Swift Operational Support Services

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US: +1 315 220 6735

UK: +44  800 1 777 123

CH: +41 41 56 03 615

DE: +49 20 18 94 53 65

ES: +34 918 29 26 25

FR: +33 1 72 81 36 28

IT: +39 0165 41513

TH: +66 2 9851913

 

Data Privacy

Data Privacy

Today On Quota International manage our clients' customer contact details including 10,000s sales,marketing and customer service professionals . Any data you provide here will be protected to the same high level that our clients' data is. On Quota is an anti-spam company and has strict data privacy policies. We are registered under the EU and US Safe Harbor data privacy program. agreement.

 

 

Organization Chart

& Contact Management

Support Services

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Swift Organization Chart Service

Supported by your internal or On Quota's lead generation and key contact management processes, the Swift Organization Chart Service helps improve on where sales, marketing and customer service departments allocate resources within key customers.

Note - Human Resources can use this to produce organizational charts for change management and internal purposes.

Service Presentation

Click above to take you to a 12 minute multi-media presentation of the Organization Chart Service. Here we discuss contact management and the use of the service in client situations.

Swift Organization Chart Service

CLIENT CASE STUDY OVERVIEW

BUSINESS ISSUE: Our client needed to track movements in customer contacts, especially identifying the power people in the organization chart. This could only be done well by regular production of organizational charts for each key customer account. To produce this in a format that is presentable (normally MS PowerPoint) it typically took each Account Manager around 45 minutes to finish each organization chart.  

VALUE PROPOSITION: On Quota's Organization Chart Service takes less than 15 minutes of an Account Manager's time to complete, saving 30 minutes. Each account manager was generating a minimum of $500k of revenue per annum, so the 30 minutes saving equates to $142 (given 220 working days at 8 hours per day). After service costs, On Quota’s Organization Chart Service saved our Client a minimum of $100 in administration time per organizational chart. The client also achieved better visibility of their customer contacts as the service provided an incentive for the Account Manager's to continually update their contacts. After implementing a CRM system in 2002 by May 2005  the client had visibility on approx 6000 contacts across 125 customer accounts. In June 2005 the Swift Organization Chart service was introduced and by June 2007 the visibility of customer contacts had increased to over 17000.

 

 

Over 6 months in 2006 On Quota produced more than 800 Organizational Charts for Account Managers around the world saving over 525 hours of administration work. This contact management outsourced service uses Microsoft Sharepoint and SalesForce.com SaaS platforms to store and manage your contact data.  

The Organization Chart Service offers the provision of consistency in customer account planning and a common language for customer facing individuals. The organizational chart reporting capabilities include:

- what level of support each contact offers the supplier

-The power each target or existing contact has in their organization

- What level of communication is being maintained with each customer contact.

The organization chart service integrates with MS Outlook 2003 and Outlook 2007. for easy updating of contacts and final production of each organization chart (see demonstration)MS Outlook 2007MS Outlook 2003

 

 

Customer Testimonials

The OQ OrgChart is more than a strategic tool, this is also a clever and efficient way to transfer knowledge. When I bring a colleague for the first time into my account or discuss my strategy with my Management, the OrgChart gives an easy screenshot of the position and profile of a contact within the whole account structure.

 European Key Account Director

Many B2B companies claim they have a customer centric sales approach, but many of them focus oly on one aspect of the clients: their needs. Although customers needs are the heart of the sales process, understanding the customer’s structure, the sphere of influence and the decision process are often neglected. With the Swift Org Chart service you can understand where the needs are coming from, this pushes your sales community to understand the back bone of the decision process.

 Key Account Manager

“On Quota went the extra mile in terms of providing value added services and exceeded our expectations”

 SVP Corporate Sales


Demonstration
 
 
 

      Tel: +44 800 1 777 123                   Fax: +44 870 350 0041                enquire@onquota.net                  Speak to a consultant