Checklist for Relationship Mapping

A ready-to-use checklist to take down the most valuable deals in your most valuable accounts.

When it comes to choosing a relationship mapping tool, there are a number of important details to consider. This relationship mapping checklist will walk you through the key components of implementing, creating, and sustaining a relationship map process.

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What's Inside

With all the changes in the sales landscape, you need the constantly evaluate and evolve your sales strategies. This checklist will help you revamp your approach so you can provide your team with the right type of relationship tool that includes:

Automation and bi-directionality

Architecture tied directly to Salesforce contacts

Drag-and-drop visualization

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We work closely with you through personalized business onboarding to meet your goals and priorities, and technical onboarding to ensure your Salesforce Administrator is fully enabled to hit the ground running.

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