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, decision makers and influencers involved in their sales opportunities.
Our latest version of SugarCRM's organisation chart now includes:
- Buyers roles
- Colour coding
- 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:
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
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.
Colours are easily configurable in Studio:
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.
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.
Download Loaded Org Chart plugins for SugarCRM PDF
If you want to start focusing on your most promising opportunities today, contact us to implement the SugarCRM organisation chart.