Relationship mapping problems

Five relationship mapping problems account teams bring to us.

Deals are single-threaded

Reps map one relationship and call it done. When that contact goes quiet or leaves, the deal has no other path forward.

Champions and blockers are invisible

No one knows who the real decision-makers, champions, and blockers are until a deal stalls or is lost.

Relationship data isn’t reportable

Stakeholder maps live as static diagrams or slides. Leadership can’t see champion coverage or account risk without asking a rep.

Contact intelligence doesn’t cross deals

Org charts show who reports to whom. They don’t show mentors, blockers, or buying paths — the relationships that actually decide deals.

Stuck in a tree structure

A contact’s history — who sold to them, what they blocked, what they championed — is trapped in whichever plan they were last added to.
Part of CRUSH
Also available standalone
Embeds on any Salesforce record

Salesforce relationship mapping features

From AI-built org charts to reportable influence grids — relationship mapping that lives inside Salesforce, not beside it.

Create maps in minutes — not from a blank canvas.

Opt in to AI-assisted map building and Prolifiq lays out your org chart from existing Reports To data in Salesforce. With 80% of the structure in place, you add custom relationships, groups, and badges to finish the map.
BETA
Salesforce contacts248
Import From:ContactsUsersLeads
SS Sandra SmithChief Executive Officer
AW Amy WilliamsChief Marketing Officer
CL Chen LeeChief Information Officer
MW Mike WilsonChief Financial Officer
RJ Ricky JohnsonChief Revenue Officer
JH Joe HernandezDirector of Sales Programs
TH Tiffany HallDirector of Digital Marketing
PR Paul RogersManager of Procurement
AB Amanda BrownVP of Sales, Asia Pacific
ER Emma RuralAdmin
PP Priya PatelGeneral Counsel
NT Noah ThompsonEnterprise Architect
AI relationship mapBig Sky WorldwideGenerated from 248 contacts
Collaborates with
SS Sandra Smith Chief Executive Officer Big Sky Worldwide supporterHigh influence
CL Chen Lee Chief Information Officer Big Sky Worldwide neutralMedium influence
MW Mike Wilson Chief Financial Officer Big Sky Worldwide supporterMedium influence
RJ Ricky Johnson Chief Revenue Officer Big Sky Worldwide championHigh influence
PR Paul Rogers Manager of Procurement Big Sky Worldwide neutralLow influence
AB Amanda Brown VP of Sales, Asia Pacific Big Sky Worldwide blockerHigh influence
ER Emma Rural Admin Big Sky Worldwide influencerMedium influence

Contacts ready to generate

Build a separate map for every deal — so no opportunity gets left single-threaded.

Create as many maps as you need on an account — one for the overall relationship, plus a dedicated map for each open opportunity. Every map pulls from Salesforce contacts and stays as deal teams change.

Know your blockers, champions, and economic buyers at a glance.

Every contact gets an influence level (low, medium, high) and a support status (blocker, neutral, supporter, champion). The influence grid plots your stakeholder landscape visually, so the team knows where to invest.

One click reveals everything the org knows about any stakeholder.

Clicking any contact opens the Omni View — a full cross-deal profile. See every plan and map they appear on across the org, their influence and support level on each, open tasks, and any campaigns joined.

Create maps in minutes — not from a blank canvas.

Opt in to AI-assisted map building and Prolifiq lays out your org chart from existing Reports To data in Salesforce. With 80% of the structure in place, you add custom relationships, groups, and badges to finish the map.
BETA
Salesforce contacts248
Import From:ContactsUsersLeads
SS Sandra SmithChief Executive Officer
AW Amy WilliamsChief Marketing Officer
CL Chen LeeChief Information Officer
MW Mike WilsonChief Financial Officer
RJ Ricky JohnsonChief Revenue Officer
JH Joe HernandezDirector of Sales Programs
TH Tiffany HallDirector of Digital Marketing
PR Paul RogersManager of Procurement
AB Amanda BrownVP of Sales, Asia Pacific
ER Emma RuralAdmin
PP Priya PatelGeneral Counsel
NT Noah ThompsonEnterprise Architect
AI relationship mapBig Sky WorldwideGenerated from 248 contacts
Collaborates with
SS Sandra Smith Chief Executive Officer Big Sky Worldwide supporterHigh influence
CL Chen Lee Chief Information Officer Big Sky Worldwide neutralMedium influence
MW Mike Wilson Chief Financial Officer Big Sky Worldwide supporterMedium influence
RJ Ricky Johnson Chief Revenue Officer Big Sky Worldwide championHigh influence
PR Paul Rogers Manager of Procurement Big Sky Worldwide neutralLow influence
AB Amanda Brown VP of Sales, Asia Pacific Big Sky Worldwide blockerHigh influence
ER Emma Rural Admin Big Sky Worldwide influencerMedium influence

Contacts ready to generate

Build a separate map for every deal — so no opportunity gets left single-threaded.

Create as many maps as you need on an account — one for the overall relationship, plus a dedicated map for each open opportunity. Every map pulls from Salesforce contacts and stays as deal teams change.

Know your blockers, champions, and economic buyers at a glance.

Every contact gets an influence level (low, medium, high) and a support status (blocker, neutral, supporter, champion). The influence grid plots your stakeholder landscape visually, so the team knows where to invest.

One click reveals everything the org knows about any stakeholder.

Clicking any contact opens the Omni View — a full cross-deal profile. See every plan and map they appear on across the org, their influence and support level on each, open tasks, and any campaigns joined.

How Prolifiq Relationship Mapping works

Prolifiq’s relationship mapping software connects directly to your Salesforce contact and activity data — no setup, no manual entry.

Customize every map — AI builds the structure, your team owns the details

Start with an AI-built org chart from your Salesforce contacts, then drag, tag, group, and connect stakeholders the way your team actually sells — not the rigid hierarchy Salesforce gives you out of the box.

Drag-and-drop layout

Arrange contacts into any structure, not just a fixed reporting hierarchy. Placeholder cards also available.

Custom roles and badges

Tag contacts as champion, blocker, economicbuyer, legal, technical buyer, or create your ownrole types.

Multiple maps per account

Create separate maps for the C-suite, individualdivisions, or specific deals, all within thesame account.

Relationship lines

Map direct and indirect relationships between contacts to show informal influence, executive alignment, buying paths, or internal conflict.

Custom groups

Organize contacts by location, team, or businessunit, and map external partners and vendorsalongside internal stakeholders.

Add Contact Tasks

Create a new task to a contact directly from 
the map.
The result: a living, team-wide picture of every account — not a static org chart no one updates.

Up and running fast — with a team behind you

Most software deployments drag on for months. 
Prolifiq is 100% native to Salesforce — no integration, 
no data migration, no separate system — so most teams are live within days.
Dedicated onboarding — a named onboarding specialist walks your team through setup, configuration, and best practices from day one.
In-depth training sessions — live, role-specific training for reps, managers, and admins so everyone gets up to speed on what matters to them.
Video library — a full library of how-to videos covering every feature, available on demand so your team can learn at their own pace.
Detailed documentation — step-by-step guides for every configuration option, use case, and advanced feature.
Ongoing support — your team doesn’t go dark after go-live. Prolifiq’s support team is available to help as your rollout evolves.

Why revenue teams trust Prolifiq

Built for Salesforce — trusted by teams in medical devices, healthcare and pharma, high tech, professional services, industrial, and financial services.
KEY ACCOUNT & RELATIONSHIP MAPPING
“Prolifiq is the single-best way of mapping out your key accounts and decision-makers so that your GTM team is engaging the right people, with the right message on a consistent basis.”
JA
Joao Almeida
Joao Almeida, Commercial Strategy & Operations Manager, Afresh
SCALE ACROSS A GLOBAL ENTERPRISE
“We grew from 450 to over 1,500 seats across multiple divisions and LATAM countries. Prolifiq scales with our most complex global deployments.”
BS
Daniel Brooks
VP of Global Sales Operations, Boston Scientific
EXPANSION REVENUE & COMPETITIVE CAMPAIGNS
“The team is jazzed to say the least — it gives visibility into all cross-sell opportunities and an unprecedented level of intelligence into next-best actions and propensity to buy. We’ve already launched competitive take-away campaigns that are the most successful we’ve ever run.”
NL
Nicholas Ludy
Chief Growth Officer, A-LIGN
KEY ACCOUNT & RELATIONSHIP MAPPING
“Prolifiq is the single-best way of mapping out your key accounts and decision-makers so that your GTM team is engaging the right people, with the right message on a consistent basis.”
JA
Joao Almeida
Joao Almeida, Commercial Strategy & Operations Manager, Afresh
SCALE ACROSS A GLOBAL ENTERPRISE
“We grew from 450 to over 1,500 seats across multiple divisions and LATAM countries. Prolifiq scales with our most complex global deployments.”
BS
Daniel Brooks
VP of Global Sales Operations, Boston Scientific
EXPANSION REVENUE & COMPETITIVE CAMPAIGNS
“The team is jazzed to say the least — it gives visibility into all cross-sell opportunities and an unprecedented level of intelligence into next-best actions and propensity to buy. We’ve already launched competitive take-away campaigns that are the most successful we’ve ever run.”
NL
Nicholas Ludy
Chief Growth Officer, A-LIGN

Relationship mapping software —
frequently asked questions

What is relationship mapping software?

Relationship mapping software helps sales teams visualize the contacts and stakeholders inside an account — showing org structures, decision-making authority, and influence. Prolifiq’s relationship mapping software is built directly inside Salesforce, so your maps stay in sync with your CRM data automatically.

What is the best relationship mapping software for Salesforce?

Prolifiq is relationship mapping software built 100% natively on Salesforce. Unlike tools that sync or integrate with Salesforce, Prolifiq runs on the Salesforce platform — meaning your org charts, stakeholder maps, and influence scores live where your team already works, with no integration required.

What is Salesforce relationship mapping?

Salesforce relationship mapping is the practice of building and maintaining visual stakeholder maps directly inside a Salesforce CRM record. With Prolifiq, your Salesforce contacts are automatically populated into a drag-and-drop relationship map on any account or opportunity record — no external tool, no manual sync.

What is relationship intelligence software?

Relationship intelligence software gives sales teams visibility into the health, sentiment, and influence of their key contacts. Prolifiq surfaces relationship health scores, engagement signals, and stakeholder influence directly inside Salesforce so reps can prioritize outreach and protect strategic accounts.

How does Salesforce relationship mapping work?

With Prolifiq, your Salesforce contacts are automatically pulled into a drag-and-drop relationship map. You can visualize reporting structures, tag stakeholders as champions or blockers, score influence and sentiment, and share maps across your revenue team — all inside Salesforce Lightning.

What is a buying committee map?

A buying committee map is a visual representation of all the stakeholders involved in a purchasing decision. It shows who has budget authority, who influences the technical evaluation, who acts as a champion, and who might block the deal. In Prolifiq, buying committee maps are built inside Salesforce and updated in real time as contacts change roles or engagement levels shift.

What is stakeholder mapping in sales?

Stakeholder mapping in sales is the process of identifying and categorizing every person involved in a buying decision — their role, level of influence, sentiment toward your solution, and relationship to other decision-makers. Effective stakeholder mapping helps revenue teams prioritize outreach, avoid late-stage surprises, and build multi-threaded relationships across the account.

What is the difference between an org chart and a relationship map?

An org chart shows formal reporting structure — who reports to whom. A relationship map goes deeper: it shows informal influence, sentiment, engagement history, and the relationships between stakeholders and your team. Prolifiq gives you both — a live org chart pulled from Salesforce contacts, layered with influence scores, champion/blocker tags, and engagement signals.

Can relationship mapping software integrate with Salesforce?

Most relationship mapping tools integrate with Salesforce via an API sync, which means data can go stale or fall out of sync. Prolifiq is different — it’s built natively on the Salesforce platform, not integrated with it. Your relationship maps, contact data, and engagement signals live inside Salesforce and update automatically with no sync required.

What data does relationship mapping software use?

Prolifiq draws directly from your Salesforce contact and activity data — contact records, email interactions, meeting history, and opportunity associations. It layers on that with manually scored influence and sentiment, stakeholder tags (champion, blocker, coach, neutral), and relationship health signals based on engagement patterns.

Who uses relationship mapping software?

Relationship mapping software is used primarily by enterprise sales reps, account executives, account managers, and customer success teams. It’s especially valuable in complex B2B deals with multiple stakeholders, long sales cycles, and large buying committees — common in industries like technology, financial services, healthcare, and professional services.

How do you create a relationship map in Salesforce?

With Prolifiq, you create a relationship map directly inside a Salesforce account record. Open any account in Salesforce Lightning, launch the Prolifiq Relationship Map component, and your existing contacts are automatically populated into a drag-and-drop org chart. You can then add contacts, draw reporting lines, score influence and sentiment, and tag each stakeholder’s role — all without leaving Salesforce.

See Your Accounts Differently

Book a demo to see Relationship Map in action. Discover how your team can navigate complex enterprise deals with confidence.
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