B2Bs win by building relationships

Are you investing enough in building relationships with customers?

With Relationship Analytics for NeoCRM, sales representatives will have unprecedented access and insight into all the interactions between the customer and all of the individuals across the business with a few simple clicks.

Relationship Analytics is a complementary solution designed to work easily and seamlessly withNeoCRM.

360 Degree View of Customer Interactions

Minimize unproductive meetings, lost opportunities, and low renewal rates. Sales Reps and managers gain full visibility over interactions with customers (even those that are not in NeoCRM) and of the status of accounts.

Replace cold calls with warm introductions

Sales reps can easily find and leverage relationships between employees in the organization and contacts at the customer. By accurately identifying the people within your organization who already have a strong relationship with an external party, teams can work together in a more coordinated and effective way.

Discover Missing Contacts

Reduce manual data entry and ensure better data quality in your CRM. Managers are now assured of better data quality and completeness in CRM. Sales reps can quickly and easily add missing contacts to NeoCRM, with one simple click of a button, for improved data quality, integrity and a true representation of relationships within an account.

Accelerate Onboarding by Transitioning Relationships

Ensure seamless customer experience even after your sales rep leaves. Faster productivity for your new sales rep taking over the account. The typical sales organization loses 15-20% of its team every year. Ensure and improve client retention by transferring key relationships to new account executives with Transition report and improve the time to productivity of new hires.

Relationship Analytics for NeoCRM integrates with popular email systems like Microsoft Exchange and Office 365, Lotus Domino and GMail for business. It is available with all  NeoCRM editions and supports both SaaS and on-premise deployments.