AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Org Chart - Relationship Mapping & Organizational Chart App by DemandFarm

Automatic Relationship Mapping | Org Chart | Account Map & Hierarchy Tool

Overview

See How Org Chart - Relationship Mapping & Organizational Chart App by DemandFarm Works

  • AI-powered Org Charts 👉 Let AI do 100% of the grunt work that goes into building complex org charts. 👉 Smart automations & contact recommendations to build org charts faster 👉 Spend time on what "matters the most" - talking to key stakeholders.

  • Visualize complex stakeholder relationships easily 👉 Identify champions, detractors, stakeholder power, influence, and more. 👉 One-click contact view that displays all attributes including opportunity involvement, recent engagement, and more.

  • Built-in Insights Engine to help Account Managers (AMs) take action 👉 A recommendation engine provides your AMs contextual & timely tactical suggestions that help them make better relationship strategies to hit their relationship mapping goals.

  • Engage the entire buying committee 👉 Get a clear picture of the dynamics of the opportunity you’re pursuing. Map out the buying committee, identify opportunity gatekeepers and deal affinity and more.

  • Track C-suite engagement 👉 See how well and often you’re engaging the C-suite and other powerful stakeholders. 👉 Uncover key stakeholders who were overlooked and create engagement plans on the spot.

  • Experience the power of project management right within your CRM 👉 Declutter task planning and tracking with a Kanban-board built for account managers.

  • Make full use of Salesforce's Connected Apps Ecosystem 👉 Surface insights locked up in your sales and marketing tech stack into your relationship maps. Enable marketing and sales teams to run targeted outreach campaigns for your key accounts.

  • Build opportunity (deal) focused relationship maps & org charts 👉 Get a clear picture of the people dynamics of the opportunity you’re pursuing. 👉 Mark opportunity owners, buying committee, opportunity affinity and more.

  • 👉Uncover people dynamics in key accounts with auto-created relationship maps. 👉Get full visibility into the buying committee with opportunity-specific maps. 👉See engagement patterns and craft precision outreach with engagement analytics.

Traditional Relationship Maps or Static Org Charts created on PPTs and random point solutions are a pain to update, don’t scale, and only leave you with questions, not answers. With DemandFarm’s Relationship Maps you can automatically create visual relationship maps and centralize every ounce of deal-critical context and relationship intel inside Salesforce. Empower your sales & strategic account management teams to spend 100% of their time talking to the right people, not building Org Charts. Since 2016, DemandFarm has helped 200+ global organizations like DHL, Zebra Technologies, TaskUs, Slalom, HCLTech, Belden and more uncover relationship blindspots, boost upsell and cross-sell revenue, and centralize key account intelligence. DemandFarm is ISO/IEC 27001:2013 and ISO/IEC 27701:2019 certified as well as SOC2 Type II compliant. To learn more about why 15,000+ users love using DemandFarm to manage their strategic accounts, visit www.demandfarm.com

Categories

Business Needs
Sales
Marketing
Sales Intelligence
Industries
Horizontal Product
Financial Services
Healthcare & Life Sciences
Personas
Business Operations Manager
Business User
Sales Representative / Manager
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Multiple Currencies
Salesforce Shield
Managed Package

More from DemandFarm, Inc.

  • by DemandFarm, Inc.
    Opportunity planning and management for complex high-value deals: 👉 Fully Customizable Opportunity Scorecards and Playbooks 👉 AI-powered opportunity relationship maps 👉 Stakeholder mapping: Capture role in buying committee, opportunity stance
  • by DemandFarm, Inc.
    #1 Native Key Account management app for Salesforce to grow your key accounts - Dynamic strategic account planning - Whitespace analysis & growth planning - Relationship Mapping - Conduct QBRs with 1-click Reviews - Strategic Account KPI Dashboards
  • by DemandFarm, Inc.
    The AI Assistant Built for Strategi Account Managers. Kampanion connects to your tech stack CRM, Conversations, Emails, Account Plans, and more to Surface Deep Key Account Insights and Drive Next Best Actions for Account Growth.
  • by DemandFarm, Inc.
    Account Planning inside Salesforce ✅ DemandFarm is a SF Native Account Planning App for strategic account growth: 👉Spot hidden growth/expansion opportunities 👉Create proactive dynamic account plans inside Salesforce 👉Fix key relationship blindspots