Welcome to Relate! This guide will walk you through everything you need to know about using Relate, whether engaging with stakeholders as a day-to-day user, a manager of day-to-day users, a product expert who benefits from our research or a compliance representative who wants to manage controls across the business.
How to use Relate for every day meetings and for building your story effectively
Provide more efficient meeting access to your experts
Improve the feedback loop to product experts
Integrate Relate with your preferred video conferencing solution and CRM
How to use Relate for every day meetings and for building your story effectively
How to use Relate to improve efficient access to your experts and improve the feedback loop
Integrate Relate with your preferred video conferencing solution and CRM
Take Sandi to your next meeting
Harmonize engagement standards across teams
Make intermediary partners look like heroes using collaborative selling software
“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.
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