Smart Org Chart For Smart AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. Planning!

Knowing Who’s Who Could Make All The Difference To Growing Your Accounts.

Identify and Map the Structure of any Account with Pipeliner OrganizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). Chart

Being able to identify and map the organizational structures within your accounts means you can see where the opportunities are to expand wallet share and who you need to focus on connecting with!

Top performing salespeople know that understanding the lay of the land within each of their accounts is critical not only to winning and retaining business but also to expanding it. Pipeliner also understands this and has created Smart Organization Chart Charts that you can easily configure in each Account.

Building an Org Chart is as simple as just selecting the Contacts associated with the Account and then assigning and arranging them according to where they sit in the organization and who they report to.

Map Your Accounts

Now you or your team can always be up-to-date with what is going on organizationally within your accounts and plan appropriately. Updating, reassigning or removing contacts from the Organization Chart is quick and easy.

And when you have an Opportunity within the Account, you can create a Buying Center map where you can assign buyerBuyer A buyer is an individual or organizational entity that purchases a product or subscribes to a service. roles to that specific Opportunity. The Buying Center which is accessed from within the Opportunity can draw upon the Contacts in your Org Chart for efficiency.

Pipeliner CRM organization chart feature

Associating and Consolidating Multiple Accounts

Today it can happen that several accounts are related to each other. As an example, XYZ Company might own ABC Company, and it might even be that XYZ company must ultimately approve any purchases being made by ABC company. But in Pipeliner these 2 companies are entered separately because they’re actually different entities.

A sales rep on ABC’s account, though, might want to associate the 2 companies because they are, in fact, related. With our new Parent Account feature, this can now be done: you can assign a parent account to an existing account—in our example, XYZ Company could be assigned as a parent account to ABC Company. This new feature also allows the assignment of multiple accounts under one account.

You can also select a particular account, and aggregate dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. from multiple accounts into that selected account.

Our Smart Org Chart functionality has now been updated to support multiple accounts.

Feature Available In These Products & Plans
Pipeliner Cloud
StarterBusinessEnterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment.Unlimited

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