Know who you spoke to, what was discussed and what comes next.
Keep people, commitments and related files connected so every conversation starts informed and the team’s approach stays nuanced but consistent.
30 minutes · Tailored to your workflow · No commitment
The next conversation should not depend on individual memory.
Broadsight connects meetings, correspondence, commitments and follow-up to the people, organizations and wider communications file, so a handoff does not erase the relationship history.
One connected view
Make relationship context easier to use.
Capture the activity once, connect it to the right people and file, then use the history for preparation, follow-through and reporting.
Shared relationship history
Capture
Meetings
Correspondence
Consultations
Briefings
Connect
People
Organizations
Topics
Related Services
Prepare
Previous conversations
Agreed commitments
Approved messages
Relevant records
Follow through
Outcomes
Next steps
Future activity
Leadership updates
From activity to insight
Understand the relationship landscape.
Ask which organizations are most active, which issues are generating engagement and where follow-up is accumulating.
- Prepare the next conversation with the previous history.
- Preserve commitments, correspondence and outcomes.
- Open the records behind a leadership update or trend.
Relationship history your whole team can use.
Bring one stakeholder workflow and see how Broadsight keeps the people, commitments and next steps connected.
30 minutes · Tailored to your workflow · No commitment