OrgChartPlus

Name: OrgChartPlus
Rating: 4.8 (88 reviews)
Author: SalesMethods

Visualise deeper relationships

Advance sales by identifying and understanding your stakeholder relationships, with effective relationship mapping. Intuitive & easy to use, all natively within Salesforce.

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Explore key features

Create

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.

Customize

Tailor to your own methodology and sales style.
Fit your own operations and processes.
Set flags, icons and attributes to enliven your relationships.

Report

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

Understand

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.

Simplify

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.

Hearsay Systems

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.

Taconic