An insight map gives you an easy way to develop a compelling story about the customer's business issues. It works like sticky notes on a physical board.
With insight maps, you can:
-
Quickly add ideas to the insight map as insight 'cards'.
Tip: It’s okay to use assumptions at first but the map should be updated as insights are validated or discounted.
- Add further details to the cards as your ideas mature.
- Import insights from other insight maps or the associated account's insight map (if you are working on an opportunity or division insight map).
- Organize the insights into sections that illustrate sub-narratives.
- Structure the insights into a coherent story of the customer's business issues.
- Share your insights with colleagues working on similar opportunities.
- Switch to presentation mode to show the map in slideshow format. (This is useful when you're presenting it to the customer.)
Note: If you are working on an account insight map and divisions are created for the account, the account and each division is allocated its own map (see Viewing Division Insights [Account Insight Maps Only]). This means that when you add an insight, import insights, add a section, or share and tag your map, only the currently viewed account or division map is updated.
Go to Best Practice for Account Insight Maps or Best Practice for Opportunity Insight Maps for best practices and tips.
The following topics will help you with any questions you may have about using insights maps.
For assistance with configuration of insight maps, see the Introduction for administrators.