Relationship Charts 2013 ORG Chart, Who Knows Whom and Opportunity Decision Makers Chart for MS CRM

Out of the box Relationship Charts product includes the charts for the three main entities: accounts, contacts and opportunities. See the screenshots below

Account Chart

It’s important for sales, marketing and service personnel to be able to quickly see their way around a customer’s organization. Management need to ensure sales people know and understand their customers. The Account Chart is ideal for strategic account planning.

Opportunity Chart

When sales people have relationships with key decision makers, they sell more and discount less. Management need to be sure those sales opportunities are correctly qualified to confidently forecast, and provide coaching when they’re not.

Contact Chart

People are ten times more likely to accept a meeting if you are recommended by someone they know. Often, we have indirect connections with people, but just don’t know it. Now you can see who knows who and how to get there. And marketing can target who they invite to events, to combine happy customers and new prospects who may know each other.

For each of these entities charts can be created automatically and embedded in the entity forms.


Click here to GET TRIAL

Request a live demo to see the product in action

Whatever option you choose we are always here to help you with any configuration process.

Choose your preferred installation procedure