Customer Success Leadership Community

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  • 1.  Contact Map/Hierarchy

    Posted 06-28-2021 16:44

    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 


    Devon Lee
    VP, Client Success