Reporting by custom segment/division within an account
Reporting by custom segment/division within an account — User want to group contacts into custom divisions (e.g., battery division vs. drone division) and then pull activity data (quotes, opportunities, conversion rates) tied to those groups — all within the tool, rather than having to build separate Salesforce reports outside of Prolifiq.
Nick Campion about 10 hours ago
maps
Idea
Reporting by custom segment/division within an account
Reporting by custom segment/division within an account — User want to group contacts into custom divisions (e.g., battery division vs. drone division) and then pull activity data (quotes, opportunities, conversion rates) tied to those groups — all within the tool, rather than having to build separate Salesforce reports outside of Prolifiq.
Nick Campion about 10 hours ago
maps
Idea
Email-based contact suggestion
Email-based contact suggestion — User suggested a feature where the tool detects contacts appearing in emails (CC'd, etc.) who aren't in the relationship map yet, and prompts the user to add them and place them in the hierarchy.
Nick Campion about 10 hours ago
maps
Idea
Email-based contact suggestion
Email-based contact suggestion — User suggested a feature where the tool detects contacts appearing in emails (CC'd, etc.) who aren't in the relationship map yet, and prompts the user to add them and place them in the hierarchy.
Nick Campion about 10 hours ago
maps
Idea
Automation assistance for building org/relationship charts
Automation assistance for building org/relationship charts — Building and maintaining maps is very manual and time-consuming. They want some kind of AI or data-assisted way to auto-generate hierarchies, whether from Salesforce titles, LinkedIn data, or other sources. Userl clarified this isn't specifically a LinkedIn integration request — it's more generally about reducing the manual effort of chart building.
Nick Campion about 11 hours ago
maps
Idea
Automation assistance for building org/relationship charts
Automation assistance for building org/relationship charts — Building and maintaining maps is very manual and time-consuming. They want some kind of AI or data-assisted way to auto-generate hierarchies, whether from Salesforce titles, LinkedIn data, or other sources. Userl clarified this isn't specifically a LinkedIn integration request — it's more generally about reducing the manual effort of chart building.
Nick Campion about 11 hours ago
maps
Idea
Maps by Product Type and Contact Roles
Product-Specific Roles Need: Assign product-specific roles within a single relationship map. Goal: Reflect Semperis's multi-product business model, where different people often make decisions for different products. Example: Label contacts as "Decision Maker: ADFR" and "Decision Maker: DSP." Solution: Add a product-specific label field to contacts and enable filtering/reporting on it. Maps by Product Type and Contact Roles: The final point addressed was the need to designate contacts as decision makers or champions for a specific product within the relationship map. Since there is currently a rule allowing only one relationship map per account, the team agreed that within that map, it would be useful to add an additional label to designate the contact's role (e.g., decision maker) for a specific product (e.g., ADFR or DSP) (00:24:17). This added label would then be used to build a report and enable filtering capabilities (00:25:09).
Nick Campion about 11 hours ago
Idea
Maps by Product Type and Contact Roles
Product-Specific Roles Need: Assign product-specific roles within a single relationship map. Goal: Reflect Semperis's multi-product business model, where different people often make decisions for different products. Example: Label contacts as "Decision Maker: ADFR" and "Decision Maker: DSP." Solution: Add a product-specific label field to contacts and enable filtering/reporting on it. Maps by Product Type and Contact Roles: The final point addressed was the need to designate contacts as decision makers or champions for a specific product within the relationship map. Since there is currently a rule allowing only one relationship map per account, the team agreed that within that map, it would be useful to add an additional label to designate the contact's role (e.g., decision maker) for a specific product (e.g., ADFR or DSP) (00:24:17). This added label would then be used to build a report and enable filtering capabilities (00:25:09).
Nick Campion about 11 hours ago
Idea
Linking Maps to Salesforce Opportunities
Linking Maps to Salesforce Opportunities Need: Link the Decision Maker from a relationship map to the corresponding open Salesforce opportunity. Goal: Ensure sales opportunities are always associated with the correct decision-maker contact. Status: Sasha Selimotic will provide more details via email. Connecting Decision Makers to Open Opportunities (Sasha's Item): Mark Beebe briefly raised an item from Sasha Selimotic, who was no longer on the call, about tying the decision-making contact identified in the relationship map to an open opportunity in Salesforce. The goal is to ensure that decision makers, especially for specific products, are associated with the relevant sales opportunities, moving away from siloed information. Mark Beebe noted they would follow up on this item via email (00:26:03).
Nick Campion about 11 hours ago
Idea
Linking Maps to Salesforce Opportunities
Linking Maps to Salesforce Opportunities Need: Link the Decision Maker from a relationship map to the corresponding open Salesforce opportunity. Goal: Ensure sales opportunities are always associated with the correct decision-maker contact. Status: Sasha Selimotic will provide more details via email. Connecting Decision Makers to Open Opportunities (Sasha's Item): Mark Beebe briefly raised an item from Sasha Selimotic, who was no longer on the call, about tying the decision-making contact identified in the relationship map to an open opportunity in Salesforce. The goal is to ensure that decision makers, especially for specific products, are associated with the relevant sales opportunities, moving away from siloed information. Mark Beebe noted they would follow up on this item via email (00:26:03).
Nick Campion about 11 hours ago
Idea
Alert managers when a contact is changed in a relationship map.
Alerting on Decision-Maker Changes Need: Alert managers when a Decision Maker is changed in a relationship map. Goal: Proactively manage risk, especially for large accounts with upcoming renewals. Solution: Log the change as a Salesforce activity or create a dedicated report. An email alert is a less preferred option. Alerting to Decision Maker Changes in Tier Zero Accounts: A key risk management objective is flagging when the decision maker or economic buyer has changed in a Tier 0 account map (00:14:47). Mark Beebe explained that a change in the decision-making contact alerts management to the need to build a relationship with the new person, especially if a renewal is approaching (00:15:38). Nick Campion clarified that the desired outcome is for a manager to be notified when an employee changes the decision maker internally within the relationship map (00:21:44). Mechanism for Alerting to Decision Maker Changes: The preferred mechanism for alerting managers to a change in the decision-making contact is through a Salesforce report, which would allow them to see which accounts had this event occur, rather than relying on an email alert that might become noise (00:22:45). Madhava Kotte proposed creating a task or activity to keep track of the change event (00:21:44). Mark Beebe reiterated the value of the report, particularly when related to large accounts and renewal dates (00:23:34).
Nick Campion about 11 hours ago
Idea
Alert managers when a contact is changed in a relationship map.
Alerting on Decision-Maker Changes Need: Alert managers when a Decision Maker is changed in a relationship map. Goal: Proactively manage risk, especially for large accounts with upcoming renewals. Solution: Log the change as a Salesforce activity or create a dedicated report. An email alert is a less preferred option. Alerting to Decision Maker Changes in Tier Zero Accounts: A key risk management objective is flagging when the decision maker or economic buyer has changed in a Tier 0 account map (00:14:47). Mark Beebe explained that a change in the decision-making contact alerts management to the need to build a relationship with the new person, especially if a renewal is approaching (00:15:38). Nick Campion clarified that the desired outcome is for a manager to be notified when an employee changes the decision maker internally within the relationship map (00:21:44). Mechanism for Alerting to Decision Maker Changes: The preferred mechanism for alerting managers to a change in the decision-making contact is through a Salesforce report, which would allow them to see which accounts had this event occur, rather than relying on an email alert that might become noise (00:22:45). Madhava Kotte proposed creating a task or activity to keep track of the change event (00:21:44). Mark Beebe reiterated the value of the report, particularly when related to large accounts and renewal dates (00:23:34).
Nick Campion about 11 hours ago
Idea
Deployed
Mobile Objective Table & Summary Components
Corrected display and interaction problems with Objective Table and Summary components on mobile devices, enabling field sales reps to access and update key account planning data seamlessly while on the go. Restructured mobile views for better responsiveness and usability across different devices. Implemented responsive grid classes and styling changes for improved mobile user experience.
Nick Campion 1 day ago
bug
2026 Spring
Deployed
Mobile Objective Table & Summary Components
Corrected display and interaction problems with Objective Table and Summary components on mobile devices, enabling field sales reps to access and update key account planning data seamlessly while on the go. Restructured mobile views for better responsiveness and usability across different devices. Implemented responsive grid classes and styling changes for improved mobile user experience.
Nick Campion 1 day ago
bug
2026 Spring
Deployed
139 - Presentation Mode PDF Layout & Format
Improved PDF export to ensure documents are formatted optimally for live presentations, enhancing usability and professionalism in client-facing scenarios. Improved PDF layout by generating multi-page A4 landscape PDFs with clean page breaks. Noted that the code currently supports A4 landscape format only, not all standard paper sizes as previously stated.
Nick Campion 1 day ago
bug
2026 Spring
Deployed
139 - Presentation Mode PDF Layout & Format
Improved PDF export to ensure documents are formatted optimally for live presentations, enhancing usability and professionalism in client-facing scenarios. Improved PDF layout by generating multi-page A4 landscape PDFs with clean page breaks. Noted that the code currently supports A4 landscape format only, not all standard paper sizes as previously stated.
Nick Campion 1 day ago
bug
2026 Spring
Deployed
138 - PDF Download Failure in Present Mode
Addressed failures during the PDF download process in Present Mode, ensuring users can successfully share or archive their presentation documents without any issues. Updated PDF generation process to ensure reliable capture and saving of PDF files in Salesforce Files. Corrected issues with corrupt/incomplete PDF files from the previous code.
Nick Campion 1 day ago
bug
2026 Spring
Deployed
138 - PDF Download Failure in Present Mode
Addressed failures during the PDF download process in Present Mode, ensuring users can successfully share or archive their presentation documents without any issues. Updated PDF generation process to ensure reliable capture and saving of PDF files in Salesforce Files. Corrected issues with corrupt/incomplete PDF files from the previous code.
Nick Campion 1 day ago
bug
2026 Spring
Deployed
137 - PDF Download Button Responsiveness
Resolved unresponsive download buttons on PDF-generated pages, allowing users to save and download documents effortlessly. Completely rewrote the generatePdf function to ensure buttons can fire correctly. Implemented reliable logic for generating PDF files with proper error handling. Commented out the "Share" button in Present Mode for users to prioritize download button.
Nick Campion 1 day ago
bug
2026 Spring
Deployed
137 - PDF Download Button Responsiveness
Resolved unresponsive download buttons on PDF-generated pages, allowing users to save and download documents effortlessly. Completely rewrote the generatePdf function to ensure buttons can fire correctly. Implemented reliable logic for generating PDF files with proper error handling. Commented out the "Share" button in Present Mode for users to prioritize download button.
Nick Campion 1 day ago
bug
2026 Spring
131 - AI agent to classify unassigned Salesforce Contacts into organizational groups on the Relationship Map
Analyze the Salesforce Contacts on an Account that are not yet placed on a Relationship Map and categorize them (by role, level, department, business function) so sellers can see coverage gaps and high-potential contacts to reach out to.
Nick Campion 1 day ago
feature
Feature Request
131 - AI agent to classify unassigned Salesforce Contacts into organizational groups on the Relationship Map
Analyze the Salesforce Contacts on an Account that are not yet placed on a Relationship Map and categorize them (by role, level, department, business function) so sellers can see coverage gaps and high-potential contacts to reach out to.
Nick Campion 1 day ago
feature
Feature Request
Planned
129 - Relationship Map manual-layout ordering is lost after reopening the map
After a user switches a Relationship Map to manual layout mode and rearranges cards, the manual ordering is not reliably preserved — on re-open, cards and/or groups appear jumbled back to what looks like the auto-layout arrangement.
Nick Campion 1 day ago
maps
2026 Summer
Planned
129 - Relationship Map manual-layout ordering is lost after reopening the map
After a user switches a Relationship Map to manual layout mode and rearranges cards, the manual ordering is not reliably preserved — on re-open, cards and/or groups appear jumbled back to what looks like the auto-layout arrangement.
Nick Campion 1 day ago
maps
2026 Summer
Planned
128 - Support paginated / multi-page Relationship Maps with cross-page hierarchy
As a seller working a very large account (e.g. a global enterprise with many business units), I want to split a single logical Relationship Map into multiple linked pages — one per department / region / subsidiary — and navigate between them via a parent hierarchy, so that I can keep each map readable while still seeing how departments relate at the account level.
Nick Campion 1 day ago
maps
2026 Summer
Planned
128 - Support paginated / multi-page Relationship Maps with cross-page hierarchy
As a seller working a very large account (e.g. a global enterprise with many business units), I want to split a single logical Relationship Map into multiple linked pages — one per department / region / subsidiary — and navigate between them via a parent hierarchy, so that I can keep each map readable while still seeing how departments relate at the account level.
Nick Campion 1 day ago
maps
2026 Summer
Planned
124 - Combined view of multiple Relationship Maps under one Account
As a sales user managing a large customer (e.g., Ford) with multiple Relationship Maps broken down by function (exec leadership, engineering, supply chain, finance), I want to view several of those maps stitched together on a single canvas so I can see cross-functional relationships in one place.
Nick Campion 1 day ago
maps
2026 Summer
Planned
124 - Combined view of multiple Relationship Maps under one Account
As a sales user managing a large customer (e.g., Ford) with multiple Relationship Maps broken down by function (exec leadership, engineering, supply chain, finance), I want to view several of those maps stitched together on a single canvas so I can see cross-functional relationships in one place.
Nick Campion 1 day ago
maps
2026 Summer
Planned
123 - Filter Relationship Map contacts by configurable Contact and Card attributes
As a seller or CS manager viewing a Relationship Map for a large account, I want to filter the contacts displayed on the map by attributes (e.g., persona, department, influence, support/sentiment, opportunity-role linkage), so that I can focus on a specific segment of a big account (e.g., one Vodafone department, or only blockers) without being overwhelmed by every card at once.
Nick Campion 1 day ago
maps
2026 Summer
Planned
123 - Filter Relationship Map contacts by configurable Contact and Card attributes
As a seller or CS manager viewing a Relationship Map for a large account, I want to filter the contacts displayed on the map by attributes (e.g., persona, department, influence, support/sentiment, opportunity-role linkage), so that I can focus on a specific segment of a big account (e.g., one Vodafone department, or only blockers) without being overwhelmed by every card at once.
Nick Campion 1 day ago
maps
2026 Summer
Deployed
114 - Template Loading in Present Mode
Fixed issues where templates failed to load correctly, ensuring consistent functionality and a smoother user experience when starting presentations. Resolved scoping issues causing buttons and controls to not work properly in the template. Fixed CSS display property to show the PDF header bar correctly.
Nick Campion 4 days ago
account_plans
2026 Spring
Deployed
114 - Template Loading in Present Mode
Fixed issues where templates failed to load correctly, ensuring consistent functionality and a smoother user experience when starting presentations. Resolved scoping issues causing buttons and controls to not work properly in the template. Fixed CSS display property to show the PDF header bar correctly.
Nick Campion 4 days ago
account_plans
2026 Spring
Deployed
16 - Standard User Opportunity Plan Tab
Added ability for Standard User to access Opportunity Plans in the CRUSH app, enhancing visibility and access to critical information.
Nick Campion 4 days ago
opportunity
2026 Spring
Deployed
16 - Standard User Opportunity Plan Tab
Added ability for Standard User to access Opportunity Plans in the CRUSH app, enhancing visibility and access to critical information.
Nick Campion 4 days ago
opportunity
2026 Spring
Planned
111 - Decouple Objective completion % (and Stage auto-update) from task status
As an admin configuring the Objectives list on an Account Plan, I want to control how the Objective completion % is calculated and whether Stage auto-updates from tasks, so that the progress and status shown reflect our business definition of progress — not just the ratio of closed Salesforce Tasks.
Nick Campion 5 days ago
account_plans
Feature Request
Planned
111 - Decouple Objective completion % (and Stage auto-update) from task status
As an admin configuring the Objectives list on an Account Plan, I want to control how the Objective completion % is calculated and whether Stage auto-updates from tasks, so that the progress and status shown reflect our business definition of progress — not just the ratio of closed Salesforce Tasks.
Nick Campion 5 days ago
account_plans
Feature Request
In Development
28 - Consolidated Activity View on Account Plan — Surface all objective and related opportunity activities in a single tab
As a sales representative or market development representative, I want to see all activities from my account plan objectives and from related opportunities consolidated in one place on the Account Plan page, So that I can quickly understand everything happening within the account without drilling into each objective and opportunity individually.
Nick Campion 6 days ago
account_plans
2026 Summer
In Development
28 - Consolidated Activity View on Account Plan — Surface all objective and related opportunity activities in a single tab
As a sales representative or market development representative, I want to see all activities from my account plan objectives and from related opportunities consolidated in one place on the Account Plan page, So that I can quickly understand everything happening within the account without drilling into each objective and opportunity individually.
Nick Campion 6 days ago
account_plans
2026 Summer
98 - AI delta-insight layer: continuously re-score Relationship Map members from activity & conversation data
As a sales leader or executive reviewing a Relationship Map before a QBR, renewal, or expansion conversation, I want to see where the sales rep's labelled view of each member (Champion, Detractor, Decision Maker, etc.) diverges from the behavioral evidence in email, meeting, and conversation data, So that I can trust the map — and intervene on misread relationships before they cost us a deal or a renewal.
Nick Campion 6 days ago
maps
2026 Fall-Winter
98 - AI delta-insight layer: continuously re-score Relationship Map members from activity & conversation data
As a sales leader or executive reviewing a Relationship Map before a QBR, renewal, or expansion conversation, I want to see where the sales rep's labelled view of each member (Champion, Detractor, Decision Maker, etc.) diverges from the behavioral evidence in email, meeting, and conversation data, So that I can trust the map — and intervene on misread relationships before they cost us a deal or a renewal.
Nick Campion 6 days ago
maps
2026 Fall-Winter