Relationship Charts for Dynamics CRM™
Is your CRM system suffering poor user adoption?
Do you need to manage complex relationships in CRM?
SalesCentric Relationship Charts™ reduces the effort
required to use CRM and make it easier for people to
manage relationships between customers, partners and
colleagues.
Increase sales CRM User Adoption With Relationship Charts
Solid and consistent user people see and manage
success adoption underpins success of relationships with key decision
CRM implementations. Many makers, qualify opportunities
Improve user CRM systems add more better and increase sales
administration to already busy performance.
adoption
people, who in turn become
reluctant to adopt the platform. Once CRM has been
Drive CRM data configured, Relationship Charts
accuracy Relationship Charts can be implemented within a
Relationship Charts reduces the few hours. Relationship Charts
effort required to use CRM and is Certified for Microsoft
Extend the power makes it easier for people Dynamics CRM.
of Dynamics CRM manage and share complex
relationships between customers,
partners and colleagues.

CRM Account Management Relationship Charts or display informal relationships
People, who work with large Being able to visualize these between key contacts. In fact,
customers and partners, relationships, even when the Relationship Charts can be
manage complex and changing information is up to date in configured to show any
relationships. CRM, is the main challenge for information within CRM.
most users – and Relationship
Standard CRM helps users Charts resolves that challenge. Accounts and Sub Accounts
manage Accounts and their Easily manage one-to-many
associated Contacts or Easy to Use and many-to-many
Opportunities via different With intuitive charts and simple relationships. For example,
forms, each with multiple tabs, mouse movements, reorganize Accounts and their
views, look-up fields and Relationship Charts helps sales Sub-Accounts and save to CRM
relationship tables. Users open people see and manage their
many forms to enter their data - customer and partner Automatic Charts
time consuming administration relationships, to better qualify Define rules to create charts in
for already busy people. opportunities, increase sales one move
and improve forecast accuracy.
When presented with multiple Users simply drag and drop Any CRM Entity
forms-based user interfaces, Actors (for example, Contacts, Manage any CRM or Custom
users find it difficult to recognize Accounts, Opportunities or any entity. Display Users, any CRM
relationships within CRM. other CRM entity) on a chart to entity or custom entity on a
People cannot easily identify display and manage their chart
the corporate hierarchy, relationships. The information is
subsidiary divisions or their automatically saved within the Drag and Drop
relationships with partners. It’s CRM system for other people to To store relationships between
difficult to visualize how see and use. users and contacts, even when
employees are organised within defined within custom entities
an account, or the influence Relationship Charts can
they have on sales automatically present pre- Update CRM
opportunities. Yet relationship configured charts, which can All data changed on a chart
management is fundamental to then be updated by the users as updates CRM
the success of CRM required. In an instance, people
will see who are the key Export to Excel
Since many users do not take contacts within an account, Share charts with colleagues,
the time to do this, not all display an Account and related partners or customers
account and opportunity Sub-Accounts or their ‘Ghosts’ if
information is entered in CRM. the data is not already defined Easy to Install and Configure
Managers, who don’t enforce in CRM. Relationship Charts Certified for Microsoft Dynamics
CRM updates, often rely on can display opportunities CRM, Relationship Charts is
spreadsheets instead. related to an account, and the easy to install and configure
orders relating to opportunities,
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