Relate

Relate is a comprehensive meeting enablement platform. Embedded into Relate is Sandi - a Generative AI coach, measuring 28 different criteria to standardize and objectively measure the development or erosion of trust.

Building on the insights from the best selling book, “The Trusted Advisor”, 20th Anniversary Edition (Galford, Green, Maister, 2021), and Trusted Advisor Associates LLC best practices, Sandi quantifies the Trust Equation after every meeting. This benefits your existing processes by encouraging human connection, while maximizing the discipline and rigor essential to building trust and the successful management of business relationships.

Relate is the only solution that can objectively measure trust and correlate this to top-line business performance. Additionally, Relate can adopt your company's specific code of conduct, industry or regulatory compliance regime, configured to your specific requirements to proactively flag potential risks.

Relate seamlessly integrates with your existing client facing tools like Microsoft Teams and Zoom, as well as your existing CRM software. The platform is designed for all types of interactive sales meetings - one-on-one, small group, and larger events. Relate supports meetings via video conference as well as face-to-face in person.

Relate w/ Sandi offers significantly better and faster ROI compared to implementing a CRM system. There is no install required,, the learning curve is short, and benefits are usually seen within weeks, while license fees are a fraction of most CRM systems. Clients will also benefit from Relate Research and Technology’s ongoing research and investments in this field.Participation in our Client User Group will enable you to shape some of those research priorities.

Relate is built for:

1. Sales and revenue generating teams and their leaders

2. All other client facing teams and their leaders

3. Investor relations teams

4. C-Suite and senior people leaders

5. Executives and their teams in fiduciary positions - accountants, lawyers, wealth managers, management consultants etc

6. HR executives seeking a new approach to learning and development and to implement lasting change management.

Benefits for business leadership

1. Raise performance - research from LinkedIn shows that 88% of people are only willing to buy when they view a salesperson as a trusted advisor

2. Detailed data to track your team’s trust building over time, measured against economic outcomes, i.e revenue growth and cost of sales analysis.

3. A real time standardized and objective perspective on your team’s performance beyond just sales outcomes, with coaching and monitoring to support and drive Trust building behaviors.

4. Bridge the gap between perception and reality - according to PWC research, 90% of business executives think customers highly trust their companies while only 30% of consumers actually do.

5. An objective source of previously immeasurable data, to limit unconscious bias impacting your assessment of your team’s performance.

6. Transforms learning and development and onboarding outcomes by embedding measurement of desired behaviors into your sales technology

7. Enables effective continuous coaching and resource development:

1. Users receive coaching after every meeting, not just the meetings that leaders attend.

2. Removes the human element from coaching conversations where ego can often derail the discussion.

3. Detailed, granular and structured insights with rspect to trust, as well as flagging potential areas or situations of risk.