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.
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!