Explore key features
- Living org charts from your real-time contact lists.
- Automatically create, copy or build charts for every purpose.
- 3 views to chart, target and align.
- Tailor to your own methodology and sales style.
- Fit your own operations and processes.
- Set flags, icons and attributes to enliven your relationships.
- Power analytics from real relationship status.
- Manage relationship status at all report levels.
- Manage sales team adoption and compliance.
- Export charts directly into PowerPoint.
- Socialise charts across the whole sales team.
- One version of the truth in your working world.
Transform the way you see relationships
- Identify your stakeholders and understand their buying roles, responsibilities and experience to align your sales action plan.
- Quickly uncover gaps and additional insights required to give you a 360 view of your opportunity or account.
- Discover the relationships to develop and positively leverage your position.
- Transform contact lists into org charts in just a few clicks, directly from your existing Salesforce data, without need for complex reports.
- Visualise and map your stakeholder relationships in an easy-to-use tool with real-time data.
- Straightforward installation and implementation to bring immediate benefit.
Grow & win
- Grow your accounts further with deeper stakeholder management.
- Help identify new opportunities faster through advanced stakeholder mapping intelligence.
- Protect existing business lines through actionable relationship insights.
What our customers say
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.
BT Global Services
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.
Why choose OrgChartPlus?
Supercharge sales with dynamic relationship mapping and management.
Native to Salesforce
Seamlessly integrated, secure and stable, with real-time access and always-on customer insight. 5* rated on the Salesforce AppExchange.
Flexible & dynamic
Designed to fit your world; effortless customization to tailor and evolve with you.
Simple & intuitive
Streamline complex practices with straightforward, easy-to use, and highly adopted technology.
Simple & clear pricing
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