Use Relationship Maps to Build Pipeline

Relationships are an unseen undercurrent that influence every deal, and success means knowing the key players and where they stand. If you don’t know relationships, you don’t know sales.

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Upland Altify Account Planning
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Built on the Saleforce platform, Relationship Map accesses contact and opportunity data to help build and inform the plan of action for a given account.

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Draw lines of influence between key players

Green lines for supporters, red for detractors – quickly layout the underlying currents to determine who is truly influencing the decision-makers.

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Quickly assess support, status, and connections

View all contacts in list view to quickly identify your supporters, their connections, and whether they have the power to help your team close the deal.

The relationship map has helped us not only identify the people that matter but also build out a plan of action. I have seen relationship maps move from having 2 or 3 contacts to 20+ and then the opportunity that was previously stalled starts to rapidly progress.

Vera Piscopo
Global Sales Enablement Director at Western Union


The average number of people involved in a B2B buying decision is eleven. Failure to identify these people wastes time and loses deals.


A large majority of B2B buyers, 77%, state that their latest purchase was very complex or difficult, emphasizing the need for influencers.

Know Relationships, Know Sales

Who’s influencing your deals behind the scenes? What internal politics are at play? Get 10 facts every salesperson should know about their deals.

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We know that when we have six people identified as supporters on the relationship map, our close rate goes up by 3x.

JP Knapp
Country Manager, UK, Vocera Communications

Resources to drive impact

Forecast challenges? You have a relationship problem.

The heart of each sales question is the same: How effectively have you built relationships?

Read more

Crime Doesn’t Pay, But Relationships Do

There’s a reason that the “murder board” offers such a strong visual representation of a case and is seen in some of our most favorite crime-shows.

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Know Relationships. Know Sales.

The number one reason deals are lost or don’t happen as forecast is poor relationships. This is your guide to avoiding that fate.

Read more

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