Relate IQ: Revolutionizing CRM with Relationship Intelligence

so my name is richard doyle and i am with relate IQ we're just down the street over on University and ever since

ever in the area of the product for you to come by and have a beer but we're here today to kind of tell you a little

bit out related human what we do kind of what we believe in so to start with the best way to start is going to tell you

about how we were found it and kind of the background of us so we found it just a little over two years ago and both of

our founders Stephen Adam viewed CRM is being broken and the reason they viewed CRM is being broken it's a great record

keeping tool traditionally kind of like a file cabinet but that's really all it is is a file cabinet and it takes a lot

of your time update that file cabinet and maintain the data inside it so what they found is that the data was usually

either out of date or just useless because people hadn't been accessing it so they sent out to redevelop CRM and so

we actually identify ourselves as relationship intelligence you'll see that in all of our branding on our site

and so with that said there was seven pillars that our founders aimed at developing our platform on today we're

only going to talk about four really quickly but those four pillars will give you an idea of who we are so the first

pillar is the one that really addresses that initial issue of the time do you spend updating it your CRM so whether or

not your BC seeing an email address which I'm sure all of you have done at one point or another copy and pasted

meetings into a CRM or even had to add notes what would we do the first pillar of those four is automatic data capture

so the idea is we will go ahead and connect with various data sources the primary which is going to be your email

account will automatically collect emails contacts calendar events across your various networks and will

automatically filter and then file those into your accounts and opportunities so to give an example of that let's say

that you're working with Google on some sort of deal and you forgot to add an email in

there or you don't know who else is open with Google in the last week if you want to really like you and you look at

Google all of your team's activity will be there they didn't have to spend their friday night the previous week updating

their CRM it just simply exists there so that's really the first goal remove that manual data input need that exists with

your traditional static sea hours so that's the first pillar the second pillar is going to be collaboration and

deployment so traditional CRM is very very difficult to deploy union admin there's a lot of training involved I can

take months if not years to it but I deploy a large Sierra we've taken a different approach you can actually

deploy really like you within hours if not up in the large team within days of creating your first account with us once

you've done that's very very simple and you don't need an admin as well so once you've done that it's very very easy to

go ahead and collaborate and I apologize that will show some of this so once you've done that it's very easy to go

ahead and collaborate so as you can see here we can actually go and we'll look at its good tubular really quickly and

you can see here's all my communication so all of that is now they're readily available for us to do and I didn't have

to import any of that my team is now aware of what communication we've had with these accounts I didn't have to

actually go ahead and contact them or sync with that on what's going on and if I do need to collaborate in some way or

another I need to add some sort of comments I can call it up a team member simply by taio you can add simple also

if you die but a team members name it'll automatically find that for you and we also have task management and things

like that within the platform so we kept very easy to collaborate across your team part of this also is going to be

transparency to communication we do have privacy settings behind that so you can choose what you do want to share the

idea is that you do have the ability to very easily share that data the third pillar is going to be

mobile unfortunately do not have the new device so I'm not going to jump into the mobile platform but the idea behind

mobil is that you need to have access to your data from anywhere if you've used your current CRMs mobile solution you

can do a few things on there what we really want you to have the ability to do is manage update and add any sort of

account opportunity from anywhere no different than if I just left a meeting right now I get very easily added no

comments out team members if you of who are here and they would be readily aware of what's going on with that account the

fourth and final pillar is going to be a layer of data science so this is actually the area we're mostly watching

your baths and they had tea here is I mentioned before about how we have a file cabinet just mention this last one

that will go ahead and do questions so the file cabinet so the data science layer is to leverage that activity to

help you with your relationships so to give you an example of that we can actually go ahead and jump in the home

there's actually some live ones here I believe so here's to great ones i have two from Rodrigo and pre-owned they both

asked me questions actually since we've been here at this meet up and I had not responded so we're letting kids actually

noticed that they've asked me questions notice from our past communication that the sentiment is urgent and that I need

to respond and so once I've respond to them this will disappear but I can respond within platform but the idea is

that you don't need to worry about the times they check that email I forgot to respond rillette I choose there to make

sure that you're always up to date and also that you're not dropping the ball with your relationships so that goes a

little bit more in depth but that kind of gives you an idea of the four pillars and they're really make us unique and

that all wraps together to kind of the what we do and that is to power the world's professional relationships with

products that people love so that's our product any questions yes

query questions so similar to other systems we still you don't have integrations you still have an API where

you can bring in data the idea here is your activity the individual the individual contributor if that's you a

lot of CRMs are built for you know sales ups all the metrics but this is really for imagine as individual contributor

your activity you were responsible for bringing that into the platform that's not something that's brought into an API

if you're using exchange you're using google apps that's your data that you're responsible for updating and you're held

accountable for that and so what really lecture does is we will connect with that that's the very very basic level

first level up really thank you we will go ahead and automatically bring that in Eugene if I was to add him to this be a

new tack list that I created all of our communication from today would already be there I don't have to do anything yes

you've spent a little bit more integration released a google apps or whatever else

of course yes sorry the question was is how much work is the integration with Google Apps so it's actually really

simple you simply login with your Google Apps accounts so if you're using on your gmail it's very simple in your account

settings you can connect multiple but right here in connected account so you can see I have Richard of really like

you tied and it's readily available it's as simple as that in about five minutes we'll collect every single email and all

of your contacts have already email you right now sir your contact would be my real it a coincidence within about two

minutes so that's another nice thing you don't have to leave your email account if you're sending emails under change

keep on doing it's in the platform yes sorry what is your business it's a great question so it's a typical SAS ball I'll

perceived licenses we currently have two players we left stealth mode about nine months ago and part of that is is

obviously that the plans that we offer so the business level it's all feature based and starts at about ninety nine

dollars per user per month very similar to a better at other CRMs in that sense but obviously we're significantly

different than your traditional CRM on your designs yes I'll do my best so oh yes so the

question is going to elaborate on our data science I'm a business guy so I'm going to do everything that I know but

there's about 80 different metrics that we look at for your communication that kind of falls into two main groups

natural language processing and sentiment analysis as well as things like strength of connections other items

like that so to give you an example of this if that helps if you were to if we were to have a meeting and I didn't

follow up into after that meeting really like you would actually look to see how much communication we had prior to that

how how far across that was spread if I'd been in communication with you for a year or a week what the communication

was like during that communication and based on that it's just that I fault with you in either a day world really

depending on how strong our passions and how urgent is that all up we have time for our one last question guys and

actually no one minds I'll take it oh good greater so there's two plants out that we have a small team plan so if

you're with a smaller kind of start up or you don't need some of the functionality it's forty nine dollars

per user per month and then the business level is ninety nine dollars per user per month and all that's available on

our website if you have any interest feel free I'm gonna meet me after happy get you set up on a trial you can test

it out very easy to get set up that's harder for that IQ you didn't do it in you know couple of minutes okay awesome

let's give it up for later k