Sales pro uses Organimi org charts to take account planning to the next level.

Organimi transforms technology sales leader’s account planning and collaboration.

See how Organimi helped this sales professional reduce the amount of time he spent mapping out his contacts. 

Overview

Good sales professionals will always find new ways of using technology to streamline and improve the sales process. This salesperson manages an extensive territory in the Pacific region, far from the company’s North American headquarters. He sells complex technical solutions to large media companies, and it’s often a long, difficult sales cycle.

This sales pro needed a way to map out multiple contacts in each of his accounts and include a wide range of information for each.

Business Challenge

Selling technology solutions requires a team approach, and the salesperson needed a way to share detailed customer information with his geographically dispersed sales team. That information was much more than contact data — for example, he needed a simple way to illustrate whether contacts were supporters, held budget authority, or preferred his competition. The salesperson also needed to incorporate information (including contact photographs) from LinkedIn.

Initially, he manually created charts using Powerpoint, but the process was slow. The manual charts couldn’t convey all the information he needed to share, and often updating them involved starting over from scratch.

With a limited budget and no time to master a complex tool, the salesperson needed a cost-effective solution that was simple to implement and use, yet powerful enough to meet his requirements.

Solution

The sales pro discovered Organimi through a Google search and found it easy to install with a minimal learning curve. Organimi’s cloud-based platform meant that charts could be created and updated from anywhere and easily shared with remote stakeholders.

Organimi’s integration with LinkedIn particularly impressed the salesperson, as importing LinkedIn information reduced the need for manual data entry. He could log into Organimi via LinkedIn and connect Organimi contacts directly to their LinkedIn profiles, online resume, details of skills, and recommendation comments.

“The ability to connect Organimi with LinkedIn and pull in photos is also brilliant,” says the salesperson. “That’s such a powerful feature.”

Organimi’s color-coding capabilities allow the sales pro to add a lot of contact information with minimal text, creating a more compact, visually intuitive org chart. “I can use color-coding to indicate a strong supporter in green, a challenging contact in red, with a wide range in between,” he explains.

Benefits

Using Organimi to create and update org charts has significantly reduced the time it takes for the salesperson to map his customer contacts. 

It has also transformed his internal collaboration. “Now, on a video call, I can send screenshots of the organizations and people we’re discussing,” he says. “It shows how they all fit into the picture, and I don’t need to write long, detailed descriptions.”

The salesperson also uses his Organimi charts when conducting sales reviews with his executive team. The visually intuitive org charts help convey critical customer information quickly and efficiently. “The Organimi charts look good and make my presentations unique — no one else is doing anything like it,” he explains. “Using them helps me stand out as very detailed and organized.”

The salesperson is also incorporating other Organimi capabilities into his org charts, including the note feature. Adding notes lets him include even more account data into the charts, making them even more useful for collaboration. 

As Organimi evolves, the sales pro is looking forward to exploring its new capabilities. “Organimi’s a great tool backed by a great organization,” he says. “I’m excited to see how it will get even better in the future.”

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