What does the Relationship Charts product allow CRM users to do?
See any logical relationships between any entities
It allows users to see any logical relationships between any entities (for example cross teams relationships, responsibilities relationships, ownership relationships, projects relationships and so on).
Build any relationships and connections on the chart by drag and drop
Relationship Charts allows users to build any relationships (and connections) on the chart by dragging an actor and droping it on another actor that should be connected.
Explore relationships in CRM between different entities
Relationship Charts allows users to explore relationships. Working with a chart you can click at the actor and using the context menu you can bring related entities to the chart– for example for a contact you can bring his former colleagues to the chart, for a deal you can bring the broker who worked on it, for a project you can bring all project members and so on. And you can start from one contact and then gradually explore how this contact is related to everything else – projects, opportunities, other people and so on.
Navigate EASILY between logically connected CRM entities
It allows users to EASILY navigate in CRM. Relationship Charts provides an alternative logical way to navigate between different CRM entities placed on the same chart or on linked charts. Again here there is an idea that you have a subset of data and they are logically related to each other and you can easily navigate from one of them to another one- just by double click on an actor on a chart.
Create activities directly from the chart
Relationship Charts allows users to create activities directly from the chart. The key idea is that Relationship Charts allows people to really “work” with data without “leaving” the chart. You are looking at a contact and you want to schedule a call – you can do it right here with one mouse click.
Guide users through working on opportunities, projects and other complicated things in accordance with best practices and methodologies applied in your organization
Relationship Charts can be used as a guidance tool. The special “business” templates containing ghosts and hints associated with ghosts can guide the users through working on opportunities, projects and so on. They will provide visual indicators of what information is missed and what needs to be done now. This functionality helps companies re-implement their best practices in the visual way. Moreover we expect that standard workflows and such business templates can be used together to provide the best user experience: so that the standard workflow will do their job behind of scene and the chart will visualize what was done by these workflows as well as will help users to trigger the actions that will launch new workflows (for example complete a task from the chart)