Organization Hierarchy Chart for Zoho CRM

Problem:

An important part of any sales process is to ensure you’re speaking with the right person in an organization when working on an opportunity. However, when there are multiple contacts for each account, keeping track and reaching out to them seems to be an uphill battle- For which account should I contact whom? Who manages each department? And who reports to them?

The right person with the highest decision-making power is vital for closing the deal and shortening the sales cycle. Instead of sending emails or interrupting others to ask for this information, the sales teams can view the information visually in the form of an Org Chart within the contacts or accounts module right inside Zoho CRM. For this, you don't have to spend time on creating an Org Chart with an external tool.

Solution:

This is where Organization Hierarchy Chart for Zoho CRM extension comes in handy, which automatically create the reporting hierarchy for your accounts and contacts in the Accounts and Contacts module in the form of Tree chart view, which helps you to easily identify who reports to whom and what role the contact plays and maximize your chances of deal conversion by identifying the decision-makers in the organization.

The org chart saves time for sales personnel, especially when working with customers having a multi-level hierarchy of contacts, helps them to view the hierarchy of contacts of an account and navigate directly to the specific Contact record from the Hierarchy View itself.

What are you waiting for?
Try out the extension now: https://marketplace.zoho.com/app/crm/organizationhierarchychart-for-zoho-crm

Let us know your feedback after using our extension.

Thanks & Regards,
Yaali Bizappln Solutions | Zoho Advanced Partner