Step 11.

Harmonize engagement standards across teams.

Now that you have timely and objective measurement, Relate for Enterprise subscribers can harmonize the engagement of your customer facing teams around a standard for credibility, reliability, intimacy, self-orientation and overall trustworthiness.

Section Overview:

In this section you will learn:

(1) How you can benchmark your customer facing teams.

(2) How you can calibrate Sandi for internal benchmarking.

How you can benchmark your customer facing teams.

Relate for Enterprise makes it easy to keep leadership and other stakeholders in the loop.

While teams may spend their days meeting with customers, improving trustworthiness and sales outcomes using Relate for Enterprise, leadership may need to access Relate for a high-level comparison of stakeholder engagement across the organization. Relate for Enterprise makes it easy to keep leadership and other stakeholders in the loop. Further, Relate for Enterprise introduces timely and objective measurement to the widely followed benchmark for trusted advisors, the trust equation.

Deliver insights for leaders.

Not every leader or stakeholder will need the same level of information. Some leaders will prefer a real high-level view benchmarking trustworthiness across the organization, while others might fancy a deeper dive into how teams compare.

With Relate for Enterprise, customize how you present important information to your leaders and stakeholders. Whether it’s granting access to leaders through to showcasing your new employee training program, there’s a solution for everyone.

Here are a couple of examples of approaches to harmonization:

Tracking Cost of Sales savings across the organization: Leaders can query our research for aggregated data over a customized time frame:

(a) Carbon not emitted across the organization.

(b) Travel time saved.

(c) Group meeting efficiency gains across the organization.

Effect quick change from underperforming teams through gamification: Leaders can now link objective measurement of trust to sales outcomes. The linkage can be used to highlight what high performing teams do better to build trust relative to underperforming teams.

How you can calibrate Sandi for internal benchmarking.

As a Relate for Enterprise subscriber, you can work with your dedicated research consultant to customize analytics and reporting to help meet specific needs. For example, you may want to improve the quality of measurement for sustainability reports, measuring changes in transportation decisions across your organization.

Your organization can also work with your dedicated research consultant to calibrate Sandi to your specific needs. For example, your teams may use a lot of jargon in your meetings with customers that only you and your customers understand. You can work with your research consultant to adjust the weighting for Jargon in Sandi’s scoring for credibility.

Integrate with your CRM and video communications platform.

Testimonials

“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.