OrgChartplus Reviews in January 2025: User Ratings, Pros & Cons

Premium tool - ask about customisation

What do you like best? Easy drag and drop tool. Once we asked about customisation, and clarified the flexibility of the tool to write data to our CRM system, it really opened up avenues we had not been able to consider before - or we weren't able to previously find a solution too. OCP is a great tool and I would advocate it. The ability to integrate competitors, colleagues, and contacts from other accounts, is a great addition that accommodates the reality of relationships. The team ...

Effective tool

What do you like best? Easy to use and very impressive tool, only as good as the application What do you dislike? some of the scalabilty issues with exported images for presentations is a bit tricky Recommendations to others considering the product: Worth using What problems are you solving with the product? What benefits have you realized? I manage complex large account and Org Chart Plus' ease of use is invaluable

Global Field Enablement

What do you like best? OrgChartPlus makes mapping an organization so much easier than creating PPT sldies. Visually very appealing and very easy to use! What do you dislike? There was nothing about OrgChart Plus that I dislike. What problems are you solving with the product? What benefits have you realized? We struggled to understand our customer's organization/relationship mapping and what that meant for us. OrgChartPlus has enabled us to create detailed org charts and develop ...

Easy to use Org Chart tool

What do you like best? The tool is easy to use and gives a lot of flexibility What do you dislike? It would be great if you could easily grab pieces of the orgchart to move as organizations change. What problems are you solving with the product? What benefits have you realized? It helps to understand where you have holes in your knowledge of an account Response from Elliot Gilder of OrgChartPlus edit Hi, thank you so much for the great review! Please can you drop us an ...

I've used OrgChartPlus for 4 years and I love it

What do you like best? It's integration to SFDC is unmatched. If you have contacts associated with an account or an opportunity, it will import directly into the OrgChartPlus. Further, you can add new contacts directly into OrgChartPlus and it backfills into SFDC. I also like the ability to draw informal relationships. What do you dislike? no issues. It works as promised. I've used it in both Classic and Lightning Recommendations to others considering the product: works great in ...

Finally, a strategy tool the reps like

What do you like best? The ease of use - the roll out went very smooth. The reps love the drag and drop - as well as the integration to Salesforce. As well, there is a lot you can customize to the solution. What do you dislike? Nothing comes to mind at this time. If anything, we need to get better at the Molecule view which is on us. Recommendations to others considering the product: Great bunch of folks with a great product. They are willing to jump on the phone at the drop of a ...

An amazing way to understand company hierarchy and the relationships between key stakeholders

What do you like best? It has allowed us to more easily identify risks within an account - where we don't have relationships or we have detractors What do you dislike? Nothing I dislike about the product - user friendly easy to use Recommendations to others considering the product: It's easy to use, includes substantive information and helps in ensuring you have required relationships to secure or retain business. What problems are you solving with the product? What benefits ...

Helping to drive opportunities forward with greater success

What do you like best? The Org Chart functionality helps to visualise the customer environment, seeing who are the main contacts and their influencers. The molecule view helps me to find different ways to try and contact the key decision makers. What do you dislike? The interface still seems a little basic and doesn't match the Salesforce standards - but I know the team are working to fix this! What problems are you solving with the product? What benefits have you realized? We ...

Great tool for insight into an organzation

What do you like best? The integration with Salesforce.com was critical. The setup was done in a day. There is basic customization available for our business requirements and the data entry can be done in orgchart and pushed to SF.com or vise versa. What do you dislike? There is a bit of a learning curve for those not familiar with Sf.com but the tutorial makes it easy. Sometimes the org chart doesn't build correctly but it usually because of user error and easily fixed. ...

Perfect for mapping out account orgcharts

What do you like best? Very easy to use - has to be for the sales team Drag and drop interface Customizable to any degree to tell story of influence, decision maker, relationship and etc against how your company views and manages accounts What do you dislike? Customizing beyond their 'out of the box' orgchart relationship and influence values requires coding knowledge, Recommendations to others considering the product: Train sales team and produce documentation (SLAs, ...