Case Category: Orgchartplus

Driving sales transformation to meet the challenge of digital transformation.

Empowering deeper account relationships to effect impactful business change

"I would recommend OCP it to anyone looking to strengthen relationships with your contacts. The ease of use and drag and drop means you can build multiple contact strategies for different parts of your business. All departments use it, not just Sales, as it helps build peer-to-peer relationships. The support and training is great so all new starters can learn how to embrace this tool which we all love!"

"A terrific tool giving us great insights into all of our opportunities. SalesMethods service is quite superior compared to other app providers, providing their insight and offering best practices straight through the set-up. They are a true partner."

"A simple and elegant solution to building org charts. Because the app overlays on CRM contact records, it provides impetus for team members to keep that info current. The ability to simply 'drag & drop' these records into an organisational hierarchy, and to add characteristics is extremely valuable. Highly recommend."

"Great for account planning. Really helpful tool in discovering where the gaps are in an account. The tool also helps to lift the sales teams capabilities and understanding of how to effectively manage an account."

"If you don't have this now - BUY IT TODAY! The tool is very intuitive, user friendly, powerful, agile and key to stakeholder mapping. We love the export options! If you haven't tried this tool yet, highly recommend that you do."

"I had OrgChartPlus up and running for my company within 3 hours including customizations. I was beyond impressed with the responsiveness and expertise of the development team. SalesMethods has exceeded my expectations."

"Over the years, I have evaluated a number of OrgChart applications that live inside or outside of Salesforce. I finally found one. We've been using it for 6 months now and it's terrific. When we ran into technical trouble, SalesMethods were eager and efficient at helping us problem solve."

"This tool is fantastic. It provides a great deal of detail without needing to do a lot of work. The ability to create org charts for specific opportunities is also great when a huge opportunity comes in with many complex relationships needing to be understood. The team at SalesMethods was phenomenal to work with."