Relationship Management for Teams & Organizations | Confirmed

Relationship management for teams & organizations

Turn individual relationships into organizational value.

Your people are building valuable relationships. Make sure that knowledge doesn’t stop with them.

Confirmed helps relationship-driven teams capture the people they meet and the context behind those interactions, giving organizations greater visibility into relationship activity across the business — without adding more administrative work.

The relationship data gap

Your team is networking. Is your organization benefiting from it?

Your people meet prospects, clients, partners, advisors, industry peers, and other valuable contacts every day. But much of the context behind those relationships lives in individual inboxes, calendars, phones, notes, memories, and personal workflows.

That creates a gap between the relationships your people are building and what your organization actually knows.

Valuable context stays siloed

Important relationship knowledge remains with individuals instead of becoming useful across the organization.

CRM records stay incomplete

Interactions and context don’t consistently make it into the systems the business relies on.

Follow-up varies from person to person

Without a consistent approach, valuable relationships can lose momentum.

Relationship knowledge walks out the door

When someone changes roles or leaves, valuable history and context can leave with them.

From individual activity to shared value

Make the relationships your people build more valuable to the organization.

Confirmed helps relationship activity become shared organizational knowledge without asking your team to spend more time documenting their work.

Capture

Individuals preserve important contacts and context closer to the interaction.

Connect

Relationship activity moves into the systems your organization relies on.

Understand

Team-level data helps the organization understand relationship activity happening across its people.

Build

Turn that greater visibility and relationship data into lasting organizational value.

Team relationship insights

Visibility without micromanagement.

Insight that helps teams perform, not feel monitored.

Relationship-driven work can be difficult to see from the organizational level. Confirmed’s Team Data Dashboard gives organizations greater visibility into activity happening across their people, without requiring another layer of manual reporting.

See weekly meeting activity across the team with automatic summaries of who is meeting and connecting.

Review activity over time with reporting by week, month, quarter, or a custom date range.

Understand follow-through and identify where important relationships may be losing momentum.

Access shared relationship context so valuable information isn’t limited to one person’s notes, inbox, or memory.

Built into the tools you already use

Better relationship data without more CRM work.

CRM shouldn’t force your team to choose between building relationships and documenting them. Confirmed helps captured relationship activity move into the systems your organization relies on while reducing repetitive administrative work.

Salesforce

Salesforce & CRM

Capture relationship information closer to the interaction and reduce repetitive CRM entry.

Microsoft

Microsoft & Outlook

Keep relationship-building connected to the communication workflows your team already uses.

Calendar & Scheduling

Connect meetings and relationship activity without forcing teams into disconnected workflows.

Google

Google & Gmail

Connect Gmail and Google Calendar so relationship context follows your team, not just one inbox.

No rip-and-replace required.
Explore Integrations →
Built for organizational confidence

The control your organization needs, without getting in your team’s way.

Confirmed is designed to support relationship-driven teams while giving organizational leaders and administrators the security, access, and governance controls they need.

Security & IT Alignment

Work with your IT and security teams to align Confirmed with organizational standards and requirements.

Roles & Access

Give the right people the right level of access with clear roles and permissions.

Team Administration

Manage users, configuration, and team-level settings from a centralized place.

Ownership & Control

Maintain clear ownership of seats, billing, access, and organizational configuration.

Salesforce security review & compatibility Microsoft compatibility
Take Superconnector across your team

Bring Confirmed Superconnector Ultra to your organization.

Give your people advanced relationship productivity — and your organization greater visibility.

Superconnector Ultra includes Confirmed’s most advanced relationship productivity capabilities, including the team-level data and CRM automation organizations need to make more of the relationship activity happening across their people.

Team Data Dashboard

Gain greater visibility into relationship activity across your team.

Advanced CRM Automation

Connect additional relationship activity from Outlook with Salesforce.

The Complete Superconnector Experience

Give your people access to the advanced Superconnector capabilities designed to make relationship-driven work more productive.