ORG CHART SOLUTION

Relationship Mapping for Salesforce

Visualize organizational structures and identify stakeholders with influence to win more deals, faster.

  • Build maps in minutes using contacts in Salesforce
  • Track role, activity, advocacy, and influence levels
  • 100% Salesforce native
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Relying on scattered sales notes and outdated org charts?

Visualize buying groups

Map out buying groups to keep track of each stakeholder’s role, advocacy and influence level to ensure you’re spending time talking to the people who can help you win.

Optimize deal reviews and account planning

Quickly bring leaders and other teams up to speed with the context they need to support a deal so every 1:1 coaching session, QBR, and ABM play is a success.

Keep data in Salesforce

Struggling with siloed sales notes and empty fields? Keep data in Salesforce so you can accurately report on attribution, opportunity health, and more. 

What is a relationship mapping tool?

It’s a tool to help sellers visualize organizational structures, understand relationships between members in a buying group, and track who has the political influence to advance deals.

It’s important for leaders of B2B sales teams who sell to complex buying groups to have visibility into who their reps are speaking to help identify gaps and mitigate risks in deals.

How Complete Influence can help

Drag & Drop

Build influence maps using contacts in Salesforce on opportunities

Influence Tracking

Draw lines to uncover who is influencing the decision maker

Notes

Add notes to the map to add context about every interaction

Auto-Sync

Automatically sync changes made to influence maps to fields in Salesforce

Explore More Features
Additional Resources

Looking for more?

Check out our latest blogs and webinars

VIEW ALL BLOGS
relationship map Sales Sales performance
August 8, 2023

What is a relationship map in Salesforce (and why you need one)

Org charts are out. Influence maps are in.
salesforce Sales Sales performance
July 21, 2023

3 Salesforce sales processes stopping you from selling more

Here's what's keeping your win rates down.

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