Curating Vital Relationships

 Connect your Contacts, Accounts and Opportunities simply

 

 Discover your key influencers and introducers

 

 Visualize all of your critical relationships

SALESFORCE VIEW

Available on the Appexchange and Salesforce1

Features

Map your important relationships with a simple inline list view, and powerful advanced features

Simple and Intuitive

Relate is a simple and efficient inline list that lives right on the Contact, Account and Opportunity record in your Salesforce screen. Relate works on enterprise and unlimited editions. License includes access for all users. Relationship Visualization is independently licensed.

Identifies Key Influencers

Relate extends standard Salesforce relationships to more accurately capture complex connections. Unlock the full potential of your CRM by identifying your key introducers, influencers, partners and doers.

100% Native

Relate was built with the big picture in mind. 100% native means our app is seamlessly integrated with all standard Salesforce functionality like workflows, reports and dashboards.

Interested in learning more? Get in touch with the Tact team.