Relationship Vista: Uncover Deeper Insights with Simplified Relationship Mapping
Visualizes hierarchies and related Salesforce records in configurable relationship views.
ArdiraFreemium
TrustSphere Relationship Analytics for Salesforce
by TrustSphereSalesforcePaid
Analyze Salesforce relationships, opportunity risks, missing contacts, and introduction paths for sales teams.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
TrustSphere evaluates Salesforce opportunity relationships with decision makers and influencers. Its reports provide communication history and context for customer handovers, including message volume and recency. The product identifies contacts and connections absent from Salesforce and displays relationship coverage and account risks. LinksWithin identifies people who may connect sales teams with prospects.
Key capabilities
from the Salesforce AppExchange listingOpportunity relationship analysis
The Opportunity Action Report estimates opportunity closing likelihood from connections with decision makers and influencers.
Transition reporting
The Transition Report gives incoming staff background on predecessor relationships, communication volume, and communication recency.
Missing contact discovery
Missing Contacts identifies existing contacts and connections that are not recorded in Salesforce.
Account risk visualization
Visualizations display at-risk relationships and accounts, gaps in key-account coverage, and opportunity-closing risks.
Introduction discovery
LinksWithin identifies people inside an organization who may introduce sales teams to prospects.
Sales activity reporting
Use cases
- Sales teams can identify possible internal introductions before contacting prospects.
- CRM analysts and operations teams can use relationship data when creating customer profiles and preparing sales forecasts.
Who it's for
Sales leaders, sales teams, CRM analysts, and operations teams.
How it compares
Relationship Vista provides relationship maps, account hierarchies, related-record views, and opportunity mapping, while TrustSphere also covers missing contacts, communication context, and opportunity relationship analysis. ExecAtlas focuses on mapping executive relationships, whereas TrustSphere includes transition reporting, account-risk visualization, and introduction discovery.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| ExecAtlas for Salesforce | Paid | Cloud |
In the catalog
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«QUICKLY & EASILY CONVERT OPPORTUNITIES INTO DEALS TrustSphere's Opportunity Action Report gives an understanding of how likely your opportunities are to close based on relationships with key decision makers & influencers. ACCELERATE ONBOARDING BY IMPROVING HANDOVER TrustSphere’s Transition Report drives time to …»