Salesforce Relationship Mapping & Org Chart

When a seller leaves, the relationship stays.

Salesforce-native relationship mapping — built from data in your CRM.

Deployed across 250 KAMs at
Airbus Defence & Space
What we keep hearing

"We have 12,000 contacts in Salesforce. Maybe 200 are mapped to actual influence."

RevOps lead, industrial services

"I keep my real account map in OneNote. Salesforce just has names."

KAM, manufacturing

Salesforce knows the contacts. Not who matters, who blocks, who champions.

What it does

Stakeholder intelligence, end to end — inside Salesforce.

Continuity

Keep relationship context when your team changes.

When a rep leaves an account, the relationship record stays in Salesforce. When a new rep joins, they inherit the prior team's stakeholder map, relationship assessments, and interaction history immediately — no re-discovery, no calls to former colleagues, no PowerPoint org charts to chase down.

Automation

Org charts that update themselves — at zero flex-credit cost.

An AI Agent auto-builds and maintains org charts from Salesforce contact records and email and call activity. No manual drag-and-drop. No third-party AI tax. The agent runs on Salesforce Agentforce as a Salesforce-native ISV extension — a $0 line item on your AI bill.

Influence

See every influence line and support lever across your account.

Stakeholder matrices score every contact on access, influence, and support — color-coded by relationship health and updated from interaction data. When a relationship weakens, the next-best-action surfaces in the matrix: "Two user influencers need to move to advocate status." Managers see the matrix at account level and at opportunity level.

ARPEDIO Relationship Matrix for the Acme account — customer stakeholders as rows (Economic Buyer, Business Buyer, Technical Buyer, User Influencer tiers) with color-coded relationship assessments per account-team member (Good in green, Working On in yellow, Bad in red, Not Assessed in grey). Right panel shows Actions and Suggested Actions: Identify a Technical Buyer, Have good access with 2 User Influencers, Have good relationships with 2 User Influencers, and four more suggested plays.
Shared knowledge

Your team's relationship knowledge, together in one place.

Activity feeds, stakeholder notes, and meeting history all live on the contact record — visible to anyone on the account team. New reps scroll the timeline to understand what's happened; the notes thread answers "what does this stakeholder care about?" without a sidebar conversation. Salesforce becomes the source of truth, not a launchpad for shared inboxes.

Proof

How Airbus Defence & Space scaled stakeholder intelligence across 250 KAMs.

250 KAMs
On one relationship-intelligence model.
KAM1 — training KAM2 — coaching KAM3 — simulation
SAMA Strategic Account Manager certification integrated with the ARPEDIO workflow

From siloed account knowledge to a single global model

Airbus's Centre of Excellence for Strategic Account Management defined a global KAM framework — methodology, three-stage development program, SAMA certification path. ARPEDIO is the Salesforce-native platform that operationalizes it. Account plans, stakeholder maps, and relationship assessments live in Salesforce, accessible to every KAM and KAM coach across the program.

The result: account knowledge no longer resets when contacts rotate or KAMs move on. The Centre of Excellence sees how the program is being applied at account level, in real time.

Read the Airbus story →
Methodology

New to stakeholder mapping?

Stakeholder mapping is the practice of identifying every person who can influence an enterprise sales decision — economic buyers, technical evaluators, user champions, blockers, coaches — and assessing each one's level of access, influence, and support. Done well, it's the operating system for strategic account work. Done in PowerPoint, it's a screenshot from a meeting that happened six months ago. ARPEDIO is built on the SAMA 7-step framework, so the maps your account teams build inside Salesforce match the methodology your KAMs are already trained on.

See the SAMA methodology partnership →
ARPEDIO × SAMA
Methodology partner

Co-developed on the SAMA 7-step framework — the same methodology your strategic account managers are trained on, operationalized inside Salesforce.

  • 1. Customer knowledge
  • 2. Stakeholder mapping
  • 3. Competitive landscape
  • 4. Value creation
  • 5. Account strategy
  • 6. Joint planning
  • 7. Performance review
In the platform

One platform. Three tiers of the enterprise sales hierarchy.

Relationship Mapping sits inside the same Salesforce-native platform that covers opportunity qualification and strategic account planning. One data model, one security architecture, one source of truth.

Opportunity Management
MEDDPICC Assessment & Sales Heat Map

Methodology-derived deal scoring and a leadership heat map that turns the weekly 1:1 into action.

Explore MEDDPICC →
Account Management
Relationship Mapping & Org Chart

Stakeholder intelligence for enterprise accounts. AI-built org charts, relationship matrices, activity timelines.

You are here
Strategic Account Management
Account Planning & White Space

Native Salesforce account plans, SWOT, and white-space analysis — multi-year governance for your most strategic accounts.

Explore Account Planning →
AI Agents — across the platform

AI-generated org charts from existing Salesforce contact and activity data — at zero flex-credit consumption.

See the Agents →
Next in the workflow The map is built — now turn it into the account plan that lives in Salesforce. Account Planning & White Space →
FAQ

Common questions about Salesforce relationship mapping

What's the difference between an org chart and a relationship map?

An org chart shows reporting structure — who works for whom. A relationship map adds the layer enterprise sales actually runs on: who influences a decision, who blocks one, who supports your position, and how strong each relationship is. ARPEDIO builds both — the org chart is the structural skeleton; the relationship matrix tells your team where to focus.

Does ARPEDIO support the SAMA 7-step framework?

Yes. ARPEDIO is co-developed with SAMA, and the relationship-mapping workflow follows the 7-step framework. SAMA-certified strategic account managers apply the methodology they were trained on directly inside Salesforce — same stages, same assessments, no re-learning.

Where does the relationship data live?

Inside your Salesforce instance. Org charts, relationship matrices, and stakeholder notes are Salesforce records — your security model, your retention rules, your governance. Data never leaves Salesforce.

Does the AI org chart work with Einstein Activity Capture?

Yes. ARPEDIO reads contact records, account records, and activity data — including emails, calls, and meetings captured by Einstein Activity Capture. Richer activity data produces a more accurate AI-built org chart.

Will it work with our existing Salesforce contact records?

Yes. ARPEDIO is a managed package on AppExchange — it installs into your existing Salesforce instance with no data migration. The first AI-generated org chart pulls from contacts and activity already in Salesforce on day one.

How much does the AI Agent cost in Salesforce flex credits?

Zero. ARPEDIO's org chart Agent is a Salesforce-native ISV extension on Agentforce — it doesn't consume Salesforce flex credits. There's no second AI tax to use it.

Isn't this just a feature of Salesforce already?

Salesforce holds contacts and activity data; it doesn't structure them as an org chart with influence and support assessments. Building that structure manually is one of the things sales teams say they should do but don't. ARPEDIO closes that gap — and the AI Agent removes the manual burden that kept it open.

Our reps won't update stakeholder data manually. Won't this just sit empty?

That's exactly what the AI Agent solves. The org chart populates automatically from contact and activity data already in Salesforce. Reps don't have to enter the org chart for it to exist — they review it, refine it, and add the qualitative judgments only humans can make: who blocks, who advocates, who's coachable.

The relationship knowledge
stays with the team.

See ARPEDIO's relationship mapping running on Salesforce — a recorded 5–7 minute walkthrough, no form to fill in.

Watch Demo Let's Talk