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The product enables teams to collaborate and modify information, thereby enhancing productivity and facilitating effective meetings. Users …
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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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…
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Tech 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
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OrgChartPlus Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Reviews and Ratings
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
The product enables teams to collaborate and modify information, thereby enhancing productivity and facilitating effective meetings. Users have found it valuable in simplifying the creation of org charts for both internal and client use, streamlining the process and saving time. By providing insights into the internal organization of enterprise prospects and clients, it helps sales teams identify blind spots and make informed decisions about strategic relationship-building. Additionally, it plays a critical role in account planning by ensuring executive-level relationships and comprehensive connections. The product also assists in catching up on account details and offers a comprehensive view of major customers and prospects, aiding strategic selling efforts. Its ability to create rich stakeholder maps and org charts turns staff knowledge into intellectual property that can be shared and leveraged across the team. Overall, users have found this product invaluable for managing complex large accounts, improving understanding, and facilitating efficient collaboration among account managers.
User-Friendly Interface: Many users have praised the user-friendly interface of OrgChartPlus, with several reviewers mentioning that they were able to get started quickly and produce great-looking charts. This indicates that the product has an intuitive design and easy-to-use features.
Integration with Salesforce: The integration with Salesforce has been highlighted as a big plus by multiple users. They mentioned that their project managers loved this feature, suggesting that it enhances workflow and makes their job easier. This integration likely streamlines data management and allows for seamless collaboration between OrgChartPlus and Salesforce.
Powerful Insights into Organizational Structures: Several reviewers have stated that if used correctly, OrgChartPlus can be a powerful tool to understand the hierarchy of an organization. Users appreciate the ability to drill into who influences who in an org, allowing for a deeper understanding of relationship dynamics within the company. This feature provides valuable insights and helps with risk assessment.
Lack of Auto-save Function: Some users have expressed their desire for an auto-save function in the software, as they occasionally get distracted and forget to save their work. This feature would help prevent data loss and improve user experience.
Outdated User Interface: Several reviewers have found the user interface of the software to be lacking and not visually appealing. They have mentioned that it feels outdated and does not meet modern standards. An updated and more visually appealing UI would enhance the overall usability of the software.
Inconsistent Customer Support: A few users have commented on the customer support provided by the software. They have experienced varying response times for support tickets, with some taking days to receive a response. Improving the responsiveness and consistency of customer support would greatly benefit users who rely on timely assistance.
Users have made several recommendations based on their experiences with the product. The most common recommendations include:
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Evaluate the product: Users suggest giving the product a shot and evaluating its capabilities. They believe that it is worth considering for their needs.
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Provide training and demos: Users advise training the sales team on the product to maximize its use. They also recommend receiving a thorough demo of the product to understand its features and functionalities better.
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Inquire about upcoming features: Users highlight the great product roadmap and suggest asking about upcoming features. They find it beneficial to be aware of future developments and enhancements.
Overall, users find the product easy to use and appreciate the substantial information it provides. They also recommend inquiring about customization and data writing capabilities, integrating account and opportunity plans, utilizing OrgChartPlus for account visualization, and taking advantage of the simplicity and video tutorials provided by the product. Users have also praised the responsiveness and willingness to help from the product's team. Additionally, they advocate for training the sales team and producing documentation for smooth adoption of the product.
Reviews
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December 28, 2022
Good option if you're executing a re-org
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
- 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.