Relatas
Open siteMarketing & Advertising
Introduction
Relatas is a sales platform that provides insights without data entry.
Relatas Product Information
Relatas - Sales Reviews with Zero-Data-Entry is an AI-assisted sales intelligence platform designed to illuminate the sales pipeline with minimal data entry. It connects and interprets scattered sales activities, quotations, opportunities, and forecast signals to provide real-time visibility and actionable insights. The tool targets revenue leaders and sales teams seeking to reduce manual data entry while increasing forecast accuracy, pipeline health, and quotation efficiency.
How it works
- Automates deal creation and pipeline updates to surface missed opportunities and keep the pipeline current.
- Analyzes client interactions, objections, and quotation data to deliver real-time visibility into deal health and forecast risk.
- Uses rule-based and AI-assisted logic to provide actionable recommendations for upsell, cross-sell, and quota attainment.
- Integrates with existing tools to pull in activity data and deliver a unified view without requiring extensive manual entry.
What you get
- Near-zero data-entry workflow that still delivers comprehensive sales insights.
- Automated pipeline updates and real-time visibility into sandbagged deals.
- 93% efficacy in forecast calls to QBRs through improved data and reporting.
- Quotation intelligence enabling 100% quotation compliance and 300% faster quote creation with five times more quotations sent, with minimal human error.
- Automated deal creation and updated forecasting to support faster decision-making.
- Templates and approval workflows for quotations to reduce pricing errors and speed up quote generation.
- Recipient Activity Tracker to understand prospect engagement and interest.
- Seamless alignment of quotations with deal data to prevent mispricing and misalignment.
Core Features
- Near-zero-data-entry for sales insight
- Automated Deal Creation to grow pipeline (potentially +30%)
- Real-time pipeline updates and visibility into client interactions
- Forecast Call enhancement to 93% efficacy for QBRs
- Quotation Intelligence: 100% quotation compliance and 300% faster quotes
- 5x more quotations sent with minimal human error
- Quotation templates and built-in approval workflow
- Recipient Activity Tracker to gauge prospect interest
- Pricing and deal data integration to eliminate pricing errors
- AI-assisted insights to support upsell and cross-sell recommendations
- Ready-to-use playbooks and templates for faster execution
Who is it for
- Revenue Leaders, VP of Sales, Sales Operations Managers, Sales Managers, and Sales Reps seeking higher visibility, faster quoting, and better forecast accuracy without heavy data-entry requirements.
Benefits
- Increased pipeline and faster quotation cycles with reduced manual effort.
- Improved forecast reliability and real-time decision-making.
- Enhanced collaboration between teams through unified data and actionable insights.
- Better customer engagement tracking to inform sales strategies.
How to Use
- Connect your sales data sources and enable automatic deal creation.
- Rely on AI-assisted insights to identify forecast gaps and opportunities.
- Generate quotations with templates and automatic approvals.
- Review real-time dashboards for pipeline health and forecast readiness.
Compliance & Safety
- Designed to improve sales efficiency and data visibility while minimizing manual data entry; ensure data governance and privacy policies are followed within your organization.