# OrgChartPlus Reviews **Vendor:** SalesMethods **Category:** [Org Chart Software](https://www.g2.com/categories/org-chart) **Average Rating:** 4.2/5.0 **Total Reviews:** 23 ## About OrgChartPlus 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. ## OrgChartPlus Reviews ### 1. So So Product with High potential **Rating:** 4.0/5.0 stars **Reviewed by:** Steven N. | Salesforce Platform Manager | Sales Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2018 **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 **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. **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. **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 **Official Response from Elliot Gilder:** > 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, SM ### 2. Premium tool - ask about customisation **Rating:** 5.0/5.0 stars **Reviewed by:** Andy M. | Business Information Manager, Pharmaceuticals, Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2018 **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. **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. **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! **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. ### 3. I've used OrgChartPlus for 4 years and I love it **Rating:** 5.0/5.0 stars **Reviewed by:** Dan E. | Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2018 **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. **What do you dislike about OrgChartPlus?** no issues. It works as promised. I've used it in both Classic and Lightning **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 **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. ### 4. Great sales tool for building Org Charts in Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Emily B. | Director of Sales Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2018 **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. **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' **What problems is OrgChartPlus solving and how is that benefiting you?** OrgChartPlus is helping our sales team build org charts in a efficient manor and allowed us to collaborate effectively for multiple account managers. ### 5. Finally, a strategy tool the reps like **Rating:** 5.0/5.0 stars **Reviewed by:** Mike W. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2018 **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. **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. **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. **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. ### 6. Helping to drive opportunities forward with greater success **Rating:** 4.5/5.0 stars **Reviewed by:** James R. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2018 **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. **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! **What problems is OrgChartPlus solving and how is that benefiting you?** We try to make sure that our customer contact map is as big as possible so that we can triangulate responses to our questions across the organization. OrgChartPlus helps us do this quickly and efficiently ### 7. Great tool for insight into an organzation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2018 **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. **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. **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. **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 ### 8. Megan's review on OrgChartPlus **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2018 **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! **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. **What problems is OrgChartPlus solving and how is that benefiting you?** Being able to view information as a team and add or remove anything at anytime that we feel will be beneficial to our team. Our meetings are more productive because everyone has access to the same visuals! ### 9. Integrated Account and Opp People landscape **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2018 **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 **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. **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. **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. **Official Response from Elliot Gilder:** > 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 ### 10. Great potential **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2018 **What do you like best about OrgChartPlus?** If used correctly the product can be a powerful tool to understand the hierarchy of an org. **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. **What problems is OrgChartPlus solving and how is that benefiting you?** We need to understand all the stakeholders involved in our deals. ### 11. Global Field Enablement **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2018 **What do you like best about OrgChartPlus?** OrgChartPlus makes mapping an organization so much easier than creating PPT sldies. Visually very appealing and very easy to use! **What do you dislike about OrgChartPlus?** There was nothing about OrgChart Plus that I dislike. **What problems is OrgChartPlus solving and how is that benefiting you?** We struggled to understand our customer's organization/relationship mapping and what that meant for us. OrgChartPlus has enabled us to create detailed org charts and develop steps to take to help build plans to elevate relationships and align key stakeholders. ### 12. Mapping relationships like a pro **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2018 **What do you like best about OrgChartPlus?** Love the attributes that you can assign to contacts. Really helped us map out our level of intimacy within the org **What do you dislike about OrgChartPlus?** Either I cannot figure it out or it doesn't have that function but I really wish that the contacts once imported would sort based on departments. There is no way of sorting that out when doing the org chart which in turns takes up A LOT of time for us to put it together **What problems is OrgChartPlus solving and how is that benefiting you?** Level of connection and barrier to entry within an org. Once mapped out... you can get a clear picture of where you need to target. **Official Response from Elliot Gilder:** > Hi, thank you very much for your review. We really appreciate the feedback and it's great to hear about the value OCP is bringing you. There is actually a way to sort the contacts based on departments! Why don't you drop us an email at support@salesmethods.com and we will show you how? Thank again, SalesMethods ### 13. Perfect for mapping out account orgcharts **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2018 **What do you like best about OrgChartPlus?** Very easy to use - has to be for the sales team Drag and drop interface Customizable to any degree to tell story of influence, decision maker, relationship and etc against how your company views and manages accounts **What do you dislike about OrgChartPlus?** Customizing beyond their 'out of the box' orgchart relationship and influence values requires coding knowledge, **Recommendations to others considering OrgChartPlus:** Train sales team and produce documentation (SLAs, how-tos) for adoption if not led by a top down initiative. **What problems is OrgChartPlus solving and how is that benefiting you?** Driving deals forward using orghcarts to build relationships and identify gaps. We use these in opportunity review calls at the executive level. ### 14. Pretty Good Org Chart Tool **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2018 **What do you like best about OrgChartPlus?** Integration to Salesforce is a big plus. My project managers love it. Very easy to use. Drag and drop interface. **What do you dislike about OrgChartPlus?** If you're not familiar it's a little difficult but the tutorial they provide is the solution to that, so definitely do the tutorial. **Recommendations to others considering OrgChartPlus:** Be sure to train the sales team on this so they can get maximum use out of it. **What problems is OrgChartPlus solving and how is that benefiting you?** Great for helping people get caught up on the account. ### 15. An amazing way to understand company hierarchy and the relationships between key stakeholders **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2018 **What do you like best about OrgChartPlus?** It has allowed us to more easily identify risks within an account - where we don't have relationships or we have detractors **What do you dislike about OrgChartPlus?** Nothing I dislike about the product - user friendly easy to use **Recommendations to others considering OrgChartPlus:** It's easy to use, includes substantive information and helps in ensuring you have required relationships to secure or retain business. **What problems is OrgChartPlus solving and how is that benefiting you?** Critical piece to our account planning process and use this to make sure we have executive level relationships and relationships across the board in general. ### 16. Easy to use Org Chart tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** October 12, 2018 **What do you like best about OrgChartPlus?** The tool is easy to use and gives a lot of flexibility **What do you dislike about OrgChartPlus?** It would be great if you could easily grab pieces of the orgchart to move as organizations change. **What problems is OrgChartPlus solving and how is that benefiting you?** It helps to understand where you have holes in your knowledge of an account **Official Response from Elliot Gilder:** > Hi, thank you so much for the great review! Please can you drop us an email at support@salesmethods.com as we think we might be able to help you with the "grab pieces of the orgchart" issue. Set the subject as "G2 review help" and we'll get back to you ASAP. Thanks again, SalesMethods ### 17. Effective tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2018 **What do you like best about OrgChartPlus?** Easy to use and very impressive tool, only as good as the application **What do you dislike about OrgChartPlus?** some of the scalabilty issues with exported images for presentations is a bit tricky **Recommendations to others considering OrgChartPlus:** Worth using **What problems is OrgChartPlus solving and how is that benefiting you?** I manage complex large account and Org Chart Plus' ease of use is invaluable ### 18. OrgChartPlus Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2018 **What do you like best about OrgChartPlus?** We were able to get going very quickly and produce great looking charts! **What do you dislike about OrgChartPlus?** Customization options were slightly lacking, but this wasn't a major issue. **Recommendations to others considering OrgChartPlus:** Give it a shot, it's worth evaluating! **What problems is OrgChartPlus solving and how is that benefiting you?** We needed to create org charts for internal use, as well as for the clients we serve. Using OrgChartPlus allowed us to do so with ease! ### 19. Good but not much used **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Enterprise (> 1000 emp.) **Reviewed Date:** October 11, 2018 **What do you like best about OrgChartPlus?** Relationships setting up, I actually do not have other things to write **What do you dislike about OrgChartPlus?** radar view, I don't like them just because we do not use them **What problems is OrgChartPlus solving and how is that benefiting you?** Better understanding of "many to many" approach ### 20. Seems useful when people use it, but UI/UX isn't impressive **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2018 **What do you like best about OrgChartPlus?** The ability to drag and drop names and create trees separate from each other when you don't know the exact hierarchy or connection points. **What do you dislike about OrgChartPlus?** Separation from the way SFDC is used and the UI/UX. It feels very early 2000's in design versus 2020. **What problems is OrgChartPlus solving and how is that benefiting you?** Understanding how our enterprise prospects and clients are organized internally so that we can know our blindspots. **Official Response from Elliot Gilder:** > Hi, thank you for the review. We're sorry to see that you don't love OrgChartPlus, however we really appreciate the feedback. We recognise that the UI does need updating and therefore we are committed to doing this in 2019. If you would like to get in touch to discuss all of our other product roadmap features and updates for 2019, please get in touch at support@salesmethods.com and it would be great to chat. Thanks again and hopefully you will look forward to the new, 2019 UI redesign. ### 21. Inside Sales Manager - US East **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2018 **What do you like best about OrgChartPlus?** The product is easy to use and visual. It makes navigating large organizations and their decision trees easier. **What do you dislike about OrgChartPlus?** The training was very fast paced, and at points were difficult to keep up with. **What problems is OrgChartPlus solving and how is that benefiting you?** We have a long complex sales cycle with very large institutions, this is providing clarity into the decision making team. ### 22. Easy to use. Powerful functionality. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2018 **What do you like best about OrgChartPlus?** Took minutes to install and configure, easy to understand the resulting charts. **What do you dislike about OrgChartPlus?** The customization guide could be a little more detailed. **What problems is OrgChartPlus solving and how is that benefiting you?** Our team wanted an easy way to visualize the strength of relationships within sales opportunities and related organizations. ### 23. Easy to Install, Easy to Use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2018 **What do you like best about OrgChartPlus?** You can create intuitive and insightful org charts using contacts across multiple accounts in just a couple minutes. **What do you dislike about OrgChartPlus?** Some technical knowledge is needed to adjust the base configuration, but their documentation does help. **What problems is OrgChartPlus solving and how is that benefiting you?** We create org charts to view relationships between various influencers and decision-makers at client organizations. ## OrgChartPlus Discussions - [What is OrgChartPlus used for?](https://www.g2.com/discussions/what-is-orgchartplus-used-for) - [View OrgChartPlus pricing details and edition comparison](https://www.g2.com/products/orgchartplus/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+11%3A02%3A34+-0500&secure%5Bsession_id%5D=6ad323a9-dbe8-4f86-9a4f-a257c9837ce9&secure%5Btoken%5D=6b0a952da48e507300a63822068b7b5ef6b2c615383517800c883df532da151b&format=llm_user) ## OrgChartPlus Features **Lead Intelligence** - Market Insights - Account-level Insights - Lead Analysis **Logistics** - Integration - Analytics - Export - Upload **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Lead Management** - Segmentation - Predictive Scoring - Account Identification **Editing & Design** - Drag-and-Drop - Update - Customize - Details - Restructure **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **Marketing Campaigns** - Omni-Channel Tracking - Revenue Planning - Media Attribution - Opportunity Timeline - Customization **Mapping** - Multiple Org Charts - Stakeholder Roles **Agentic AI - Org Chart** - Cross-system Integration - Proactive Assistance **Campaign Execution** - Website Personalization - Prioritized Accounts - Trending Accounts - Email Campaigns **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Account Data Management** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making ## Top OrgChartPlus Alternatives - [Lucid Visual Collaboration Suite](https://www.g2.com/products/lucid-software-inc-lucid-visual-collaboration-suite/reviews) - 4.5/5.0 (8,522 reviews) - [Visio](https://www.g2.com/products/visio/reviews) - 4.2/5.0 (662 reviews) - [Backstory](https://www.g2.com/products/people-ai-backstory/reviews) - 4.5/5.0 (607 reviews)