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Relationship Intelligence: The Secret Weapon in Your Inbox

Inbox Love - RelateIQ

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My presentation at Inbox Love on 10/29/2014. See http://www.inboxlove.com.

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Relationship Intelligence: The Secret Weapon in Your Inbox

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Biggest Data Source for the Sales Professional

Sending and receiving on average 115 emails every day, that’s nearly 600 emails per week or close to 30,000 per year.

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The goal is to use this data to make us more efficient.

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Why do we put email at the center of RelateIQ?

Two Big Problems1. Individual: Impossible to search, sort, and make sense of it all on an individual

level. • Unwieldy• Unstructured• Flat and lifeless.

2. Organizational: The problem only gets worse on an organizational level. • who is emailing whom • what signals in those interactions can help with collaboration

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Automation+

Augmentation=

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Secret Weapon #1: Suggesting Follow-Ups

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Secret Weapon #2: Determining Closest Connections

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Secret Weapon #3: A Supercharged Inbox

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Secret Weapon #4: Collaborative Stream

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How do we approach building our product?

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#1 – Start with a solid infrastructure base

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#2 – Build fundamental data product building

blocks

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#3 – Prioritize using a set of product frameworks

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Key Factors for Success

• Rapid Deployment• Automatic Data Capture• Collaboration• Data Science• Mobile• Sharing/Privacy

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Product Principles – How We Build

• For our users:– Love– Compassion– Consistency, Clarity, Transparency– Design for Simplicity & Focus

• For ourselves:– Building Product is a Team Sport– Intellectually Honest and Curious– Hypothesis-Driven– Speed

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Product Hierarchy of Needs

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Keys to adoption

• Develop as a team & revisit as needed

• Circulate widely– Share with entire team– Post everywhere– Measure products against them and use in product

reviews– Pop quizzes!

• Share externally– http://blog.relateiq.com/product-principles/ – http://blog.relateiq.com/product-hierarchy-needs/

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#1 Start with a solid infrastructure base

#2 Build fundamental data product building blocks

#3 Prioritize using a set of product frameworks

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Thank you!

• To learn more:– http://www.relateiq.com

• Or reach out to me:– Daniel Francisco– [email protected]– http://www.linkedin.com/in/dfrancisco– @dancfrancisco