vizrm

vizrm, developed by CodeBriada UG, is a visual account management tool that aims to streamline and enhance the account management process for sales teams, account managers, business development professionals, customer success teams, and consulting firms. According to the vendor, vizrm allows users to generate org charts based on CRM data, customize them with colors, shapes, and styles, and easily edit them through drag and drop functionality. This feature enables users to visualize relationships and hierarchies within an organization.

Another feature highlighted by the vendor is the ability to create CRM contacts directly within vizrm and define strategic targets for future contacts. Users can track and manage interactions with key contacts, which can help identify growth opportunities within existing accounts.

According to the vendor, vizrm also facilitates understanding the buying group and winning deals. Users can map decision roles and influence within an organization, analyze deal participants and their relationships, and identify key stakeholders and decision-makers. The vendor claims that this feature provides valuable insights into the decision-making process, potentially increasing the chances of winning deals.

The product offers tools to stay ahead of execution and close more deals. Users can track activity with heatmaps to identify engagement levels and analyze patterns and trends in customer interactions. This information can help identify areas for action to drive account strategy, improve sales effectiveness, and increase deal closure rates.

vizrm aims to help users expand their business across the corporation. According to the vendor, users can map related organizations with drag and drop functionality, manage complex deals across multiple sites or divisions, and visualize the relationships between different entities. This feature can help identify cross-selling and upselling opportunities within the organization.

Lastly, the vendor claims that account managers find vizrm to be a valuable tool. It simplifies the visualization of complex account organizations, drives customer understanding and focused initiatives, and provides an intuitive and user-friendly interface for efficient account management. The vendor also states that vizrm easily integrates with Pipedrive, allowing users to create and maintain org charts seamlessly.