Why Relate?

Trust is critical to the sales process. Over 88% of business buyers ultimately do business with a representative regarded as a ‘trusted advisor’*.  Most representatives are not viewed as trustworthy and trust is increasingly difficult to build, according to 75% of executives**. How customers demand to be engaged is structurally shifting and the consequence of losing trust is growing more severe among younger cohorts of buyers.

Enable your customers to set the agenda at every meeting. Prepare around their agenda, engage in a conversation not presentation, give them lots to do that signals their next step toward fulfilment – all from Relate;

Collect on 58 data points from every meeting when using Relate or Relate for Microsoft Teams. This is nearly 4x what you would receive from Teams alone and is standardized across all meeting formats and all meetings when using Relate or Relate for Teams.

Evolve from webinars and webcasts to group virtual meetings on Relate. Make every attendee feel like they are part of a small group while you enjoy group efficiency gains of 88% and 152hrs of productivity time saved on average per group meeting.

The more you work with Sandi, the more confident you will be that your approach to meetings is effective at building trust with your customers and other stakeholders. Sandi analyzes 28 traits from in-meeting behavior to derive scores and analysis for the factors that determine trustworthiness as per the Relate Trust Index. Schedule a demo to learn more.

Trust is built over time. It takes multiple meetings so that your customers can ascertain if you are credible, reliable, intimate and whether you are self-obsessed. Using the Relate Trust Index and our research products you can build your story more effectively over time. For example, our research can show you the forward looking statements that you have made and whether you held yourself accountable later that meeting or the next. Schedule a demo to learn more.

On Relate your meeting attendees have access to a safe space to share feedback in private, research your product and signal their next step in the sales process. Timely and objective feedback for the product expert followed up with Sandy’s analysis and recommendations. Schedule a demo of Relate to learn more.

Within financial services, where our team herald from, trusted product managers raise 4x the investment of performing managers*. Relate and the Relate Trust Index addresses the imbalance in metrics that are heavily skewed toward product performance. Schedule a demo today to learn more about our customer success stories.

*CAG, 2014, Your Performance Doesn’t Really Matter.

Empower all of your customer facing teams to strive for excellence when building trust. Celebrate those that are setting the standard for your firm to follow and present detailed analysis and support for those falling short. Benchmark beyond trustworthiness for other factors including sustainability and sales pipeline progression. Schedule a demo to learn more about our research products.

The Relate platform facilitates and evaluates customer-centric meetings, no matter the format and with intelligence more consistent, more relevant and more present than any sales coach. For customers that incorporate Relate, training evolves to become product/service education. Hidden costs, like chaperoning new employees, are going away with Sandy stepping in to do this work. Schedule a demo today to learn more about Sandy.

Companies using the Relate platform share feedback that their meeting process times are down as much as 91%. Relate is a simple platform to use, compliance friendly that covers meeting prep, execution and product fulfilment. Further, by introducing a timely, objective and detailed feedback loop companies report that the internal friction between product and sales teams has dissipated.

Celebrate the responsible decisions that your teams are making with respect to transportation. The Relate platform reports the carbon emitted when meeting in person and carbon not emitted when meeting virtually. Relate tracks the times your teams are discussing social issues as well as how frequently they make themselves accessible to stakeholders.

The relay selling method employed across B2B2C industries is inefficient and a poor connector of the end consumer to the product expert. Relate changes the game, opening up a significant edge in human-connection and distribution effectiveness. Enquire today about the distribution-tech embedded in Relate that makes your intermediary partners look like heroes with their clients at no cost to them.

* LinkedIn, 2020, State of Sales Report
** Adobe Blog, 2022, Trust Report: Customer trust is earned and broken with every experience.

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.