Execute your account plans

Turn Your Org Chart into your daily Sales Booster

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Stay ahead of your Account Plan Execution with these features

CRM Activities

Manage all CRM activities directly from the org chart
Create, track, and complete tasks in context
Reducing admin work and keeping sales teams aligned

Deals on Org Charts

Visualize deals directly within the chart by filtering for participants
Quickly add or remove contacts to deals
Ensure seamless stakeholder engagement
Improve your understanding of buying processes

Sharing Org Charts

Simplify Collaboration & Documentation
Share org charts via direct links or downloadable JPGs.
Easy account handoffs, briefing and reporting

Chart Dashboards

Get dynamic dashboards tailored for both sales reps and leaders
Reps stay on top of account planning
Managers gain real-time insights into enterprise sales campaigns

How B2B Sales Teams benefit from streamlined Account Execution

    Always Up-to-Date Account Plans
Faster Risk Identification & Improved Forecast Accuracy
Less Administrative Overhead with CRM automation
15% Increase in close rates for account managed in vizrm
Seamless Collaboration & Documentation across the teams

Frequently Asked Questions about Account Plan Execution

Super simple! You can instantly share a link or download as a JPG to document strategies, collaborate on deals, and keep everyone aligned.
CRM data is great, but it doesn’t give you a visual hierarchy of relationships. With Vizrm’s org chart integration, you don’t just store data - you see and act on it strategically.
Actually, it’s the opposite! Automating updates from your CRM saves up to 4 hours per week per rep, reducing admin work and keeping your team focused on closing deals.
You can filter org charts by deals, ensuring you engage with the right stakeholders. Plus, adding/removing contacts to deals takes just one click - faster than in your CRM!
vizrm’s dashboards are fine-tuned for b2b enterprise sales, based on our experience of working with hundreds of sales teams. They focus on reporting on the growth of your relationships with key accounts.