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Focus on The Right Decision Makers With SugarCRM's Organisation Chart


Visualise contacts in context for more effective selling

Loaded Technologies’ new release of the organisation chart plugins for SugarCRM makes it even easier for sales professionals to quickly understand and instantly visualise hierarchical relationships and key decision makers and influencers involved in their sales opportunities.

Our latest version of SugarCRM's organisation chart now includes:

  1. Buyers roles
  2. Colour coding
  3. Related external contacts

1. Buyers roles

Understanding what role each buyer plays in the buying group is critical in order to effectively negotiate and close sales. The new module includes SugarCRM's default buyers roles: 

sugarcrm organisation chart select buyer role

The roles are easily configurable in Studio via the drop down editor to match your organisation’s terminology. 

At Loaded, we're using the 4 major buyer roles most likely to be found in B2B organisations and complex sales, as defined by Miller Heiman's Strategic Selling book.

  • Economic buyer/ Decision maker
  • Technical buyer
  • User buyer
  • Coach / Influencer

sugarcrm org chart select buyer role

2. Color coded roles

Each of the buyer roles are colour coded, with a legend printed below the chart, making it even easier to determine buyer types and key influencers at a glance.

sugarcrm organisation chart

Colours are easily configurable in Studio:

set colors sugarcrm organisation chart

3. Related external contacts

Your prospect’s organisation structure might be complex, with relationships between contacts from different companies also related to your opportunity. The new SugarCRM org chart visually represents those, below the main chart. This way, you not only see contacts working for the current organisation but also external ones influencing the sales opportunity, ensuring you focus on the right decision makers.

sugarcrm organisation chart external contacts

Choose from 2 options

Loaded Org Charts Basic gives you org charts for every account, while Advanced lets you use the org charts within each opportunity as well.

If you want to stop wasting so much time figuring out who you should be talking to, and start focusing on your most promising opportunities today, try SugarCRM Org Charts for free or contact us to learn more.



hi. we are a small business and we use SugarCRM community/free version. We are looking for an org chart thats embedded and googled and found your blog. can you tell me how much it is and whether it can handle multiple layers in large organisatons with 1,000s of people?
Posted @ Wednesday, September 12, 2012 11:18 AM by tarek ghouri
Hi Tarek, 
Thank you for your interest in the SugarCRM org chart.I sent you an email with more details. Please let us know how we can help. 
Look forward to hearing from you, 
Kind regards 
The Loaded Team 
Posted @ Wednesday, September 19, 2012 9:24 PM by Marion Tourrette
Hi there,  
I have a number of clients being interested in your org chart solution. Is there anyway that i can have access to a demo so that i can advise my clients in how far it will solve their problem? 
Looking forward to your response.  
Kind regards 
Posted @ Tuesday, October 30, 2012 12:40 PM by Felix Frankenberger
Hi Felix, 
Thank you for your interest in SugarCRM org chart! I emailed you a link to the demo and an how-to guide. 
Happy test drive! 
Posted @ Tuesday, November 06, 2012 11:11 PM by Marion Tourrette
We're a company of 2, hoping to grow a lot. Just starting to use Sugar Version 6.5.8 Community Edition. 
Looking for a way to visually represent management hierarchy (have entered "reports to" in Sugar, but can't find where this info is summarized? 
Looks like your product is the answer. Pls tell me more. 
Posted @ Friday, November 30, 2012 2:53 PM by Jackson
HI, I would also be interested in your demo to see if it exactly what we need. :)  
Thank you!
Posted @ Thursday, March 14, 2013 9:49 AM by Natalia
Hi, I am using sugar CE 6.5 and I would like to implement your OrgChart module as above.  
How can I get it? How much is it? 
Posted @ Monday, June 17, 2013 4:13 AM by Thomas Breuss
Please send me pricing on your module. Sugar 6.5.15 CE. Thanks
Posted @ Thursday, September 12, 2013 9:10 AM by Patrick Eidemiller
Hi Patrick, thanks for checking out the Org Chart for SugarCRM! I sent you an email with all details.  
Posted @ Friday, September 13, 2013 2:35 AM by Marion Tourrette
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