Loved by sales teams
on Salesforce
Real reviews from Salesforce AgentExchange for OrgChartPlus relationship mapping and the Plan2 Suite for Close Plans, MEDDPICC®, account planning and renewals.
OrgChartPlus
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Plan2 Suite
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Excellent for large scale KOL Mapping
A Great app that allows relationship and opinion mapping across KOL's. Complex relationships across multiple sites can be easily mapped out and insights gained via the simple tools available. The reporting aspect behind the visuals is also an excellent advantage when using the Salesforce platform.
Easiest Way I’ve Found to Visualise Org Structures – Game Changer
I recently started using Org Chart Plus and it’s been a game changer for how I map out my accounts. The experience was incredibly smooth, from setup to day-to-day use, and it’s made visualising the org structure of my clients much clearer.
What I love:
The tool makes it clear which Elucidat colleague owns which client, so nothing falls through the cracks.
It’s helped me stay organised and strategic with my account mapping, I know exactly who to reach out to and why.
If you’re looking for a straightforward solution to visualise your account’s internal structure and streamline contact ownership, Org Chart Plus is definitely worth checking out.
Seamless Contact Integration
OrgChartPlus is a highly visual way to not only plot who you already know within an organisation but who you need to get to know in order to progress the relationship and/or opportunity with a particular business. That it aligns directly with the existing contacts section within SalesForce makes initiating the tool extremely intuitive and the various ways in which you can slice the data assists with understanding who within your organisation is best placed to engage with specific roles within a prospect or customer organisation.
Intuitive & native SalesForce account planning
Sales Methods Plan2Prosper/Plan2Close is easy to use and engage with, both with internal stakeholders and, where appropriate, with prospects and customers. Having an account planning tool that sits natively within SalesForce further reinforces our approach that SalesForce should be the one point of truth for all engagements with customers, existing and new.
Easy to learn, powerful to use
We have just begun to use OrgChartPlus, and it has already helped our account managers understand their account structures so that they can find out who we haven't yet reached. The support is speedy, and Sales Methods is open to having users contact them rather than having the admin (me) in the middle. Really appreciate the product and the service!
Excellent Tool for Organisational Structure Management – Highly Recommended
OrgChart Plus has been a real game-changer for my team's productivity.
I bought it as my team were spending a long time updating org charts in Google Sheets every time we had team changes or restructures. Now they just drag and drop in OrgChart Plus and it's done in minutes rather than hours. The time savings have been impressive already – what used to take hours of messing about with boxes and lines now takes about ten minutes.
It's freed up so much time for actual selling rather than admin – definitely worth it for the time savings alone.
Great tool: Easy to use and install. SalesMethods: Great customer care & responsiveness
We recently implemented OrgChartPlus and are already extremely pleased with the results. This tool is easy to use and simple to install. We have been looking for a similar tool for a long time, so are very happy to have finally found this!
Throughout our implementation, SalesMethods has provided great support and responsiveness. We asked for some configurements which were completed straight away. Thank you. We look forward to our collaboration!
Great App Supporting Meddpic
Its been great working with OrgChart Plus. Commercials and contracting were easy and the app allows us to capture our relationships very well. Easy to use and easy to install.
Clear and simple to use
Great way to compile knowledge of the structure of organisations so that you can ensure you are speaking to all influencers and relevant stakeholders. Helps maintain knowledge and relationships long term.
PlantoClose helps you ensure you are asking the right questions to be in the best position to win bu
Plan2Close is simple to use. It allows you to quickly identify gaps in your knowledge regarding a prospect/ current client account, so that you can fill these gaps through further investigation/conversation. The coaching text is also extremely informative and helpful in guiding best practice.
Great way to document and visualise the structure of an organisation
This has really helped us understand the structure of our clients and also the strength of our relationships at different levels and highlight relationship areas where we need to build stronger connections to maintain and grow client accounts.
Really helps give visibility on areas requiring attention to maximise potential for successful sale
It is very easy to understand and fits in perfectly with our sales process. Coaching notes are very comprehensive to help use the app to it's full potential.
Saves me time
Tried this for a few weeks, it's given me a great visualisation of the complexity of hierarchies and relationships within my organisations transformation projects. Strongly recommend as a tool to support your CRM implementation, particularly in more complex environments.
Long time fan
I've been a massive advocate of P2C for a long time now, using it at various organisations. Provides real structure and methodology with a robust action plan as output. Overall it allows a consistent discipline across all sales levels and with ongoing coaching provides a framework for all to embrace and evolve.
Easy Implementation and Data
Works really well with our existing data – no mean feat.
A Trusted Sales Methodology
Introducing a consistent sales methodology across a sales team is no easy task but this is exactly what this does, coaching and guiding a sales person through salesforce and a sales process with ease.
Best OrgChart tool in the [AgentExchange]
We did quiet a bit of searching and testing and finally came across our answer Orgchart Plus. Just what we needed to map our orgs accounts and opportunities.Easy to use and great support from the team when needed.
Great tool with excellent customer service too
Org chart has been really useful for us to map our Accounts out. We had a look around to begin with, but this one was definitely the best for the job. The customer service is excellent too – Richard and his team are v responsive and helpful. Would recommend!
Best tool for the job
In evaluating Salesforce native tools, the flexibility of the tool and the team at Sales Methods were deciding factors in choosing OrgChart Plus.
First Class Product and Vendor
OrgChartPlus from SalesMethods, is key to getting the best value out of your Salesforce CRM, enabling a business to really visualize key relationships.
We have adopted it globally and use it to map relationships and reporting structure with all our key customers and prospects.
We have a very specific market, with corporate clients around the globe, multiple related SF accounts need to be visualized individually for specific countries and regions and broader relationships globally mapped into in a single chart. OCP supports this requirement and the features and flexibility of the tool makes it easy to maintain the charts and keep data up to date.
The ability to export the charts into multiple formats such as power-point in and editable way has saved a great deal of time. The reporting available with the tool is extremely useful.
The Vendor has been supportive through-out and continues to release value-add enhancements with the product based on client feedback.
Highly Recommend!
OCP Transforms Contacts into Action
OrgChartPlus has been the most popular addition to our Salesforce instance in years. Its simple to use, customizable (minimal changes needed), and brings material value to our account teams and leadership. OCP has become a cornerstone of our account planning process and helps us identify areas of strength and risk in accounts to solidify relationships and drive new business, expansion and retention plays. The sales, CS and support teams at Sales Methods are responsive and very good to work with. I'd highly recommend the tool.
Amazing Product and Team
OrgChartPlus is by far one of the most impactful tools we have added to our Salesforce environment. This tool has had a huge impact on how we manage our account relationships. It identifies where relationships need to be strengthened as well as where there are gaps.
The team at Sales Methods is hands down the best. Conversations with them are never about what they can sell you, but how they can work with you.
Efficient service
The teams are always attentive and responsive. Each time we have made a request, we have received a response and support in developing new solutions.
Great Service
Elliot and the team have been superb in helping us with understand OrgChartPlus and how it can work for us as a charity. We are just in the process of installing it and we are excited to get going and using the tool.
The team have also been extremely accommodating and they have found ways to re write code if needed so that if fits in with our current relationship tab in the NPSP package that we use. As soon as we get going I will write a review of how it helps us as a charity to manage our supporters and their networks.
So a huge thank you to Elliot and the team for their support and help so far.
The ultimate add-on for Salesforce!
Our business has used OrgChartPlus for 5 years now, I would recommend it to anyone looking to strengthen relationships with your contacts.
The ease of use due to the drag and drop of selected contacts in salesforce means you can build multiple contact strategies for different parts of your business without having to have all contacts listed as they are in salesforce. Our business doesn't just use this for sales but for all departments as it helps build peer to peer relationships, we have seen particular benefit in service and support functions (outside the obvious account management and opportunity lead benefits).
The support and training from salesmethods is great so all new starters can join the webinars and learn how to embrace this tool which we all love.
Excellent Tool for mapping out target companies
As an executive search business we work on many competitor market intelligence projects and this tool really helps us to understand the hierarchy and relationships of individuals.
Elegant solution for Org Charting
This is a simple and elegant solution to building Org Charts for clients or prospects. 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 organizational hierarchy, and to add characteristics and notes on particular contacts, is extremely valuable. Highly recommend.
Great Tool
We have been using OrgChartPlus for over 2 years and we are very satisfied with it.
Its visualization is great and it's really intuitive and easy to work with.
Well done, great product
Very insightful
The tool is very helpful when determining the sales strategy, identifies the strengths and weaknesses of the relationship and how to develop specific areas further.
Great tool for visualising relationships in large client accounts
OCP is an easy-to-use tool that allows you to capture both hard and soft data about your team's relationships with a diverse and expansive set of stakeholders in a major account. Sales Methods also offer very responsive and dependable support.
Great experience
The software offers an organisation an 'out of the box' methodology for the effective development of large and complex client accounts seamlessly integrated with Salesforce CRM functionality. Sales Methods customer support is also second to none, thank you Sales Methods!
Love this tool!
We implemented OCP a year ago and we would be lost without it. Our Sales Team uses it on every opportunity they have. Our Industry has very complicated hierarchies but this tool allows us to visually display everything inside of Salesforce. This is huge because we previously were having whiteboard sessions to complete these. Not to mention the platform is extremely easy to use and the user adoption has been well received.
When the team tells you this tool is customizable they really mean it. The topping on the cake is the whole team at Sales Methods is topnotch. Everyone is so informed and friendly to work with. Plus, they're extremely responsive and great at communicating.
I highly recommend this product and company.
Brings sales methodology to life
We trained out our sales methodology in the summer and followed up with Org Chart + a couple of months later. Its fair to say that it has transformed its adoption because it brings to life all of the stakeholders and makes agreeing next steps very easy. The visualisation of each stakeholders opinion, along with their formal and informal connections makes it easy at a glance to see if a deal is on track or not. A vital tool if you want to embed methodology into the teams DNA.
Excellent tool for Sales managers that want to win more deals!
This is a very easy to use tool for account mapping and to have more productive conversation with your sales and account management teams on accounts and opportunities that are in development. Invaluable if you are trying to understand the account and where you stand vs. competitors in an account.
This is an absolutely necessary tool for enterprise selling and I look forward to new features such as integration with LinkedIN.
What sets this tool apart is customer support! I don't work for a massive company with tons of budget for tools like this. They have invested in our company to get our first few power users/champions going so that we can prove out the value to our entire sales organization. This is a big paradigm shift for our sales organization and I'm really appreciative of their super responsive support to help us get up and running. You simply don't find software companies that actually care about their customers these days and sales methods does and their solution is very cost effectively priced.
We did a lot of research and found no better tool. We found other tools but they were too complicated and way too expensive for our limited IT/CRM budgets.
Give Sales Methods a try!
Intuitive and Funky
This is a really simple tool to use and has great potential. The ability to create multiple org charts is excellent when displaying multiple departments inside one of our Buyer Organisations.
You can also create org charts for specific opportunities enabling you to show complex relationships and who influences who etc. Great planning tool for Account Development and will be using for Complex Opportunity reviews
Exceptional Solution with Superior Customer Service
I am a new SFDC admin that came into my company with OrgChartPlus already purchased but not yet implemented. I was tasked with getting up to speed on this solution and then rolling it out to our enterprise sales users including creating a custom training guide. I was surprised at how quickly I was able to learn the user friendly interface (thanks to the help of the Business Dev Manager who gave me a complimentary demo within a day's notice) and just by watching a few of their training videos. The solution was very intuitive and the admin documentation was very easy to follow. Thus, I had OrgChartPlus up and running for my company within 3 hours including customizations such as integration of our competitor object into theirs, custom report types defined and linked to a dashboard in order to track tool usage & effectiveness, and custom buttons visible on the applicable page layouts in Salesforce.com.
I was also beyond impressed with the responsiveness and expertise of the development team when I asked for assistance with uploading our custom help guide into their help application. Within 2 days they had a custom solution developed for me and ready to go that will only enhance the user experience. They even uploaded it and provided specific instructions on how to make changes if needed in the future.
Our company is so impressed that we are considering expanding this tool out to other sales groups in our organization and we already have sales reps who don't have access to the tool, requesting it due to the positive chatter it has generated from our licensed users. It takes a lot to impress me and I have to say that Sales Methods has exceeded my expectations from both a functionality standpoint and via their knowledgeable and responsive sales & development teams. Strongly recommend giving this tool a try…you won't be disappointed!!
Fantastic tool and fantastic support
This tool is fantastic. It provides a great deal of detail without needing to do a lot of work. The ability to create multiple org charts is excellent when displaying multiple departments inside a department. 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 customization for te tool isn't too complicated and allows the users to get exactly what they want.
The team at Sales Methods was phenomenal to work with. They went out of their way to meet with us a hand full of times when we were considering purchasing the tool. After we purchased the tool they continued to go out of their way to check in with us and walk us through any questions we had about the tool and customization.
This tool is great and the team behind it is even better. I certainly recommend this tool to everyone!
Great tool
Works great for allowing our sales development teams to map out our customers contacts and get to know their needs better.
Great tool
OCP allows both the customer success team and our wider business to log and track relationships, specifically with our larger, enterprise customers. This enables us to identify where we're missing important personas, whilst also suggesting the best path for engagement where an existing relationship may not exist. Unlike many other commercial tools, adoption has been good which is a testament to its usability.
Love this tool
I've been using OrgChart+ in two different organizations for 5 years now. When I switched from Classic to Lightning there were no issues. We use it mostly for internal Quarterly Business Reviews. Occasionally we share the data with prospects and customers. Learning curve is very small.
Great Product
We just rolled out Org Chart Plus to our sales team and its a great addition to CRM, helping us quickly visualize and understand the organizations and progress we have made with individuals. Great for strategy calls on opportunities.
Great tool
This is a great strategic tool that allows you to easily create a visualization of an organization's employees and their relationships within the organization as well as external relationships like partners.
Very good
Very good way to close deals better….
Outil très puissant, permettant de maitriser au mieux ses projets
Excellent outil. Très intuitif et simple d'utilisation.
La méthodologie (et tous les outils gravitant autour) permet de maitriser au mieux ses projets les plus importants.
L'outil ne laisse pas la place aux approximations, qui peuvent couter chère sur ce type de projet.
great tool, detailed and focused, great trainer
The P2C Training and Trainer was very good. Like the method and the detailed information which were transfered in the session. It´s complex to enter all information around the Opp. Great. Thanks for the support
Plan to close training
Really good method to improve sales success
Salesmethods
Great tool, great trainer, will use this tool especially contacts and org charts
good tool, useful and straight to the point
really helps to close
Great tool for working on your OPPs and Accounts
Very helpful tool for understanding the status of your opportunities and overall business
OrgChartPlus – Effective Tool
OrgChartPlus has helped our company provide a clearer visual of our key players and firms. Overall we can build stronger relationships with the information gathered. Especially like the ability the see these relationships at a glance.
If you don't have this now – BUY IT TODAY!
We recently implemented OrgChartPlus and launch to all our field reps globally. 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 you do! Did I mentioned the exceptional support! When you have a question or need assistance Sales Methods is always there to help!
Top relationship tool
Amazing tool, we rolled this out to our huge Global sales organisation and all get the wow factor.
It’s been instrumental in us gathering our knowledge of customers and relationships, from a Global perspective so we can leverage opportunity. Then used to help develop our account planning focus and strategy.
The tool is so intuitive to use, and integrated with the rest of our CRM so no duplication.
Sales Methods have been fabulous in developing and customising the tool for our business specific benefit, professionally, quickly and easily.
The tool is a credit to Sales Methods and now our business, thanks to all that have been involved.
OrgChart Plus
This is such a great tool for managing company to company relationships! It gives a wonderful single glance view of our partners' structure!
Great App for Relationship Mapping
OrgChartPlus is a great tool for relationship mapping. It has lots of nice details and features that are well thought through. It's relatively easy to install and setup. And the people at SalesMethods have been very helpful and responsive.
Great tool!
As a company, we were looking for a SF integrated tool to organize professional relationships at different firms. We researched various visual tools and found OrgChart+ was the best fit. We've been using it for a couple of months and it's been extremely helpful mapping out the key players at large partner firms. We are very pleased!
Great tool
We are using OrgChart with all our reps and it's been great. The setup is very easy and the drag and drop makes everything super simple.
Now we have one strategic view on all ours opportunities.
The support team is very good as well. They helped us all the times that we needed.
Great and trustable tool
We started using this in our team and so far the experience is positive. It's easy to setup and easy to get approved as it integrates with salesforce.
Also, I have to thank Richard from sales methods for the great support and follow-ups!
Great tool – as powerful as you make it
We are new adopters to OrgChartPlus and I like what we see so far. As we grow our commercial team, having these flexible views of account and opportunity relationships is very helpful.
Like any tool, it is only as good as its use and information. We are looking forward to integration into our sales process and account reviews to maximize the impact. Thanks to SalesMethods for the tool help us be successful.
Lisa Martin-nice tool
This is very easy to install, and fairly intuitive. The Support team is very helpful and couldn't do enough to help us get started.
Pharmaceutical Industry Stakeholder Mapping
I've rolled this tool out in our EU and UK organisations and it is by far the best Stakeholder Mapping tool I've used.
Everyone has been really happy with the final configurations and usage of the tool. Personally, I have been really impressed with the support and bespoke changes that SalesMethods have made to the product to meet our needs.
I would highly recommend this Salesforce tool/app to any industry looking to make Stakeholder Mapping relevant and fluid within their organisation.
It works!
Over the years, I have evaluated a number of OrgChart applications that live inside or outside of SFDC. I finally found one. We've been using it for 6months now and it's terrific. When we ran into technical trouble, the company was eager and efficient at helping us problem solve.
Favorite parts:
Works against Accounts and Opps
Leverages the hierarchies you may have already formed in SFDC
Calls out relationships, opinions, and roles
Allows you to color code special attributes like product focus.
5 stars for me.
Wow, Great Product and Service
We have been using this application for a little over a month. First thing to note is that the team is very responsive and available to assist with any questions or concerns you may have. The tool itself is just brilliant. The sales team loves it because it is very much like a video game. They can build out the teams on their accounts with simple drop and drag movements. We use this too in our weekly on on ones to see what changes have occurred and if we need to bring in any additional support to a account.
The executive team loves the visual nature of the tool and how they can get quick overviews on the accounts they care about. This IS a collaboration tool that helps the entire organization stay up to date on activity and account volatility.
I recomend you try it out in a sand box with a small test team. You can really configure this to meet your needs.
Awesome app!
Love this tool, especially the drag and drop functionality. Super easy to use and implement. Support team always responsive and helpful.
Great tool to help RSMs understand our customers
We just finished implementing OCP into our SFDC. I have nothing but good things to say about this new tool. Super easy to use, very professional and responsive OrgChart support. The implementation process was super fast and the support team was always willing to help us customize the tool to meet our business needs. I have very good feedback from my superiors and RSMs. I recommend it to any sales organization.
The for understanding relationships in your clients organisation
If you want an upgrade to the standard Salesforce [View Org Chart] feature then this is the tool for you. No need to use MS Visio or PowerPoint to manually map your clients offline in powerpoint as OrgChart+ can do it all within Salesforce.
My business use it to map the:
– Role of stakeholders in relation to opportunities i.e. coach, recommender, decision maker, approver.
– Client position in regard to product (positive/neutral/negative).
– Relationship.
It's a great tool and exports impressive visuals to wow your stakeholders.
Also, the team behind the OrgChart+ are great to work with too. I was a newbie to Salesforce and they helped me every step of the way to get the product up & running.
It's also worth mentioning their post sales support. Some companies are awful at maintaining a relationship and helping on an ad-hoc basis. Not so the team at Sales Methods.
I can't praise them highly enough for both their product and client management.
Relationship Management for Global Client
As our team has taken on a new global conglomerate we are looking for every tool possible to help us manage key relationships across a very diverse organization. OrgChartPlus not only helps us understand the organizational structure, it helps us map and manage key relationships at the executive level between our companies, our partners, and our competitors.
Great Tool for Strategic Account Management
We evaluated several tools prior to selecting OCP. It is a great tool to get a visual landscape of an organization and differing relationships and Influencers of an organization. It is very easy to use and in some cases it is easier to update a contact in OCP rather than sf.com. It is also customizable and the support and sales team have been very responsive.
EVP Strategy
Great tool for account planning and highlighting the influence your team has with client contacts. Highly recommend!
Great tool to better understand your customers
We launched this tool a few months ago mainly for our Customers Success Managers to use it, build Org Charts of their accounts, expand our company's footprint within the accounts and identify new opportunities. The team loved it and we ended up rolling out the tool to the Sales and Marketing team.
OrgChartPlus is very easy to use and you can personalise it as you wish, which is very helpful when you want to create your own rules.
The Sales and Support team at OrgChartPlus have been very helpful and friendly. It's good to know if you have any questions, issues or if you need training, they are here to help.
The solution is simple but it does the job and the easier it is, I know the more likely everyone is to use it on a regular basis.
Great solution for an advanced Key Account Management
Simple to install and easy to use. We don't need training because it's very intuitive.
I like the contacts visualisation with all relations type, influence level and Opinion.
The Support Team is very reactive.
Great Product – Great Support!
Some of the best customer service I have received to date! An amazing product which met a major need in creating detailed and accurate org charts that we can leverage into our account plans. Highly recommended!
OrgChartPlus + OnePlace = Great corporate hierarchy tool for the Professional Service firms
OrgChartPlus displays corporate hierarchy in a smart, easy drag and drag manner. Professional Service firms using the Oneplace client intelligence solution (http://oneplace.global) get a complete picture of corporate structures using Salesmethod's OrgChartPlus app.
Excellent tool for B2B account planning
Rolled out OrgChartPlus in a global B2B enterprise to facilitate strategic account planning. Have nothing but good things to say – excellent product, fantastic and responsive customer service and the users love it. There are now over 500 users that have this tool and feedback is great.
Great tool and support
Worked quite closely with OrgChartPlus support to enhance the tool to meet my client's needs. OrgChart support was extremely responsive in answering any questions I had during the analysis, implementation and testing phases of the project.
OrgChartPlus was very well received by the organisation and they loved the features it provided. Highly recommend this to any sales organisation.
Great team to work with
My role in implementing OrgChartPlus for the Sales team in our organization was that of an enabler. I worked with the team in Sales Methods (parent organziation) to review, implement, training and close out of this project. It was an absolute pleasure to work with the team – they were very responsive (most of the times I got replies within minutes – even during after hours on Friday). They helped me during every step of the process, and also sent me friendly reminders when I couldn't complete my deliverable on time.
I am not the end-user; so I cannot comment much on that aspect. I give a 5-star rating for the great service I received from the team at Sales Methods.
Must have for Key Account Planning
From an Account Planning and Customer Success standpoint, OrgChartPlus is extremely helpful tool to visualize all the important relationships at our largest client accounts. The best part is how Salesforce is kept in sync with reporting updates made within the app as well as description fields without any customizations. There is a lot of value for what you are getting for the cost.
Excellent tool – well thought out, along with Outstanding Support.
As others have already mentioned, we were searching for a basic org chart tool and this is so much more! Easy to add the relationships, visualization is amazing, all charts are very useful. You can save charts as an image, print, or click a button to save as an attachment. Very slick! Support so far has been excellent.
Very happy!
We were really just looking for an org chart, picked this one because of how easy it is to populate (drag and drop). It certainly is everything we're looking for in that respect, and we've also been impressed by how much the other views (table and molecular) are also getting used. Customer support during install and training was a pleasant experience. Highly recommended.
Terrific Company and Tool
SalesMethods tool is terrific tool giving us great insights into all of our opportunities but the service SalesMethods provides to its customers is quite superior compared to other app providers. The SalesMethods Team walked hand in hand with us through out our implementation providing there insight and offering best practices straight through the set-up. If there was an issue they were there at any hour to help resolve it quickly. Even several months later when we were migrating data over to a new salesforce account, the SalesMethods team was there to answer any questions we had to get the data migrated successfully. You don't find many companies anymore that are so helpful and you can actually get a person on the phone to help. They are a true partner.
Great Functionality and Excellent Support
We are a very big fan of this app. It helps our reps define the various channels and levels within the organization and develop a clear strategy for working with our customers and prospects. It has brought a lot of structure to how we approach each opportunity. Customer support is top notch.
Wow! What a life saver!
I have been using this tool for about 4 months now. My accounts are large global companies with very complex organizations. Producing and maintaining accurate org charts has always been a challenge and very time consuming. Until I found OrgChart Plus. 1) It is fast and easy to install. No need for any technical assistance. A few clicks and you are up and running. 2) Easy to run. Your Salesforce screen is updated with an easy to find button which runs the app and creates the Org chart automatically. 3) The org chart that is created is easily modified. Click and move, drag and drop, and editing is super easy. Very intuitive. No manual or instructions are even needed. I was up and using in minutes. 4) Very easy to down select if you only want a portion of the organization. Select the contact and click the button. Very easy. 5) Works off of your contacts in SF. Just add or import your contacts with the "reports to" field included and you are ready to start creating org charts. 6) Support. I am truly amazed at the level of support I received and the quickness with which I received replies. For an app this inexpensive I can't believe how they take care of their customers. I gave this app 5 stars and I recommend this company and their product without reservation.
Great Tool, Great Support
Not only the tool is great but also the level of service they provide to their clients is amazing. They guided me through the way of implementation and made sure that everything was set and ready to go. Even after the installation they are always responsive of my questions and help me resolve issues. Thank you very much for your support, I am very appreciative of your help.
Great Tool, Great Support
Not only the tool is great but also the level of service they provide to their clients is amazing. They guided me through the way of implementation and made sure that everything was set and ready to go. Even after the installation they are always responsive of my questions and help me resolve issues. Thank you very much for your support, I am very appreciative of your help.
Excellent product and service
This tool will make visualizing our complex client organizations so much easier and more impactful. The sales and technical support folks have been extremely responsive. We're excited to implement this for all our clients.
Great Tool, Must Have for Account Planning
We've been using this tool for a few months now and it's been tremendous in identifying prospects as well as planning Sales meetings and opportunities. Not to mention the customer service is excellent. Always checking in to make sure the tool is being utilized to it's fullest potential and immediate feedback and answers when you have questions. A must have for any organization with a Sales team.
Great Strategic Tool
Rolled this out to 80 reps and have heard nothing but great things. In reviewing other solutions, OrgChart Plus was superior in:
1. Easy to use – drag and drop environment.
2. Highly customizable.
3. The molecule view (political map) is an amazing visual that puts all the attributes into perspective. Our leadership loves this aspect.
4. Interoperability with Salesforce – updating SF fields through the OrgChart
5. Easy to implement
6. Strong supporting documentation and videos – made the rollout easy.
7. Great people to work with
8. Its the one tool reps actually like to use.
Strongly recommend.
Excellent Product and Service
Since using OrgChartPlus, it is hard to imagine life without it as a Recruitment Researcher. Coupled with Elliot's great customer service and support, it is an essential tool for an Recruitment mapper!
Excellent
The addition of the app will allow our Strategic Account management team to effectively manage their relationships and map them accordingly. Allowing the team to be more effective and in the end more successful. In addition working with Elliot Gilder our contact person was an excellent experience. Elliot was prompt and answered any and all questions I had.
Works like a charm
Great product and add-on to salesforce.com, I use it all the time.
Excellent App, Excellent Service
Our organization values this add-on very highly, and the customer support and sales staff are always extremely helpful and accommodating to additional training and support calls. I would highly recommend this application to other sales organizations.
great product
Very easy to use and very comprehensive tool. Great customer service also!
Great functionality and easy integration with Salesforce
OrgChartPlus is 'as advertised' – great functionality, easy to set up across a large user group, responsive customer service, etc. I've evaluated and used other tools, and this was the best option by far. Highly recommended for any sales org looking to map out the structure of prospect and customer accounts.
Great App, Excellent Customer Service
OrgCharPlus is a great app that is easy to use with incredible potential value to your business. With easy install instructions and in-depth training manual, everything from start to finish was easy to comprehend. The customer service is incredible and adds a great value to the product. Highly recommended.
Excellent Customer Service
This is already a very good product but pair it with the level of customer service they provide and it will be hard to find a better product. We needed most of the labels to be customized and they had no problems understanding where we were headed and implementing our request in a quick response.
Shane Eliason
We did an extensive search to find a great org chart tool, and OrgChartPlus has exceeded our expectations. It is a great way to get a good political understanding of what is going on within an account!
Great app
Awesome app for defining any account strategy and organizing a clear and deep view of your customers. Easy to use and a very good and proactive support. The killer app for sales representatives !
Great product!
We reviewed multiple products in our search for a org chart generator. This was by far the most easy to setup/use and had great flexibility in regard to object orientation.
Many thanks,
Val
Totango
Salesforce Opps Planning
Easy to use and very straight forward. Helpful on day to day handling of opportunities
Plan2Close and Org Chart Plus
Course expertly delivered, has given our business the ability improve sales execution and manage our sales process to closure far closer than previously. Thank you
Cant Wait To Close
Very valuable plug in – cant wait to use it with a vengeance in the real world and reap the vast financial rewards that await!!!
A cost effective, easy to use and powerful app
We purchased this tool to help us map and track org charts and influence maps, since our salescycles are often long and very complex (selling to Tier 1 banks). The app is very simple to use, very easy to install and helps visualise influence maps, expressing relationship types, supporters/negatives, degree of influence etc. Both Richard and Andy were more than helpful through our demo period and as we installed the app. Thanks
OrgChart+ – Highly Recommended for Sales Organizations
This tool exceeded our expectations and is specifically geared toward the needs of sales reps and sales management. Going beyond a simple tool for creating org charts of the contacts at target accounts or sales opportunities, it permits you to flag supporters/detractors, relationship types, and degrees of influence – a very valuable overlay on the org chart as your sales teams plan their deal / account approach. And with the SF integration, work done in the tool is synched with the SF contact records. Simple to get up and running, the tool was Very well received by my sales teams and Sales VP. Bottom line, the SalesMethods team practically thought of everything with this tool. Richard G has been a pleasure to work with as well.
The perfect tool to visually map complex organizations
OrgChartPlus is a very focused and useful application. It allows us to map the complex relationships that exist within our customers' organizations, our partners, and our competitors. It also provides a very efficient way for us to move from the sales process to the implementation phase by visually communicating a new customer's org chart to our implementation team. We are very satisfied.
P2P
Just finished the training. This is a great tool that can help us to manage the sales process. Really nice.
Great add-in for SFDC
Very intuitive tool, felt very comfortable with the tool after a one-day training session. Tools will be very useful for involving other company resources in our accounts and formalizing relative positions within our partners.
Plan 2 Prosper
Just completed training, great stuff. I look forward to implementing this in my sales plans.
Excellent application
Just beautiful and very useful tool. I would like to use it in my everyday job with pleasure
Plan2Prosper Training and Tool
Great training and tool. This will allows us to take SFDC from a simple sales/quote management tool to an account management tool. It provides us a much deeper view into our customer accounts, a more strategic approach with more visibility and control of our destiny. Also more colleagues who touch the account will now be involved with this tool in addition to our account managers therefore I anticipate it will improve team work, focus and efficiency.
Alex Adam – Plan 2 Prosper
Really useful and interesting training – looking forward to using the tool.
Training was great
Training was great and very helpful for managing Top-Accounts and what informations are needed to manage
Plan2Prosper – tools
Great tools, particularly the OrgChartPlus which gives you a complete view of strength of your relationship with key accounts. Overall these tools will have a positive impact on how you manage your key accounts, how you can drive further business and create stronger relationships.
PLAN2PPROSPER Training Session
Very good and very useful. Looking forward to applying this and using the org chart + in the near future
Wow! Couldn't be simpler, but still extremely powerful
In addition to the quasi-miracle of pulling in your SFDC contacts and displaying them in a graphical format, OrgChartPlus has several dimensions that make it much more than simply a display tool. Fill in a list view that let's you target individuals for development by your sales team members, or look at a sphere of influence view that shows you in a glance that you're at risk or golden. Awesome, simple and valuable to individuals in the process — not just an executive management tool. You have to try this…
As thorough or simple as you want
SalesMethods comes "out of the box" as a sales planning methodology that is very comprehensive and complete. For our purposes it was even more important that the tool be easily customizable. We were able to edit the process ourselves to match to our terminology and create a quick and simple planning tool. We will gradually increase the scope by adding sections/questions and it becomes integrated into our processes. Contrast this to competing tools that force you into their methodology, or charge HUGE services fees to make even minor changes to adapt to your business. SM is a fantastic value, and very flexible tool. Recommend.
Incredible tool- which will make a difference
just finished the second part of our training session Plan 2 prosper and Plan 2 close- what an amazing tool which will create a massive impact and will bring huge value to our company.
the training session has been excuted in a very professional manor. I only can recommend the app!
Excellent Course and Tool
Really liked the Plan2Close – this ensures that the focus is on revenue and whether it is worth getting out of bed for specific pieces of business.
Also like the fact that it highlights the contacts that you dont know and should get to know in order to be succesful
Salesforce Plan2Prosper and Close
Great session. Some straight forward but brilliant ideas and tools to maximise account management, mapping and growth!
Sales Method, Great Training
What a good day learning about the Sales Methods app, cant wait to start using this great app!
Great training!
It has been a very useful day of Training. Quite a lot of bits to learn, understand and remember, however it has been demonstrated and explained in a very logical and understandable manner by the trainers. Now it's just a matter of getting hands on with what we've taken away from the training – and of course experiencing the benefits!
Simon Rigby – Review
Great session and I look forward to using the account planning tool and seeing the benefits. Thanks
Sales Methods – what a cracking app…
We had our initial training on the plan to prosper & plan to close modules. It has all the makings of a great tool one which I am sure the wider team will find very useful. I also believe it will be hugely helpful in improving our sales process and managing & focusing the team too.
The training from John, John & Joe was very well executed and answered all of our questions comprehensively as well.
All told a very good piece of kit one which I am sure will add real value to our team.
Plan2Prosper & Plan2Close
Excellent tools – can already see great possibilities within both accounts and opportunities! Looking forward to putting to active use.
Plan 2 Prosper
A very enlightening session, great insight into account planning and how to move strategically move accounts forward. The team delivering the training were knowledgeable, engaging and professional and clearly interested in our industry and how we can make things work for us which made a real difference. Can't wait to get started!
OrgChartPlus – key strategic sales tool
Easy to install and intuitive – good job.
OCP has been instrumental in setting strategic account plans that for the first time identify the relationships we need to develop, creating a 3D view of our 1st degree relationships and generating very clear calls to action. Monitoring the process in SFDC is of course vital but in our business, relationships win and lose every transaction. OCP make us better at this.
Pier Luca Chiommino – Sales Director –
This tool is really immediate to learn and use. We received an excellent training from a superlative instructor.I fell now able to better map my business and give immediate and clear visibility to my management.
Straightforward Application – Native Integration – best on the market.
We are rolling out Plan 2 Prosper and Plan 2 Close across our global sales force. The methodology aligns with our complex sales and account environment and the native application and data storage reduces the sales force workload and provides excellent management and account views. Very straightforward application and Salesmethods have been helpful from initial contact. Many thanks
Improved opportunity and account planning
We have installed the Sales Methods application and have high expectations that the benefits of systematically capturing relationships, data and insights into our sales opportunities and key accounts will enable us to better serve our prospects and clients to address their challenges with the CloudSense solution set.
Adding Value to our Global Software company
We have been using OrgChart+ for over a year and have almost 300 users. We have found this to be a great, simple to use tool that allows collaborative working across our enterprise accounts! We now use OrgChart+ at all our pipeline and big deal reviews and while completing our account planning sessions. The OrgChart+ team have also been very supportive and helpful
OrgChart Plus
OrgChart Plus is a very powerful tool for sales people that allows them to easily visualise their client relationships and gives them the ability to plan their sales efforts more efficiently. It is easy to use and install with great technical support.
A great way to quickly visualize relationships
We looked at a number of solutions that would help us with account planning and [Close Plans] and were lucky enough to discover OrgChartPlus. It is an easy-to-use intuitive tool that integrates very nicely into our SFDC instance. The drag-and-drop interface makes it very easy to update your charts and create different relationship views. The sales and support teams are outstanding as well.
Excellent app
As an end user of the Sales Methods apps and the recipient of a P2P training course, I've been nothing but impressed with the breadth/depth of functionality and professional approach of this organisation.
The tool has added value to my account planning and decision making within my territory, helping me to meet and exceed target while providing transparency for my employer.
Highly recommended.
At last true visual representation of our prospect and customer contact relationships…
As a new start-up it is critical that we make best use of our sales efforts/resources and really understand and document the relationships that we know about our prospects and customers. Org Chart Plus allows us to graphically diagnose areas where we have weakness early in our sales cycle, so we can rectify them before they slow down our ability to close any new business.
As you would expect this app installs with a breeze with minimal set-up and training. We use this tool to discuss opportunities and help team members with strategy to close new business and work within existing accounts.
Salesforce is great, but you can't rely on contact and account relationships alone, as we all know there is so much more in understanding who knows who, who are the blockers and where any potential veto may live. This app really drives great account planning and removes any excuses from the sales team (sorry team!).
Highly recommended and a very helpful team to support us at SalesMethods. Thank you SalesMethods, keep up the great work.
Org Chart Plus
An invaluable tool to enhance the account planning process. Easy to install and implement.
OrgChartPlus
Having recently adopted OCP, we're driving far greater insight, collaboration and productivity as a result. The tool is extremely intuitive and easy to master in the hands of the users (from Marketing to Business Development, Inside Sales to Enterprise Accounts). One of the sweet spots is the ability to visualise otherwise flat SFDC contact data and to rearrange and reconstruct organisations (simple drag and drop) on the fly. This very powerful and graphical tool has proved to be a massive step forward in real account management. Couple that with the alignment of our account teams, what is is we know about our contacts/prospects, how they feel about us, where they are in terms of the sphere of influence and we end up with a compelling, living and breathing capability that allows us to get much closer to the reality of us within the account and where the focus needs ongoing activities etc….we simply couldn't do without OrgChartPlus!
Reps fell in love with it before we even purchased!
Reps can be hard to please, but they absolutely fell in love with this when we had them trial it. We started with one rep, who showed it to his colleagues, who all begged to be included in the trial. They were using it to drive meetings before we even had approval to move forward with a purchase! Especially in complex sales, the ability to do more than just a simple org chart, but to layer on the informal relationships like who influences who (e.g. socializes, conflict, support, etc), opinion (who likes us, who doesn't like us), intimacy (are we just in contact with them or who has a strong relationship with them?)… The Reps LOVE it!
The app can be just a little bit quirky, but it's more of a learning curve kind of thing and you learn to work with it very quickly… But the team has been super responsive to feedback and questions!
Organizational Chart Plus,
OrgchartPlus is a tool that combines high value and ease of use, a rarity in today's tech driven work environment. OrgChartPlus provides high visibility into Organizations with both an org chart view and a molecule view that allows the user to identify reporting lines. In addition, its placement within SalesForce creates visibility across your entire organization, allowing multiple individuals to build the Organizational chart and identify relationship channels. However, this program's true strength is how dynamic it is. It can turn contacts into highly detailed players in an organization, allowing the user to identify relationship strength, opinion, influence, and connections.
I would recommend this tool to anyone looking to maximize the utility of their contacts within SalesForce. The increased visibility and detail OrgChartPlus provides is invaluable, supplying tangible relationship data and organizational structure.
Excellent sales methodology
We implemented the SalesMethods application in our Telecommunications company with a sales force of over 20 Account Managers and are really pleased with it. We started using the Plan to Close methodology across our three sales regions to establish best practice of reviewing opportunities. It has greatly improved the interaction and communication between all the different departments involved in winning new deals, focussing our efforts and increasing the sharing of information and knowledge.
The sales team quickly embraced the application as a helpful strategic tool and not as another time-consuming administrative task. Their way of approaching new opportunities and solving challenges is now better aligned with the objectives of the company.
The constant support from Dr John Heaford and his extensive sales experience across is another great value added from this application. This has turn to be just another software application but a strategic and training tool to change the mindset of our organisation.
The SalesMethods OrgChartPlus has proven to be a valuable asset for our organization
The SalesMethods OrgChartPlus has proven to be a valuable asset for our organization. It enables our policy and external affairs team to effectively visualize influencer relationships and organizational structures, which greatly supports our efforts in both renewals and new development pursuits. The drag-and-drop functionality and customizable chart options allow us to easily tailor the org charts to our specific requirements.
Throughout our implementation, SalesMethods has provided exceptional support and responsiveness. Their thorough and flexible training sessions and customer service have been efficient and helpful. The feature to seamlessly link contacts from Salesforce into OrgChartPlus and visualize their roles and connections has streamlined our influencer workflow. We highly recommend OrgChartPlus to organizations seeking to enhance their visual understanding of influencer and organizational structures and to improve their sales 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.
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.
It is a little tired and clunky looking, it's be great to have a refreshed, more modern looking version.
Org chart is must have!
This is easy to use and provides a lot of value, as it allows our whole team to understand the org charts of top accounts, we don't waste time explaining who's, who! This would get 5 Stars if I could add my own boxes for unknow contacts in the org chart without making a face contact
Very Useful
Intuitive interface and very useful in Strategic Account Marketing and planning
Good tool
The tool itself is very helpful and good to visually show relationships between individuals in an account (or pursuit).
Sales Method Tool
Its a useful tool to setup an great overview of customer accounts. The training was a very good introduction with step by step help for the different sections. Thanks for your support Cambell!
Good help in – account planning and awareness
The tool is a good tool to plan and structure you account – contacts and opportunities.
It is also a good tool to make you aware of your weaknesses, strengths and challenges in you r account.
It helps you to show the points/items you can improve on to strengthen you relation ship with the customer to improve the win changes.
Quiet Useful Tool
Was a quiet a useful Session that P2C Training. It is easy to use and understand and helps in developing a big customer and to qualify and win a deal.
easy to use
I received a detailed training. This portal is easy to use and gives me a chance to better serve my customers, plan OPP and win deals.
Looks great and simple to follow
Just been trained on Plan2Prosper and it looks like a really great tool. Simple to use and follows a logical, well thought through and structured sales process; Looking forward to working with this tool on a daily basis to run my business.
No experience of the support yet, but the training was thought provoking, relevant and engaging.
Org Chart Plus
Nice app, lot's of useful functionality for managing large complex accounts.
Great App and Can't Wait to Use it More
we just got the app and are in the process of getting it up and running but what we have seen we like a a lot. The "Influence" level along with other custom features such as adding a picture are just a few of the ones we are looking forward to using. great support group as well.
Great app and excellent customer service
Great org charting app, excellent customer service – responded within minutes to all questions/concerns and offered solutions to each problem experienced. Easy tool to navigate and good integration with Salesforce. Overall very satisfied.
Sales Methods
The tool appears to be a great way to collect and document information of potential clients in a methodical manner that can be used multiple times. The training that went with the release of this tool at our organization, led by Jonathan Mama was great and very useful/handson
Great Sales tool
This is a very strong app for helping you along the sales process and making sure you have ticked every box along the process. The app works well on a mobile platform I tested it through Salesforce 1 on Android. I am looking forward to putting it into practice.
Things will never be the same again……………
He came, he saw, he conquered! He said it would change our view on planning to close for big opportunities and indeed it has. The best thing about it is that is so simple. Looking forward to putting it in action.
A very powerful tool
We had purchased this tool simply to create drag and drop org charts. We were delighted to learn that it was much more powerful than that. The relationship mapping aspect is very valuable for our organization as we work closely with just a small number of large organizations and we can quickly see where our gaps exist. The team and Rich have been great to work with.
Excellent app!
Our users are in the field and have been lacking Org Charts for many years. This app has been a life saver for them and is the one of the biggest pluses of using the Salesforce.com app.
Plan 2 Prosper
Just completed the P2P training. I enjoyed the training. This should be a good tool. I'll let you know in a few months
Great training received today on Plan 2 Prosper
It looks as a very easy tool to use with great possibilities for outstanding Account Planning.
Great trainer as well.
Valuable method
I just attended the Plan2Prosper training. It seems to be a very well structured way of defining your work plan for your strategic accounts.
Katie Taylor – Great Training
Look foward to using this app. A great tool and look forward to putting this into practise! Thank you.
Plan2Close
Great Session, some very simple but effective practices.
Salesforce App Planning
A very good tool to reinforce how to best to get the most from our clients/accounts with a detailed structure. Looking forward to seeing the accounts grow!
Account planning
Great day with a lot to take away and put into practice.
Sophie Rigby
A great day with lots of information to take in, now to get planning. This is a very helpful tool allowing us to take steps to map our accounts, follow up with relevant tasks and allow us to see the return on investment.
Plan2prosper
Plan 2 Prosper will be a great addition to the Sales Platform. I love the way that it is a continuous work in progress to allow constant account management and account development.
Plan 2 Close has the makings of a great tool and will be excellent for the larger accounts and larger pieces of business critical opportunity
Plan 2 Prosper Training
Great training and a fantastic tool which will allow us to explore our accounts in more detail. Looking forward to getting stuck in!
Plan2Prospect & Plan2Close
Excellant Training…. A lot to take in and understand, however very exciting! Cannot wait to get started, as I really feel this will make a huge difference in my day to day!
Great Training, Achieving a better understanding
Really good experience, everything was very well explained and gave a great understanding of the product and how to use it.
Went away feeling like I had gained a better knowledge of how to develop my leads.
Amber Walker – Regional Sales Manager
Great insight into Sales Force.com, looking forward to putting this into practice in growing my accounts and retaining current client basis
Salesforce App Planning
Looking forward to putting this great uses and put some time aside to uses teh great tool it is. I belive it will be a great tool for all the Sales team to uses going foward. Thank you Jon,Jon and Joe
Plan2Prosper & Plan2Close
Great day full of invaluable insights, methods and support. Already looking forward to getting started and moving my accounts up to the next level and hitting my 2014 target
Plan 2 close and Plan to prosper
Great day – intense – learnt some great new questions to speed up the sales process and really qualify my opportunity. Looking forward to putting it into play
Sales Methods for Sales Force Training
Super tool. Confident it will work with me in achieving my account goals and become a higher performer in our business and indeed the sales arena.
Salesforce App Planning
Looking forward to putting this great lesson learnt today in to practice. This will be invaluable.
Great input equals great ouput.
Account Plan & Manage Knowledge
I have been on the Sales Methods training today, I have high expectations that this system will benefit building relationships, and capturing good data for our sales opportunities and key accounts.
Account planning app
Very useful training!
Today has been enlightening to the great tool this app can be. It has also highlighted some key basic areas to work on. I can't wait to see the benefits!
Training Today – Let me at it
Great training today…… a lot to take in but it does make sense. I believe that by living and breathing this application as part of my day to day sales role, business will increase and targets will be hit….. will be feeding back my successes in a few months time so watch this space
OrgChartPlus
Great tool and just what we were after, easy to use and navigate round. My only negative comment would be printing views that can't currently be adjusted but I have been re-assured by their tech team that this will be in the new upgrade.
Good App to define standards and also to customize processes
As the local certified salesforce.com partner in Switzerland Germany, Nexell has used SalesMethods Apps at customers to help them standardize their processes, especially when "none" were existing. The breath of the application would also allow us to use the basic framework and platform and customize the App for a customer specific application and process requirements mapping. In an ideal case these Apps, or trimmed down versions of it, could be made available for PE or even GE customers.
Org Chart +
We decided to implement Org Chart + as part of our account planning in Salesforce. We consider the tool very helpful in order to lay the contact foundations for a strategic planning. So far we have experienced an excellent support with installing the app.
At last…
OrgChartPlus offers me all that I need to map the personal relationships across my account landscape. The various options allow you to identify important actions to strengthen the relationship with internal and external influencers on your account.
Good app
This is a nice simple app that works perfectly right from the download – which is a nice change. It doesn't seem to have any performance affect on our system and loads and works very smoothly when compared to other apps. There are slight limitations in the number of attributes that you can apply to your contacts, but that might only be an issue to us here and how we needed to use the app.
Org Chart
Org Chart Plus is very to install and get running, and the team there is very helpful when evaluating it. For the cost it's a great value as it allows you to map out relationships within accounts. Sure you could try it yourself or use a free app but for a reasonable price you can have a full-featured OrgChart software tool that easily plugs in to SFDC.
Clive Lamb – Global Account Manager
I have been usig Plan to Prosper as a Global Account Manager for about 6 months at the time of writing. I have found the structure very helpful to facilitate thorough consideration of all aspects of the relationship enjoyed and direction needed within the accounts. There are valuable "helps" throughout the tool and through adherence to the guidelines a realistic assessment and plan can be developed.
Global Sales Manager
We are currently rolling out Plan 2 Prosper to our global sales team. We recently finished our introductory training conducted by Sales Methods. The intructor and training content he delivered were excellent. The initial feedback on P2P from our users has been been very positive. In particular we are very excited about the OrgChartPlus tool.
OrgChartPlus
Simple to install and use, once users view the training vidoes online. Very quick response from the company to technical support requests. Using the Molecule View for Opportunities appears unique when looking at the available relationship mapping tools for salesforce.
Plan 2 Prosper
We are in the process of deploying Plan 2 Prosper to our team of Global Account Managers around the world. We selected it after an exhaustive search and we are very satisfied that we chose the right tool for our needs. So far the tool looks excellent, the integration with SFDC is very strong and the installation was very straightforward. The account management we have received from Sales Methods has been outstanding so far.
OrgChart Plus
OrgChart Plus is an incredibly useful tool that enhances visibility of accounts, identifies relationship channels and creates awareness of the accounts relationship strengths and weaknesses.
The tool adds value as the entire virtual sales team can be incorporated giving the salespeople a wider scope of their accounts and the ability to map their way to their targets with ease. The tool is simple to use and, based on feedback from various salespeople, enables them to reach their end goal.
A big leap forward in visualising contact intelligence
Very easy to install, very intuitive and the visualisation is a great way to present lots of complicated contact intelligence in a way that makes it easy to take in, making a big improvement in our account planning process – as well as easing the dull job of maintaining the accuracy and value of contact data.
The only reason it's not 5/5 for everything is that the key (colour coding, shading, etc) and the attribute values could do with being customisable, to match our existing terms and standards. With that it'll be top marks across the board.
A tool created by sales people for sales people
OrgChartPlus is a new innovative yet very simplistic tool created by Sales people for sales people. From initial feedback from salespeople, and my own personal views, the main benefits of OrgChartPlus for the sales team are, so far:
• That you have a better visual of you relationship plans, you can map your entire virtual team in a live format with multiple views, global,national and local.
• No duplication – the tools is completely in-sync with the contacts in salesforce and it also Integrates 3rd party contacts (SI’s, consultants, re-sellers)
• See what other opportunities contacts have been involved in and what their role was. It allows you to map the strength of relationships i.e. Contact, target employee on multiple levels.
• PDF output for integration with account plans
• Simplicity!!!
OrgChartPlus has assisted me and numerous sales people in achieving their objectives and I am in full support of the tool and the value it adds to the overall account plans and in simplifying and refining the workload for salespeople.
Helping Account Managers Focus
Having adopted Plan2Close, and made the decision to use 6 key questions as a means of allocating resource as welll as reviewing deals the quality of conversations I have with my team has improved.
Account managers have a clear indication if they have a real opportunity that is winable, but more importantly they can build a set of actions to make up where thier plan is weak.
As both account managers & sales managers become more familiar with the process not only will we use more of the questions I know we will start to use the other tools with Plan2Close.
I'm also confident that we will look to utilise Plan2Prosper once we have built Plan2Close into our day to day business.