Data visualization in CRM

  • Increase users adoption in MS CRM
  • Gamification points earned by teams
  • Gamification points earned by users
  • Gamification points earned by users
  • Gamification points earned by users
  • Gamification points earned by users

What you can do with Relationship Charts

  • Align your salespeople to their opportunities – and more, create a strategy for every opportunity using an activity scheduler, color coding and icons, displaying different roles and complexity of their relations and adding new entities when needed.
  • Build Hierarchy Chart with cross functional relationships to understand your customer
  • Use Who Knows Whom Chart to build client relations
  • Display Opportunity decision makers and competitors to miss nothing in your tactics
  • Show Organization Charts to your newcomers to ease their life
  • See Sales Leads Map every morning to be constantly in the know
  • Build Genealogy Tree

Key Features:

  • Embedded chart templates
  • Charts for any entities can be created
  • Cross browser support
  • Activities can be created from the chart
  • Drag and drop right on the map to build connections and relationships
  • Automatical build of Org Charts as well as Charts with Sub-accounts
  • Export chart to PDF or as a picture to email, post to web
  • Display related connections for any chart participant
  • Changes made on chart are updated into the CRM database
  • Lock charts to archive from further changes
  • Set Ghost participant – a placeholder for future investigation
  • Twitter integration

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When you submit the completed form, your personal data will be processed by WaveAccess Services. Due to our international presence, your data may be transferred and processed outside the country where you reside or are located. You have the right to withdraw your consent at any time.
Please read our Privacy Policy for more information.

Related Services

Dedicated Development Team
MS CRM Custom Development & Customization
Application Development

How we process your personal data

When you submit the completed form, your personal data will be processed by WaveAccess Services. Due to our international presence, your data may be transferred and processed outside the country where you reside or are located. You have the right to withdraw your consent at any time.
Please read our Privacy Policy for more information.