Complete Influence is a Salesforce-native SaaS solution that enables revenue teams to map, visualize, and manage complex stakeholder relationships within accounts and opportunities. Unlike traditional org chart software, Complete Influence captures not only reporting structures but also the roles, support levels, and decision influence of each stakeholder involved in a deal. The tool allows sales reps to track and update relationship data directly in Salesforce, ensuring seamless handoffs between teams and providing customer success and marketing with the context needed for effective engagement. Managers can quickly assess deal context, spot risks, and guide reps on next steps. The platform supports customization of contact cards and is designed to keep all data securely within Salesforce, with no external integrations required.

Key Features

Stakeholder Relationship Mapping Visually tracks each stakeholder’s role, support level, and influence on deals.

• Maps complex buying committees and decision makers
• Identifies key supporters and blockers

Sales Strategy Planning Enables reps and managers to plan and adjust account strategies.

• Provides deal context for coaching and risk identification
• Highlights opportunities and red flags

Seamless Account Handoffs Stores relationship data in Salesforce for smooth transitions.

• Ensures continuity between sales, customer success, and other teams
• Reduces information loss during rep changes

Campaign Influence Attribution Links contact roles to opportunities for marketing attribution.

• Helps marketers identify which campaigns move deals
• Supports accurate attribution reporting

Salesforce-Native and Customizable Operates entirely within Salesforce with customizable contact cards.

• No integration maintenance required
• Data never leaves the Salesforce org

Benefits

Improved Win Rates and Shorter Sales Cycles Gives sales teams the visibility needed to engage the right stakeholders.

• Increases deal velocity by focusing on key influencers
• Reduces time spent searching for decision makers

Enhanced Collaboration and Handoffs Ensures all teams have access to up-to-date relationship data.

• Improves customer experience and retention
• Minimizes disruption during personnel changes

Better Marketing Attribution Provides marketers with accurate data on campaign influence.

• Supports data-driven marketing decisions
• Improves ROI tracking

Data Security and Compliance Keeps all relationship and influence data within Salesforce.

• No external data transfers or integrations
• Maintains organizational compliance