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 UrgChartPlus it helps us to carry out the work in a fast and efficient way, the most important thing is to have a good contact with the client and..." Peer review by daniel g, Daniel Garcia

Peer review evidence (same sources as the product rating summary)

"...Transform contact lists into org charts in just a few clicks, directly from your existing Salesforce data, without need for complex reports...." Visualise deeper relationships
"...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
"...Train sales team and produce documentation (SLAs, how-tos) for adoption if not led by a top down initiative...." Peer review by Administrator

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.

OrgChartPlus Customer wins, Customer success stories, Case studies

Why is OrgChartPlus the best choice for Contact List Management?

How does OrgChartPlus address your Onboarding Challenges?

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.

 

Afiniti - Management Consulting - Small

London, UK

Afiniti used SalesMethods' Plan2Prosper and OrgChartPlus to improve account development. The tools gave their team a clear structure for managing opportunities and growing client relationships. Afini...ti built collaborative org charts and living account plans, helping consultants track actions and build trust. The solution enabled Afiniti to expand one client from a single project to over 10 live projects. Team visibility and measurable outcomes were key benefits.

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BT Global Services - Telecommunications - Very Large

London, UK

BT Global Services used SalesMethods' OrgChartPlus to drive sales transformation and improve account management. The tool helped BT build deeper customer relationships and increase account penetratio...n. Integration with Salesforce enabled teams to load and manage customer contacts, target stakeholders, and export org charts for presentations. Training and support programs ensured effective adoption and sales behavior. As a result, BT saw an increase in their share of customer addressable spend.

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Afiniti - Management Consulting - Small

London, UK

Afiniti used SalesMethods tools Plan2Prosper and OrgChartPlus to improve account development. The consultancy needed better structure and visibility in their CRM to manage complex client relationship...s. With these Salesforce-native tools, Afiniti built collaborative org charts and living account plans. This helped them grow one client from a single project to over 10 live projects. The team gained clear structure, measurable actions, and shared visibility, supporting deeper account relationships.

Read more →
 

BT Global Services - Telecommunications - Very Large

London, UK

OrgChartPlus helped BT Global Services drive sales transformation. The tool enabled deeper account penetration and increased share of customer spend. BT used OrgChartPlus to build customer relationsh...ip plans and target key stakeholders. Integration with Salesforce made it easy to manage contacts and export org charts. Training and dashboards supported effective sales behavior and ongoing improvement. The solution is now used across BT's global sales teams.

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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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