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.
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.
We rolled out OCP to our huge global sales organisation and it gets the wow factor.
It’s been instrumental in us gathering our knowledge of customers and relationships, then used to help develop our account planning focus and strategy.
A must have for Key Account Managers.
Really useful for identifying relationship gaps and opportunities within an account. Also a great tool for capturing the IP in the event that the Salesperson leaves the business.
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.
OCP has transformed our sales methodology adoption as it brings to life all stakeholders and makes agreeing next steps very easy. The visualisation of opinions, formal and informal connections makes it easy at a glance to see if a deal is on track. A vital tool if you want to embed methodology into the teams DNA.
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.