Company org chart builder for account mapping
Try this example in Tines 3B
Import nowThis workflow - Account Mapper- turns your Salesforce contacts into an interactive org chart for each account and opportunity, then layers the buying committee on top. Account executives and customer success managers can see who reports to whom, who makes the decision, who supports them and where the gaps are. Reporting lines and opportunity contact roles set on the chart can be written back to Salesforce, so your CRM stays accurate.
The problem
Enterprise deals involve multiple decision makers across different teams. The picture of who matters usually lives in a rep’s head, or on a slide that’s out of date by the next meeting. Salesforce holds contacts as a flat list, with reporting lines and buying roles often missing. That makes it easy to miss a decision maker, rely on a single relationship, or walk into a renewal with a stale view of the account.
Solution and impact
The workflow builds each map from data already in Salesforce, so nobody starts from a blank page. Title rules and AI sort contacts by seniority and department, and a levels view keeps the map useful even when reporting lines are missing. On every opportunity, a committee checklist shows whether you’ve identified a decision maker and a champion, whether the deal is single-threaded, and which high-influence detractors could block it. Presentation mode hides internal notes and labels so reps can walk customers through the map, and maps export as images for account plans and QBRs. It ships with demo data, and its roles, fields and rules can be tailored to your own sales process.