ForecastEra is the #1 account planning, sales, revenue, and demand forecast suite native to Salesforce.

Sales Relationship Mapping Tools Native to Salesforce

Enterprise purchasing decisions now involve an average of SEVEN stakeholders.

One of the hardest things is to be able to track, manage, and report on the stakeholders. Often, in a sales cycle, it is easy to get lost in the client’s buying process without being able to identify the right stakeholders.

ForecastEra’s relationship mapping tool automatically transforms your Salesforce contacts into live org charts.

Our relationship map provides a real-time “relationship score” that tracks the relationship health of a current or prospective client.

Tailor the org charts to meet the needs of your sales teams, sales methodology, relationship types, and hierarchy.

100% Salesforce-native opportunity mapping helps you spot upsell and cross-sell opportunities.

Our client relationship maps provide a guided sales path so that you’re always selling to the right people in the organization.

ForecastEra’s relationship map analytics shorten your sales cycle by:

  • Identifying which contacts are:
    • Decision Makers
    • Influencers
    • Budget Owners
  • Understanding the client’s organization and buying structure
  • Strategically identifying face-offs from your company for key client contacts
  • Recognizing your clients’ key interests for Account-Based Marketing

ForecastEra’s relationship mapping is ready to extend your Salesforce capabilities on day one with:

  • Standard Reports & Dashboard to evaluate the strength of the relationship.
  • Advanced analytics add on options available on request.
  • Supported on the Salesforce Lightning Desktop.

Sales teams with at least 25 Salesforce licenses use Relationship Maps to:

  • Increase win rate by 23%
  • Improve Salesforce adoption by 15%
  • Improve Sales rep productivity by 35%
  • Customer Retention up 7%
  • Accelerate deal close 22% faster
  • Grow deal size by 17%
  • Enhance mindshare with customers

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