Org Chart Software

From Contacts to Relationships

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Org Chart Software Features

Hierarchy Mapping

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

Org chart software Hierarchy mapping
Org chart software Influence Mapping

Influence Mapping

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

Relationships Mapping

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

Org-chart-software-Relationship-mapping
Org chart software Power mapping

Power Mapping

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

Is the Org Chart available only as a native app to CRMs?

Yes, Our Org Chart software is available as a native app to Salesforce & MS Dynamics only.

Any activity on the Org Chart automatically updates a contact record in CRM?

Yes, Any update in Org Chart updates the contact records in CRM and vice versa. There is auto-sync

Can we reuse the fields with Org Chart fields if similar fields already exist in our CRM?

Yes, your existing fields can be synced with Org Chart fields in our Org chart builder.

Can we configure the fields drop down values and color codes?

Yes, both can be done as our product is the best org chart software in the market.

Watch Org Chart Software in action

Visualize contacts for opportunities, budget, and affinity

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Benefits of an Org chart software

Increased understanding of Client’s Internal Structures & Hierarchies

Contact Intelligence leading to better win rates and shorter sales cycles

Improved Collaboration and Communication with the Client

Essential Features of an Org chart Software

• Native to CRM:

We’ve all been there when we need to export customer data from our CRM to excels/ppts or some other external Org Chart Software vendor just to create an Org Chart! How efficient & safe is that? No matter what, Org Chart should be native to CRM. That’s what our customers say! And it’s also one of our core beliefs.

• Simple yet Customisable:

According to Org Chart Gurus, there’s 20-30 parameters that need to be considered while creating an Org Chart. Unless you’re doing a PhD on Org Charts, that’s ideally what you’re looking for in an Org Chart tool. All you need are 5-6 key parameters & customizability so that the tool can meet the needs & fit to your Organisation, Industry & Contact database alike!

• Collaboration:

Oh come on! Don’t even consider an Org Chart that doesn’t give collaboration features like: leadership review, team sharing & collaborating out-of-the-box!

• Dynamic Org Charts:

The only constant in life is change”. The same goes for Org Charts as well. A traditional org chart means painstakingly typing names and roles into boxes…only to realize it’s out-of-date the second someone receives a promotion, changes their name, or joins the company. So make sure your Org Chart gives out-of-the-box contact updation as & when it happens in your CRM.

Types of Org Chart Software

Productivity drowning excels/ppts

External Vendor based Org Chart tools

Org Chart tool vendors external to your Organization/CRM.(Be aware of those data protection & privacy laws)

Org Charts native to CRM

The no-fuss way of creating, sharing & managing Org Charts. Click here to see how a native Org Chart works

How to create an Org chart?

1. By Risking data-privacy:

Import contacts from your CRM/excel sheets. Transfer that confidential data onto an external Org Chart Software Vendor.

2. The Laggard’s Way:

Import contacts into excels/PPTs. Start creating & editing Org Charts. Congrats that was a really productive day you spent….making Org Charts.

3. The Smart Way:

a. Go to your CRM

b. Drag & Drop contacts directly from your CRM. (or let your Org Chart tool do that for you)

c. There’s no step c! Don’t believe it? Check-out this video about Org Chart

Best Practices to Create an Org chart

1. Right-size:

If your chart is too large, it will be overwhelming. If you need to create three charts rather than one, do it. This way, your audience can get an overview of the organisational structure, then take a deeper dive into departments or divisions when they’re ready.

2. Use shapes and colours consistently:

By using the same shape for supervisors, another shape for mid-level staff and yet another for junior employees, you can help people understand your chart better.

3. Pay attention to spacing:

Keep boxes equidistant from each other. Your chart will be easier to read and have a more professional appearance.

4. Add pertinent information:

Be sure to add details about your staff, like contact information, location, clients or specialities. This way, if someone’s looking for help, they can tell who does what and where.

5. Show assistants with a sidebar below the manager:

This formatting style can help denote the assistant role while still clearly showing the manager’s direct reports. And it can also help people know who to contact if you need to reach the manager.

Who needs an Org chart Software?

HR Team

Sales Team

Account Management Team

Org Chart Templates

• Functional top-down hierarchy:

Perfect for showing a traditional business structure, the hierarchy chart starts with the top-level management at the top, then it’s broken into departments or divisions. Within each division, you’ll list senior management, middle managers, senior staffers, mid-level personnel and junior staff members. Hierarchical org charts are generally easy to understand. But when there are multiple layers in the chain of command, knowing who to connect with and when can seem difficult

• Divisional Org Charts:

Ideal if your company is organised along product lines or geographic regions. If they’re independent of one another, a divisional org chart is also an excellent way to reflect that clearly.

• Matrix Org Chart:

This kind of Org Chart applies to companies with teams or team members who have more than one manager. For instance, at a newspaper, a reporter may cover a local news beat as well as a financial beat, which means they would have two managers. Or a graphic designer at an energy provider may report to the head of graphic design.

• Flat Org Chart:

Used almost exclusively by small businesses, flat or “horizontal” org charts usually have two levels: administrative officials and workers. Within the chart, solid lines show the principal chain of command, and dotted lines show secondary lines of authority. In a flat structure, supervisors and their teams often have close relationships and share in decision making.