RELATIONSHIP MAPPING TOOL NATIVE IN SALESFORCE

See the bigger picture with your contacts and map out your next deal inside Salesforce or Quip with relationship mapping software.

The Only Relationship Mapping Tool & Org Chart Software Native in Salesforce and Powered by Lightning

Understand the contacts and leads within an account from a 10,000 foot view or a 10 foot view so you can target your efforts on the relationships that will shorten sales cycles and accelerate deal progress. Do all of this in your Salesforce so your accounts have a single source of truth.

Relationship Mapping Tool Priority Impact Effort
Identify key personas that are involved in a sales cycle and lay them all out into a relationship map High High Medium
Document the individual’s role and influence over the course of the sales cycle High High Medium
Track stakeholder engagement over the sales cycle in a dashboard or report High High Low
Report on number of supporters or champions in a typical deal you win High Medium Low
Input the internal team working on winning the new logo Medium Medium Low
Organizing the map by teams, and structuring who reports to who Medium Medium Low

Relationship Map Features - Why and How We Help You Sell

When it comes to choosing a relationship mapping tool, there are a number of important details to consider.

Bring Your Salesforce Data to Life, Bring 'Relationship' back to 'CRM'

Transform static, one-dimension business interaction models into dynamic org charts and pinpoint your decision makers with drag-and-drop capabilities, relationship lines and badges. Complex accounts need navigation, and this is your map. If selling was a video game, native relationship mapping is the cheat code.

Determine Key Stakeholder Influence, Map and Attack Large Accounts

Templatize the process of connecting sales reps to the right target contacts and leads - seamlessly and efficiently. Unlock opportunities by identifying stakeholder influence in key accounts and new clients. Then celebrate - you've cracked the code.

Relationship Mapping + Quip: How We Compliment Each Other

Manage your contacts inside Quip and your trusted Salesforce CRM. Intelligent, automated entity relationship diagrams are clicks away and contact updates are always bidirectional across your systems.

Customer Stories

"The Prolifiq team was incredibly responsive and receptive to not just understanding our needs, but also delivering on what was promised."
TrueLearn
Caitlin Hayes, Director of Sales Operations
Customer Stories

Relationship Mapping Checklist

Relationship mapping is a high-impact, low-effort way to step up your sales game. Use this checklist to get a boost.

Essential Guide to Relationship Mapping

This relationship mapping essential guide will walk you through the key components of creating a dynamic org chart like a pro.

RELATIONSHIP MAPPING TOOL NATIVE IN SALESFORCE Pricing

Cost effective relationship mapping with a big return on investment.

Frequently Asked Questions

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Relationship maps can be constructed in a variety of ways. For years, people constructed a physical map via a whiteboard or chalkboard in their home or office. Relationship mapping software now makes this feasible in minutes. As sales departments and most reps transition to the digital space, we’ve seen reps copy and paste key stakeholder information onto a Microsoft Word or PowerPoint document and connect those stakeholders with relationship lines. This method typically takes a lot of manual work and time out of your day. Today, there’s specific relationship mapping tools designed for users to map out their prospects or customers by leveraging data in your CRM, creating less manual data entry. If your business is looking to implement strategic relationship mapping, we recommend the third option, as it will save you and your team time and money in the long run. Click here to try our Relationship Map tool today.
Relationship mapping is the process of either physically or digitally constructing a visual diagram of people in a business or professional setting. The goal of relationship mapping is usually to better understand who reports to whom, the nuance of specific relationships within a business, and to serve as another way for sellers to understand where and how they should be prospecting into any said account. Relationship maps are used by Schools and Universities, B2C, and B2B businesses. When done properly, there should be full visibility and alignment from the internal team regarding who you have positive connections with, who there isn’t enough information to know, who has been engaged over time, and where your threats (blockers) are. The foundation for relationship mapping centers around knowing your audience, and aligning resources to engage, persuade, and win them over. Generally, more complex sales that leverage account planning will have maps.
Companies need to know who the key players are. If a sales rep or sales team is tasked with hunting (or growing) a large account, relationship mapping tools help the rep or team gain insight valuable to the rep when prospecting. Accounts with stakeholders that often move around or report to multiple leaders can be tracked and targeted using relationship mapping. Business leaders with dedicated blockers tasked to ‘block’ anyone trying to schedule a call or meeting with these personas can be worked around or engaged strategically when using a relationship map. Regardless of your prospect’s business size, when you use relationship mapping throughout a sales cycle, you and your team have a better and more nuanced understanding of the people you’re selling to. When you’re strategic with your relationships, you get deals in the door quicker.
We have two different scenarios in which our sales teams will build a relationship map. When you are dealing with an account-based GTM approach (ABM, Account-Based Selling), we have our reps create 1-2 maps per week with accounts they are going after in parallel with marketing and our executive leadership team. Their relationship mapping sessions involve identifying the key people for both marketing and sales to engage, along with tracking their engagement and support over time. The other time we have our team leverage relationship mapping is when an inbound lead officially becomes an opportunity. This will differ in every organization, but this helps us make sure our business development and Account Executives stay multi-threaded in their pursuit, and report on who they are working with, and whether that person is a supporter or blocker of the progression of the deal.
This is determined by sales leadership, the Account Executive, and the Business Development team for both inbound leads that become opportunities, and new logo pursuits that are more outbound. Typically, we suggest you go through your CRM data and identify who is typically on an opportunity, or involved in a deal. Identify 3-5 different people or titles that are impacted by this potential investment, and make sure you begin to map out who reports to who, the existing relationships, and existing knowledge you have about each key stakeholder. Our team, for example puts Director/VP of Sales, Sales Enablement Leadership and Sales Operations leadership into the Relationship Map.
A Relationship Mapping process is important because it is the source of truth with how your team will approach and penetrate your existing clients and potential customers. Going through a relationship mapping exercise forces the team to gather information on each of the people that will influence a deal, understand what their challenges are and why your solution can help, and more. This is beneficial for marketing as well, because you can work with the team to segment and target people who might be blocking your progress, or buyers that you want to move to a supporter or champion from a neutral state. Relationship Maps provide a lot of insight into where your gaps in the account are, and what threats you face that could derail your team from winning the deal.
Customer Relationship Mapping is the process of outlining the original team you sold into, but also documenting their colleagues in different business units where there can be expansion opportunities in the future. This map needs to consist of at least 1-2 people in other business units ideally, so that there are clear lines of sight for both marketing, sales and customer service to help drive growth within the account.
While it’s difficult to track tangible ROI tied directly to specific relationship maps, you can track your KPIs related to your deals such as close rates, sales cycle length, cost per customer acquisition (CAC), etc. We’ve seen customers compare these KPIs by deals they were relationship mapping versus deals where they weren't. When you score relationships and have deeper relationship intelligence, retaining accounts, growing them, and winning more deals should all be measurable outcomes with time.
We'd recommend you look at a few different criteria. The first threshold is the number of people involved in sales cycles. If there are more than 3-4 people involved in an average deal, then that is one sign you may need a tool. If the sale is typically 30-45+ days, that is another sign. If your business is more transactional with 1-2 meetings max, you may not need it. Lastly, how reliant is your process on building relationships? If rapport and internal support is important, you should look for a tool.