One of the most important facets of client relationship management (CRM) involves understanding the chain of command within an organization.
Creating an org chart with Microsoft Dynamics 365 enables a powerful visual representation of this hierarchical infrastructure: including employees, their roles, and direct reports.
1) Get the Big Picture
Understand the big picture by creating a customized organizational chart in Dynamics 365.
Rather than a standard outline or diagram, Dynamics 365 provides a visual representation, offering a birds-eye view of the reporting structure within a company (or potential sales target) of interest.
This hierarchy is established in the case of creating a new account and when adding a contact hierarchy to an existing account.
Empowering yourself with the big picture will help you save a sizable amount of time and frustration to get what you’re looking for.
2) Connecting the Dots
Sometimes, our business objectives require us to do a lot of digging in order to deliver results.
Identifying the right contacts needed to get the information you’re looking for is often time-consuming and tiresome.
This is especially true in the case of large corporations, where finding the right contact relies on combing through an extensive list of candidates with similar, yet wholly different job titles and responsibilities.
Dynamic’s organizational chart functionality mitigates these complexities and helps you find exactly what you’re looking for, the first time around.
3) Leverage Your LinkedIn
Do you have a LinkedIn Sales Navigator (LISN) license? Leverage the power of LISN in your Dynamics 365 with an easily accessible, embedded widget option ensuring your contacts are kept up to date.
Enhance your perspective by viewing all of the common connections between you and a new lead immediately upon creation – allowing for more warm introductions and less cold-calling.
Interested in making an org chart of your own? Check out this step-by-step guide to help you maximize these features and more in your CRM.