Case Study: Global Media and Entertainment Technology Provider streamlines account planning with Organimi

Sales pro uses Organimi org charts to take account planning to the next level

Global Media and Entertainment Technology Provider, a North American technology company with 1,000–5,000 employees, needed a better way to map multiple contacts across complex accounts and share rich account details with a geographically dispersed sales team. Using manual PowerPoint charts was slow, difficult to update, and couldn’t easily capture key information like supporter status, budget authority, competition preferences, or LinkedIn data. Organimi provided a simpler, more cost-effective way to build account plans and visualize relationships.

With Organimi’s cloud-based org chart platform, the salesperson could quickly create and update charts from anywhere, import LinkedIn profiles and photos, use color-coding to show contact influence, and add notes for extra account context. Organimi significantly reduced the time spent mapping customer contacts and improved collaboration and executive sales reviews with clearer, more visually engaging presentations.