OrgChartPlus - Relationship Mapping & Org Chart Tool for Salesforce

Highlights

• Turn your contact lists into visual org charts and relationship maps. Drag & drop to create org charts from scratch or use your pre-defined templates to get started. 3 views to help you to visualise, organise, and target your customers
• Customize your orgchart to meet the needs of your sales teams, methodology, relationship types and hierarchy. Set your own descriptive attributes and icons to illuminate your relationships.
• Out-of-the-box adaptable reports and dashboards for efficient relationship analytics. Power account relationship analytics from the ‘real’ relationship status. Export directly into PowerPoint and Word to share beyond Salesforce.

What OrgChartPlus - Relationship Mapping & Org Chart Tool for Salesforce does

UNDERSTAND

• Identify your stakeholders and understand their hierarchy, decision-making ability, buying roles, responsibilities and experience to align your sales action plan

• Quickly uncover gaps and additional insights required to give you a 360 degree view of your opportunity or account in an easy-to-build org chart or relationship map

• Discover the relationships to develop and positively leverage your position

SIMPLIFY

• Transform contacts into org charts in a few clicks, directly from your existing Salesforce data, without need for complex reports

• Visualize and map your stakeholder relationships to bring the account relationship to life with real-time data, for the whole account team

• Simple installation and implementation to get up and running quickly and bring immediate benefit to your users and business

GROW & WIN

• Grow your accounts further with deeper stakeholder management

• Help identify new opportunities faster through advanced stakeholder intelligence

• Supports remote and collaborative working

• Protect existing business lines through actionable relationship mapping insights

• Understand gaps and risks in your relationship plans and strategies

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