GROW your relationships
With Org chart software to
GROW your key accounts!
Native to CRM (Zero Integration)
- Install directly from the Salesforce Appexchange and MS Dynamics Appsource
- 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
Learn How Veracode built thriving strategic relationships with key accounts using Org Chart Software
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
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
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
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
Additional KAM Tools
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Account Planner
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