OrgChartPlus

Name: OrgChartPlus
Rating: 4.8 (95 reviews)
Author: SalesMethods

Org chart tool for Salesforce

Visualise deeper stakeholder relationships with the most feature-rich org chart and relationship mapping tool for Salesforce.

Identify, manage and understand your stakeholder relationships to advance sales and grow accounts.

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OrgChartPlus key features

Create

Easily build org charts from your Salesforce contacts or placeholders.
Drag & drop from scratch, or use your own pre-defined templates.
3 views to enable you to visualise, organise and target.

Customize

Complex hierarchies are handled effortlessly.
Tailor to your own business focus and sales style.
Complex hierarchies are handled effortlessly.

Report

Out-of-the-box, adaptable reports & dashboards for efficient analytics.
Power your reporting insights from the ‘real’ relationship status.
Fit to the needs of your teams, management and business.

Allows for multi-user inputs and collaborative working.
Export charts directly into Word or PowerPoint.
Socialise charts beyond Salesforce users.

Have questions or want to see a demo?

Get in touch today to arrange a free demo or to discuss your requirements further.

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Transform the way you see stakeholder relationships;
the key benefits for your business…

See the bigger picture

Use Salesforce contacts to build visual org charts and relationship maps in both Accounts and Opportunities
Identify your accounts stakeholders and understand their hierarchy, decision-making ability, roles, responsibilities and experience to align your sales action plan
Easy drag and drop to build your org charts
Import contacts from any account within Salesforce, along with team members and third parties

Identify stakeholders, champions, blockers and decision makers

Get a deeper understanding of your prospects and customers by assigning opportunity roles, levels of influence and support
Bring in competitors to see how they are positioned
Understand the political map by assigning lines of influence, conflict and other relationships between contacts

Automate with templates

New in OrgChartPlus! Create custom stakeholder templates based off roles, titles and other fields and have OrgChartPlus automatically add contacts into place
View the contact whitespace within accounts and opportunities and get to work in filling in the gaps
Create specific templates for different product teams, geographies, industries or departments

Get set up in minutes with native Salesforce integration

Get up and running in no time at all. Download the package from the Salesforce AppExchange page, add the buttons onto the account and opportunity page layout and have your sales teams closing deals faster
Bi-directional data synchronising to ensure that Salesforce is your one source of truth
Your data is safe and secure. All OrgChartPlus data lives within your Salesforce instance which means only your organisation will see your data

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Fully customisable

Edit contact card attributes, icons and methodology. OrgChartPlus can adapt to fit your world so you can focus on selling
Implement OrgChartPlus into custom objects and use custom fields to enrich your relationship maps
All customisations are managed within your Salesforce org and are instantly active

Get valuable Account and Opportunity insights through reports

Run Salesforce reports on OrgChartPlus data to understand opportunity relationship scores and account health
Adoption and implementation reports ensure that the sales team are keeping accounts and opportunities up to date with the latest customers information
Build dashboards across different levels within the sales organisation. Dashboards for users, account managers, territory managers and heads of sales

Reports and Dashboards

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