Salesforce Relationship Map: 3 Reasons Why You Need an Org Chart
Account Management is vital to any organization’s success. Whether you are in Sales, Customer Success, or another department, it’s important to have your key account contacts organized so that all teams may efficiently work together in Salesforce. The list view will work up until a certain number of contacts have accumulated on an account, but it is not easy for a user to map out contact relationships past 10+ contacts. Here are some reasons why you should consider an Org Chart for your Salesforce users:
Reason #1: Enable team collaboration and communication within Salesforce. It’s important to have everyone “singing the same song” on an account. An org chart provides a visual hierarchy at-a-glance. Any team can log in and see who the important contacts are, how they engage with the account, contact info and any additional notes on the contact record. This could be important in the following scenarios:
The sales team has an upcoming QBR. Leadership is able to look at the account contacts and identify how they might interact with an important opportunity.
Customer Success receives the handoff of a new customer from sales. They can understand immediately what the company structure looks like and who might be important to contact for billing and regular account health checks. The CSM team can add to the org chart as they get to know the account team.
Customer Support receives a case on the account. They can now easily understand where the contact lands on an org chart as well as how any contacts cc’d on the case may be important.
Reason #2: Empower effective and streamlined customer engagement. How many times have you sent an email only to find out that you do not have the correct contact? An org chart will help users know who to reach out to in which department, the first time.
Reason #3: Retain tribal knowledge upon account transfer or employee departure. If you’re looking for ROI on an org chart, this is it! So much information is lost upon employee turnover. Your employees literally walk out the door as the only ones with the knowledge on who to contact on the account to get a PO processed, issue an invoice, sign off on an order form, approve spending, provide a reference to a potential customer, etc. It is so important to capture this information in salesforce so that the next person doesn’t have to spend weeks with their wheels spinning before finding the right contacts.
Squivr Org Chart for Salesforce
Squivr’s org chart software can help you build a visual relationship map on your accounts in Salesforce. Click here to get 3 free users!
