Why Relate?

Trust is critical in business. Over 88% of business buyers ultimately do business with a representative regarded as a ‘trusted advisor’.  Trust is increasingly difficult to build, according to 75% of executives. How stakeholders demand to be engaged is structurally shifting and the consequence of losing trust is growing more severe among younger cohorts. Building trust improves the bottom line. Building trust effectively gives you the edge, up to 6x the profitability growth according to Accenture (2021).

Relate for Sales

Embed sales-discipline and customer centricity into your everyday use meeting platform. Improve sales effectiveness by focusing on what matters most to prospects – building a relationship.

Relate for Product Management

Dramatically improve the feedback loop on how well product experts are building trust, how confident your sales teams are at discussing key selling points of each product and how well those key selling points have been received by customers.

Relate for Marketing

Understand what people think about my people and brand from standardized intelligence and research across all meeting and video interactions. From 1×1 in-person meetings to group virtual meetings, webinars and webcasts, know more about your stakeholders than any competitor.

Relate for Human Resources

Relate offers a learning and development add-on in partnership with Trusted Advisor Associates that is then embedded in your everyday use platforms. No more forgetting and a dramatic reduction in training expenses using more accurate data. Relate also improves the feedback loop on change management and hands employees a more complete picture of what they can control.

Relate for Account Management

Build your story better with relevant and timely metrics. Continually improve at becoming the trusted advisor for each of your relationships. Work with your intermediaries to reduce relay selling and deliver ready content for their clients.

Relate for Compliance

More transcription means more discoverable material that you want to proactively monitor. Relate provides you the capability to analyze transcripts and other discoverable material for risks against your code of conduct using our Generative AI analyst, Sandi.

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Integrate with your CRM and video communications platform.

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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.