Relationships: Employee Utilization for Email Experiences

How It Works

Terminus Relationships delivers relationship intelligence that keeps Sales and Marketing aligned and hyper-focused on your most important locations, contacts and accounts. With your company’s relationships at your fingertips, you can select the right audiences and watch those relationships grow.

When marketers can explore relationships with contacts and accounts and watch how they trend, they’re able to do amazing things like…

• Generate location specific lists of your company’s best contacts for event marketing.
• Watch how relationships inside target accounts improve or degrade over time to maintain sales momentum.
• Ensure your account-based marketing initiatives are in line with sales activity. Build powerful lookalike and retargeting audiences.
• Request warm introductions to key contacts or accounts from the people you both trust.

Setup

Step 1

Follow the instructions sent by your Email Experiences admin inviting you to use Relationships. Alternatively, navigate to the Terminus Platform and sign in using your Google or O365 credentials.

Step 2

Once you're logged in to the Email Experiences platform, navigate to the Relationships section (lightning bolt) and start using any of the Relationships features available to you.

Step 3

Install the Terminus Chrome Extension. 

Relationships Features

Relationship Intelligence

• See all the relationships your coworkers have with a specific company or contact.
• Understand the strength of those relationships.
• Learn how those relationships have improved or degraded.
• Create warm introductions through the people you both trust.

Learn more here.

Location Intelligence

• Build powerful location lists where people actually are.
• Understand the aggregate strength of your company’s relationships in an area.
• Make travel more productive by meeting with the right people.
• Plan better sales territories and field events based on network strength within locations.

Learn more here.

Account-Based Intelligence

• Visualize the relationships your team is developing within key accounts.
• Understand the aggregate relationship strength your team has with an entire account.
• See which contacts with accounts you know best and which you need to know better.
• Run highly personalized account-based marketing plays.

Learn more here.