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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

(82)

Listed On

9/13/2011

Latest Release

2/21/2019

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.

82 Reviews
80%
19%
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4.8
Average Rating
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Top Favorable Review

Fantastic tool and fantastic support

This tool is fantastic. It provides a great deal of detail without needing to do a lot of work. The ability to create multiple org charts is excellent when displaying multiple departments inside a department. The ability to create org charts for specific opportunities is also great when a huge opportunity comes in with many complex relationships needing to be understood. The customization for te tool isn't too complicated and allows the users to get exactly what they want.####The team at Sales Methods was phenomenal to work with. They went out of their way to meet with us a hand full of times when we were considering purchasing the tool. After we purchased the tool they continued to go out of their way to check in with us and walk us through any questions we had about the tool and customization.####This tool is great and the team behind it is even better. I certainly recommend this tool to everyone!


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Customer Reviews 82 Reviews Rating: Any Rating Sort By: Review Date

Fantastic tool and fantastic support

This tool is fantastic. It provides a great deal of detail without needing to do a lot of work. The ability to create multiple org charts is excellent when displaying multiple departments inside a department. The ability to create org charts for specific opportunities is also great when a huge opportunity comes in with many complex relationships needing to be understood. The customization for te tool isn't too complicated and allows the users to get exactly what they want.####The team at Sales Methods was phenomenal to work with. They went out of their way to meet with us a hand full of times when we were considering purchasing the tool. After we purchased the tool they continued to go out of their way to check in with us and walk us through any questions we had about the tool and customization.####This tool is great and the team behind it is even better. I certainly recommend this tool to everyone!


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Great tool

Works great for allowing our sales development teams to map out our customers contacts and get to know their needs better.


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Great tool

OCP allows both the customer success team and our wider business to log and track relationships, specifically with our larger, enterprise customers. This enables us to identify where we're missing important personas, whilst also suggesting the best path for engagement where an existing relationship may not exist. Unlike many other commercial tools, adoption has been good which is a testament to its usability.


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Love this tool

I've been using OrgChart+ in two different organizations for 5 years now. When I switched from Classic to Lightning there were no issues. We use it mostly for internal Quarterly Business Reviews. Occasionally we share the data with prospects and customers. Learning curve is very small.


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Org chart is must have!

This is easy to use and provides a lot of value, as it allows our whole team to understand the org charts of top accounts, we don't waste time explaining who's, who! This would get 5 Stars if I could add my own boxes for unknow contacts in the org chart without making a face contact


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Andy Freeston-Larter
Sep 10, 2018 at 11:26 AM

Thanks for the great review Gary.####Regarding your comment, we call this feature a “placeholder” and it will be available in OrgChartPlus in the next major release, hopefully early 2019.

Very Useful

Intuitive interface and very useful in Strategic Account Marketing and planning


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Great Product

We just rolled out Org Chart Plus to our sales team and its a great addition to CRM, helping us quickly visualize and understand the organizations and progress we have made with individuals. Great for strategy calls on opportunities.


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Great tool

This is a great strategic tool that allows you to easily create a visualization of an organization's employees and their relationships within the organization as well as external relationships like partners.


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Good tool

The tool itself is very helpful and good to visually show relationships between individuals in an account (or pursuit).


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OrgChartPlus - Effective Tool

OrgChartPlus has helped our company provide a clearer visual of our key players and firms. Overall we can build stronger relationships with the information gathered. Especially like the ability the see these relationships at a glance.


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