View Relationship map with a birdeye view
Written by Sukhmanjeet Kaur
Updated at August 3rd, 2025
Table of Contents
Understanding account-level relationship plays a vital role while examining the status of a deal. As a sales rep, you must be aware of where you have relationship gaps to address and mitigate potential risks. As a sales leader, you must track all the interactions made by your sales reps over time, who are least engaged, and who are properly engaged with the accounts. Aviso captures all the interactions made through email and calendar and provides you with a relationships diagram to view all the interactions made over time with a bird- eye view. Every participating team member in the relationship diagram appears with the engagement score and is tagged under the appropriate seniority level such as Executive, Mid Senior, Manager, and so on. This helps you evaluate whether a rep is engaged with contacts with the appropriate seniority levels or not.
- From the Deals screen, click a deal to go to the deal details section.
- Click Relationship to open the Relationship diagram.
The Relationship diagram appears with default date and type of engagements. - Set your required range of days or months and types of engagements such as high to low, low to high, emails, meetings, and last activity date.
- Select any account team member or contact to view the detail of the interactions in the
Relationship diagram and the Details pane.
Relationship diagram appears as shown in the following image. Click an account team member or contact to learn details of their engagement.
You can also hover over the participants to learn the details of their engagement. The opportunity owner, if marked in the CRM, is highlighted in yellow color.
Contact updates notification- From the list of contacts, if there are any updates available to the contact database in the CRM, it triggers a notification. Click Vie wall to open the Contacts screen and sync the updates with the CRM contact database or reject.
View activity summary of any contact from the Relationship map
The relationship map lets you view the activity summary of every contact. Hover over any contact to see the activity summary pop-up. Click the expand symbol on the activity summary pop-up to open the details of the contact's engagement over time. Clicking the expand symbol opens the Engagement overtime (see Get important insights into a deal > Relationship Insights) screen but shows the engagement of the selected contact only.
Details pane
Click any team member or contact from the Relationship diagram and the Details pane beside the Relationship diagram shows the following insights about the team member or contact. If no team member or contact is selected, the Details pane shows the account relationships of all the accounts
|
Highlights |
|
| Scheduled meetings | Any upcoming meetings scheduled |
| Key role | Interacted with any key roles such as CRO, CFO, and so on |
| Most engaged | The most engaged contact |
| Least engaged | The least engaged contact |
| Engagement Breakdown | All the interactions separated by the engagement scores (High, Medium, and Low) |
| Interactions | Number of outbound, inbound calls, and meetings in the current week and in total |
| Least interactions | The last email received, email sent, and meeting attended |
Identify your buyer champions
A buyer champion is a pivotal advocate within a prospective customer's organization who actively supports, promotes, and advocates for the purchase of a product or service. This individual typically holds in9uence, credibility, and authority within their organization, and they play a crucial role in navigating the buying process and overcoming internal obstacles. The buyer champion is also a trusted ally who helps the salesperson understand the organization's needs, goals, challenges, and decision-making dynamics. Aviso reads the Key Champions and Next Best Champions from the CRM fields and shows them on the Relationship page with designation and the last interaction.
The Buyer Champions pane appears above the Details pane beside the Relationship diagram
Hover over the Menu icon against a buyer champion to see the number and types of interactions made with the champion buyer in the past. Click on the Expand icon to open the Engagement Over time page.
