Organimi helps transform technology integrator’s sales
process.

Tech integrator relies on Organimi org charts to simplify and share critical customer contact data.

See how Organimi helped significantly reduce time for this leading international technology integrator, and helped scale to support large amounts of records.

Overview

This leading technology integrator helps its customers leverage automation and analytics to improve productivity, business performance, and drive cost efficiencies.

Understanding client organizational structures is critical to the integrator’s sales and consulting process, and the sales team needed a simple yet powerful solution to build customer org charts and capture client contact data. These org charts had to be easy to update and flexible enough to use for prospecting, account planning, and project management.

Business Challenge

The integrator’s sales leader tried building customer org charts using traditional tools like PowerPoint and Visio but found them cumbersome to use. Manually inputting data was a painstaking process, and the completed org charts didn’t have a professional appearance.

The sales leader also dealt with several large clients and often had to capture significant numbers (sometimes hundreds) of client contacts in his org charts. He needed a solution that could easily scale to accommodate that requirement.

As the company has a widely-dispersed and mobile workforce, the sales leader was also looking for a cloud-based solution that could be accessed and updated from any location. Once created, the org charts had to be easy to share with all internal and external stakeholders.

After identifying and evaluating a shortlist of leading org chart solutions, the sales leader moved ahead with Organimi.

Solution

He began by importing customer personnel information into Organimi charts, displaying org structures, business units, and reporting relationships. A big test for Organimi came early on when the integrator needed a client org chart mapping out over 200 contacts.

It was critical for the solution to easily scale to support large amounts of records. “I couldn’t afford to enter a lot of contacts, then start over,” says the sales leader.

He came away impressed with Organimi’s performance.“The ability to track an organization is effortless,” he says. “It just takes seconds to add a new contact to an Organimi chart, and it’s simple to import from a CSV file.”

The sales leader was also able to bring in data from multiple sources into his org charts. For example, the LinkedIn import feature allowed him to integrate LinkedIn data and pictures with a single click.

Sharing the Organimi charts with other stakeholders was simple as well — even with non-Organimi users. And with the Organimi charts stored and updated in the cloud, the org charts being shared were always the most current versions.

Benefits

Organimi has significantly reduced the time it takes the sales leader to create and maintain customer org charts. Organimi’s flexible import feature also saves time, allowing him to quickly integrate information from multiple sources, rather than manually inputting data.

Organimi has also improved the company’s internal collaboration, enabling sales to easily share customer data with engineers, systems architects, and project managers. “Organimi org charts are so easy to share,” the sales leader explains. “I can just send a link, and with a click, anyone can view charts or search for people.”

The integrator has recently been acquired, and Organimi org charts have been invaluable in quickly bringing the new stakeholders up to speed. “I can show them charts of one of our customers,” says the sales leader. “They can see that we’ve mapped out 200 people in some cases. It’s very powerful.”

He is looking forward to exploring ways to further leverage Organimi in the new organization and is confident that Organimi is up to the challenge. “The Organimi support team is excellent,” he says. “If I have an issue, they quickly research it and tell me how to fix it.”

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