GET EMAIL UPDATES FROM POWERTOFLY
By signing up you accept the Terms of Service and Privacy Policy
BROWSE CATEGORIES
GET EMAIL UPDATES FROM POWERTOFLY
Relativity

"How One Sales Team Became Trusted Advisors to Some of the Largest Legal Divisions"

Below is an article originally written by Adrienne Teeley at Built In Chicago, and published on December 19, 2019. This article is about PowerToFly Partner Relativity. Go to Relativity's page on PowerToFly to see their open positions and learn more.

Katie Connor stepped into a client meeting with a hunch.

The senior account executive at Relativity was at a large company's legal department to give a demonstration of one of Relativity's products, Legal Hold, which automates the legal hold process for users. She'd spent a good bit of time with this client getting to know their business needs and current roadblocks and, in addition to Legal Hold, suggested the full stack of RelativityOne's products, which could drastically improve the legal department's workflow and provide more accurate data than what they were currently using.

Shortly after the meeting concluded, the client responded that they still wanted to buy Legal Hold — in addition to the entire RelativityOne full stack of products.

Connor didn't rely on sales tricks to get the upsell: She was able to draw on the knowledge she'd gained from months of close communication with the client in order to accurately assess the organization's pain points, then offer solutions that would truly benefit them.

This a-ha moment for a Relativity client wasn't the first (or the last time) this has happened. Connor and her fellow team members are a part of the fastest-growing area of go-to-market focus at Relativity — and they're still growing and hiring. Together, they've been working on developing new, direct commercial relationships with the largest companies in the world. So, being able to master Relativity's sales cycle and advise clients throughout all steps of the process, has been vital to getting clients what they need.

Where some might see obstacles in the process, Relativity's sales team sees benefits.

Katie Connor

Senior Account Executive

"Within the next few years, I'm planning to bring in some top new corporations and work even closer with our development partner community and clients. I'm also excited to learn from all the new talent joining Relativity from other top companies across all of our departments."

Ryan Edwards

Senior Account Executive

"We are all able to reach out to each other for ideas and support when needed, which is one of the things I really like about Relativity's culture. We are invested in each other's success as well as our own."

Todd Tucker

Senior Account Executive

"It's exciting to bring in people from a number of different backgrounds and have all of us learn how to work together to best serve our customers."

relativity's office

No such thing as a 'typical client'

In order to get a full picture of what products would work best for their clients, account executives at Relativity set up discovery meetings, demonstrate the software and talk candidly about the path to implementation.

"Relativity's sale cycle is very detailed-oriented. We look at our clients as partners and really work to understand their needs, wish lists and expectations," Connor said.

The relationship between clients and account executives must be so collaborative in part because the client-type varies widely, said Ryan Edwards, a senior account executive at Relativity. Therefore, the work the software can assist with can be applied to many different industries.

"I'm working with interesting people at small and large, global corporations across manufacturing, biotech, pharma, banking and energy," Edwards said. "I could have had a demo with a financial services and insurance company in New York yesterday, a pitch to an energy company in Houston today and a discovery call with a software company in San Francisco tomorrow."

relativity working together

What does the client care about?

Once a potential client is in talks with Relativity, the first task at hand is to analyze the current solutions they use. From there, the account executives will lay out a roadmap for how RelativityOne products can tackle once-daunting tasks.

"We understand there is a different blueprint for every customer," Connor said. "We're strategic to our approach in selling RelativityOne, and we integrate the solution with the needs of the customer."

Edwards and Connor agreed that due to the diversity in the types of companies that reps work with, being able to solve pain points keeps sales interesting at all stages of the process.

"What's exciting for me is the opportunity to learn what people care about, and how RelativityOne can be meaningful on a personal level," Edwards said. "Will it give the client more time outside of work to spend with their family? Will it help them to level-up their skills and prepare for their next role?"

relativity built in chicago

Letting the numbers speak

After this point, the client generally knows what the product can do — but what they don't know is how it can work for them specifically.

"During the consideration process, the customer will want to test the software, speak with our product, solutions and security teams, and have more detailed conversations around on-boarding and support," Connor said. "I do find clients spending quite a bit of time evaluating RelativityOne and its capabilities."

With any addition to a company's workflow, the decision to buy new software and change up operations isn't one any company makes lightly.

"One of the best things I have found to show customers during this stage is the large, robust community of Relativity users and experts that are out there in the world," said Todd Tucker, a senior account executive at Relativity. "It's the biggest advantage of going with a market leader and is a real strength to our customers."

By the time the client signs a contract, an account executive could have already worked with them for several months, becoming a resource and a support system. "In many cases, if not all, you become a trusted advisor to clients," Edwards said. "I believe the innovations that Relativity drives into the e-discovery industry really matter, and I feel that by selling RelativityOne, I can have a real impact on my corporate clients."

relativity built in chicago offices

After the sale

When Connor left that meeting having just sold the RelativityOne full stack to her clients, it was a personal win, but it was also a win for her client — and their clients as well. With their new software, the time they'd save on combing through documents would be a fraction of what they were used to.

The results speak for themselves: According to Relativity, one of its clients used its software to pinpoint a single Chinese character within hundreds of thousands of WeChat messages, unraveling a two-year embezzlement scheme in a matter of days. Another client, facing growing data volumes, used Relativity to cut processing time by 50 percent. If these figures seem borderline absurd, consider that some of these companies need to sort through literally millions of documents at a time.

In some ways, that's another area where RelativityOne is doing the heavy lifting and allowing account executives to get back to what really matters: forming connections and building a network of support that the client will always have access to.

Responses have been edited for length and clarity. Photography by Allison Williams. Ryan Edwards' photo provided by Relativity.
popular

How These Companies Are Celebrating Asian American and Pacific Islander Heritage Month

According to a recent study, anti-Asian hate crimes have risen 150% since the pandemic started. But these acts of violence are not new — they are part of a much larger history of anti-Asian racism and violence in the U.S.

That makes celebrating Asian American and Pacific Islander Heritage Month (which was named a month-long celebration in May by Congress in 1992 "to coincide with two important milestones in Asian/Pacific American history: the arrival in the United States of the first Japanese immigrants on May 7, 1843 and contributions of Chinese workers to the building of the transcontinental railroad, completed May 10, 1869") this year all the more important.

READ MORE AND DISCUSS Show less
Webinars

Supporting Neurodiversity in the Workplace

Only 4% of companies that say they value diversity consider disabilities. Even fewer include learning and thinking differences.

While neurodiversity is a concept that is gaining more awareness, many employers have still not fully grasped the importance (and benefits) of understanding neurodiversity and how to effectively incorporate and retain neurodivergent individuals in their organizations.

READ MORE AND DISCUSS Show less
Videos

[VIDEO ▶️ ] Are You the Right Candidate for the Job? Tips From a Helm Recruiter

💎 Wondering how you can show up as the right candidate for the job?

📼 Press PLAY to hear some insight from a recruiter at Helm into what the right candidate for the job looks like in an interview. Alayna Sye, Helm's Senior Technical Recruiter, knows an applicant is going to be the right for the job usually after the first conversation. Find out exactly what will make you stand out, as well as the steps for the application process at Helm.

READ MORE AND DISCUSS Show less
popular

30+ Ways Companies Are Celebrating Hispanic Heritage Month 2021

Founded in 1989, Hispanic Heritage Month begins on September 15 and ends October 15. The four-week span over two calendar months may seem a bit odd, but it comes with good reason, as it covers independence anniversaries of several Latin American countries, as well as key celebrations in Hispanic and Latin communities. Apart from commemorating major holidays and historic milestones, this month honors the cultures and contributions of Hispanic and Latinx Americans.

We asked some of our partner companies what they're doing to honor and celebrate Hispanic Heritage Month at work this year, and we were inspired by the wide range of responses, from highlighting the impact that employees have in local communities to hosting fireside conversations on allyship to sharing performances and instruction of famous cultural dances.ot only are these companies honoring Hispanic Heritage Month, they're finding ways to spread positive change throughout the year. Here's what they're doing, in their own words:

READ MORE AND DISCUSS Show less
Webinars

The Workplace of the Future: How Companies Can Plan for The Ever-Changing

As vaccination numbers climb and some—though not all—of our collective paranoia begins to dissipate, businesses are starting to reopen. Employers face a key decision: how will they respond? Will they go back to the ways of life before COVID? Or will they adopt more permanently the flexibility and remote-first work necessitated by the pandemic?

As part of our Corporate Circles: Inclusive Conversation Series, join PowerToFly's Global Director of DEI Sienna Brown and Global DEI Strategist & Trainer Zara Chaudary on Friday, October 1st from 12pm to 1:30pm Eastern for an interactive roundtable as we discuss and share the tools and mindset needed to create the office of the future in a post-pandemic world.

READ MORE AND DISCUSS Show less
© Rebelmouse 2020