Stop guessing who to talk to and start building relationships with the right people. Pipeliner CRM’s interactive 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 gives you a visual blueprint of any 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., revealing key decision-makers, influencers, and the fastest path to closing the deal.
Visualize the Power Structure
Don’t just see a list of contacts; understand the political landscape. Our Org Chart visually maps out reporting structures, showing you exactly who reports to whom. Instantly grasp the hierarchy and team distribution within any key account, transforming your approach from hopeful to strategic.
Identify the Hidden Influencers
Every deal has champions and blockers. With the Org Chart, you can map these critical relationships. Use simple, color-coded indicators to mark who has positive or negative influence on others. This insider knowledge allows you to navigate internal politics, neutralize opposition, and build alliances with the people who can truly move your deal forward.
Enrich Every Contact, Deepen Every Relationship
Go beyond names and job titles. Assign specific Account Roles to define each contact’s impact on the deal. Mark the strength of your relationship with a clear traffic-light system, so you know where to focus your energy. Add crucial notes and comments to build a rich, detailed profile of every stakeholderStakeholder Stakeholder is an entity with an interest in a company, process, or product, and which is typically concerned about its wellbeing..
Seamlessly Integrated for Smarter Selling
The Org Chart is not an isolated feature; it’s woven into the fabric of your sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology..
- Buying Center: Open the Org Chart directly from an opportunity’s Buying Center to visually build your team of influencers and decision-makers for that specific deal.
- Account Plans: Launch the Org Chart from any Account Plan to identify and assign key stakeholders to your strategic revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. goals.
- Drill-Down Details: Click on any contact in the chart to instantly view all past interactions, open opportunities, and key details without ever leaving the page.
Ready to map your next win?
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