Relationships

growing your network with the power of relationships relationships in the altrata salesforce app help you see how people and organizations are connected — unlocking new opportunities, uncovering hidden paths, and giving you the confidence to approach prospects with the right context use cases across industries b2c client acquisition identify warm introductions to high value individual prospects through existing clients, partners, and your extended network prioritize outreach to prospects with strong second degree paths, increasing the likelihood of engagement example a luxury travel concierge discovers that a current client is directly connected to a uhnw individual who frequently books exclusive international experiences talent & executive search map direct and indirect connections to prospective candidates and gather background intelligence from shared contacts before approaching them example an executive search consultant learns through the platform that a former client knows a high profile cfo, enabling a trusted referral b2b client acquisition uncover the fastest path into a target organization by leveraging trusted intermediaries, and identify where prospects already have ties to competitors to refine your strategy example a technology solutions firm sees that one of its partners serves on the board of a key target company, opening the door for an introduction fundraising & advocacy leverage the networks of donors, trustees, and advocates to reach aligned high net worth individuals and amplify campaign efforts example a non profit discovers that a major donor is connected to several philanthropists who regularly contribute to similar healthcare initiatives deal making & private equity spot shared connections with founders, investors, or board members to accelerate deal flow, and assess trust and influence before negotiations example a private equity partner finds that a portfolio company ceo once worked closely with the founder of a target acquisition, strengthening credibility before the first meeting alumni engagement maintain connections with former employees and leaders, tracking their career paths to identify collaboration opportunities example a consulting firm reconnects with a former senior manager now leading strategy at a fortune 500 company strategic partnerships & alliances discover indirect paths to decision makers at potential partner organizations and use overlap history to establish credibility early example a luxury hospitality group learns through shared contacts that a prospective corporate partner’s vp attended the same business school as one of their executives competitive intelligence identify where high value prospects have strong competitor relationships to inform targeting and positioning example a wealth management advisor sees that a prospective client has multiple close connections to a rival firm’s senior advisors, prompting a tailored approach what are relationships in the altrata salesforce app? the relationships feature shows how people and organizations are connected — giving you instant insight into first and second degree connections before you start, make sure you have the right access in place pre requisites amp access you must have individual access to altrata’s amp platform email match the email in amp must match your salesforce user email how to get access if you don’t have amp access, contact the customer support team for setup understanding first and second degree connections first degree – a direct connection with no intermediaries example you personally know sarah, who works at abc corp you have a first degree connection to sarah, and to abc corp through sarah second degree – an indirect connection through someone in your network example you know sarah, who knows john, who works at abc corp you can reach abc corp through sarah → john viewing connections in salesforce connections appear directly on a lead, contact, or person account profile the first five are displayed for a quick overview — click see all to view the full list table view chart view adding & editing connections you can manually add or edit connections to supplement those already in altrata data this ensures your relationship network stays accurate and complete add new connections capture important relationships that are not already in the database, enriching your network insights and uncovering new opportunities edit existing connections update relationship details such as type, strength, or associated organization to keep the information current and reliable note you cannot add or edit connections on account records — connections are person to person, not organization to organization adding a new connection editing an existing connection relationship details relationship type defines the link between two people/organizations (e g , colleague, friend, family, business partner, ex colleague, acquaintance) relationship strength visual indicator of closeness weak minimal interaction (thin line) moderate past collaboration or occasional contact (medium line) strong close, ongoing relationship (thick line) upload connections (in bulk) upload a file (e g , csv) of names or organizations to quickly see all matching connections at once — ideal for screening large contact lists identifying connection paths from your contact lists via csv file or linkedin contacts how to access path app launcher → search “altrata” → upload connections note this action will redirect you to the altrata web platform, where you can upload and manage your connections click the app launcher and search "altrata" click "upload connections" tab and "proceed" to navigate to the web platform upload connections via linkedin or csv file when you have no existing connections if no connections exist for a record, you’ll see a prompt like the one below from here, you can choose to upload connections in bulk to grow your network overlap feature the overlap feature helps you understand how well two people know each other by looking at their shared professional history it provides a clear, data driven way to measure the depth of a relationship how it works a role overlap occurs when both individuals held roles at the same organization at the same time the system counts all role overlaps between the two people the higher the number of overlaps, the more shared history they have — and the stronger their potential relationship example if bill gates and curtis mahoney worked at the same organization for less than one year, the connection would be considered moderate strength faq can i add or edit connections on an account record? no connections are person to person only, not organization to organization why can’t i manage connections at the account level? accounts represent organizations, so adding person to person connections there would not accurately reflect real world relationships how long does it take for a newly added connection to appear? because processing is asynchronous, it may take a short while for a new connection to show once processed, it will appear automatically can i use someone else’s login to view connections? no for security and compliance reasons, each user must have their own access i have amp access but still can’t see connections — what now? contact the customer support team so they can troubleshoot the issue can i hide the relationships widget for specific users or profiles? no we can't hide relationship widget for specific users or profiles do connections sync between the web platform and salesforce? yes syncing is bi directional changes in salesforce will appear in the web platform, and vice versa can i see relationships for records that aren’t linked to altrata data? no a record must be matched to altrata data to display connections what happens if my salesforce email doesn’t match my amp email? the integration will not work until both emails match exactly