Collab
Now Leaving: Spreadsheetville
Juggling too many tools and data sources trying to organize your team?
Get a single source of truth without needing complex setup or training.
Better Meetings
- Access anywhere
- Use for preparation, review, and takeaways
- Identify where a better relationship is needed
- Leverage existing relationships to make new ones
Effective Collaboration
- Share information with your team
- Reduce duplicating efforts
- Avoid omitting important people
- Consolidate services
Resiliency
- Retain institutional knowledge
- Track outreach and relationship history even when people change roles
- No technical resources needed
- Reduce administrative overhead
Lists Update Themselves
Share key lists with anyone on your team to stay on target.
You decide if they can add or remove items to the list, like a new prospect, influencer, contract, or supported legislation.
- Stale spreadsheets = risk of missing important stakeholder engagement
- Lists update dynamically with the most current details and notes, eliminating manual effort
- Access in the office or on the go
- Leverage shared information to get warm referrals and get alerted on changes
Import Your Connections to Find New Ones
Match your existing spreadsheet of contacts, accounts, partners, or opportunities to unique Leadership Connect data.
See current roles, track movement, and see how they can help you develop new relationships.
- Save time keeping your contacts updated.
- Find insights unavailable anywhere else.
- Intelligent, editable matching on current and career details.
Simply Smart Notes
Get your team on the same page. Eliminate extra software, training courses, and unnecessary complexity.
Keep track of your strategy and outreach in the same place where the data already lives, on the web or in the mobile app.
- Add quick notes about meetings, strategic relationships, legislation, or even federal opportunities.
- Save meetings to your calendar and invite your contacts — Leadership Connect fills in the details for you.
- Share notes with your team to prevent duplicated efforts.
- Understand your existing relationships with everyone in an organization, while maintaining data integrity.
