Product Roadmap

Account flag that's true only when a map contains both a Champion and a Decision Maker — so empty-shell maps don't count as coverage.

Bulk-associate Opportunities with Objectives, surface Closed/Won on linked deals, and let admins configure how objective completion % is calculated.

Enable colored Relationship Group Types on maps so contact cohorts are visually distinct and admin-governed.

Consolidated ROI dashboard on the Opportunity record so teams assess pursuit economics without leaving the deal.

Embed a sales methodology checklist component in Opportunity Management so reps run pursuits against your standard playbook.

Continuously re-score map members from activity and conversation data, surfacing where sales labels diverge from behavioral evidence.

Surface Relationship Maps where the Decision Maker has no recent engagement so leaders can audit CSM activity.

Bring governed external data onto Relationship Maps to fill in contacts and context.

Clone an existing Relationship Map from one Opportunity onto another so teams don't rebuild the same org chart for repeat business.

View multiple Relationship Maps under one Account on a single canvas so cross-functional relationships are visible together.

Split large Relationship Maps into linked pages with cross-page hierarchy navigation for enterprise accounts.

AI proposes groupings for Account Contacts not yet on the Relationship Map so teams spot coverage gaps faster.

Link Relationship Map Decision Makers to open Salesforce Opportunities so pursuits stay tied to the live buying contact.

Show Task Type (Meeting, Call, Email, etc.) on each task row in the Strategy/Objectives tab so teams see activity type at a glance.

Show LinkedIn profile photos on Relationship Map contact cards.

Show more than one Relationship Map when presenting.

Show a Cross-Sell Map at the business-unit level so teams can see whitespace across a customer's units.

Clone a Relationship Map onto another Account Plan instead of rebuilding it.

Let admins choose whether the Strategy tab lists objectives, accounts, or another Salesforce object.

AI drafts starter Account Plans from CRM data and flags gaps, stale items, and risks in existing plans.

Add engagement matrix, graph, and admin-configurable custom object tabs to Contact OmniView on the Relationship Map.

Add deal scoring and scorecard visibility to the Opportunity Plan so reps and managers see why a deal sits where it does.

See related accounts together so teams can plan across a customer family, not one account at a time.

Show how often each Relationship Map contact is engaged so coverage gaps are visible.

Send notifications when Relationship Map signals change, including outside Salesforce.

Alert teams when a Decision Maker changes on a Tier 0 Relationship Map.

Suggest email-thread participants who are missing from the Relationship Map.

Give Account Plans a health view so teams can see account risk at a glance.

Group visible Relationship Map cards by an attribute such as Level or Department — visual layout only, without creating new Relationship Groups.

Switch Relationship Map layout direction without rebuilding the hierarchy.

Create or relate a Salesforce Campaign from selected Relationship Map contacts.

Export selected Relationship Map contacts to Excel or CSV.

Upgrade CRUSH surfaces to render correctly under Salesforce SLDS-2 (Cosmos) without breaking orgs still on SLDS-1.

Filter visible Relationship Map cards by contact and card attributes so large accounts stay focused.

Pick a sort field on the Relationship Map and show that field's value on each card.

Plan a territory as its own Account Plan, with ranked accounts and manager rollups, instead of one plan per account.

One Activities tab on the Account Plan showing all objective and opportunity activities together.

Sort visible Relationship Map cards by name or a card attribute (e.g. Level) while keeping the hierarchy intact.

Quarterly booked and projected revenue on the Account Plan, rolled up from Opportunity Line Items.

AI drafts Relationship Maps from CRM signals so teams start from a useful first draft, not a blank canvas.

Connect custom Solution objects to the Cross Sell Map for customer-specific whitespace analysis.

One Activities tab on the Account Plan showing all objective and opportunity activities together.

Sort visible Relationship Map cards by name or a card attribute (e.g. Level) while keeping the hierarchy intact.

Quarterly booked and projected revenue on the Account Plan, rolled up from Opportunity Line Items.

AI drafts Relationship Maps from CRM signals so teams start from a useful first draft, not a blank canvas.

Connect custom Solution objects to the Cross Sell Map for customer-specific whitespace analysis.