Overview

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Identify the people that matter and visualize the buyer’s organization so you can build relationships with the right people, and increase your win rate.

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Key aspects:

• Assign business role aImage Removednd and decision-making status for each stakeholder.
• Understand stakeholder coverage by quantifying the relationship status.
• Add influence lines, conflict lines and informal reporting lines to better understand the organizational power structure.
• Provide additional details for each stakeholder’s background along with goals to add context to your conversations.
• Create Relationship Maps on both the Account and Opportunity levels.
• Export Relationship Maps as images or PDF to share in meetings or presentations.

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1.  Access to Account and Opportunity level map list related to the Account 

2. + Add - Creates a new Account level Relationship Map
3. Access to Organigram
4. Clears filters, toggles to full screen or exports list as XLS
5. Refreshes the map list
6. Click on the column header object (Name, Primary,..) to rearrange the data
7. Applies Filters -  set, apply or clear filters
8. Shows number of Stakeholders in the map
9. Edits map name and sets map as Primary or Deployed
10. Deletes the map

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1. + Add  Add a contact to the Opportunity Stakeholder List
2. Display the map for drag and drop functionality
3. Import Data or Delete All Records
4. Shows % progress of Stakeholders Role Goals 
5. # of Economic Buyers present / goal
6. # of Procurement Stakeholders present / goal
7. Click on the column header object (Name, Reports To, etc..) to rearrange the data
8. Click on Name to open Stakeholder Overview
9. Inline editing for key attributes
10. Edit Stakeholder
11. Delete Stakeholder

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• Accounts can have multiple maps, Opportunies Opportunities can have only one map.
  • Account Maps: Maps of individual business units inside the target organization (e.g. Legal, Procurement, etc.)
  • Opportunity Maps: Maps of individual Opportunities associated with the account
• Multiple Account Maps can be associated with a single Account
• Each Opportunity can have only one Map
• Account level map Map menu provides access to the auto generated Organigram.
  • The Organigram displays a Relationship Map based on the 'Report Reports to' field in Account related Contacts.
  • Changing a 'Reports to' heirarchy hierarchy on the Organigram will change the 'Reports to' field in the Salesforce Contact.

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• Click + Add button
• Enter map Name, select Primary or Deployed and Save.
  • Primary: Makes the map the Account's primary map. Each account may have only one primary map.
       Note: Selecting Primary will override the current primary map. Primary map cannot be imported into other map or added as Submap.
  • Deployed: Makes the map generally available.
       Note:  Deployed maps can be imported into other map or added as a Submap.
• Click the Save button. 
  • You will be redirected to the mapping tool once the record is saved.

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• Name the Map, select Primary if needed, select Deployed if needed.

Note on Account Map Display

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Opportunity Maps are created from the individual OpportunityOpportunities.

Opening a Relationship Map

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Stakeholder Layout & Navigation 

The following describes the relevant components and related navigation. 

1. Contact Photo - Upload/change/delete a photo or url link.
2. Stakeholder Name - Opens a new window with contact information.
3. Title - Title
4. Company - Account Name / Company Name
5. Address - Opens the location in google maps.
6. Role - Indicates the Stakeholder's role in the buying process.
7. Relationship - Indicates the depth of the relationship.
8. Decision Status - Indicates the Stakeholder's status in the decision making process.
9. Support Status - Indicates the depth of relationships between Stakeholders.
10. Detail Tab - Display Stakeholder information.
11. Actions Tab - Add tasks
12. Notes Tab - Add relevant notes about the Stakeholder.
13. Covered By - Indicates the person from your organization responsible for this stakeholder.
    Note: The 'Covered By' tab is only visible on Opportunity level Relationship Maps. If this field is not displayed, it has been disabled in the Admin Settings.
14. Contacts - Key Stakeholder contact attributes.
15. About Stakeholder - Provides an overview of the Stakeholder, including goals and background.
16. Additional Contact Fields - Displays additional Stakeholder attributes provided by your organization.
17. Edit - Edit Stakeholder information.
18. Delete - Delete Stakeholder. 

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• Hide or display existing Lines and Flags

  • Hiding or displaying existing Lines and Flags is done from the main relationships map page.

  • Click the  icon on the right side of the Map surface

  • Toggle to display or hide lines or flags

    • Note: Deselecting individual flags from the Stakeholder node must be done from the ClosePlan admin tab > Environment > Relationships > Fields

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