Terminus Relationships for Sales Leaders

Due to lack of visibility, many Sales Leaders struggle with forecasting, opportunity management, and territory planning. Luckily, Terminus Relationships provides a single source of truth so that you can make sure your goals are met quarter after quarter.

Relationships uses artificial intelligence to quantify the entire universe of relationships that your business has with any customer, prospect, or geolocation. By surfacing this type of information back to your sales team, you can do things like…

• Make travel more productive
• Plan better sales territories and field events
• Gain visibility into your pipeline
• Forecast more accurately (coming soon)

Productive Travel

With the help of Location Intelligence, never miss out on connections with key contacts and customers while you're on the road again. Whether you want to connect with prospects at an event or grab coffee with a customer that lives in the city you're visiting, Terminus can help. Explore your company’s network of relationships and get warm introductions to your strongest connections in any region.

See the step-by-step instructions for using Location Intelligence here. 

Sales Territories & Field Events

Using Location Intelligence, find out where your target accounts and contacts actually are to help with territory planning and field events. Leverage geosearches to find out which sales reps have the best connections to specific cities and regions and plan your territories accordingly. With your territories matched to the best-fit sales reps, take Location Intelligence one step further by making sure you’re inviting your best-fit accounts and contacts to every regional event.

See the step-by-step instructions for using Location Intelligence here. 

Pipeline Visibility

Within Relationships, use Account Intelligence to view the relationships your sales reps have across any account, contact, or territory. Gain visibility into your pipeline by understanding how relationships are trending inside target accounts and ensure your reps are talking to the right people at the right time to maintain sales momentum. With a single source of truth, gain a reliable way to track opportunity stage and know when big deals may go closed won.

See the step-by-step instructions for using Account Intelligence here.