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OrgChartPlus Reviews & Product Details

OrgChartPlus is most feature-rich Relationship Map & Org Chart Tool for Salesforce Visualise deeper stakeholder relationships with the most feature-rich org chart and relationship mapping tool for Salesforce. Identify, manage and understand your stakeholder relationships to advance sales and grow accounts. Create - Turn your contact lists into visual org charts and relationship maps. - Drag & drop to create org charts from scratch or use your pre-defined templates to get started. - 3 views to help you to visualise, organise, and target your customers. Customize - Tailor your org charts to meet the needs of your sales teams, methodology, relationship types and hierarchy. - Set your own descriptive attributes and icons to illuminate your relationships. Report & share - Out-of-the-box, adaptable reports and dashboards for efficient relationship analytics. - Power account relationship analytics from the ‘real’ relationship status. - Export directly into PowerPoint and Word to share beyond Salesforce. Native to Salesforce.com only. - A seamlessly integrated, intuitive Lightning experience, secure and stable, with real-time customer insight. - 5* rated on the Salesforce AppExchange. - A clean, modern, drag & drop interface designed for efficiency and ease-of-use.

Seller

SalesMethods

Languages Supported

English

Product Description

Create org charts quickly and easily utilizing your existing contacts in Salesforce. OrgChartPlus integrates natively with Salesforce.com to record formal organization structures, deal decision trees and map non-formal relationships.

Overview by

Sarah Dyer

Pricing

Pricing provided by OrgChartPlus.

OrgChartPlus

$30/user/month

Enterprise and pricing packs available on request. Minimum 2 year agreement.

View More Pricing Information

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OrgChartPlus Media

OrgChartPlus Demo - OrgChartPlus hierarchy view

Main OrgChartPlus hierarchy view, with legend

OrgChartPlus Demo - OrgChartPlus molecule view

The Molecule shows the sphere of influence and positions the contacts in accordance to how well you know them

OrgChartPlus Demo - OrgChartPlus reports & dashboards

Customer relationship strength dashboard and reports

OrgChartPlus Reviews (23)

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Steven N.

Salesforce Platform Manager | Sales Operations

Mid-Market (51-1000 emp.)

10/11/2018

"So So Product with High potential "

4/5

What do you like best about OrgChartPlus?

The ease of use - The ability to drill into who influences who in an org is pretty helpful. You have the ability to drag and drop people in where you please - If for example you are trying to penetrate a line of business you arent in yet but you know someone from LOB #2 who has a good relationship with the target person you have that insight Review collected by and hosted on G2.com.

What do you dislike about OrgChartPlus?

User interface could use some work. It is not easy on the eyes, but it does the job its intended too. Another thing that could use some work is the turn around time on customer support tickets. It fluctuates, sometimes they are quick at getting back and resolving the ticket while other times it could be days without a response prompting you to have to follow up. Review collected by and hosted on G2.com.

Recommendations to others considering OrgChartPlus:

I would make sure that you receive a through Demo of the product. This product has a great product roadmap that you should ask about - Features being released will solve some use cases. Review collected by and hosted on G2.com.

What problems is OrgChartPlus solving and how is that benefiting you?

Our use case was to make sure our sales team was talking to the right EB and stakeholders at a company in order to close the deal. It has been helpful to be able to see who from an internal standpoint has a connection to the client and to leverage them into helping with insights Review collected by and hosted on G2.com.

Response from Elliot Gilder of OrgChartPlus

edit

Hi Steve, thank you for your review - we're very sorry to hear that you aren't completely satisfied with OrgChartPlus though.

I can happily confirm that our product roadmap for 2019 includes lots of new features, one of which is a completely new UI. I hope that when this is released, you will have a more positive opinion on

how it looks.

I'm also very sorry to hear about your customer support experience. We pride ourselves on our support and so this does come as a shock. Please can you get in touch with us at support@salesmethods.com so we can understand how this has happened? We want to ensure that this never happens again.

Thanks,

Andy M.

Business Information Manager

Pharmaceuticals

Mid-Market (51-1000 emp.)

10/18/2018

"Premium tool - ask about customisation"

5/5

What do you like best about OrgChartPlus?

Easy drag and drop tool. Once we asked about customisation, and clarified the flexibility of the tool to write data to our CRM system, it really opened up avenues we had not been able to consider before - or we weren't able to previously find a solution too. OCP is a great tool and I would advocate it.

The ability to integrate competitors, colleagues, and contacts from other accounts, is a great addition that accommodates the reality of relationships. The team were really supportive and did a great job of implementation and also the customisation that we asked them to do. Review collected by and hosted on G2.com.

What do you dislike about OrgChartPlus?

Reporting on the social relationship lines is currently an issue, but we know this is part of the development roadmap the the benefits we currently get out of OCP far outway the things that are currently in development. Review collected by and hosted on G2.com.

Recommendations to others considering OrgChartPlus:

This is an amazing gem, hard to find but once you have, you will ask yourself what you were doing before you found OCP! Make sure you ask about customisation and writing data back to contact profiles. The tool can be so much more if you ask the right questions! Review collected by and hosted on G2.com.

What problems is OrgChartPlus solving and how is that benefiting you?

Mapping organisations, creating rich, colourful and diverse stakeholder maps and org charts; whilst profiling customers with actions that can write back data directly against the contact's profile. This tool provides an easy way to "extract knowledge", from our staff and ultimately turn it in to intellectual property. Review collected by and hosted on G2.com.

Dan E.

Consultant

Mid-Market (51-1000 emp.)

10/11/2018

"I've used OrgChartPlus for 4 years and I love it"

5/5

What do you like best about OrgChartPlus?

It's integration to SFDC is unmatched. If you have contacts associated with an account or an opportunity, it will import directly into the OrgChartPlus. Further, you can add new contacts directly into OrgChartPlus and it backfills into SFDC. I also like the ability to draw informal relationships. Review collected by and hosted on G2.com.

What do you dislike about OrgChartPlus?

no issues. It works as promised. I've used it in both Classic and Lightning Review collected by and hosted on G2.com.

Recommendations to others considering OrgChartPlus:

works great in both Classic and Lightning. There is a special install . you can do in lightning so it shows up as an object without clicking into a button Review collected by and hosted on G2.com.

What problems is OrgChartPlus solving and how is that benefiting you?

We use OrgChartPlus to give executives at our company a birds eye view into our major customers and prospects to get clear where the selling needs to occur. Review collected by and hosted on G2.com.

Emily B.

Director of Sales Operations

Small-Business (50 or fewer emp.)

10/11/2018

"Great sales tool for building Org Charts in Salesforce"

4/5

What do you like best about OrgChartPlus?

This is a very easy to use tool from start to finish. It was easy to install and set up from an admin perspective, training end users took less than 30 minutes, and there have been no issues since deploying. Review collected by and hosted on G2.com.

What do you dislike about OrgChartPlus?

I wish the legend feature would permanently stay on the screen. I also wish there was an auto-save function after 3-4 minutes so you don't lose all your work if you forget to hit 'Save' Review collected by and hosted on G2.com.

Mike W.

Mid-Market (51-1000 emp.)

10/10/2018

"Finally, a strategy tool the reps like"

5/5

What do you like best about OrgChartPlus?

The ease of use - the roll out went very smooth. The reps love the drag and drop - as well as the integration to Salesforce. As well, there is a lot you can customize to the solution. Review collected by and hosted on G2.com.

What do you dislike about OrgChartPlus?

Nothing comes to mind at this time. If anything, we need to get better at the Molecule view which is on us. Review collected by and hosted on G2.com.

Recommendations to others considering OrgChartPlus:

Great bunch of folks with a great product. They are willing to jump on the phone at the drop of a hat if you need any help - very responsive. Review collected by and hosted on G2.com.

What problems is OrgChartPlus solving and how is that benefiting you?

Salesforce just lists a bunch of contacts - OrgChart Plus allows you to visualize and share your strategy to get to key targets. Review collected by and hosted on G2.com.

James R.

Mid-Market (51-1000 emp.)

10/11/2018

"Helping to drive opportunities forward with greater success"

4.5/5

What do you like best about OrgChartPlus?

The Org Chart functionality helps to visualise the customer environment, seeing who are the main contacts and their influencers. The molecule view helps me to find different ways to try and contact the key decision makers. Review collected by and hosted on G2.com.

What do you dislike about OrgChartPlus?

The interface still seems a little basic and doesn't match the Salesforce standards - but I know the team are working to fix this! Review collected by and hosted on G2.com.

Verified User in Telecommunications

Mid-Market (51-1000 emp.)

10/10/2018

"Great tool for insight into an organzation"

4.5/5

What do you like best about OrgChartPlus?

The integration with Salesforce.com was critical. The setup was done in a day. There is basic customization available for our business requirements and the data entry can be done in orgchart and pushed to SF.com or vise versa. Review collected by and hosted on G2.com.

What do you dislike about OrgChartPlus?

There is a bit of a learning curve for those not familiar with Sf.com but the tutorial makes it easy. Sometimes the org chart doesn't build correctly but it usually because of user error and easily fixed. Review collected by and hosted on G2.com.

Recommendations to others considering OrgChartPlus:

I love this product. It is simple to set up and has a nice video tutorial. We use OrgChartPlus to supplement TAS plans and provide visibility to the relationships within an account. Review collected by and hosted on G2.com.

What problems is OrgChartPlus solving and how is that benefiting you?

Providing global view in the the sphere of influence and decision makers with in an organization Review collected by and hosted on G2.com.

Verified User in Human Resources

Small-Business (50 or fewer emp.)

11/27/2018

"Megan's review on OrgChartPlus"

3.5/5

What do you like best about OrgChartPlus?

I like the simplicity of creating workforce planning charts to present to my team. I am not the best at charting, and this product helps me tremedously! Review collected by and hosted on G2.com.

What do you dislike about OrgChartPlus?

I wish after a certain period of time that my information and work would save automatically. Sometimes I get sidetracked, or pulled in another direction, and leave my work to come back to later. Review collected by and hosted on G2.com.

Verified User in Pharmaceuticals

Small-Business (50 or fewer emp.)

10/11/2018

"Integrated Account and Opp People landscape"

4/5

What do you like best about OrgChartPlus?

I like the 2-way integration with SF, the ability to assign people/relationship nuances, and the separation of account views vs. opportunity views Review collected by and hosted on G2.com.

What do you dislike about OrgChartPlus?

I'd really like to have the ability to annotate the orgcharts such as drawing a box around groups or adding text that link the chart to our account/opp plan. Review collected by and hosted on G2.com.

Recommendations to others considering OrgChartPlus:

OrgCharts are mainly a general status, not a plan of action. I'd really like to have an account/opp plan integrated into the tool. Review collected by and hosted on G2.com.

What problems is OrgChartPlus solving and how is that benefiting you?

Mainly a consistent, shared viewed of an account or opp that our commercial team can see. I find it helpful particularly in bringing in new sales people or others that need to be caught up on account context. Review collected by and hosted on G2.com.

Response from Elliot Gilder of OrgChartPlus

edit

Hi, thank you very much for the great review, we really appreciate the feedback.

In relation to your point about account/opportunity plans, we do actually have these and they fit in very nicely with the org charts. Please contact us on G2Crowd or email us at sales@salesmethods.com and we would be very happy to continue this conversation.

Thanks again,

SalesMethods

Verified User in Computer Software

Mid-Market (51-1000 emp.)

11/12/2018

"Great potential"

3.5/5

What do you like best about OrgChartPlus?

If used correctly the product can be a powerful tool to understand the hierarchy of an org. Review collected by and hosted on G2.com.

What do you dislike about OrgChartPlus?

The UI, and also that charts cannot be translated from an account to an opp. I hear that this will change in the new release though. Review collected by and hosted on G2.com.