Relationship Map

Building opportunity and account relationships is all about understanding the people and the politics involved in the customer's buying decision.

With this understanding, you can devote your time to the right people, and talk to them about the right issues. It also helps you to avoid unwelcome surprises during the course of the sales cycle.

That's where relationship maps come in. The map provides a visual representation of:

  • The people in the buyer’s organization who are involved in your opportunity or account.
  • Important information about each one, including their relationships with each other.

Each account or opportunity can have a single relationship map. In Altify Account Manager, you can view versions of the map that only display contacts in a particular account division.

Each person on the map has a contact card. This makes it easy to see how everyone is connected, formally and informally, with other contacts involved in buying decisions.

You can also see each person’s level of support for you and your coverage with them.

Opening a Relationship Map

To view an account's relationship map, click the Go to Relationships button in the Altify section on the Account record.

To open an account's relationship map from the opportunity map, click the account's relationships icon (indicated below). The relationship map opens in a new tab.

To open the account relationship map with only contacts of the relevant division displayed, click the relationships icon for that division.

More About Relationship Maps