In B2B sales, understanding organizational structure is crucial for success. eiCRM's Organization Management provides powerful tools to map company hierarchies, track all contacts within organizations, and gain strategic insights into business relationships.
Key Benefit: Hierarchical organization view with automatic contact grouping, complete relationship mapping, and strategic insights that help you navigate complex B2B sales situations.
Why Organization Management Matters
Organizational Hierarchy
Create and manage company entities as primary organizational units. Each organization can contain multiple contacts, helping you understand decision-making structures and build complete relationship maps.
Contact Aggregation
Automatically group all contacts by their organization. View the complete team working for any company, their roles, and their relationships to your opportunities. This is essential for complex B2B sales.
Smart Search & Filter
Search organizations by name, industry, size, or any custom criteria. Advanced filtering helps you identify and segment target accounts for targeted marketing and sales campaigns.
Opportunity Overview
See all active and historical opportunities associated with an organization. Understand the full sales context, deal values, close dates, and probability across all contacts within the company.
Relationship Mapping
Visualize connections between different people in the organization. Understand who influences what, who the decision makers are, and how to navigate complex buying committees.
Key Features
📋 Organization Profile
Each organization has a dedicated profile showing:
- Company name and details
- All associated contacts in one view
- Total opportunity value across the organization
- Activity history and engagement metrics
- Document repository for company-wide documents
- Notes and strategic information
👥 Contact Management Within Organizations
Within each organization, you can:
- See all contacts at a glance with their roles
- Add new contacts automatically linked to the organization
- View individual contact details and interaction history
- Track relationships between contacts within the company
- Identify key decision makers and stakeholders
📊 Organization Dashboard
Get a complete 360-degree view of any organization including:
- Contact Summary: Number of contacts, their roles, and engagement levels
- Sales Activity: Total opportunities, their stages, values, and close dates
- Recent Interactions: Last contact dates, call history, email exchanges
- Document Library: All company-related documents and proposals in one place
💡 Strategic Insights
1. Understand Organizational Structure:
Use organizations to map the real structure of your target accounts. Identify key departments, decision makers, influencers, and end users. This structure is critical for navigating complex B2B sales.
2. Track Opportunity Context:
See all deals with an organization simultaneously. This helps you avoid competing with yourself, identify cross-sell opportunities, and coordinate multi-threaded sales efforts.
3. Relationship Mapping:
Build maps of who knows whom within organizations. When you have multiple contacts at a company, understand their roles and relationships to build more effective sales strategies.
4. Account-Based Strategy:
Use organization view to develop account-based sales and marketing strategies. Treat each organization as a strategic account and coordinate your team's efforts accordingly.
📈 Real-World Benefits
Sales teams using eiCRM's Organization Management achieve:
- 50% better account coverage through complete relationship visibility
- 30% increase in average deal size by identifying multiple decision makers
- 45% reduction in sales cycle length through better relationship navigation
- Enhanced account coordination with complete organizational context
- Better team alignment on account strategy with shared organizational knowledge
🎯 Integration with Sales Process
Organization Management integrates seamlessly with:
- Sales Pipeline: All opportunities linked to organizations for complete context
- Contact Management: Automatic organization assignment when adding contacts
- Calendar: Schedule organization-wide activities and track account engagement
- Quotations: Generate quotes at the organizational level for enterprise deals
- Reports: Analyze organization-level metrics: retention, expansion, and lifetime value
🚀 Use Cases
Enterprise Account Management
Manage large enterprise clients with multiple locations, departments, and contacts. Track the entire buying committee, understand influence networks, and coordinate multi-threaded sales efforts.
Target Account Strategy
Develop and execute account-based marketing and sales strategies. Identify target organizations, research their structure, and build relationship maps before engaging.
Account Expansion
Identify up-sell and cross-sell opportunities within existing customer organizations. See who else in the company could benefit from additional products or services.
Relationship Mapping
Build strategic maps of key relationships within target accounts. Understand who influences whom, who makes decisions, and how to navigate complex organizational politics.
Ready to master your B2B relationships with complete organizational visibility? Start your free trial today.
🎯 Master Your Organizational Relationships
Gain complete visibility into company structures and relationships
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