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Visualize your Salesforce contact hierarchy with Arpedio Org Chart

Get rid of time consuming and incomplete Org Charts in PowerPoint. Work smart and collect your carefully chosen tools where your data already is: Salesforce!

Arpedio automatically creates interactive Org Charts by using the contact data you already have in Salesforce, allowing you to get the full overview of your clients’ organizational hierarchy and identify blind spots.

The Org chart is extremely easy to implement and available to use from the get-go. It is easily shareable across teams and gives everyone access to view and modify in real time.

Managing strategic account planning in Salesforce has never been easier.

Visualize your Salesforce contact hierarchy with Arpedio Org Chart

Get rid of time consuming and incomplete Org Charts in PowerPoint. Work smart and collect your carefully chosen tools where your data already is: Salesforce!

Arpedio automatically creates interactive Org Charts by using the contact data you already have in Salesforce, allowing you to get the full overview of your clients’ organizational hierarchy and identify blind spots.

The Org chart is extremely easy to implement and available to use from the get-go. It is easily shareable across teams and gives everyone access to view and modify in real time.

Managing strategic account planning in Salesforce has never been easier.

Visualize your Salesforce contact hierarchy with Arpedio Org Chart

Get rid of time consuming and incomplete Org Charts in PowerPoint. Work smart and collect your carefully chosen tools where your data already is: Salesforce!

Arpedio automatically creates interactive Org Charts by using the contact data you already have in Salesforce, allowing you to get the full overview of your clients’ organizational hierarchy and identify blind spots.

The Org chart is extremely easy to implement and available to use from the get-go. It is easily shareable across teams and gives everyone access to view and modify in real time.

Managing strategic account planning in Salesforce has never been easier.

How the Org Chart improves your contact overview

Based on your existing Salesforce data

The interactive Org Chart is automatically created based on your existing contact data 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.

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.

Subsidiary accounts

If contacts in your Org Chart have references outside the account (e.g., subsidiary accounts), this will be visible in the Org Chart as well.

Personalize with pictures

You can easily personalize your Org Chart by adding portraits of individual contacts.

How the Org Chart improves your contact overview

Based on your existing Salesforce data

The interactive Org Chart is automatically created based on your existing contact data 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.

Based on your existing Salesforce data

The interactive Org Chart is automatically created based on your existing contact data 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.

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.

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.

Subsidiary accounts

If contacts in your Org Chart have references outside the account (e.g., subsidiary accounts), this will be visible in the Org Chart as well.

Subsidiary accounts

If contacts in your Org Chart have references outside the account (e.g., subsidiary accounts), this will be visible in the Org Chart as well.

Personalize with pictures

You can easily personalize your Org Chart by adding portraits of individual contacts.

Personalize with pictures

You can easily personalize your Org Chart by adding portraits of individual contacts.

Key benefits of using Arpedio’s Org Chart

Increases the adoption of Salesforce.

 

Timesaving – No more Org Charts in Powerpoint.

 

Easy to install and 100% native to Salesforce.

 

View and edit the most recent Org Chart and share across your team.

Get all the critical information you need in a single view!

 

Combining 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. 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

Increases the adoption of Salesforce.

Timesaving – No more Org Charts in
Powerpoint.

Easy to install and 100% native to Salesforce.

View and edit the most recent Org Chart and share across your team.

Get all the critical information you need in a single view!

Combining 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. Arpedio Org Chart and Arpedio Relationship Management are interconnected in Salesforce and create great synergy when using them together.

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  • Standard Plan

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  • Premium Plan

  • $100/mo
    • Technologies | Unlimited
    • Support | Unlimited
    • Emails | None

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  • $110/mo
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Get your 30-day free trial today

Please specify if you are the Salesforce Admin in your organization. As the Salesforce Admin you will receive an email with a link and guide to install the Org Chart directly in your Salesforce Org. If you are not a Salesforce Admin, our experts will contact you directly in order to get you up and running in the best possible way.

If you have any questions, please do not hesitate to reach out to us at support@arpedio.com.