Relationship Maps
Build a visual org chart and relationship map for every account and opportunity inside Salesforce. See who really makes decisions, track champions and blockers, and map stakeholder influence so you never get blindsided on a deal.
Customise relationship maps to fit the way your team wins business.
Salesforce AgentExchange
Native to Salesforce – data never leaves your org
Built by salespeople, for salespeople
On the AgentExchange since 2010
Built for the way your team sells
Walk in knowing who matters
- Move your deal forward by knowing who to engage and what to do next
- Close relationship gaps by building connections beyond your main contact
- Build support from champions and influencers, and spot blockers early
Utilize relationship intelligence
- Get the full picture of your key accounts with relationship intelligence analytics
- Use your team’s strongest relationships to reach decision-makers, with ownership and influence visible in one shared map
- Pressure-test deals and coach the next move with relationships, coverage gaps and risks visible in one shared map
Make relationships reportable
- Turn relationship intelligence into structured Salesforce data your business can report on
- Make relationship coverage and risk measurable across accounts with Salesforce-native reporting
- Strengthen forecasting with visibility into buyer support, decision-maker access and reliance on a single contact
OrgChartPlus is a highly visual way to not only plot who you already know within an organisation but who you need to get to know in order to progress the relationship and/or opportunity with a particular business.
That it aligns directly with the existing contacts section within Salesforce makes initiating the tool extremely intuitive.
Get in touch
See how our tools can be customised to your sales process — book a personalised demo.