Account Relationship Map Overview

Account Relationship Map

What is a Relationship Map?

The Relationship Map is a tool that helps you visualize the relationships between strategic players involved in your strategic accounts. You can define reporting structure relationships and who-influences-whom relationships between those players using a Relationship Map.

How it Works

The Relationship Maps contact data and the Strategic Players data in the associated Gold Sheet for an account are linked. If you define a Strategic Player in the Gold Sheet, Relationship Maps will display that contact. If you remove a contact from Relationship Map, that contact is removed from the Gold Sheet Strategic Players. The converse of both of these examples is also true.

The Relationship Map tool uses a drag-and-drop interface to position contacts and define relationships. A CRM user can create a visual contact map in minutes.

The Account Relationship Map is an organization chart used to identify the key players for an account, and is launched from the account record in your CRM.

Fig. 69, Account Relationship Map


 

Defining Contact Relationships

You can define subordinate-to-manager relationships and who-influences-whom relationships between contacts.

Click and hold the left mouse button on the gray dot above the subordinate's box, drag it over the manager's box, and release the mouse button. A black line connects the two boxes.
 

To define an influence relationship

Click and hold the left mouse button on the red dot above the influencer's box, drag it over the applicable box, and release the mouse button. A red arrow points to the box of the person who is influenced.
 

When using the Account Relationship Map on your mobile device then the responsive view is displayed as:

Fig. 69a, Responsive Account Relationship Map


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