Maintaining Account Charts in Pipedrive with vizrm

While creating an account chart from scratch is a doable job, the chart is a living tool that should be maintained and built on. Here are some best-practices we identified working with account charts ourselves.

Preparing Meetings

One key benefit of having an account chart is to identify missing stakeholders along the hierarchy. Imagine you have a champion working in accounting and know his boss who is the director of accounting.

But you also know there is someone between the director and the CFO who will most likely need to approve the contract you are trying to close.

Being aware of this gap helps you putting it as one of the objectives in your next meeting with your champion. Put it on your call planner to be sure!

Post Meeting Documentation

The next step obviously is to record your findings. Fortunately Pipedrive brings the great capability to take meeting notes directly on the meeting object.

Also you can use the meetings participants field to immediately create new contacts. New contacts will be automatically generated in the account plan in vizrm where you can conveniently position it using drag and drop.

Or - in case you sync the manager field - you can click on the contact and fill the manager field in the contact details side bar in Pipedrive.

Using Blanks

It may take some time to really dig into an account. Though you might have already uncovered the white space in your account chart, you might find it hard to identify the person you are looking for. Maybe you don’t find them on LinkedIn or you just don’t have enough credit on you champions account right now because they lent you a big favor recently.

A way to through this is to create a blank contact (call them Ms X if you want). This will constantly remind you of the work you have to do - as a little hack: if you create a task on you blank account that is due in the past - you will even have it marked red, so you got your target laser focused!