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OrgChartPlus

OrgChartPlus

Overview

What is OrgChartPlus?

OrgChartPlus is an org chart tool for Salesforce from SalesMethods, that enables users to visualise deeper stakeholder relationships within an org chart and relationship mapping tool for Salesforce. The solution helps users identify, manage and understand stakeholder relationships to advance…

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The product enables teams to collaborate and modify information, thereby enhancing productivity and facilitating effective meetings. Users …
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Pricing

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What is OrgChartPlus?

OrgChartPlus is an org chart tool for Salesforce from SalesMethods, that enables users to visualise deeper stakeholder relationships within an org chart and relationship mapping tool for Salesforce. The solution helps users identify, manage and understand stakeholder relationships to advance sales…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is OrgChartPlus?

OrgChartPlus is an org chart tool for Salesforce from SalesMethods, that enables users to visualise deeper stakeholder relationships within an org chart and relationship mapping tool for Salesforce. The solution helps users identify, manage and understand stakeholder relationships to advance sales and grow accounts.
  • Use Salesforce contacts to build visual org charts and relationship maps in both Accounts and Opportunities
  • Identify accounts stakeholders and understand their hierarchy, decision-making ability, roles, responsibilities and experience to align your sales action plan
  • Drag and drop to build org charts
  • Import contacts from any account within Salesforce, along with team members and third parties
  • Get a deeper understanding of 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
  • 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
  • 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


OrgChartPlus Video

OrgChartPlus Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

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Reviews

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Score 3 out of 10
Vetted Review
Verified User
Incentivized
We used this while going through a reorg. Was good to see different variations of the chart as we were trying to decide which employee moves to which group. It was also nice that we could color code each employee to represent certain salary bands, reporting lines and leveled groups.
  • look
  • interface
  • ability to share
  • options
  • flexibility
  • ease of use
It was pretty good for making variations on an org chart while our HR team was in charge of a re organization. We liked that we could collaborate on all documents and make several versions of org charts while deciding which employee should be on which team. Ultimately, the visual expressions helped us decide on teams, groups and reporting lines.
  • flexible options
  • layered charts
  • show all potential future hires
  • color code by salary bands
  • made it easier to manage
  • saved money not hiring a contractor
  • made the boss happy
  • gave the process a tactile, visual element
They were both good products and we used them interchangeably. Ultimately, we ended up preferring Lucidchart, but this product also offers a great interface.
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