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Starting at $20 USD per user per month Please take our 14 day trial for free by clicking Get It Now. Volume pricing is available upon request. For further information, contact our sales team at sales@salesmethods.com.

Discounts available for nonprofits

Rating

(73)

Listed On

9/13/2011

Latest Release

6/20/2018

CATEGORIES

Sales Intelligence
Customer Relationship Mapping & Customer Relationship Development

The leading customer relationship mapping and customer relationship development application. Chart customer organizations, profile customer contacts, target stakeholders and align the right people in your business with the key people in theirs.

  • Build your org charts natively in Salesforce with total integration with the Salesforce contact database. There is only ever 'one version of the truth', enabling customer relationship insights using Salesforce dashboards and reports.
  • Tailor OrgChartPlus to fit your world using customer contact terminology that is right for you. Display your custom contact data or additional power map profiles to the standard contact matrix, org chart and political map.
  • Bring your power maps to life outside of Salesforce by natively exporting your org charts and relationship charts to Microsoft PowerPoint, Word and Excel. Add essential contact data to Account and Opportunity Plans.
Add a complete customer relationship development solution to your accounts and opportunities with OrgChartPlus.####Any sales activity involving more than one customer contact requires us to know more than just who people are. What is the orgnization hierarchy, who are the stakeholders, what do key customer contacts think of us? ####• Record formal organization structures and the hierarchy of key stakeholders.##• Record the key characteristics of your contacts and the relationships that exist between them, your sales team and the competition.##• Uncover the political map of how your customer contacts, sales team and the competition interact both formally and informally.##• Build your contact strategy that drives your account development and sales opportunities plans.####Built natively in Salesforce.com with changes automatically updated in Salesforce, there is only ever ‘one version of the truth’.####OrgChartPlus is fully customizable allowing you to display custom fields and images, use your own corporate language and color coding.####Requires a modern web browser (IE8 is not supported)

Highlights

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited, Force.com, Developer, and Performance EditionsProfessional & Up
  • Built 100% on the Lightning Platform, providing reliability and performanceNative App
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits
  • Supports orgs where Multiple Currencies is enableMulti-Currency
  • Provider has pledged 1% of their product, profit, equity, or time to support the communityPledge 1%

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 16
  • Custom Applications: 0
  • Custom Tabs: 1

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0

Requirements

Other System Requirements
Requires an HTML5 compatible web browser such as Chrome, Firefox, Safari, or IE 9 (IE 8 not supported).####Salesforce Professional Edition subscribers will require Salesforce API access. Contact your Salesforce account manager for API enablement.

Support Support is available by e-mail and by phone during business hours

Additional Information

Package Name
OrgChartPlus
Version
March 2018 / 5.20.0
First Release
9/13/2011
Latest Release
6/20/2018
Languages

Customization Guides

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