GROW your relationships
With Org chart software to
GROW your key accounts!
Native to CRM (Zero Integration)
- Install directly from the Appexchange for Salesforce Org Chart and Appsource for MS Dynamics Org Chart
- Interactive Org chart updates CRM contacts bidirectionally
Just Drag and Drop
- Create Hierarchy mapping of your key account contacts in a minute
- Use built-in Org chart templates
Org Chart Software Features
A Hierarchy map is a visual representation of an organizational chart of the client. Understanding the organizational chart structure will assist the sales team with a quick understanding of the design of the organization, the number of levels it has and where each employee fits inside the organization. Digging into each contact will lend a lot of deep insights about their profile like opportunities and associated budget.
The Cards represent contacts and the tree structure represents the hierarchy
An Influence map gives you an idea of the kind of influences each contact has over the other inside the organization. Influence can be because of many reasons. Some of these reasons may include – best intentions, a trust of judgment, shared interests, etc. This will be a shortcut for upselling to the customer and increasing the revenue.
The dotted lines represent the influence over each other and the colors signifies type of influence
Relationship mapping helps you understand the type and strength of relationship with each contact inside the customer’s organization. Marking the affinity of each contact as who is a supporter, a detractor, and a neutral person will benefit in figuring out the right contact to approach for the deal and avoid messing up.
The card colors represent the relationship/affinity with the contact
As per recent research, in a company with 100 people, 7 people will be involved in the average purchase decision. So, knowing the right person with the highest decision power is critical in closing the deal and also helps in shortening the sales cycle.
The Power meter on the top of each card represents the decision power of that contact
Organization Chart Reviews
“This is a very nice, and inexpensive application that does exactly what it advertises - allows you to build org charts of the contacts in your key accounts. Allows you to see exactly who the influencers are and goes perfectly along with the Salesforce mantra of a "360 degree view of the customer".
The application is very easy to use and support has been great. Highly recommended.”David Leland
“Our company has been using this software for the past month and we are very please at how easy and straight forward it has been. It provides all the functions we were looking for in an organizational relationship tool. We have looked at other similar tools but this one is by far the best! Being able to drag and drop the contacts to create an org chart is so simple.
This tool will give us the ability to finally manage our contacts and relationships much more effectively!”Shaun Boynton
“This is a very easy to use app that does exactly what you need it to do. It provides a very clear organisational structure that is easy to update and change within a very short time.”Andrew Mould
“We needed a simple way of seeing the organization of contacts at our accounts and this fit the bill. It is incredibly intuitive to set up and easily customized so you can change contact status levels, colors, filters, fields displayed and the like. It only took about 10 minutes to train the sales team on this.
They just added the ability to create org charts across accounts which was a great help to manage complicated account hierarchies. I can't imagine you would need more features that what it currently offers.”Byron Livernois
FAQs about Organizational Chart
Yes, your existing fields can be synced with Org Chart fields in our Org chart builder.