Mindjet Deal Navigator

  • Reveal Relationships not just Reporting Structure.
  • Instantly evaluate opportunities.
  • Analyze complex accounts in a single view.

Available Now on salesforce.com AppExchange

Corporate Sales

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greater insight into
complex accounts

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Mindjet Deal Navigator for salesforce.com


Visualize your next steps for sales success using Mindjet Deal Navigator, a salesforce.com® native application.

In order to win, you need to know your customer’s organization and all the people involved in a purchase decision. This critical information often resides in your Salesforce data, but you need to be able to visualize it in a meaningful way. Mindjet Deal Navigator reveals essential account relationships within a single view so you can see at a glance who matters and what actions are needed.

Create a more efficient and effective sales process and minimize risk by visually identifying all key players and their degree of influence within the Deal Navigator organizational chart. Instantly evaluate sales opportunities using graphical displays of account and opportunity data, easy drag-and-drop editing, and visual indicators that illustrate contact roles and preferences. As a Salesforce native application, all changes are automatically recorded instantly within Salesforce.


Instantly Apply Visual Intelligence to Your Sales Process 

Instantly Apply Visual Intelligence to Your Sales Process

Increase efficiency, ensure consistency across the team, and eliminate time wasted on manual updates with one-click chart creation within salesforce.com. Use easy drag-and-drop editing to make changes. Charts instantly reflect all edits made in Salesforce.

Clarify Sales Strategy Using Visual Cues 

Clarify Sales Strategy Using Visual Cues

See which opportunities each contact is involved in and what their role is so you can quickly identify who’s who and how important they are.

Use Annotations to Highlight Important Information 

Use Annotations to Highlight Important Information

With Deal Navigator, you can use a range of colorful icons, such as flags, to indicate a contact’s disposition toward the deal. The ability to easily add colorful borders, informal relationship lines, and comments dramatically improves chart usefulness.

Maximize Your Investment in salesforce.com 

Maximize Your Investment in salesforce.com

Mindjet Deal Navigator is a Force.com native application that is accessed within a user’s Salesforce.com account. All updates made using Mindjet Deal Navigator are written into the appropriate salesforce.com record in real time.

Focus Attention to Map Out Next Steps 

Focus Attention to Map Out Next Steps

Use the “Filter on Opportunity” command to display only the players relevant for a specific opportunity. Major accounts often contain hundreds of contacts, and the ability to filter by Opportunity Stage and Role and display only the relevant customers or prospects is essential to making opportunity analysis more efficient.

Access Contact Details Within the Map 

Access Contact Details Within the Map

Simply click on a contact to open up an information pane within the map showing contact details.

 

Other Features:

  • Account and Contact Creation from Chart
    Click to create a new account or contact in salesforce.com.
     
  • Search and Tag Relevant Accounts and Contacts
    Edit the org chart view by searching for specific accounts or contacts using different criteria including name, title, department, city, state, province, country, e-mail or account name and tagging for inclusion.
     
  • Identify External Contacts
    Select any contact and click a button to identify that contact as external to the customer organization (the shape of the contact “box” is altered to illustrate the fact that the contact is external)
  • Zoom
    Zoom in and out to increase or decrease the amount of information shown on screen with easy-to-use “slider” controls
     
  • Fit Org Chart to Display
    Click to fit map to screen size
     
  • Center Org Chart
    Click to center map on screen
     
  • Focus on Contact
    Click to focus on selected contact
     
  • Print Chart
    Print any chart displayed using Mindjet Deal Navigator
     
  • Export as High Resolution Image
    Easily share an org chart with others