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 by assessing:
- Automation and bidirectionality
- Architecture tied directly to Salesforce contacts
- Drag-and-drop visualization
- Dynamic navigation
- Paired with an influence chart
- Salesforce Cloud and Quip support
- Growth paths
Download the checklist now!
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