Stakeholder Mapping - Any hubspot apps or other digital tool recommendations?

elkin

Hi community,

Any recommendations on tools to actively map stakeholders (customer) , relationships, etc.?

Hubspot has orgcharthub ...anyone use it? any other recommendations that include visual representation/mapping?

Thanks!

Elkin

Michelle Wideman

@elkin my amazing new admin just introduced me to: https://workspace.google.com/marketplace/app/org_chart_best_chart_builder/219218309058. I've been using it to model out potential success org models for our 3-5 year plan. I like that it's free, super easy to use, so it may be able to be repurposed for your use case.

Javed Maqsood

Hi @Michelle Wideman Your tool looks great! But are we not trying to have it as part of our CS CRM so that we can make intelligent decision off this? How does this tool integrate into the likes of Hubspot?

vkulev

Hi @elkin, might I suggest this article we did on Customer Relationship Mapping: https://www.custify.com/blog/customer-relationship-mapping/

Hopefully, you can extract some useful insights from it!

Michelle Wideman

@Javed Maqsood I haven't tried any integrations with CSM tools, sorry! In past companies I've used org charts that ZoomInfo has provided, and have copied and pasted into internal business review decks and would then overlay red, yellow, green dots to identify champions, detractors, passives. I haven't had the luxury of using a tool with this built in functionality as @vkulev outlines above.