Org Chart

Highlights

• AI-powered Org Charts 👉 Let AI do 100% of the grunt work that goes into building complex org charts. 👉 Smart automations & contact recommendations to build org charts faster 👉 Spend time on what "matters the most" - talking to key stakeholders.
• Visualize complex stakeholder relationships easily 👉 Identify champions, detractors, stakeholder power, influence, and more. 👉 One-click contact view that displays all attributes including opportunity involvement, recent engagement, and more.
• Built-in Insights Engine to help Account Managers (AMs) take action 👉 A recommendation engine provides your AMs contextual & timely tactical suggestions that help them make better relationship strategies to hit their relationship mapping goals.
• Engage the entire buying committee 👉 Get a clear picture of the dynamics of the opportunity you’re pursuing. Map out the buying committee, identify opportunity gatekeepers and deal affinity and more.
• Track C-suite engagement 👉 See how well and often you’re engaging the C-suite and other powerful stakeholders. 👉 Uncover key stakeholders who were overlooked and create engagement plans on the spot.
• Experience the power of project management right within your CRM 👉 Declutter task planning and tracking with a Kanban-board built for account managers.
• Make full use of Salesforce's Connected Apps Ecosystem 👉 Surface insights locked up in your sales and marketing tech stack into your relationship maps. Enable marketing and sales teams to run targeted outreach campaigns for your key accounts.
• Build opportunity (deal) focused relationship maps & org charts 👉 Get a clear picture of the people dynamics of the opportunity you’re pursuing. 👉 Mark opportunity owners, buying committee, opportunity affinity and more.
• 👉Uncover people dynamics in key accounts with auto-created relationship maps. 👉Get full visibility into the buying committee with opportunity-specific maps. 👉See engagement patterns and craft precision outreach with engagement analytics.