Relatas is an AI-driven platform designed for sales professionals. They can streamline the proposal process and also get real-time insights about client engagement as well with it. It acts as sales assistance that helps teams boost decision-making and deal-closing more effectively. Moreover, its AI also predicts sales trends.
It even helps you create sales quotes, along with pipeline management features. This tool ensures consistency and creates a seamless branded experience as well. You can handle the proposal process easily by managing everything in one place.
| Relatas Review Summary | |
| Performance Score | B+ |
| Assistant Quality | High-quality assistance |
| Interface | User-friendly Interface |
| AI Technology | Machine Learning Algorithms, Relationship Intelligence |
| Purpose of Tool | It helps sales teams sell faster and smarter with AI-powered insights and eliminates manual data entry. |
| Compatibility | Web-based Platform, Integration |
| Pricing | No visible pricing model on its website currently |
Who is Using Relatas?
- B2B Sales Teams: They can use this tool to improve execution and streamline sales processes easily without any manual work.
- Sales managers: Best tool for sales managers to decrease revenue loss and improve forecasting.
- Sales professionals: They can get real-time insights and use it’s AI to complete transactions more quickly and with less work.
- Account managers: They can maximize sales results and manage customer relationships more effectively with the help of this tool.
Relatas Key Features
| Proposal Management | Real-Time Insights | Branded Experience |
| AI-Powered Guidance | Streamlined Sales Process | CRM Integration |
Is Relatas Free?
Currently, it doesn’t support any visible pricing model. For that, you need to request a demo from it’s website.
Pros & Cons
Pros
- Offer data-driven predictions about futuristic sales.
- Best B2B sales platform for sale forecasting and account management.
- You can close more deals without any data entry tasks.
- Support CRM integrations with real-time insights as well.
Cons
- Offer a learning curve for new users.
- Provide limited customizations for advanced users.
FAQs
How does Relatas improve revenue forecasting
It handles client interactions and offers data-driven insights for improving real-time forecasts. Plus, it also reduces revenue loss and boosts sales deals.
Does Relatas support integrations?
Yes, it supports integrations with various CRM platforms for better workflow.
How does Relatas eliminate data entry for sales teams?
This tool automatically captures and organizes all the sales data, so sales professionals don’t have to do any manual data entry tasks. It also reduces revenue loss and saves time.
