Why Every Sales Team Needs an Org Chart: Mapping Decision-Makers for Faster Deals

Knowing who to talk to is half the battle in B2B sales. But decision-makers aren't always prominent. Sales teams waste time chasing the wrong contacts, leading to lost deals.

This is where org charts become a game-changer. With Vizrm's org chart builder, you can:

  • Instantly visualize key stakeholders

  • Track reporting structures and informal influencers

  • Save time by accessing org charts directly from LinkedIn & CRM

Here’s why every sales team should use org charts to close deals faster.

 

Instantly Find the Right Decision-Makers

No more guesswork. With vizrm, you can open org charts in seconds directly from:

  • LinkedIn (via the CRM integration)

  • Pipedrive or other CRM platforms

  • Your vizrm dashboard or search bar

Sales reps no longer have to manually search CRM records or LinkedIn profiles. Instead, one click gives them a full view of the organization’s structure.

Drag & Drop Your Way to Smarter Account Mapping

Forget messy spreadsheets or outdated org charts. With Vizrm, you can:

  • Drag & drop contacts into the right place on the org chart

  • Auto-sync updates with your CRM

  • Group contacts by team, department, or location

Pro Tip: Segment decision-makers by budget authority, procurement role, or influence level using custom attributes from your CRM and vizrm views feature. This helps personalize outreach for maximum impact.

How to use vizrm to build org charts for your CRM data easily with drag and drop

Navigate Large Org Charts with Ease

Bigger organizations mean more complexity. With zoom & scroll features, you can:

  • Zoom in on specific departments

  • Center the chart to get the full picture

  • Use trackpad shortcuts for seamless navigation

The result? Faster prospecting and better sales strategy alignment.

Map Out Key Influencers & Buying Committees

Formal titles don’t always reveal true influence. That’s why Vizrm allows you to:

  • Create informal relationship lines (mentorships, internal champions, deal blockers)

  • Customize relationship labels (e.g., "Trusted Advisor" or "Key Gatekeeper")

  • Identify internal influencers to build stronger sales strategies

Sales isn’t just about who signs the contract but who influences the deal.


hpw to use vizrm to visualize influence and informal relationships between the contacts of your CRM

Conclusion: Why Sales Reps Need Org Charts

Org charts streamline sales outreach, improve prospecting efficiency, and help you sell smarter. If you're not using org charts yet, now’s the time to start!



 
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