BeeCastle analyses your relationships and provides a single metric for your engagement with your contacts and companies through a relationship score.

According to relationship score, the status of a contact or company's relationship can then be categorised into Inactive, Fair or Healthy. This allows users to have complete awareness of the status of their relationships and thus pro-actively manage important relationships.

Each relationship score takes into account up to 20 factors. For example:

  • Frequency of interactions e.g. a dinner held last night contributes more than a dinner 3 months ago
  • Duration of interactions e.g. A 10 minute check-in has less impact compared to a 2 hour review
  • Type of interaction e.g. was it a social meeting or an administrative email?
  • Who you are in contact with - e.g. interacting with a decision maker will contribute more to your relationship score than interacting with a team member or senior influencer
  • How you have rated the interaction e.g. rating an interaction 5 stars will boost your relationship score whilst a 1 star rating will cause your score drop

Setting your organisation's preferences for relationship scoring

Personalise your relationship score by selecting how regularly you would like to be in touch with contacts and most valued method of contact. These answers will then be used as a benchmark that influences how BeeCastle scores each of your relationships.

Frequency of contact

For example, if you select monthly as your expected frequency of contact, your relationship score will decrease faster than it would had you selected quarterly or half-yearly. A monthly expectation would require more regular communication from you and your team than quarterly or half-yearly, in order to maintain healthy relationships.

Preferred type of contact

For example, selecting meetings as your preferred method of contact will reduce the impact emails and calls have on your relationship score. Alternatively, selecting emails as your preferred method of contact will result in email interactions have a larger impact on increasing your relationship score.

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