Relationship Management

Everyone sees the full picture.

Org chart, relationships and next actions in one place in Salesforce, kept current by AI Agents.

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Sound familiar?

Their CFO has the final sign-off, but the Head of Operations is the one she listens to before she decides.

Knowledge like that lives in one seller's head.
Not in Salesforce.

What it does

Stakeholder intelligence, end to end.

Org chart

From a contact list to an org chart.

Salesforce holds the contacts. ARPEDIO turns them into an org chart the whole account team works from: who reports to whom, who has access, who supports you. The map stays in Salesforce, so a new team member starts with what the team already knows.

Automation

Org charts that build themselves.

AI Agents build the org chart and relationships grid from the contacts and activity already in Salesforce, and keep them current, so the map reflects the account as it is today.

Agent suggestions

The agent suggests. Your team decides.

The agents read emails, call logs and meeting notes in Salesforce and suggest changes: a contact's access, an influence line, a stakeholder missing from the chart. Each suggestion shows its reasoning and sources. Your team accepts or rejects it in one click.

Simulated agent suggestions list: change a stakeholder's access from Unknown to Some access because of repeated recent interactions, and add an influence line because one executive's decisions require another's approval.
Simple by design

One view of the account, with the next step beside it.

Org chart, relationships and details sit in one component, and the Actions dock keeps the next step beside the chart: who to reach, what to do, what the agents suggest.

ARPEDIO Relationships component on the Acme account: org chart with access, cadence, power and support ratings on each card, beside the Actions dock listing open actions with due dates and suggested actions such as identify a business buyer.
Data where it's needed

Click a stakeholder, see what your team knows.

Open any stakeholder to see who on your team knows them and how well, plus their access, power, support, open actions and linked opportunities.

ARPEDIO contact dock open beside the org chart for a CTO on the Acme account: relationship ratings for five account team members, access, cadence, power structure and support level, with tabs for actions and opportunities.
AI Agents · live today

Eight AI Agents, included with Relationship Intelligence.

Built on Agentforce, running inside your Salesforce instance, reading the contact and activity data you already have.

Build the picture
Org Chart Generator

Builds a complete org chart for an account from the contacts and activity already in Salesforce.

Relationships Generator

Builds the relationships grid from who on your team is talking to whom.

Org Chart Optimizer

Refreshes org charts that have gone out of date.

Keep it current
Influence Identifier

Finds who influences whom from recent interactions and suggests the lines to add.

Missing Contact Finder

Finds people mentioned in emails and meetings who are missing from the org chart or relationships grid.

Relationships Analyst

Reviews recent interactions and suggests updates to how each relationship is assessed.

Also included: Contact Researcher, for the latest updates on your most important contacts, and Org Chart Image Uploader. See all AI Agents →

Proof

Relationship maps at enterprise scale.

6,500+ org charts
Spanning more than 60,000 contacts.

Siemens Digital Industries Software

At Siemens Digital Industries Software, more than 12,000 team members use ARPEDIO today, with the deployment contracted to scale beyond 40,000 users under a Siemens AG framework extension signed in May 2026. During migration, ARPEDIO agents automatically created more than 6,500 organization charts spanning more than 60,000 contacts. That let the Siemens team avoid what they call "the blank canvas nightmare," where sales teams built every relationship map by hand from scratch, work that previously took between 10 and 20 hours per chart.

Read the Siemens story →
250 KAMs
On one global KAM framework.
KAM1 · training → KAM2 · coaching → KAM3 · simulation
SAMA Strategic Account Manager certification integrated with the ARPEDIO workflow

Airbus Defence & Space: one model for 250 KAMs

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 means finding everyone who can influence a deal (buyers, evaluators, champions, blockers) and rating each one's access, influence and support. Done in PowerPoint, it's out of date by the next meeting. Every sales organization runs it a little differently, so ARPEDIO adapts to yours: map and assess stakeholders against the criteria your business already uses, whether that comes from SAMA, MEDDPICC, or a framework you are building for the first time.

See the SAMA methodology partnership →
ARPEDIO × SAMA
Methodology partner

Global Technology Partner to SAMA since 2019, in a partnership based on co-creation. Stakeholder mapping is one step of SAMA's account methodology; ARPEDIO runs it inside Salesforce, next to the account assessment built with SAMA.

  • 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 products.

All three run on one Salesforce-native data model.

Relationship Management

Org charts and relationship maps for every account, kept current by AI Agents.

You are here
Opportunity Management

Opportunity health scoring, with a heat map of your current pipeline.

Explore Opportunity Management →
Account Management

Account plans and white space for your biggest accounts.

Explore Account Management →
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 relationships grid tells your team where to focus.

Does ARPEDIO support the SAMA 7-step framework?

Yes. ARPEDIO has a co-creation partnership 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, relationships grids, 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.

Which AI Agents are live in Relationship Management today?

Eight come with Relationship Intelligence: Org Chart Generator, Org Chart Optimizer, Relationships Generator, Org Chart Image Uploader, Influence Identifier, Missing Contact Finder, Relationships Analyst and Contact Researcher. Every agent suggestion shows its reasoning and source records, and waits for a person to accept or reject it.

How does the AI Agent use Salesforce flex credits?

Sparingly. ARPEDIO's Org Chart Generator and Relationships Generator are Salesforce-native ISV extensions on Agentforce, designed to read your Salesforce data in a single pass and write back a structured result, without firing the chargeable action events that drive Agentforce consumption.

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.

One picture of every account,
for the whole team.

Book a demo with our team, or see pricing for your account teams.

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