I played around with an org chart integration tool (OrgChartHub) for HubSpot CRM, and it’s pretty cool. I believe it would be super valuable for organizations targeting larger accounts with complex sales, or companies with multiple opportunities in different areas. It gives you a great overview of the org structure and who is being worked by sales and engaged by marketing.
Here are some screenshots to show you how it looks in HubSpot. If you want to try it yourself, go to your HubSpot integrations settings and add it. And if you have questions or need assistance, you know where to find us!Read More