Org Chart Software

From Contacts to Relationships

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Learn How Veracode built thriving strategic relationships with key accounts using Org Chart Software

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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

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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

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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.

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