platform, you can create a trusted, rich and connected view of your accounts, understand relationships and dramatically reduce the time your sales teams have to spend researching prospects.

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“Reltio renews the MDM category with modern architecture and advanced features." "Reltio Provides one of the most versatile MDM products on the market and one of the few ready to evolve into MDM's third generation.”

– Forrester Wave: Master Data Management Q1 2019

Reltio Connected Customer 360 enables your team to leverage a unified, comprehensive and accurate view of your large, complex customer 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 intelligent, 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 Winning Experience at Every Touch Point

Centralize Complete, Accurate, Connected Customer Information

Reltio Connected Customer 360 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 Customer 360 enables you to compile comprehensive customer data 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 Customer 360, 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 intelligently, 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 Customer 360 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.