A Smarter Approach to Measuring
The Customer Experience

We offer scalable software to monitor all aspects of the customer journey impacting the perception of your
brand, product, and people.

Impact Calculator
View Video
Schedule Demo

Download Our Most Recent Webinar Replay

Compliant or Committed? How to Make the Most of Your ISO 9001 Customer Satisfaction Surveys

Don’t just check the box on your customer satisfaction survey requirements, make the most of your feedback data! Download this webinar replay to better understand how to make your customer interactions meaningful to your business and theirs!

View Replay

salesEQUITY provides a single source to view different data points to measure how your clients feel about your company, product, and people. Our technology identifies trends in data and measures them against industry benchmarks to determine if action is needed. Problems identified are routed to the desktop or mobile device of the team or person who can solve them.

Client Engagement Platform

We Are the #1 CX Management tool focused on B2B

Our platform services businesses of all sizes across multiple industries. We help everyone, regardless of role and organization, understand how to improve and grow their business.

Customer Relationship Surveys

Our patented customer relationship tool turns client feedback into actionable data and insights that highlight issues impacting customer health and growth.


Data Streams

Our Open API and easy integrations with cloud bases systems allow you to grab key data points and benchmark

Automated Survey Building

Our automated survey builder gives your organization complete control over how to establish personalized touch points to gauge success.

Action Planning

Use our action planning tools to turn relationship insights into solutions that work.

Analytics and Reporting

Use our analytics and reporting to discover the insights that will have the greatest impact on your relationships.

Client Success Management

By leveraging our training, consulting, analytics, and management services we’ll ensure your business goals align with our solutions.

Discover How We Fuel Success

Our Customer Experience Management tools provide real-time insights into what’s impacting the overall health of your customer relationships and highlights areas for improvement.

Every client is measured and assessed through our patented modeling technology; which determines their level of experience.

Because breaking down data is vital to understanding your client’s experience and what’s impacting the overall health of the relationship, it drives a more informed conversation. The more data the more accurately we can predict and protect your customer base.

Powerful and Personalized Solutions

Single Dashboard

Put your customer experience data into one secure customer health dashboard and allow visibility to those who need it.

Learn More >

Retain More Business

Identify future churn and use our action planning solutions to turn your at-risk clients into your best customers.

Learn More >

Create Happier Clients

Turn client relationships into reliable and lasting ones that increase your share of wallet.

Learn More >



Customer Experience Success

Barrett Distribution Centers Logo

“We needed more insight,” according to Tim Barrett, and insight is what he got. After using salesEQUITY, the company learned that several clients were frustrated with issues related to poor communication. One customer needed help with handling product returns and creating an electronic ordering system.

“We found out where we really stood with a customer,” Tim says, “and what they wanted us to change.” After using salesEQUITY for one year, Barrett achieved a 50% revenue increase and built a foundation for satisfying customers that would lead to gains year after year.


Learn How salesEQUITY Helps Drive Informed Conversations


  • Articles
  • White Papers
  • Videos
Losing Important Client

How to Come Back from Losing an Important Client

In my experience as both a sales expert and advisor, I have found time and again that losing a client is the greatest fear in the sales world…

Read Article >

F Word B2B Relationships

The ‘F-Word’ in B2B Relationships

Ah, the “f-word.” A universal term charged with dissatisfaction, disdain and disgust. We cringe when our significant other says it and yet when our clients…

Read Article >

Breaking Out B2B Space

Breaking Out of the Pack in the B2B Space

It’s not enough to have a great product and brand – at least not in the B2B space. To really stand out, we must differentiate ourselves by also offering…

Read Article >

Customer Satisfaction White Paper

Create Relationship Excellence

How satisfied are your clients? Do you know? While customer satisfaction surveys and Net Promoter Scores give you data about your customers, but they don’t…

Download White Paper >

Marketing White Paper: Building Management Strategies that Work

The fundamental purpose of strategy is to stimulate purposeful action. If strategies don’t lead to the right kind of action, they don’t work…

Download White Paper >

B2B Share of Wallet White Paper

Creating Willing Buyers

Why is creating willing buyers so necessary? Their customer motivation levels directly affect your share of wallet & client retention rate. Our customer experience research has taught us that…

Download White Paper >

Overview – Client Engagement Platform

Discover how salesEQUITY works and the success we’ve had across numerous B2B industries, and the benefits of creating Trusted Advisors.

Watch Video >

Do You Matter to Your B2B Customers?

Learn how our Client Engagement Platform creates insights into how clients feel about your sales teams or account managers.

Watch Video >

How salesEQUITY Is Measuring Customer Loyalty to Drive Revenue

Tom Cates, our CEO, sits down with Gerhard Gschwandtner, CEO of Selling Power, to explain how salesEQUITY is turning heads in the B2B world.

Watch Video >