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Org Chart Best Practices help you use Dealtree’s org chart more effectively when researching an account, identifying stakeholders, and preparing a sales strategy. The org chart is not just a list of people. It is a map that helps you understand who may influence the deal, which departments matter, and where you may need to build more relationships.

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Pre-conditions

Before applying org chart best practices, make sure you have:
  • Created a Dealtree account
  • Logged in to your workspace
  • Added at least one account
  • Opened the Account Workspace from the Accounts Dashboard
  • Generated or synced the organization data for the account
  • Reviewed the Master Org Chart

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Start with the Right Company Domain

Always create the account using the company’s official website domain. The domain helps Dealtree identify the right company and generate more relevant people data. For example, use: company.com Avoid using:
  • LinkedIn company URLs
  • Personal profile URLs
  • Social media URLs
  • Blog URLs
  • Unrelated subdomains A clean and correct domain gives you a better foundation for org chart generation.

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Sync the Organization Before Reviewing Stakeholders

Before using the org chart for buying committee mapping or sales planning, make sure the organization data is synced. People data changes over time. Employees may join, leave, change roles, or move departments. Use Sync Organization when:
  • The account is newly created
  • The org chart looks outdated
  • You are preparing for an important call
  • You are reviewing an active opportunity
  • You want to refresh people data before generating the buying committee
  • You want to create a more relevant action plan

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Review the Master Org Chart First

Start with the Master Org Chart before going into individual departments. This gives you a broad view of the account and helps you understand the overall stakeholder landscape. Look for:
  • Senior leaders
  • Department heads
  • Relevant functional teams
  • Possible decision-makers
  • Potential champions
  • Technical evaluators
  • Procurement or legal contacts
  • Possible blockers After reviewing the full structure, you can go deeper into specific departments.

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Focus on Relevant Departments

Not every department will matter equally for every deal. Use your Seller Context to decide which departments are most relevant to your product or service. For example:
  • If you sell a sales tool, review Sales, Revenue, Growth, Marketing, RevOps, and Leadership.
  • If you sell a technical product, review Engineering, Product, IT, Security, and Technical Leadership.
  • If you sell a finance product, review Finance, Operations, Procurement, and Leadership.
  • If you sell a people or HR product, review HR, People Operations, Operations, and Leadership. This helps you avoid spending time on stakeholders who are unlikely to influence the deal.

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Do Not Rely on One Contact

One of the biggest risks in B2B sales is depending on only one person inside the account. Use the org chart to find additional stakeholders who may influence the buying decision. Try to identify:
  • Who owns the business problem
  • Who controls the budget
  • Who will use the product
  • Who will evaluate technical fit
  • Who may approve the purchase
  • Who may slow down or block the deal
  • Who can introduce you to other stakeholders A stronger account strategy usually includes multiple relationships across the company.

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Use Notes to Add Real Deal Context

The org chart shows people and structure, but your notes add deal-specific context. If you already know something important about a stakeholder, add it in the Notes tab. For example:
  • Ayesha is the champion and is helping us reach the CTO.
  • The CTO asked about data accuracy during the demo.
  • Procurement has not been identified yet.
  • The VP Sales owns the problem but may need CEO approval.
  • The current blocker is concern around implementation time. These notes can help improve buying committee and action plan recommendations.

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Add Missing Stakeholders Manually

If you know a relevant person who is not currently shown in the org chart, add them manually. This is useful when:
  • Your champion introduced someone new
  • A stakeholder joined a call
  • You found a relevant person through LinkedIn
  • A decision-maker is missing from the org chart
  • You identified procurement, legal, or finance involvement
  • You want Dealtree to consider that person in future analysis After adding a stakeholder, review the buying committee again if that person may affect the deal.

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Keep Stakeholder Information Clean

Accurate stakeholder information helps Dealtree generate better recommendations. Review and update stakeholder details when needed. Pay attention to:
  • Correct names
  • Current job titles
  • Relevant departments
  • LinkedIn profile URLs
  • Duplicate stakeholders
  • Outdated roles
  • Incorrect department mapping If a single stakeholder is wrong, edit that stakeholder. If the broader account data looks outdated, use Sync Organization.

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Export Stakeholders When Needed

Use Export Stakeholders when you want to use account people data outside Dealtree. For example, you can export stakeholders to:
  • Review them in a spreadsheet
  • Share them with your team
  • Prepare a deal review
  • Build an outreach list
  • Compare departments
  • Plan multi-threaded outreach Before exporting, make sure the org chart is updated and the stakeholder data looks relevant.

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Use the Org Chart Before Generating the Buying Committee

The org chart is one of the foundations of buying committee mapping. Before generating or reviewing the buying committee, check the org chart to understand whether the right stakeholders are available. This helps you spot possible gaps before relying on the generated buying committee. For example, if procurement or legal contacts are missing from the org chart, the buying committee may show that role as not covered.

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Use the Org Chart Before Generating an Action Plan

The action plan becomes more useful when the org chart is accurate and updated. Before generating an action plan, review the org chart and add any missing context through Notes. This helps Dealtree recommend more practical next steps based on the real account structure.

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Important Notes

  • The org chart should be reviewed as part of your account strategy, not just as a contact list.
  • Always use the official company domain when creating an account.
  • Sync Organization when you need updated people data.
  • Review the Master Org Chart before focusing on specific departments.
  • Use Seller Context to decide which departments and stakeholders matter most.
  • Add notes when you know something important about a stakeholder.
  • Add missing stakeholders manually when needed.
  • Keep stakeholder data clean and updated.
  • Review the org chart before generating the buying committee or action plan.