Relationship Building


Quickly build personal trust with your customers and clients.

Sales Productivity


Identify and create new opportunities through high-trust relationships.

Performance Management


Use technology to measure your business to business relationships.

Enterprise-wide Execution


Implement best practice relationship management enterprise-wide.

Relationship Capital


Measure, grow and manage your most valuable intangible asset.

Enterprise Workshop
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Enterprise is a framework that provides a project-like management structure for implementing Related Vision’s Engage skills and Traxor Relationship Management system throughout your organization.  It is made up of a number of components

A Catalyst workshop with your key stakeholders is a four-step feasibility and pre-planning exercise that outlines an implementation strategy in sufficient detail for a go/no-go decision. It confirms:

  • Objectives: measurable business (not process) outcomes that define the success of relationship management e.g. increased sales, customer satisfaction  etc.
  • Method: value-based assessment/modeling of methods/processes to achieve goals.
  • Priorities: of methods; those of greatest value get implemented first.
  • Strategy:  broad implementation plan with roles and performance measures defined.


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Enterprise Workshop

Following a “go” decision, the first step in implementation is a two-day Enterprise workshop in which stakeholders learn how to:

  • Create a Relationship Capital growth and management strategy.
  • Use Relationship Capital to create/identify opportunities for new business and identify threats to existing business.
  • Set up and use Traxor to manage your Relationship Capital.
  • Define your Ideal Customer and understand position power and personal influence
  • Measure how secure your relationships are with other people and organizations.
  • Understand the factors that enhance or reduce your Relationship Security.
  • Create relationship-centric Account Management strategies.