Tag: Org Chart

Ocorian’s CRM evolution with DemandFarm

Ocorian, a global leader in corporate and fiduciary services, offers tailored administration and compliance solutions to a diverse client base. Recognizing the importance of data-driven decision-making and the need for comprehensive account plans, Ocorian turned to DemandFarm to: 1. Improve entity relationships within parent accounts. 2. Simplify opportunity ratio visualization. 3. Enable comprehensive opportunity view for growth strategy Read the Case Study here

How Contentful Added $5M in Opportunities & Achieved A 15% Increase In Their Pipeline

Dive into Contentful’s success story as they teamed up with DemandFarm to revolutionize their strategic account planning. Discover how a phased approach, integrated apps, and DemandFarm’s Account Planning Solution led to impressive outcomes, including a 25% increase in revenue potential, enhanced customer satisfaction, and a 15% boost in pipeline value. Explore their journey from challenges to streamlined collaboration and efficiency in this compelling case study. Read the Case Study here

How Zebra farmed 10% More Opportunities Within Their Key Accounts

Discover how Zebra Technologies streamlined account planning and stakeholder engagement with DemandFarm. Learn how they simplified complex relationships, digitized account planning, and achieved a 12% boost in win-rates, along with a 60% reduction in time spent on manual tasks. Explore their journey from complexity to clarity in this concise case study. Read the Case Study

How Slalom Managed 50,000 Key Contacts & Achieved 80% automation For Org Charts

In this case study, we observe the key role of DemandFarm’s Digital Key Account Management software being used by a Global Consulting Firm Slalom. DemandFarm’s Org Chart brought a seamless transition for the sales team by being native to Salesforce, and having the ability to visualize contacts instantly. Org Chart allowed increased collaboration between cross-functional teams to win key opportunities faster. With Partner Contacts functionality, even consultants and partners could now be included in stakeholder / relationship maps. Learn how Slalom used DemandFarm’s Org Chart to manage over 50,000 key contacts in Salesforce. Read the Case Study here

Case Study: 2x Improvement in Customer Relationships with Org Chart

A company in the Healthcare sector within the IT services industry was unable to strengthen relationships with their customer account contacts and leverage influences within the account. This led to a dip in their sales and business performance. DemandFarm’s Org Chart helped them double their customer relationships to enhance their sales efficiency. Download this Case study to learn more about how the Org Chart was an effective solution. Read the Case Study here

Case Study: 80% Business Retention with Org Chart for this Business Consulting firm!

A large-sized, leading IT and Business Consulting firm was facing difficulties in managing their enterprise accounts. Some challenges include: -> Inability to manage key contacts for their enterprise accounts -> Inability to identify key stakeholders -> Zero visibility into connections within key accounts Learn more about DemandFarm’s Org Chart and relationship mapping tool solutions for Business Consulting in this Case Study. Read the Case Study here

16% growth through Stakeholder Visibility in Pharmaceutical Sales!

A Pharmaceutical Manufacturing company was experiencing an inability to identify and track key decision-makers in their high-value accounts. DemandFarm’s Org Chart helped them in relationship mapping & planning, identifying relationship gaps in their key accounts within the Healthcare industry leading to a 16% increase in growth revenue. Download the Case Study to learn more about how the Org Chart helps in boosting Opportunities. Read the Case Study here

Case Study: Leveraging Relationship Insights through Org Chart led to astonishing 27% hike in revenue

This case study is about the Digital Key Account Management practices of a US-based staffing company. We notice a key role played by DemandFarm’s Org Chart in leveraging Relationship Insights to result in a hike in revenue. The Org Chart provided solutions to all 9 pain points of the organization when it came to their Key Account Management practice. Org Chart allowed for a smooth transition for the recruitment and sales teams as it is native to Salesforce. Visual representation of contact information, hierarchy, key stakeholders and LinkedIn connectivity were also crucial to the company’s increase in revenue. Discover more on how DemandFarm’s Org Chart helped cross-functional collaboration to win key opportunities faster by downloading this case study. Read the Case Study here

The Definitive Guide to Org Charts for Sales and Account Management

Org Charts for Sales and Account Management Are organizational charts (org charts) really important? Will your sales team performance be affected if you do not have a sales organization chart and org charts for key customer accounts? The answer to both questions is a resounding yes. Org charts are not a new invention. The world’s first org chart was created in the 1850s by Daniel McCallum, a railroad engineer in America. Why? To increase operational efficiency in managing what was then the world’s longest rail system. More than 160 years later, org charts continue to play a crucial role in sales and account management. The main reasons behind that are similar to why McCallum created the world’s first org chart: to break silos and complex operational structures; and build cohesive, connected, efficient teams. When it comes to account management, too, org charts play a key role. They are roadmaps that your sales and business development teams can follow, to cut through a whole network of contacts, and reach the person who truly matters — the one signing the cheque. If you are planning to create a sales org chart for your own company or org charts for key accounts, read on! In this definitive guide to org charts, we take you through: What are org charts? Why do you need org charts for your sales teams? Org charts for key account management Key elements of org charts Types of org charts How to build more efficient teams with org charts By the end of this guide, you will gain an understanding of what org charts are, which will then allow you to determine what kind of org structure works best for you, and learn how you can get started on creating your own custom org chart — whether for sales teams or account management. What are Org charts? An org chart is a visual representation of a company’s structure, or chain of command, or hierarchy. Org charts can give you both, a broad look at a company’s structure, or a detailed look at one part of the company.  For instance, a company’s sales org chart will show in detail the way its sales team is designed, in detail. Some of the elements a sales org chart could contain are: Company name Names of all members of the department Their location, contact information, tenure, and other details How they function in relation with each other, i.e., who reports to whom Sales channel breakdown (i.e., online, offline, internal, external etc) Relationship between sales teams/departments and other teams Other information that helps demonstrate how the sales team functions Org charts for account management contain similar elements, except it is information regarding another company/client/account. It could include: Company name Names of top, senior, key management, other stakeholders Their location, contact details, roles, responsibilities, departments, tenure, etc Relationship between various stakeholders, teams, or departments Reporting structure of the company Other relevant information Why do you need org charts for your sales teams? As we mentioned earlier in this guide, having an org chart for sales and account management can benefit teams immensely in terms of efficiency. They can: Help a company understand how their teams operate in relation to each other Help an organization identify, clearly define, and demarcate responsibilities and reporting structures Tell a company where there are gaps or voids that need to be filled, where there is overlapping of responsibilities, and where there are siloes. If you are a senior executive in sales, say the sales director, for instance, an org chart can help you make more informed decisions about team structure, roles, and responsibilities. Like McCallum did back in the 1850’s, using org charts can help you break silos between teams and departments. If your sales team is working in silos because of a structural flaw and is not communicating with your marketing team, it can throw your entire revenue target off course. How does that happen? When sales teams do not work in tandem with other teams, it can create an awkward working environment, reduce insight and clarity across all teams, lower efficiency by creating unnecessary complexities and layers, and ultimately circle back to impact a company’s sales and overall performance. But, by using org charts to examine the relationship between the sales and marketing teams, senior management can solve this challenge by breaking down any barriers before they can take firm root. On the other hand, how do you know if there are certain sales roles within your company that have conflicting or overlapped responsibilities? One of the ways to find out is to use an org chart. In this way, you can improve clarity on who ‘owns’ what part of the responsibility. It is important to establish this clarity to avoid clogging up workflows or creating red tape, due to conflicting overlaps in responsibilities. Therefore, an organization chart can ultimately become a tool that can be used to improve revenue and income. Org charts are also critical to the HR/people/culture departments of a company. Using them allows these teams to foster an inclusive culture where information is shared, siloes do not exist, and collaboration comes easy. A conducive working environment and culture, as we know, is also a key factor in determining how a company performs. Org charts for account management There are a few crucial outcomes of org charts for key accounts that make them an invaluable resource. Charting a course: Account org charts help you visualize a path, or a course, to reach your customer. Think of it as a key to solving the maze of reaching the end customer, the one who is actually calling the shots. Along the course, you may also find that there are other teams or departments within a company that you could target. Expanding reach: They can expand your points of entry to the client, or account, beyond the single point of contact you may have on file. Org charts can do this by mapping out relationships between stakeholders, reporting structures of target customers, team structures and hierarchy, etc. Since org charts give you access to

No Org Chart, No Key Account Management!

See and Listen – How Veracode built thriving strategic relationships with their key accounts using the humble Org Chart from DemandFarm? Learn More: How Org Chart helped Slalom manage over 50,000 key contacts