CRM Embedded Experiences: Relationship Map

Last updated: 4 months ago

Who can use this feature?

CRM Embedded Experiences: Relationship Map feature is currently available only with Salesforce and only with Sales Navigator Advanced Plus editions.

The CRM Embedded Experiences: Relationship Map feature offers you a centralized and consolidated place to store, update, and share account information with your colleagues who have a Sales Navigator license from within your CRM. With Relationship Maps, you can visualize and identify account gaps and opportunities to influence the people who matter the most to your deals at your accounts.

The Relationship Map tab within the CRM provides you with a Map view making it easier for you to view and manage your leads in an account. The List view is not supported in the CRM.

Following are the actions that you can perform with Relationship Maps in your CRM:

  • Create a map - Create a new map and add your saved leads or other people of interest at an account.

    To add leads to the map, you can use your saved leads at a company, recommended leads, or you can search for leads using keywords. Then, either click and drag the leads into the correct place on the map or click Add.

    create new relationship map

    Here's a tip

    Every map has a numerical indicator that displays the number of leads that are included in the map.

  • Add roles to leads within a map - Using the contact card, you can assign or add roles to each lead.

    Following are the roles that you can add to a lead in a Relationship map:

    • Decision Maker - The individual with the final say over whether a product or service is ultimately purchased.
    • Champion - An individual that is a strong supporter of the product/service, has power in the deal, and can make introductions for a rep.
    • Evaluator - An individual involved in the active investigation/exploration of the product/service.
    • Procurement - The individual/team responsible for purchasing and buying. They give financial sign-off in a deal.
    • Influencer - An individual in a deal who doesn’t have economic responsibility, but their input carries weight.
    Add role to leads in Relationship maps

    Here's a tip

    After you add leads to a map, you can view additional details about each lead such as their profile picture, CRM badges, latest job titles, and top highlights from the map view. You can also view a lead's profile page in Sales Navigator, by clicking on the picture or lead name in the map.

  • Add and remove leads from the map - Using the map view on the Relationship Map, you can add new leads to the map and remove or replace outdated leads.

  • Share maps with colleagues - You can select users who also have a Sales Navigator license with whom you would like to share a map.

    Share maps with colleagues

    Here's a tip

    Click the expand icon in the upper-right corner of the Relationship Map to expand the Sales Navigator component within your CRM. This makes editing the map simpler.

  • Update information in your CRM in bulk – With a few clicks, you can create or update CRM leads and contacts from the Relationship Map. This ensures that you always have the latest and most updated information available in Sales Navigator and your CRM. Click the Update CRM option on the map to ensure that all contact details in Sales Navigator and your CRM are accurate and up-to-date.

    Important to know

    Sales Navigator admins must enable CRM settings for this feature to work.

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