Contact Map/Hierarchy

Devon Lee
Devon Lee Member Posts: 13 Thought Leader
Third Anniversary First Comment Photogenic
edited October 2023 in CS Technology

What tools are you using to track/map your client contacts? In previous companies, we have used a slide deck with a hierarchy chart, and the sales team at my last company was using Lucidcharts that integrated with SFDC... but we still mostly worked from Lucid and just linked from SFDC. I'm looking into the Contact Hierarchy that is available in Salesforce Lightning - has that worked out for anyone?

I'm looking for something that gets started in the sales process then ultimately CS is responsible for updating and managing. 

Thanks, Devon 

Tagged:

Categories