Overview
What is OrgChartPlus?
OrgChartPlus is an org chart tool for Salesforce from SalesMethods, that enables users to visualise deeper stakeholder relationships within an org chart and relationship mapping tool for Salesforce. The solution helps users identify, manage and understand stakeholder relationships to advance…
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- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
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What is OrgChartPlus?
OrgChartPlus is an org chart tool for Salesforce from SalesMethods, that enables users to visualise deeper stakeholder relationships within an org chart and relationship mapping tool for Salesforce. The solution helps users identify, manage and understand stakeholder relationships to advance sales and grow accounts.
- Use Salesforce contacts to build visual org charts and relationship maps in both Accounts and Opportunities
- Identify accounts stakeholders and understand their hierarchy, decision-making ability, roles, responsibilities and experience to align your sales action plan
- Drag and drop to build org charts
- Import contacts from any account within Salesforce, along with team members and third parties
- Get a deeper understanding of prospects and customers by assigning opportunity roles, levels of influence and support
- Bring in competitors to see how they are positioned
- Understand the political map by assigning lines of influence, conflict and other relationships between contacts
- Create custom stakeholder templates based off roles, titles and other fields and have OrgChartPlus automatically add contacts into place
- View the contact whitespace within accounts and opportunities and get to work in filling in the gaps
- Create specific templates for different product teams, geographies, industries or departments
- Run Salesforce reports on OrgChartPlus data to understand opportunity relationship scores and account health
- Adoption and implementation reports ensure that the sales team are keeping accounts and opportunities up to date with the latest customers information
- Build dashboards across different levels within the sales organisation. Dashboards for users, account managers, territory managers and heads of sales
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OrgChartPlus Technical Details
Operating Systems | Unspecified |
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Mobile Application | No |