Relationship Mapper User Guide

Overview

TechnoMile's Relationship Mapper enables you to manage two aspects of your relationship with your Customers, in a visual format. Firstly, the solution allows you to track your customers' perceptions of your organization. Do key individuals at a certain Agency have strong or weak perceptions of your organization? Secondly, you can enter an analysis of how important certain individuals are within an Agency's power structure. There may be an individual several layers down in an organizational chart who you have determined as a key influencer on certain executives. The tool thus allows you to visually represent who an individual influences or is influenced by.

For example, one main purpose is to identify individuals that present challenges to your organization. Such as those whom you have determined are critical to winning a bid however, you may not know them well and they do not have a strong perception of your organization.

TechnoMile's Relationship Mapper can be leveraged on both Account records and Opportunities. Anyone who can access an Agency or Opportunity can view and contribute to maintaining the data contained in this solution, enabling everyone at your organization to be on the same page with managing relationships with your key customers.

Audience

• TechnoMile Growth Users

Prerequisites

Ensure that Growth Module - TechnoMile Suite Sales Cloud Edition has already been installed and configured. The version of this package must be 8.0 or higher.

Contact Mapping on Account Page

1. Open App Launcher, enter text Contacts in the search bar, and click Contacts in search results.
   

2. Click New.
   

3. Enter data in the following fields:

   • Salutation

   • First Name

   • Last Name

   • Account Name

4. Click Save.
   

5. Contact is created, go to its Details tab.
   By default, the Priority, Perception, and Relationship Strengths fields are auto-populated with Medium, Moderate, and Moderate values, respectively.
   

6. Go to Accounts using App Launcher and click to open an Account record that is already linked to the current Contact.
   Account record page opens.

7. Go to the Relationship Mapper tab and click the pencil icon in a Contact card.
   

8. Expand the Relationship Information section, change values of the Perception, Priority, and Relationship Strengths fields to None, and click Save.
   Contact card will disappear from the Relationship Mapper tab.

9. Click See contacts with no data to view a list of Contacts that do not contain any Relationship Information data.
   List of Contacts that are already linked to this Account record display.

10. You can click the pencil icon to edit a Contact’s details.

    NOTE

    The Influencer field has been removed from this Contacts list view.

    To edit details of a Contact, repeat steps 2-5 as shown in this section.

    IMPORTANT

    1. The Contact will then display on the Relationship Mapper tab of an Account record page in the form of a Contact card.

    2. A Contact card displays four fields that can be configured to include other fields using Relationship Mapper Admin by your System Administrator.

Relationship Mapper Tab on Account Page

1. Go to the Relationship Mapper tab.

   Here, you can view a Legend that contains various colors which denote the overall status of a Contact card:

   • Red - denotes that a Contact needs immediate attention.

   • Yellow - denotes that a Contact needs minimal attention.

   • Gray - denotes that a Contact does not contain any data.

   • Orange - denotes that a Contact needs increased attention.

   • Green - denotes that a Contact’s overall status is good.
     

2. Click the pencil icon in a Contact card to edit its Contact record details.
   

3. Click to expand the view of a section.
   Section details display.

4. You can edit section details here, if required.
   

5. Similarly, expand to enter details into the Relationship Information section such as Reports To ID, Priority, Perception, Relationship Strengths, Relationship Success Area, and LinkedIn Profile Url and click Save.

   IMPORTANT

   Note that the Reports To ID field MUST contain a Contact that is already linked to the current Account.

   

6. Click the plus icon on the bottom of a Contact card that was added as the Contact in the Reports To ID field in the previous step.
   A line connects this Contact card to another Contact card above it, as per changes in its Reports To ID field. Relationship Hierarchy changes as per edits made to the Contact record that is listed below:

   • Green color denotes that its Perception is currently Strong and can also display as orange for Moderate, red for Weak, and gray for Blank.

   • Priority M label in orange color denotes that Priority is currently Medium and can also display as L label in green for Low, H label in red for High, and N/A label in gray for Blank.

   • Green thumbs-up icon denotes that Relationship Strength is currently Strong and can also display as black closed-fisted for Moderate and red thumbs down for Weak or Blank.

   • Textbox at the bottom of the Contact card (Further Training, in this case) displays the Relationship Success Area field.

   
   View of another Contact card after changes to its Relationship Information section in the Contact record. Note the changes in the image below:

   • Orange color denotes that Perception is currently Moderate.

   • Black closed fisted icon denotes that Relationship Strength is currently Moderate.

   • Priority H label in red color denotes that Priority is currently High.

   

7. You can also drag & drop a Contact card under another Contact card to change its hierarchy.
   
   
   NOTES:

   1. You cannot create a new tree from a Contact card.

   2. You cannot move a Contact card from one tree to another tree.

   3. You cannot move a Contact card with High priority under a Low priority Contact card.

You can perform the following actions inside a Contact card.

1. Click a Contact circle to view details of this Contact record, along with a list of up to 5 users who have the most recent Strong perceptions for this Contact (Top 5 Perceptions).
   Contact Details with Top 5 Perceptions display.

2. You can click a Contact name to navigate to its respective Contact record page.

3. You can add a Contact image here, if required.
   

4. Click the envelope icon to send an email to this Contact using your default Email Address.
   Send Email to Contact page opens.

5. Enter details such as Subject, Mail Body text, etc. and click Send.
   Note that you can also send emails to multiple Contacts by using a semicolon separated list of Email Addresses.

   

6. Click the Task icon to view Open Tasks assigned to this Contact.
   Open Task details display.

   1. Click to expand a Task to view its details.

   2. Click a Task to navigate to its respective Task record page.

   3. Number at the top of the window denotes the current count of Open Tasks.

   4. You can create a New Task here, if required.

   5. You can also Edit Task here, if required.
      

7. Click the Notes icon to view Notes of this Contact.
   Notes details display.

   1. Click to expand a Note to view its details.

   2. Number at the top of the window denotes the current count of Notes.

   3. You can create a New Note here, if required.

   4. You can also Edit Note here, if required.
      

8. Click the thumbs up icon to view a list of up to 5 users who have the most recent Strong relationship strengths for this Contact (Top 5 Relationship Strength Details).
   Top 5 Relationship Strength Details display.
   

9. Click the LinkedIn icon to view the LinkedIn Profile of this Contact using LinkedIn Profile URL.
   

10. Click the plus icon to add details of an Influencer linked to this Contact.

    

11. Add an Influencer and click Save.
    Influencer is added. In this way, you can add multiple Influencers.

12. You can click the Influencer icon to view the newly created Influencer.

13. You can click an Influencer name to navigate to its respective Contact record page.

14. You can add an Influencer image here, if required.
    

Additionally, you can perform the following actions on this tab:

• Click the minus or plus circular icons on lines connecting two Contact cards to collapse or expand a particular Relationship Hierarchy level.

• Click See contacts with no data to view a list of Contacts that do not contain any Relationship Information data.

• Click the Zoom In or Zoom Out icons to focus in and out of the overall Relationship Hierarchy view and click Reset to restore the default view of the overall Relationship Hierarchy.

• Click the Expand All or Collapse All icons to view a fully expanded or collapsed view of all Relationship Hierarchy levels.

• Click Full View to view Relationship Hierarchy in full-screen mode.

• Click Print to view a print preview of and print Relationship Hierarchy.

• Click the Refresh icon to update and view the most recent data on the Relationship Mapper tab.

• Click the Export icon and then select a format to download Relationship Hierarchy data.
  

Contact Mapping on Opportunity Page

1. Go to Opportunities using App Launcher and click to open an Opportunity record.
   Opportunity Record page opens.

2. Go to the Related tab and click Add Contact Roles in the Contact Roles section.
   

3. Enter a Contact name and click to select a Contact in search results.
   

4. Select Role and click Save.
   

5. Similarly, you can add other Contact Roles.
   Contact Roles are added.
   

Relationship Mapper tab on Opportunity Page

1. Go to the Relationship Mapper tab.

   Here, you can view a Legend that contains various colors which denote the overall status of a Contact card:

   • Red - denotes that a Contact needs immediate attention.

   • Yellow - denotes that a Contact needs minimal attention.

   • Gray - denotes that a Contact does not contain any data.

   • Orange - denotes that a Contact needs increased attention.

   • Green - denotes that a Contact’s overall status is good.

   Note that all the Opportunity Contacts Roles that were recently added to this Opportunity record display on this tab.

   
   To edit details of a Contact card on an Opportunity record page, perform the same steps as shown in this section.

   IMPORTANT

   Note that while editing details in the Relationship Information section of a Contact card such as Priority, Relationship Strength, Perception, and Justification, you can now add your personal information into these fields for a Contact, as shown in the image below.

   The data entered by you in these fields is then visible ONLY to you while viewing a Contact on the Opportunity Relationship Mapper Hierarchy. The global values set at the Contact-level will still be visible on the Account Relationship Mapper Hierarchy. As such, the Contact’s Priority, Relationship Strength, and Perception may be different on the Account compared to the Opportunity.

   NOTES:

   • Based on Contact Role Owner, the Perception, Priority, and Relationship Strength fields are populated.

   • If the Perception, Priority, and Relationship Strength fields are not populated, then these fields will take default values of Moderate, Medium, and Moderate, respectively.

2. You can also click the Edit Contact Role icon to edit the details of an Opportunity Contact Role.
   

3. Edit Opportunity Contact Role details here, if required.