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OrgChartPlus - Relationship Mapping & Org Chart Tool for Salesforce

Transform contact lists into relationship maps with OrgChartPlus.

Overview

Build detailed stakeholder relationship maps with Salesforce native org charts. Visualise buying committees, identify key decision-makers and capture stakeholder relationships across every account.

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See How OrgChartPlus - Relationship Mapping & Org Chart Tool for Salesforce Works

  • Turn your contact lists into visual org charts and relationship maps. Drag & drop to create org charts from scratch or use your pre-defined templates to get started. 3 views to help you to visualise, organise, and target your customers

  • Customize your orgchart to meet the needs of your sales teams, methodology, relationship types and hierarchy. Set your own descriptive attributes and icons to illuminate your relationships.

  • Out-of-the-box adaptable reports and dashboards for efficient relationship analytics. Power account relationship analytics from the ‘real’ relationship status. Export directly into PowerPoint and Word to share beyond Salesforce.

UNDERSTAND • Identify your stakeholders and understand their hierarchy, decision-making ability, buying roles, responsibilities and experience to align your sales action plan • Quickly uncover gaps and additional insights required to give you a 360 degree view of your opportunity or account in an easy-to-build org chart or relationship map • Discover the relationships to develop and positively leverage your position SIMPLIFY • Transform contacts into org charts in a few clicks, directly from your existing Salesforce data, without need for complex reports • Visualize and map your stakeholder relationships to bring the account relationship to life with real-time data, for the whole account team • Simple installation and implementation to get up and running quickly and bring immediate benefit to your users and business GROW & WIN • Grow your accounts further with deeper stakeholder management • Help identify new opportunities faster through advanced stakeholder intelligence • Supports remote and collaborative working • Protect existing business lines through actionable relationship mapping insights • Understand gaps and risks in your relationship plans and strategies

Categories

Business Needs
Sales
Sales Intelligence
Data Visualization
Industries
Horizontal Product
Personas
Executive
Marketer
Sales Representative / Manager
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Native App
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder

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