May 4, 2021

Visualize your Salesforce contact hierarchy with Arpedio Org Chart

May 4, 2021

Visualize your Salesforce contact hierarchy with Arpedio Org Chart

Stop wasting time with incomplete Org Charts in PowerPoint. This feature creates interactive Org Charts by using the contact data you already have in Salesforce, giving you the full overview of your clients’ organizational hierarchy. Share it across your team and enable them to access and modify the most recent Org Chart in real time.

Arpedio Org Chart in Salesforce

In short, the term Key Account Management can be summed up to ‘value creation’ for the customer. If you are a part of a sales/account management team, it is essential to have a thorough understanding of your client in order to improve the strategic relationship with them.

This is where an intuitive and easy-to-navigate Org Chart comes in handy. Arpedio’s Org Chart feature automatically turns your account data into interactive Org Charts and allows you to visualize and map your stakeholder relationships in an easy-to-use org chart tool with real-time data. This allows you to get the full overview of your clients’ organizational hierarchy while identifying blind spots.

Why Arpedio’s Org Chart?

In most sales and account driven organizations, managing contacts efficiently is essential. Arpedio’s Org Chart automatically creates interactive Org Charts in just seconds by using the contact data you already have in Salesforce. You can add new contacts directly into the Org Chart, and the data automatically updates in Salesforce, increasing your data quality and Salesforce adoption.

The Org Chart also helps you identify new opportunities much more efficiently through advanced stakeholder mapping intelligence while protecting existing business lines through actionable relationship mapping insights. By implementing the Org Chart you can easily identify your stakeholders and understand their buying roles, responsibilities and experience to align your sales action plan.

Implementing the Org Chart

The Org chart is extremely easy to implement and available to use from the get-go. It is easily shareable across teams so that everyone on the team has access to view and modify the most recent Org Chart in real time.

In other words, with the Org Chart you don’t have to spend valuable time trying to figure out incomplete Org Charts in PowerPoint. Instead, you can collect your carefully chosen tools where your data already is: In Salesforce!

Easy to Navigate

Arpedio’s Org Chart makes it easy to navigate hundreds of contacts. The simple drag and drop functionality lets you move contacts around effortlessly while simultaneously updating your account data.

Additionally, it is possible to hide parts of the Org Chart for a cleaner look, and removing contacts from the middle of the hierarchy is also a simple fix. For the ease of use, you can search directly on name or title to find the contact you are looking for.

Arpedio Org Chart and Arpedio Relationship Management

Combining the Arpedio Org Chart with the Arpedio Relationship Management tool gives you all the critical information you need about a client relationship in a single view. Rapidly pinpoint where you have support and where you need to focus your efforts with a simple relationship assessment. Arpedio Org Chart and Arpedio Relationship Management are interconnected in Salesforce and create great synergy when using them together.

Key Benefits of Using Arpedio’s Org Chart

  • Timesaving! No more Org Charts in PowerPoint.
  • Easy to install and implement to bring immediate benefit and share across the team – 100% native to Salesforce.
  • Better overview. Gain insights required to give you a 360 view of your account.
  • Identify gaps and blind spots with real-time data.
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Anders Gyldenløve Pedersen

Anders Gyldenløve Pedersen

+45 30 93 42 09
ap@arpedio.com
linkedin.com/in/anpedersen

Follow us on LinkedIn to get all the newest perspectives and insights around strategic relationship management and sales innovation.

Anders Gyldenløve Pedersen

Anders Gyldenløve Pedersen

+45 30 93 42 09
ap@arpedio.com
linkedin.com/in/anpedersen

Follow us on LinkedIn to get all the newest perspectives and insights around strategic relationship management and sales innovation.

Global B2B corporations are already creating significant results through the Arpedio solutions.

Global B2B corporations are already creating significant results through the Arpedio solutions.

Global B2B corporations are already creating significant results through the Arpedio solutions.

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We are confident that Arpedio can benefit your work with complex B2B Sales and Strategic Account Management.

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