Step 12.

Make intermediary partners look like heroes using collaborative selling software.

Relate for Enterprise subscribers can scale human connection in one meeting across multiple brands using Relate’s collaborative selling solution. The solution is designed for highly intermediated industries to help human connection traverse across brands while respecting what matters most to all parties.

Section Overview

In this section you will learn:

(1) How Relate replaces relay selling with collaborative selling.

(2) How Relate makes your intermediaries look like heroes.

(3) How easy it is for your intermediary partners to participate at no cost.

How Relate replaces relay selling with collaborative selling.

In B2B sales, you are competing for time with your customers only to ultimately ask them to relay your value proposition to their customers – the end consumer. This is the process of relay selling, an age old model. Your intermediary partners are an important sales channel for you and there must be a way to gain an edge against your competition. What if you could use technology to focus on changing the method of sales to the benefit of your intermediary partners? What if you could make your partners look like heroes for their clients while protecting what matters most to them?

Relate for Enterprise subscribers can deliver a few to many meeting solution to your intermediary partners that:

(1) Enables intermediaries to bring their stakeholders to your meetings under their brand.

(2) Keeps the identity of these stakeholders private to your intermediary partner.

(3) Gives your intermediary partners the analytics they need to help you close the deal.

(4) Is free for your intermediary partners.

(5) Fits their compliance framework.

(6) Is all-cloud that need not integrate with their IT platform.

How Relate makes your intermediaries look like heroes.

Shifting from relay selling to collaborative selling removes the friction that prevents meeting access to your product experts. Combine this with the strong human connection you make through Relate’s few to many meetings and you are scaling human connection that traverses to your intermediary partners. Now they are the provider of meeting access to product experts, keeping the experience with their brand and without fear of ceding the identity of their client to any other party.

How easy it is for your intermediaries to participate at no cost.

Relate for Enterprise subscribers can start using collaborative-selling software in three easy steps:

(1) Have your intermediary partner(s) register for Relate’s free service.

(2) Contact your dedicated account manager to setup your partner(s) as a Distributor for your organization.

(3) Select your distribution partner(s) in the Distributor field (see image) when setting up your next event. Once published, the meeting will show up in their Relate Portal dashboard. From here they can copy and paste the event link to send to their stakeholders.

Integrate with your CRM and video communications platform.


“Thank you for making this meeting about me and my agenda”. Investor feedback to a product manager who uses Forum 360

“My clients are benefiting from frequent meeting access to my experts without having to leave an experience provided by my brand.” Client of Forum 360.

”Working together to ensure my clients feel like they are in a relationship with the managers of their money, while enhancing my business model – count me in” Wealth manager working with a client of Forum 360.