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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)

View 1 Video Reviews

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Verified User in Computer Software

Mid-Market (51-1000 emp.)

10/12/2018

"Global Field Enablement"

5/5

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! Review collected by and hosted on G2.com.

What do you dislike about OrgChartPlus?

There was nothing about OrgChart Plus that I dislike. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

10/11/2018

"Mapping relationships like a pro"

4/5

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from Elliot Gilder of OrgChartPlus

edit

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

Verified User in Computer Software

Mid-Market (51-1000 emp.)

10/10/2018

"Perfect for mapping out account orgcharts"

4.5/5

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 Review collected by and hosted on G2.com.

What do you dislike about OrgChartPlus?

Customizing beyond their 'out of the box' orgchart relationship and influence values requires coding knowledge, Review collected by and hosted on G2.com.

Recommendations to others considering OrgChartPlus:

Train sales team and produce documentation (SLAs, how-tos) for adoption if not led by a top down initiative. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

11/21/2018

"Pretty Good Org Chart Tool"

3/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Staffing and Recruiting

Mid-Market (51-1000 emp.)

10/19/2018

"An amazing way to understand company hierarchy and the relationships between key stakeholders"

4.5/5

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 Review collected by and hosted on G2.com.

What do you dislike about OrgChartPlus?

Nothing I dislike about the product - user friendly easy to use Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Computer Software

Enterprise (> 1000 emp.)

10/12/2018

"Easy to use Org Chart tool"

5/5

What do you like best about OrgChartPlus?

The tool is easy to use and gives a lot of flexibility Review collected by and hosted on G2.com.

What do you dislike about OrgChartPlus?

It would be great if you could easily grab pieces of the orgchart to move as organizations change. Review collected by and hosted on G2.com.

Response from Elliot Gilder of OrgChartPlus

edit

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

Verified User in Telecommunications

Mid-Market (51-1000 emp.)

10/12/2018

"Effective tool "

5/5

What do you like best about OrgChartPlus?

Easy to use and very impressive tool, only as good as the application Review collected by and hosted on G2.com.

What do you dislike about OrgChartPlus?

some of the scalabilty issues with exported images for presentations is a bit tricky Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

11/21/2018

"OrgChartPlus Review"

4/5

What do you like best about OrgChartPlus?

We were able to get going very quickly and produce great looking charts! Review collected by and hosted on G2.com.

What do you dislike about OrgChartPlus?

Customization options were slightly lacking, but this wasn't a major issue. Review collected by and hosted on G2.com.

Verified User in Health, Wellness and Fitness

Enterprise (> 1000 emp.)

10/11/2018

"Good but not much used"

3.5/5

What do you like best about OrgChartPlus?

Relationships setting up, I actually do not have other things to write Review collected by and hosted on G2.com.

What do you dislike about OrgChartPlus?

radar view, I don't like them just because we do not use them Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

10/23/2018

"Seems useful when people use it, but UI/UX isn't impressive"

2.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Elliot Gilder of OrgChartPlus

edit

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.