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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