CRM, Sales and Marketing Blog

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

Posted by Marion Tourrette on Mon, Sep 3, 2012

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.


Tags: SugarCRM, developed by Loaded Technologies, SugarCRM Module