About Relationship Map
This feature visualizes the connections between customers and individuals within an organization. It is particularly helpful in complex sales deals with various stakeholders, because it enables the identification of key contact points and the organization’s decision-making process. Thanks to these insights, sales executives can tailor their strategies to improve closing rates.
Additionally, this function helps turn deals and contacts into a systematic management dashboard. This information used to heavily rely on sales representatives’ experience and memory, but now it is a shared organizational asset which can be shared across members and apartments to facilitate smooth handover if contacts change.
How to get started with Relationship Map?
1. Registering and visualizing network information
Sales executives first register customer information along with the connections between stakeholders and their roles within the organization. These connections are displayed in a diagram that makes the overall network structure clear at a glance.
Because the system integrates relationships across multiple deals, executives can quickly understand how their organization is connected to the customer. Different types of relationships, including family, friendship, and business ties, are also categorized clearly.
2. Tagging key individuals
Sales executives can tag each person with details such as department, position, rank, and whether they are a key decision-maker. This tagging enables the development of communication strategies that take into account each individual’s role and interests, helping executives approach stakeholders more effectively.
3. Identifying key people and applying insights to strategies
Through the visualized network map, sales executives can identify influential stakeholders and decision-makers and plan the most effective ways to approach them. By combining this with past negotiation history, they can analyze and replicate successful sales patterns.
Even when direct contact is not possible, referral routes through mutual connections can be identified, allowing executives to build trust and advance their sales activities.
About the product: Background and purpose
Modern sales often involve navigating complex relationships and decision-making structures, particularly within large enterprises. As a result, teams frequently struggle with limited visibility into customer networks, which makes it difficult to track projects and manage key contacts. In many cases, this valuable information remains personal to individual sales representatives and is rarely shared as an organizational asset.
To address these challenges, Relationship Map enables organizations to visualize and share relationship data more effectively. By doing so, it enhances collaboration across teams and strengthens both sales performance and long-term customer relationships.
Future outlook
In the future, Geniee plans to leverage AI to automatically generate organizational charts and recommend tailored action plans based on the relationship maps created. Thanks to this, sales teams will gain clearer insights and guidance, which enable more efficient and effective sales activities.
About the tool: GENIEE SFA/CRM
GENIEE SFA/CRM is an input-free SaaS platform that streamlines sales opportunity tracking and data analysis with zero manual input. By integrating AI, it reduces the burden of data entry while ensuring valuable data is automatically captured and stored. In addition, its simple, user-friendly design makes it easy for anyone, even those without IT expertise, to input and analyze data.
Today, GENIEE SFA/CRM is trusted by a wide range of companies, from fast-growing startups to large enterprises.
Download GENIEE SFA/CRM materials here.
Product inquiries:
- Geniee Inc., AI/DX Headquarters, Sales Platform Headquarters
- Contact: Nagashima,
- Phone: 03-5909-8187
- Email:mkt@geniee.co.jp