OrgChartPlus - Relationship Mapping & Org Chart Tool for Salesforce

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.

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.

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.

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.