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Buying and evaluation

How do I build a business case for relationship intelligence software?

Build the business case around a specific revenue workflow that is currently underused or costly, then test whether relationship intelligence improves it. Show credible account coverage, execution effort and qualified outcomes. A large graph or connection count is not a financial case; the argument needs a clear owner, total cost and measurable business contribution.
October 8, 2026

State the problem in buyer terms

Examples include difficulty reaching strategic accounts, customer introductions that are never completed or event invitations that consume too much team time. Pick one primary use case so the evaluation has a fair success standard.

Test leading indicators first

Use real targets to measure relevant people found, potential paths, connector-confirmed relationships and approved requests. These establish whether there is useful coverage; they do not yet prove revenue.

Follow the approved requests through delivered introductions, held qualified meetings and accepted opportunities. Preserve evidence for each step.

Present cost and return separately

Include software or service fees and internal effort. Show scenarios using observed conversion rates or clearly labelled assumptions. Treat open pipeline as potential future value, not realised ROI.

Compare against the practical alternative: manual research, additional headcount, another provider or continuing the current process. Include what each alternative would still require your team to do.

Orbb's service model is relevant where coordination and execution are part of the bottleneck. The business case should demonstrate both useful access and work actually completed, rather than treating every discovered relationship as incremental pipeline.

Related questions

Orbb researches the relationships your company already has — across customers, employees, investors and partners — then runs the introduction end to end, from finding the path to the meeting in the calendar.
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