OrgChartPlus Overview

OrgChartPlus is a native Salesforce tool for org charts and relationship mapping. Stakeholder relationships are managed and accounts are grown efficiently.

Use Cases

Customers recommend Contact List Management, Segmentation And Targeting, Onboarding, as the business use cases that they have been most satisfied with while using OrgChartPlus.

Other use cases:

  • Relationship Management
  • Sending & Publishing Communications
  • Opportunity Management
  • Coaching
  • Collaboration
  • Social Media Analytics
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Business Priorities

Enhance Customer Relationships and Improve Stakeholder Relations are the most popular business priorities that customers and associates have achieved using OrgChartPlus.

Other priorities:

  • Acquire Customers
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OrgChartPlus Use-Cases and Business Priorities: Customer Satisfaction Data

OrgChartPlus's features include Dashboard. and OrgChartPlus support capabilities include 24/7 Support, AI Powered, Email Support, etc. also OrgChartPlus analytics capabilities include Custom Reports, and Analytics.

Reviews

"...With quick and easy installation, the plug and play app creates org charts to visualise your customer organisations, profile contacts, target stakeholders and align the right people in your business with theirs...." Peer review

OrgChartPlus, belong to a category of solutions that help Sales Enablement. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for OrgChartPlus

Top Industries

  • Computer Software
  • Pharmaceuticals
  • Internet

Popular in

  • Mid Market
  • Small Business
  • Enterprise

OrgChartPlus is popular in Computer Software, Pharmaceuticals, and Internet and is widely used by Mid Market, Small Business, and Enterprise.

Comprehensive Insights on OrgChartPlus Use Cases

How does OrgChartPlus facilitate Contact List Management?

What benefits does OrgChartPlus offer for Onboarding?

6+ more Business Use Cases

13 buyers and buying teams have used Cuspera to assess how well OrgChartPlus solved their Sales Enablement needs. Cuspera uses 134 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Enablement needs.

Case Studies

Management Consulting

CASE STUDY Afiniti

Afiniti is a business change consultancy that needed better ways to manage account relationships and growth. They worked with SalesMethods to use Plan2Prosper and OrgChartPlus. These tools helped the...m organize account planning and visualize relationships. The team could track actions and build trust with clients. As a result, Afiniti grew one account from 1 project to over 10 live projects.

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Telecommunications

CASE STUDY BT Global Services

OrgChartPlus helped BT Global Services transform their sales process. The tool made it easier to build customer relationship plans and hold better sales conversations. BT used OrgChartPlus to increas...e account penetration and grow their share of customer spend. The software integrated with Salesforce and supported custom account planning needs. Teams found the tool intuitive and valuable for sales management. BT saw improved collaboration and more effective sales behavior.

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Management Consulting

CASE STUDY Afiniti

OrgChartPlus and Plan2Prosper helped Afiniti improve account development and relationship management. Afiniti used these tools to create clear, structured account plans and visual org charts. The tea...m gained better visibility and collaboration on accounts. One account grew from a single project to over 10 live projects. The tools made it easier to track actions and build trust with clients.

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Telecommunications

CASE STUDY BT Global Services

BT Global Services wanted to improve sales to meet the challenge of digital transformation. They used SalesMethods’ OrgChartPlus to help their sales teams build better customer relationships and mana...ge accounts. The tool let them organize contacts, target stakeholders, and make custom org charts in Salesforce. BT also set up training and support to help their teams use the tool well. As a result, they saw more account penetration and a bigger share of their customers’ spending.

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lightning

Peers used OrgChartPlus for contact list management and segmentation and targeting

OrgChartPlus Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.41/5 ★

Read Reviews (48)
Analytics

4.28/5 ★

Read Reviews (7)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.41/5 ★

Read Reviews (48)
Analytics

4.28/5 ★

Read Reviews (7)

Software Failure Risk Guidance

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for OrgChartPlus

Top Failure Risks for OrgChartPlus

SalesMethods Ltd. Profile

Company Name

SalesMethods Ltd.

Company Website

https://salesmethods.com/

HQ Location

London

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