Salesflare's relationship metrics are a transformative tool for building stronger connections.
They can quickly give you an insight into any relationship and also enable you to filter through relationships at scale.
Analyze any relationship
On each contact and account, you can analyze your team's relationship with them in one quick overview:
Who in the team (using Salesflare) has the strongest relationship with them
How engaged they are with you (hotness is only available on accounts)
How many emails you sent, received, and when the last email was exchanged
How many meetings you had, when the last one took place, and when the next one will
And about the same for calls
This enables you to get a quick insight without having to examine the timeline in detail.
Even if you connect or disconnect new inboxes, add or remove new contacts, add or remove new teammates, … these metrics will always update correctly.
Note that one limitation we’re addressing is that some email IDs are unique per mailbox. As a result, emails received in multiple inboxes may be counted more than once.
Filter your relationships
These relationship metrics don’t only give you a quick insight into each relationship separately.
You can also use any of these powerful metrics to filter and create customer segments across many relationships:
Strongest relationship, (my/team) relationship strength
Account hotness
Last email date, # emails sent, # emails received
Last meeting date, next meeting date, # meetings had
Last call date, # calls had
To inspire you, here are a few concrete use cases that can revolutionize the way you work:
Find out which people you recently had meetings with (filter by last meeting date less than x days ago), so you can follow them up and/or move their opportunities to the right stage
Make a list of who you’re forgetting to follow up (filter by last email date more than x days ago)
Send email workflows from the person who has the strongest relationship (duplicate a one-time workflow, change the “strongest relationship” filter, and set the “from” email)
See which strong relationships are slipping off your radar (filter by relationship strength and last email and/or meeting date)
…
Have questions? We’re here to help you make the most out of it. Just hit us up on the chat!