Terminus Relationships delivers relationship intelligence that keeps Sales and Marketing aligned and hyper-focused on your most important contacts and accounts. By analyzing the email and calendar patterns of all your employees, Terminus Relationships identifies and quantifies the entire universe of relationships that your employees have inside and outside your company. With a shared source of truth, your sales and marketing teams can build, track, and perfect your account-based engagement strategy.
When marketers can explore relationships with contacts and accounts and watch how they trend, they’re able to do amazing things like…
- Generate region-specific lists of your friendliest 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 remarkably powerful lookalike and retargeting audiences.
- Request warm introductions to key contacts or accounts from the people you both trust.
To grant Terminus access to your email data, Relationships must be enabled by an O365 admin* who does the following:
- Enables API access in your O365 environment
- Signs out of secondary O365 accounts
- Receives confirmation that Terminus Relationships has been provisioned in your account
Once the prerequisites have been addressed, you can complete the setup process by following the steps outlined below.
Sign into Email Experiences using your O365 admin’s credentials.
Navigate to Account Settings.
Click on the Integrations section.
Scroll down to the O365 section and click Configure.
Go to the Relationships section of the Office 365 settings and click Connect with Office 365.
In the pop-up window, select the O365 account you would like to connect to.
If you have admin privileges, you will get a Microsoft popup screen asking you to accept a set of permissions. Read these carefully and then hit Accept.
Please note that your O365 admin credentials are not stored in the Terminus system. This step generates a token that our system uses to read calendar and email data - access that you can revoke at any time using standard Microsoft app permissions.
If you do not have the necessary permissions, you will get the following screen:
If you get this screen, please work with your organizations IT and email administrative teams to either get the necessary permissions or get someone that has those permissions to go through these steps.
Employee data will automatically be synced to Terminus within 24 hours. Completion times vary depending on your organization’s email volume.
Once you've enabled the O365 connection, it's time for utilization!
*Please make sure that your O365 admin is an Email Experiences admin.
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