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Considerations for Using Radius Customer Exchange

Your Radius Customer Success Manager will work with you and your partner to set up your partnership and your programs. During the process, keep these considerations in mind.

Legal Requirements

Before we can create an RCX partnership, Radius must have received all legal documents from both partners.

Data Access

RCX identifies records in Radius' business graph that are common to both partners, and then uses records from the graph itself for insights, segmentation, and deployment. Radius Exchange never shares data from one partner's CRM records with the other partner.

Visibility

Users have View Only access for partners’ segments and partners can view names and descriptions (but not details) of each other’s RCX goals. Partners can also let each other build segments that include Radius matches for their custom signals, though one partner can’t see the custom signals, themselves.

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