FAQ

What is Relationship Intelligence?

Business runs on relationships, and relationships run on RelPro! Relationship intelligence is the insight you need on companies and business decision-makers, both prospects and clients, to help your business grow. RelPro (short for Relationship Professional) is a comprehensive source of relationship intelligence, integrated from numerous best-in-class sources, delivering company and executive insights, contact details, news and research, all accessible through a powerful search capability that includes over 100 filters. This unparalleled integration of people and company intelligence enables you to quickly answer questions like:

• Which companies should I target?
• Who should I contact at these companies?
• How do I reach them?
• What can I learn about them before I call or meet them?
• How do I stay up-to-date and in touch with people & companies of interest?

What is RelPro?

RelPro is a B2B Relationship Intelligence solution. RelPro helps you find, learn about and stay in touch with companies and their decision-makers. RelPro clients have access to company and people insights, including contact details, on 7+ million companies and 150+ million decision-makers worldwide through one easy-to-use experience. RelPro saves you considerable time through integrating data and workflows as it helps you:

• Identify more prospective customers who are likely targets for your products and services
• Know more about them to better personalize sales proposals and marketing campaigns
• Quickly source accurate contact details (email and phone numbers) to connect with them
• Stay up-to-date with real-time company and executive alerts
• Integrate your workflow between your CRM, company websites, popular social media sites and RelPro intelligence without any need for rekeying

What do I use RelPro for?

B2B Sales, Marketing & Relationship Management Professionals use RelPro for these valuable benefits delivered throughout the business development lifecycle:

• Find leads & prospects
• Keep in touch with prospects & clients – with the right message at the right time
• Learn more about them
• Obtain email addresses & direct-dial phone numbers for executive decision-makers
• Qualify leads with news & intelligence
• Prepare for sales calls & meetings
• Personalize marketing campaigns
• Use “who knows who” networking to open doors for new business
• Find guests for your event that match your ideal profile
• Assess new markets & quantify total addressable market (TAM) size

Learn more about our solutions for Marketing, Business Development, Sales, Account Management, Relationship Management and the Technology teams who support with them here.

Which industries use RelPro?

The RelPro solution is ideal for B2B business development professionals in companies and organizations delivering high-value products and services, where building trust and relationships with prospects and clients is critical from the start. Our unrivalled coverage of companies (both the largest global firms and across the middle-market) make RelPro an ideal tool for anyone who is looking for executives who make purchasing and financial decisions. Non-Profit Development teams and University Advancement professionals also use RelPro to find donors and corporate partners. Our clients include:

• Financial Services (including Banking, Wealth Management and Insurance)
• Private Equity firms (for themselves & for their portfolio companies)
• Professional Services (Consulting, Marketing Agencies)
• Technology companies
• Life Science companies
• University Advancement teams
• Non-Profit fundraising

What are the benefits of RelPro?

• RelPro saves time by providing an integrated source of intelligence on companies and business executives, delivering multiple sources of contact information, news and intelligence integrated seamlessly into your workflow
• RelPro accelerates business growth – you spend less time finding leads and more time on higher-value activities that expand opportunities and build revenue
• RelPro delivers ROI fast with immediately actionable leads, valuable insights from automated research, more accurate targeting and quality contact details leading to faster connections, fewer false leads and bounce backs

Find out what our clients have to say about the benefits of RelPro – read our reviews on G2 Crowd.

Why should I select RelPro over other data providers and professional networking sites?

RelPro has been developed by a team with hands-on experience in relationship management and with extensive experience in the financial services, private equity, wealth management, professional services, technology and non-profit sectors. We’ve been in your shoes. That’s why we’ve built RelPro to deliver accurate, up-to-date and comprehensive intelligence and actionable contact details on companies and their senior decision-makers integrated from multiple best-in-class sources (there is, in our experience, no single “nirvana” source out there!). Our customer success team are an on-call resource to help you get the most out of RelPro, providing training, practical advice, metrics and stakeholder reviews. We listen closely to what our clients have to say, and incorporate their feedback into RelPro’s product development. We are constantly on the look-out for new sources of intelligence and news to integrate into RelPro. We welcome client feedback on other data sources that they use which can be integrated into RelPro to save you even more of your precious time.

What are the sources of your data?

RelPro partners with trusted, best-in-class B2B data sources. Our partners include BoardEx, Crunchbase, D&B, HG Insights and ZoomInfo. Additional wholesale data partners integrate dozens of other sources of valuable B2B content. RelPro’s Artificial Intelligence platform enriches this data with timely news and social media content. We provide this intelligence to clients in comprehensive profiles on people and companies, and in data file exports and APIs. (Learn more about our partners here)

How reliable is your data? Is it validated?

While no source of B2B business development intelligence is perfect, RelPro achieves unparalleled coverage and quality by integrating multiple best-in-class sources. You can also search for profiles updated ‘as of’ a specific date to filter the most current results. We guarantee 90% accuracy of names and email addresses updated within 12 months of the date you export the profile. Speak to our Customer Success team to learn more.

What roles, company sizes and industries do you cover?

RelPro achieves unparalleled coverage and quality by integrating multiple best-in-class sources. Our broad and deep coverage includes:

• Board, C-Suite and senior management positions in public and private companies from the Fortune 500 to small and mid-sized companies with revenues as low as $1 million
• Mid-level decision-makers (Business Heads, Team Leaders and Managers) across all functional areas including IT, Risk & Compliance, Sales, Finance, HR, Marketing, Engineering, Project Management & Purchasing, Event Organizers & Philanthropic Officers
• All private sector industry sectors, public sector organizations (except the Federal Government) and education institutions

Contact our Customer Success team to learn more about RelPro’s coverage in your areas of interest.

Do you have data on small-to-medium-sized businesses? (SME/SMB)

Yes. RelPro is the most comprehensive business development tool integrating people and company data for small and mid-market businesses. We partnered with Crunchbase to further enhance our coverage in this area. Read more about our partnership here.

How much of your coverage is in the US vs the rest of the world?

Our coverage of 150+ million decision-makers and 7+ million companies is split about 50:50 between the US and the rest of the world.

What if I have a custom request?

Our team of seasoned industry professionals are available to help address your specific relationship intelligence needs. We can provide custom research, data cleansing and other tailored data management needs. Contact our Customer Success team to discuss your specific need.

Is RelPro GDPR compliant?

Yes, for individuals who are located in the European Union, EEA and Switzerland, from May 25th, 2018, all processing of such individual’s personal data by RelPro will be performed in accordance with privacy rights and regulations following the Regulations (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the processing of personal data and on the free movement of such data, known as the General Data Protection Regulation (“GDPR”).

Some data in RelPro is available for free on the web. What additional advantage does RelPro provide?

Internet research of companies and people is very time-consuming, and it often produces incomplete or inaccurate results. By adding our data integrated from best-in-class private sources, RelPro delivers insights to you in a matter of seconds that you would never have been able to replicate.

Can RelPro help identify companies who have installed a specific technology?

Yes. Our premium Technology Search filter enables you to find companies using a targeted technology. RelPro currently covers the “behind the firewall” technology stacks of more than 1.5 million companies, covering 5,500 products from 2,500 vendors across 100 categories. View all vendors, products and technology categories covered by the Technology Search filter here.

Can RelPro help identify companies who have secured borrowings (from UCC filings)?

Yes. Our premium UCC Intelligence and Search features enable you to see a company’s UCC filings and secured borrowing activity within the past 5 years. The powerful UCC Search Filter enables you to find companies with secured borrowings in your targeted market (industry / company size / location) and also companies who have relationships with a particular secured lender. Our current UCC coverage consists of more than 1.5 million filings.

We’d like to make more of our colleagues’ connections to help open doors at new prospects and deepen relationships across existing accounts. How do we identify these connections?

RelPro’s Relationship Mapping engine (part of RelPro’s Enterprise Contact Optimizer solution), and Connectivity Analytics for senior executives (powered by BoardEx), will reveal these connections for you and enable you to find out “who knows who.” Speak with our Customer Success team for more information and suggestions on the ideal relationship mapping solution for your particular needs.

I want to research and qualify people I met at an event. How do I use RelPro to do this?

To make it easier and faster for you, make a list and send it to your Customer Success Associate. We’ll upload the list to your RelPro account. Log into RelPro to access the list and begin your research. RelPro’s comprehensive profile information will give you the insight you need to score the lead and decide the best action for follow-up.

Can I upload a list of companies or people to RelPro?

Yes. Just send the list to your dedicated Customer Success Associate who will upload it to your account. Log into your account to view profiles for the people and companies on your list.

Does RelPro integrate with existing workflows solutions?

Yes. Integrate information from RelPro directly to your CRM (Salesforce, Microsoft Dynamics and NetSuite). For all other CRMs and MarTech platforms, and for any other offline analysis of RelPro intelligence, just export data from RelPro as a CSV file.

Jump directly from a RelPro profile to LinkedIn, Crunchbase, Twitter and BoardEx whenever these buttons appear on the person’s RelPro profile.

When you’re viewing a company’s website and have the RelPro Google Chrome extension installed, you are also able to open the company’s RelPro profile without leaving the website to quickly:

• View RelPro intelligence on the company
• Find targeted executives (including those in user-defined “favorite roles”)
• View executive profile highlights (including email address, direct dial and company phone numbers)
• Sign up for weekly alerts (company and decision-makers)
• Export contacts to Salesforce
• View the full company profile in RelPro for more detailed information

The RelPro Chrome extension also displays contact details for a person whose profile you are viewing on LinkedIn without leaving the LinkedIn screen. Download the RelPro Google Chrome extension here

What web browsers does RelPro support?

IE11, Chrome, Firefox and Safari.

Can I use RelPro on my phone?

If you need to access RelPro on the go, access our mobile site from the internet browser on your mobile phone (we recommend Google Chrome). Why not give RelPro a try? Sign up for a free, 2-week trial here.

What formats are available for data download?

CSV , vCard, Adobe PDF and we also integrate directly with popular CRMs (Salesforce, Microsoft Dynamics, NetSuite).

The data in our CRM is out of date. Can RelPro help?

Yes. RelPro provides data cleansing and data enrichment to clean, update and de-dupe your data. We’ll improve the quality of your data and the effectiveness of your CRM. Speak to your Customer Success Associate to discuss your requirements.

We’ve just merged with another company. How do I combine our people data?

RelPro’s powerful ECO (Enterprise Contact Optimizer) engine can eliminate fragmentation, stale data and workflow inefficiencies and create a customized contact ecosystem tailored to your needs.

How can I see a live Demo?

We’re happy to take you through our solutions. Simply fill out the form and someone from RelPro will be in touch shortly! Alternatively, you can also call or email us.

Do I need a subscription to use RelPro?

Yes. Each annual license comes with unlimited searches and the volume of profile views/exports you need. We offer license packages for enterprises, teams and individuals. Contact us for more information or sign up for a demo.

Is RelPro expensive?

RelPro is very affordable. Using poor quality data, or multiple data vendors is WAY more expensive! Our platform is competitively priced with packages tailored to the number of licensed users and the volume of data exports you require. Contact us for more information.

How do I access RelPro?

RelPro is delivered as a Software as a Service (SaaS) platform. Log into RelPro from our website or from your laptop or desktop using this URL app.relpro.com.

Do you have a user guide?

Yes, our Customer Success team distributes “quick-start” user guides to all our clients. Live chat is also available when you’re signed into the platform for immediate assistance.