Use relationship mapping, buying roles, and placeholder contacts to help your team visualize the key stakeholders and close more deals.
Everyone within your team can access and share org charts with no extra logins to manage.
Our heatmap functionality gives you a visual representation of activity across your key stakeholders.
Use heatmaps to identify any gaps in communication and ensure the full buying group is engaged.
Your sales team will be grateful to know that in just one click they can map out their buying group, adjust as they need to, and get instant insight.
Get an overall ‘feel’ for the account almost immediately. If you’ve not identified your buyers roles, you know the account needs more work if you want to de-risk the deal.
This feature is fully integrated with HubSpot’s buying role property and target accounts functionality, and keeps your account seamlessly updated.
Show any contact properties that are important to you and your team directly on the contact card, including any custom contact properties you may have in HubSpot.
These properties will help provide extra insight and allow your team to work more efficiently.
Hear about an unidentified stakeholder? Add them to your org chart, and swap them for a HubSpot contact once identified.
Avoid wasting time working contacts that don’t need it, and focus your energy and engagement where it’s most needed.
Use our deal activity feature to establish how you're performing across the whole account, and see how each child company is contributing to the overall deal amount.
Account Mapping syncs both ways with the Related Companies functionality in HubSpot, keeping your HubSpot account fully updated - allowing you to focus on growing your largest accounts.
OrgChart is a beautifully simple app that is natively integrated into the HubSpot platform. I recommend it for Sales Leaders who want to help their teams drive successful outcomes when selling complex deals. *NEW FEATURE* 1-click creation of Org Chart - see example loom below: https://www.loom.com/share/a4a9949c94704bad8db0008b3e91ade0?sid=0806a72e-6ae7-4ef5-8d2c-04f5dc1206e8
- Mapping out stakeholders at key accounts and their buying (or blocking) role. - Understanding our strengths and weaknesses in strategic deals - Internal review during Deal Reviews or QBRs https://www.loom.com/share/a4a9949c94704bad8db0008b3e91ade0?sid=0806a72e-6ae7-4ef5-8d2c-04f5dc1206e8
- Simple and easy to use - Native to HubSpot - Customizable
C'est smart, nous avons revu notre agenda pour nous dédier aux grands comptes. C'est une solution bien pensée qui peut aider des Sales à être plus efficace. Cela permet aussi d'industrialiser la chasse de grands comptes ce qui permet de travailler plus efficacement. Je recommande aux Head Of Sales ce type de solution pour gagner en productivité.
Cartographie, temps, efficacité
Le temps et la pertinence
Early days, but positive use, easy to create the necessary charts, hoping to use more in the future
Tracking Contacts & Organisational Structures
Ease of Use
Better internal organization and deal reviews Derisking deals Bigger deals Acces to power
Map out all account's relevant stakeholders/impacted by the pain we solve. I even pull out the org chat in champion 1:1s to reinforce the need to involve other stakeholders in order to get the deal moving, management visibility, internal momentum and "have more people want to see the deal close" = higher conversion rate
Ease of use and engagement analytics (heatmap)
This is an amazing product that puts all the critical account information in one easy to view display. For large account penetration this is a truly enabling approach to map accounts, visualize sales footprint, and to see the clear outcomes of sales and marketing activities. From my viewpoint this product makes HubSpot twice as good as it already is when it comes to B2B business.
We are a transformational management consulting company, and we use OrgChartHub as one of our primary anchors for getting our clients properly mapping their accounts and planning their sales and marketing strategy
Tener claridad de los roles en las distintas empresas que contactamos facilmente
Tener calridad de los roles en las distintas empresas que contactamos
Interestingly enough, the Heat Map shows us where the holes are in our sales efforts - if there is a "cool" area on the org chart - are we missing contact with a group that might stop our purchase? A great product that every HubSpot customer should include.
OrgChartHub provides an important visualization to our entire organization as to who we are talking to, what roles and relationships the contacts have and allow our sales teams to better manage complex sales campaigns.
It's great to visualize our account and the people that everyone is talking to (or at least trying to talk to).
Account mapping and enterprise B2B sales
Big shout out to the owners Daniel and Austin. This tool is giving you a usefull overview of the many ''names'' that are in HubSpot!!
we use this tool to have an insight on all the people in a HubSpot Company Card. The OrgChartHub is giving us a much more detaild insight in who is who. Thank just a list of names that HubSpot is giving us. With the possibility to give colours (active project, inactive etc) we can allow our accountmanagers to have an active roll in activating inactive users of our tool. The next step for us will be to make a connection via mixpanel from our tool to OrgChart to have this information LIVE. Than it will be even much easier to see who to call for some extra turnover. After discovering OrgChartHub and going for the paid seat we discovered the AccountMapping functionality. With this option you can make a OrgChart ass well. But now you are able to collect the deals that you have won within several company's. I did a suggestion to the guys from OrgChartHub, Daniel and Austin, to add a functionality that gives you only the figures of this year and last year turnover instead of the all the turnover from the past years....and guess what....they found it a usefull addition to their tool and made a first test version over the weekend.....and it works. That what software can do, that what committed owners can do....that is what OrgChartHub can bring to your daily work
easy to handle, easy to use. giving much more insight in who i who and where in the company is he/she active
OrgChartHub has been seamless to install and start using. It is intuitive, visually appealing, and the labels that we use to map out organisations feeds data back into HubSpot.
We use it to visualise data from our CRM to make the information easily digestible and increase the usefulness of the data.
Improves the CRM data and visualises relationships beautifully and usefully.
This app is what convinced us to go with HubSpot over the competing solution. It was the first app we installed, and the first app we upgraded to paid version. It does exactly what is needed. Heat Map a big bonus. Toggling sales and marketing a big bonus. Upcoming Relationship mapping a big bonus. Not using it to map organizations, or parent/child companies - but great to know we can. Looking forward to deal roll-ups as we land and expand at new customers.
Mapping the players involved in mid-six figure deals - and there are a lot of them per deal.
Visualize the relevant prospect team structure on large deals. An important part of our deal close plans. Excellent support. Passionate developers. Great UI. Exciting beta products.
Works great and is valuable in order to ID stakeholders and who to influence in Megadeals
We use OrgChart for mapping the prospects organization, essential in Land & Expand of Megadeals
Great way to get an overview of all the contacts with an account and map where they work and how they are related to each other. Super smooth that it is connected to HubSpot so you can easily see if you are missing accounts there
Mapping the stakeholders at an account to understand who we are in dialogues with
We finally have an overview of stakeholders somewhat automated.
Easy to use, powerful, and visually appealing. Being able to build a chart similar to ones you would create in LI SN but instead natively in HubSpot is incredible. Being able to see the connections between contacts, deal revenue by department or contact/company, marketing and sales activity by contact with heatmaps - just all of it! This is hands down a must-have for any sales team and the pricing is super reasonable!
Managing ABM as well as growth opportunities within existing accounts that we have already done business with
Visualizing an organization Updates made in the OrgChartHub visual tool update HubSpot Customization HeatMaps
It is working very well for us. Taken multiple different ways of building out org charts (external to HubSpot) and allowed us to build within the system. This is supports a complex and long sales process with many key stakeholders
Building out client org charts to support complex sales processes
Able to build within HubSpot
I want to start off by saying how impressed everyone is with this software – the Account Map and specifically the total revenue at Parent Company level always elicits “oooh” and “aaaah” from people. The ability to see a heatmap of activity - whether sales or Marketing - is a brilliant addition too! The OrgChart portion blows people away with its ease of set up, the ability to add a "placeholder" contact when there is a yet to be discovered stakeholder, the ability to assign Buying Role (which are colour-coded btw) to the chart and finally, relationship lines that enable you to really understand who is connected to whom beyond reporting lines - the "soft" side of doing business if you will.
We use it to produce Account Maps for strategic Enterprise accounts (this is phase I) but this will be rolled out to all accounts with a complex buying process - eventually. We also use the OrgChart functionality to visualise the hierarchies at Contact level,
Everything I have said above.
I think it's a great product. So much value for a free app! It's helped a few of my clients with a better view of how contacts may be connected in a company. One of my clients uses it to manage horses and adopters :-)
Several!
Every time we run a relationship map (using OrgChartHub) we identify actions that we need to take to shore up the account and improve our likelihood we can keep or expand the business.
When managing accounts it's hard to see where the pieces of the chessboard are and who has power (like a chessboard). Visually seeing the relationships in OrgChartHub takes flat data and makes it visual so we see holes in our accounts.
Easy to use.
It's something we'd been doing in an external flow chart tool. The problem we were facing was that data ended up in the external tool, but not in HubSpot so there was a big disconnect being created. This tool nicely solved that issue, along with speeding up the process of creating the maps in the first place.
Clearly mapping out complex relationships with large accounts
Fast and easy to build account maps, ties into HubSpot relationships. Keeps data all in HubSpot
This app is amazing and should have existed a long time ago. We have closed numerous deals as a results of understanding the Org. We also used our personality prediction software to understand which stakeholders to engage and what to message to them.
Both mapping out and closing big deals and honestly saving customers where we might lose our main champions.
Clearly able to idenitfy champions and blockers. Really great for handing an account off to CS and explaining all the buyer roles
Implementing OrgChartHub has been very smooth due to the 'slickness' of the product, and incredible support received. The entire sales team love it! It's incredibly simple and easy to use, whilst in turn providing huge value that has a direct impact on generating revenue. The team are able to create complex and detailed org charts in minutes to support their strategic planning. OrgChartHub is number 1 for positive feedback from the sales team out of our entire tech stack.
We use the platform to map out internal structures at existing and target clients to enable the sales team to identify and contact key decision makers. Great for strategically mapping how to get to the C-suite by visulising their team structure as well using the heat map tool to assess company saturation.
If you are using Target Accounts, or have a Target Account Selling strategy in place then you need to install this app. It's helped us to identify relationships between existing leads, generate more leads in cold areas. We can see where we need to focus, and how engaged different parts of an organisation is with our content. The new feature for Account Mapping is perfect for getting a quick snapshot of where you have been successful /unsuccessful across parent/child companies.
Mapping out contacts at an Organisation and tagging them based on sales cycle. Deal mapping across accounts.
Perfect for visual learners.
Helps the sales handover to the customer team, visualising key areas of a business to support.
Customer Success and Sales
We have been pleased with the functionality offered by OrgChartHub - especially the heat maps that clearly show where we need to improve our communication with individuals in our strategic accounts. We have also expanded the use of OrgChartHub to include our key as well as strategic accounts.
We selected OrgChartHub to help use gain a better understanding of our large, national clients - generally our strategic accounts.
Ease of use Clear graphics with the Heat Maps Great support
The program is user-intuitive, and the developers continue to add features and enhance its capabilities. They are very receptive to feedback and have assisted with team training. Not only is it a great product, but the service is also top-notch!
We work with large accounts in our customer base, OrgChartHub gives us the ability to track divisions and locations, as well as add in the relevant supplier partners to the account.
OrgChartHub has been instrumental in our mapping and understanding of key accounts, particularly global accounts and those with multiple divisions. Used in combination with strategic ABM principles and tactics, we've fundamentally changed the way we interact with prospects and serve our clients. Massive shout out to Dan and the OrgChartHub team - thank you!
Build and store customer organization charts on each of our accounts within the HubSpot platform
As an organization that targets huge organizations, org charts are essential. It's great to have a tool that lives in the crm where our business development team works every day and it was so easy to onboard the team on using the tool.
Org Charts and Parent/Child Company charts
OrgChartHub allows everyone within our organisation to keep up-to-date on our key accounts organisational structures
Helping us track changes to key accounts org charts
OrgChartHub built a super awesome tool, perfectly fits our account-based selling strategy. I would definitely recommend using this tool.
To create org charts for our target accounts
OrgChartHub is one of the easiest HubSpot Integrations we have had and our sales team loves it. It's a huge value add for our organization focused on being more strategic and trying to align buyers within an account.
Org Charts are being used by our sales organization to map accounts out and they LOVE it.
It was SOOOO easy to use and install. It was a click of a button.
Great features that let me perfectly map my target accounts, in term of account mapping and complex org charts.
Mandatory for account based strategy.
Côté usage, cela me va très bien (simple et intuitif) | Côté performance satisfait également
OrgChartHub m'aide à modéliser les organigrammes complexes de mes clients grands groupes et à définir les réseaux d'influence au sein de ces derneirs
It's very simple and easy to use. Creates a clear visual of a company's organization and allows you to add necessary detail to your charts.
Client Org mapping
Its very helpful - enabled one to understand the matrix of a lead / customer
Getting to understand the matrix of the costumer
Ease of usage
We looked at multiple tools to help us create org charts and ultimately chose OrgChartHub for four main reasons... 1. It's integrated with HubSpot in a way that doesn't require additional data entry 2. It allows us the flexibility to customize the views and fields we want to see and manage 3. It aligns with new features like Buyer Roles in HubSpot 4. The customer service we've received is fast and gets us to where we want to be
Pre-Sales Account Strategy and Buying Committee Mapping and Account Management Strategy
It's affordable and easy to implement
Org chart has been very user friendly and easy to implement. It's a good additional feature and the team at OrgChart has been excellent to deal with! They're incredibly responsive and provide great support whenever needed.
Our team uses OrgCharts to visually understand the contacts and relationships we have with current or potential customers.
Easy to use, excellent service
Really nice tool. Incredibly easy to install, intuitive to use and really helpful and visual.
To map the buying center of Enterprise Companies on Sales Processes and for Customer Success management.
Easy to instal and visual.
Great tool so easy to use after 1 chart in the free version I paid for the Pro 100!! Great support and quick to add a feature request I had
We are using OrgChart in ABM and target accounts to map out key players etc
It's working very well Easy to use, rarely breaks, and the support is good.
Understanding our client organisation and buying process
It's a good tool but it has 2 must-haves and one nice-to-have missing. See below
Visualizing a prospect's power map
1. It's integrated into HubSpot 2. Fairly good functionality
Whether there is an account handoff that is now streamlined, a C-suite member popping in to an account to review or strengthen relationships, or a change happens on the customer side that could impact a renewal or potential deal, the OrgChartHub team has consistently delivered valuable tools that are easy to use, and enable our staff to plan, navigate and grow their portfolios and turn our B2B prospects and customers into the true super heros we want them to be for their organizations.
We use OrgChartHub and GeoMapper for our Account Based strategies in marketing, pre-sales, sales, success and more.
The fast acting team just gets it! There isn't flashy over-complicated, and over-priced features that nobody understands, and the new features and enhancements keep coming in ways that are true to that promise! You don't have to worry about data synchronization to third party systems that can become inaccurate overtime, because it uses HubSpot natively and directly as the primary datasource! The pricing model for OrgChartHub is a testament to the simplicity the company ensures.
This a great place to keep an eye on what’s happening in an account. The new heat map function is very helpful.
Help align agency client relations and identity week pepinos
Easy to integrate and great insights if it’s connected and HubSpot is the core comma platform.
Facilite la compréhension des organisations entres collègues Gratuit Idéal pour vente complexe
Parce que j'ai de multiples interlocuteurs et parce qu'il me permet de faire un mapping décisionnel
Visualisation hiérarchie et liens décisions
Having recently launched our new business, we needed a CRM solution. The initial thoughts were a trade off between Zoho and HubSpot. However, with many years of experience winning and managing large complex accounts (like big banks) I know how important it is to have clarity on who the stakeholders are, what their role and level of support is and how they fit into the larger organisational structure. Not an easy task! When I looked at the Org charting tools associated with Zoho, I found that there's only one...which from first review seems very 'basic'. When I looked into OrgChartHub it seemed intuitive, visually more pleasing and flexible enough to cater for the various anomalies of mapping stakeholders and large organisations. So I based my whole CRM decision on which Org chart tool was best and switched completely to HubSpot.
Sales: Mapping stakeholders in key accounts and mapping the legal entity structures
Easy to instantly generate org charts immediately from the contact information.
This app is fully and beautifully integrated into the HubSpot UI. If you are doing ABM our have account managers in your company you need this app.
Build account plan
It is a good tool. I use this to visualise my connections and look for links. Its easy to use and quite good being integrated with HS which provides the detail. With so many people working abroad its helpful to know that they can all access the information visually.
to map people between organisation by relationship
Ease of Use
OrgChartHub was exactly the tool we were looking for! We needed something to help us visually understand our client relationships that wasn't going to me a hassle to maintain, so it's perfect that it's integrated with HubSpot. It's an easy to use, effective tool that we're already seeing the benefits of, and the customer service has been fantastic.
To map client relationships within and between the companies we interact with
The team over at OrgChartHub was very receptive to our feedback and now we able to create OrgCharts with more ease of use. Really loving all the new features - like the link to the field "OrgChartHub Persona" this is going to be crucial to our teams success!
Navigating deals and knowing who all the players are!
OrgChartHub makes it easy to quickly and accurately develop graphical representations of contact hierarchy at large, enterprise level accounts. It has been an essential tool for our sales team to help them understand key players, their roles, and their influence on the procurement process. The intuitive interface uses HubSpot data - so no reentry - and the ease-of-use has turned a formerly painful and oftentimes avoided step, into a critical part of our sales and support strategy.
OrgChartHub helps facilitate internal communication as our Sales Team, Account Managers, and Leadership Team review and target companies for sales, growth, support, and customer success.
Easy to use, easy to integrate, configurable, exportable, and works seamlessly with HubSpot.
The solution works seamlessly with HubSpot, it looks and feels like a HubSpot solution. The team are super responsive!! Over the last couple of months we have seen new functionality flying in. Make sure to ask Dan about the BETA program.
We work with very large banks with many stakeholders. So mapping the key stakeholders and account structure is critical for our success.
The account mapping feature is a huge help for us, as the banking sector has many layers of parent and child relationships. The responsiveness of the OrgChartHub team.
So simple I didn't even have to train our teams (so rare). The product is exactly what we need it to do and I am so happy it quickly integrated with HubSpot. When we first used it we noticed some improvements were needed like being able to convert to an image and add multiple sales personas. The developers added this feedback to their roadmap and these were live in weeks!
b2b account management at key accounts at large pharma companies
So easy to install and use and the team is highly responsive to customer feedback.
OrgChartHub is awesome. No other game in town for folks using HubSpot to do enterprise sales. The new features they are rolling out are absolutely game changing
-Mapping out my target accounts -Deal reviews -Framework for my prospecting strategy
This is a great solution that has enabled us to connect and map key accounts and stakeholders together which has really helped with our complex Enterprise buying cycle.
We work with large enterprise businesses, so often the number of people involved in a deal can initially be 10 + and then grows as we expand across these accounts. So visually mapping out the key decision makers is a must for us.OrgChartHub helps us in 3 ways: 1) It helps significantly with deal reviews. As a sales leader it helps me coach much more effectively. 2) The hand off process between our sales development reps - > Account Exec - > Customer success has become much more successful. 3) Using the account mapping functionality we have been able to get the 30,000ft view of very large accounts where parent and child companies go very deep. Which enables us to get the complete picture and spot expansion opportunities.
Enterprise deals have an average of 5+ stakeholders in the buying committee who report to others or have folks reporting to them. That easily gets complicated to manage those relationships in the head. And that's exactly the use-case where OrgChartHub excels. 3 benefits I've gotten out of using OrgChart Hub: 1. As an Enterprise AE, I'm able to better navigate the buyer's organization. The overall hierarchy view with the Influencer, Champion, Decision Maker, etc Labels make it easier on who to focus on during the different stages. 2. I share my screen and show the Chart I built to the Champion to get his feedback and help to map out the accurate decision-making chain. 3. It helps in 1-1 with my manager who can ask info on procurement process and the chart helps identify those stakeholders and tract the activities. Also, the UX is slick - kinda reminds you of the Trello tagging system.
Enterprise Buying Process Stakeholder Management
GeoMapper
