With advances and increased use of CRM (Customer Relationship Manager) systems, businesses are now focusing on a type of data integrated into these systems, known as Relationship Intelligence. Relationship intelligence is about establishing and nurturing relationships to build more trust, resulting in more loyal customers and sales. We live in a highly digital world where data is easily accessible from communication interactions, and that is what the relationship intelligence tools extract. These data-driven insights about leads help the company understand, plan, and communicate to drive productive outcomes.
Here are six relationship intelligence tools to help run your business more smoothly and efficiently.
1. Salesforce Essentials
This is a CRM but with built-in relationship intelligence tools that can be used for several purposes. Businesses can take out customer data from their calendars, spreadsheets, emails, and social media channels. It ensures you get a complete view of the relationship the company has with every customer. It becomes easy to keep track of leads and ensure conversions when the tool makes sure you get all the data in one location. A person can track his upcoming meetings, calls, and emails in the Einstein Activity Capture. Another great feature of this tool is that you can automate specific tasks for customer support. For example, customers can receive answers to FAQs instantly. It also allows you to personalize the response for each customer.
Microsoft has an integrated intelligence suite known as Relationship Insights, which helps you understand customer relationships better. It processes your data stored in Microsoft Exchange and Dynamics 365 for Sales and analyzes your interaction with customers. In addition, it evaluates your activities related to previous successes and plans for the future. The tool is broadly divided into three key areas – auto-capture of data, relationship assistant, and email engagement. All of them combine to deliver an effortless AI service.
Affinity is an excellent relationship intelligence tool because it helps you take full advantage of the whole team’s network. You don’t need to waste time in manually entering data as this smart software automatically creates contacts from your inbox. It helps identify possible new connections and if there are opportunities for personal introductions so that you are aware of the warm leads. Each search on the platform can be customized with 1000+ unique data points. Last but not least, 360 Rolodex is a feature that helps you schedule reminders or triggers so that you don’t miss any follow-ups.
Through AI-guided marketing insights and sales management, Accent helps businesses grow revenue. Shortly after signing up on the platform, it shows what type of content works best with your potential customers. It also auto-detects leads of buyers from website visitors, email threads, and calendar events; and adds it to your CRM. In addition, the comprehensive dashboard of the software shows you how potential deals are working and the performance of each sales representative. These insights help check non-performing reps, respond instantly to buyers, and focus solely on the right opportunities.
This relationship intelligence tool can help you strengthen customer relationships by creating relationship maps for each of your business contacts. The tool takes note of each meeting, and whenever an employee is heading to the meeting, the tool sends a custom email report. The report will have recent company news, notes about previous meetings, and relationship insights. Additionally, it will help grow your network by identifying potential leads from your current network. Introhive also helps in automating CRM entries and giving better insights on sales.
This is a B2C automation platform that helps work on customer relationships across various channels. Every interaction with the customer is made more insightful ad meaningful by optimizing content with the help of AI and machine learning. The platform tracks whenever a lead clicks on a link in an email or on your website, and that information is stored in that person’s profile. The company has a track record of everything; hence it’s easy to personalize content based on their previous actions.
Customer experience and satisfaction are important now more than ever. Your business can reach new heights by using these smart tools. Last but not least, you can take the help of experienced services like SPARK Services, which offer the most modern technology available. We ensure to increase productivity and reduce costs for your business. Consult with our team today!