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Relationship Vista: Uncover Deeper Insights with Simplified Relationship Mapping

Uncover and Analyze Your Salesforce Relationships

Overview

Gain Insights into Complex Hierarchies and Customer Relationships. Explore Salesforce Data with Ease for Informed Decisions, Pattern Identification, and Process Optimization. Customize Relationship Maps with Relationship Views, similar to SF list views.

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See How Relationship Vista: Uncover Deeper Insights with Simplified Relationship Mapping Works

  • SYSTEM ADMINISTRATORS Whether you're analyzing complex hierarchies or examining related records in your Salesforce data, 100% native Salesforce RelationshipVista simplifies the process by presenting your related records in an intuitive manner.

  • SALES LEADERS Empower sales leaders with empirical data on team activities to gain valuable insights into customer and prospect status. Maximize revenue generation and minimize loss with informed strategies for optimal results.

  • SALES TEAMS Empower sales team to enhance service efficiency & prioritize the "Customer First" strategy. Gain a comprehensive 360-degree view of customer and prospect relationships across the organization, enabling personalized and effective engagement.

1. Deep insights: Unleash the power of RelationshipVista to gain comprehensive understanding and deeper insights into related records. 360 Hierarchical View, Account Hierarchy, Relationship Map, Opportunity Mapping, Sales Relationship Map, Org Chart, Relationship Mapping 2. Relationship Views: Transform your data visualization capabilities by creating custom visualizations of related records with Relationship Views. 3. Easy implementation: Simply add the RelationshipVista component to a record detail page to start exploring and visualizing your data. 4. Customization options: Configure Relationship Views to include or exclude various related records, group records together, and apply filters to refine your visualizations. 5. Improved decision-making: By understanding the related records, you can make more informed decisions and optimize your business processes. Setup & User Guide: https://ardira.com/relationship-vista/ Pricing: Fixed per Production Org FREE - 5 users or less $299 per org per year - 25 users or less $499 per org per year - 50 users or less $699 per org per year - 100 users or less $999 per org per year - 500 users or less Contact Us for > 500 users

Categories

Business Needs
Productivity
Sales Intelligence
Data Visualization
Industries
Healthcare & Life Sciences
High Tech
Manufacturing
Personas
Administrator
Business Operations Manager
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.
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.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Native App
No Limits
Lightning Ready
Salesforce Shield
Managed Package
Lightning App Builder

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