Explore our datasheets! They cover topics from getting to know our methodology, to the value of a Trusted Advisor, to a sample Relationship Assessment Report.

Discover salesEQUITY

With nearly two decades helping companies improve their business relationships, salesEQUITY offers a SaaS-based client engagement platform that uses a proven quantitative methodology to collect, analyze, manage and distribute client feedback data.

Client Relationship Assessments

Our patented Client Relationship Assessment technology captures client feedback and accurately measures engagement while assessing how behavior impacts a relationship’s health. This process helps you identify at-risk relationships and growth opportunities with immediate, actionable solutions.

Moments of Truth

Our Moments of Truth (MOT) feature gives your business and team instant control over what, when, and how you establish important client touchpoints. Giving you powerful insights and perspective into business activities and account trends that impact your bottom line.

Mind the Gap: How Well Do You Know Your Clients?

How Well Do You Know Your High-Value Clients? Chances Are, You Think the Relationship Is Going Well and That Your Client Would Say the Same.

Your Expected Results

The Who, How, Why, And Your Expected Results

Trusted Advisor Action Plans

Start Planning, Executing, and Tracking Your Client Engagement with Trusted Advisor Action Plans

The Impact of Client Perception on Your Revenue

salesEQUITY issued surveys to B2B account managers and their clients using our Client Engagement Platform. Based on client feedback from 8 questions about loyalty, our platform captured the health of each relationship and gave clients an SEQ Score.

The Value of Trusted Advisors

At salesEQUITY, we built our Client Engagement Platform on quantifying the value of creating Trusted Advisor relationships with our clients.

Sample Relationship Assessment Report

Our Relationship Assessment Report provides you with personalized customer feedback, access to your contact’s responses, and coaching to improve specific relationship climates that require better client engagement. View our sample report today!

Client Engagement Infographic

Download our Client Engagement Infographic and better understand the Who, What, Where, When and Why of measuring and ensuring customer success.

Do You Matter To Your Customers?