ExecRelate Intelligence on directors, executives, and their relationships

Intelligence on directors, executives, and their relationships

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Relationship Manager FAQ

ExecRelate Relationship Manager Visible Path

Why use ExecRelate Relationship Manager?

ExecRelate Relationship Manager, powered by Visible Path, helps business people manage their social network and build relationship capital. With ExecRelate Relationship Manager you can map and manage relationships inside and outside your company, collaborate with colleagues, and build trusted networks that offer deep insight into the relationships you have and broad access to the ones you need.

Our service applies unique social network algorithms that automatically rate relationship strength and path strength to drive new levels of success, efficiency and trust in your social network.

How does ExecRelate Relationship Manager work?

  1. Sign up!
  2. Download the Outlook plug-in to build your network
  3. Connect to your contacts to grow your network
  4. Search for strong paths to the people you’d like to meet
  5. Request an introduction to meet your target

What happens when I request an introduction?

Once you’ve found a strong path to your target and requested an introduction, you’ll be prompted to write a brief description of why you’d like to meet or learn more about your target. This note accompanies your introduction request as it passes along the path to your target. Each Intermediary, or person along the path, then has the option to:

  1. Make the introduction
  2. Ask you for more information about the request, or
  3. Decline to pass the request along. 70% of the time the answer is yes or maybe.

How does ExecRelate Relationship Manager measure what relationships are "strong?"

Visible Path intelligently weights relationship strength to grant you insight into the strength and momentum of your current relationships and find the best paths to new people.

What about privacy?

Visible Path provides best-in-class privacy protections:

  • You own your relationships
  • You control if, when and how you share your relationships
  • You decide whether you are visible or invisible to contacts and colleagues seeking introductions
  • You, and only you, can view the strength of your relationships
  • You control the minimum relationship and path strength required to access your relationships
  • You can unsubscribe and delete your relationships at any time

For more privacy information, see our Privacy Policy

What makes ExecRelate Relationship Manager different?

ExecRelate Relationship Manager applies Visible Path’s unique social network algorithms that automatically rate relationship strength and path strength to help drive to new levels of success, efficiency and trust in your social network.

  • Success. Use the strongest relationships and paths for the most successful introductions
  • Efficiency. Avoid wasting time chasing connections through people with weak relationships
  • Trust. Ensure that you’ll receive requests only from people you know well

How does ExecRelate Relationship Manager collect data?

You can download an Outlook plug-in to automatically scan selected folders. The plug-in never scans what's said, it just scans two categories of information:

  1. contact data
  2. message tracking data such as time and date stamps for statistical analysis only.

How does the Outlook plug-in work?

ExecRelate Relationship Manager offers an Outlook plug-in that eliminates the need to manually enter your contacts. You specify which Outlook files and folders you would like to scan and the plug-in determines which relationships you have by quickly scanning your address book, your email, your calendar and your tasks, without looking at subject lines or the content of your communications. ExecRelate Relationship Manager then looks at your pattern of communication with each person to determine how strong each relationship is. This relationship strength helps determine how well you know a person and how likely you are to make an introduction for that person or to that person. After the scan, you determine which relationships should be hidden and whether you want other people in your network to know that you hold a particular relationship. You can change these settings at any time, delete individual relationships, or unsubscribe from the network and delete all of your relationships.

What content is scanned?

ExecRelate Relationship Manager never scans content. The system ignores email subject lines and email body text, as well as contact card notes, calendar, appointment and meeting information. Relationship Manager never scans task content. The Outlook plug-in only looks at properties of an item that pertain to the people involved and when the event took place.

What types of data does it scan?

The Outlook plug-in scans data including:

Contacts and contact cards

Name, title, company, address, phone, email addresses

Email

Sender name/email, recipient name/email, timestamp

Calendar

Attendee names/emails, timestamp

Appointments

Attendee names/emails, timestamp

Meeting requests

Attendee names/emails, timestamp, response

Tasks and task requests

Assigner & assignee names/emails, timestamp

How is data secured?

ExecRelate Relationship Manager hosts the production systems at a dedicated Internet Hosting Center, which provides carrier class environmental protection including access security, video surveillance, power conditioning, backup power including both battery and generator systems, air conditioning and fire suppression. For more detailed information, please see our Security Policy.

What policies govern the use of information by ExecRelate Relationship Manager?

ExecRelate Relationship Manager is dedicated to maintaining individual privacy. This product complies with major international security laws and regulations. For more privacy information, see our Privacy Policy

What happens if I leave my company?

If you leave your company, you still have your personal Visible Path login, and your relationships stay intact. However, your broader access to the company network and the company's broader access to your network ends.

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