Prolifiq

Prolifiq provides account planning and relationship mapping built natively on Salesforce. Its distinguishing behaviour is generating a relationship map automatically from the contacts already in Salesforce, using AI to infer who reports to whom and who collaborates with whom, rather than asking a seller to build the chart by hand.

Starting from existing data rather than a blank canvas is the entire difference between an account plan that exists and one that does not. Relationship mapping tools fail at the same point every time: they require a seller to sit down and draw an organisation chart, which is work with no immediate reward, so it never happens and the tool goes unused. Generating a first draft from a few hundred contacts already in the CRM inverts that, leaving the seller to correct something rather than create it.

Being native to Salesforce, rather than integrated with it, means the plan lives on the account record where the seller already works and inherits Salesforce's own permissions and reporting.

The trade off is the obvious one. An organisation not running Salesforce cannot use this at all, which is a narrower market than a standalone tool but a much better fit inside it.