Meddicc Score CRM Guide
Guide for setting up and using Meddicc Score inside the standalone CRM experience.
#1 Organizational Charts for HubSpot
Build account maps from HubSpot contacts, buying roles, and reporting lines with the help of ✨AI technology.
No credit card required · Connects in minutes
Turn HubSpot contacts into clear reporting lines and account maps for every important deal.
Start from an AI-generated draft, then adjust roles and reporting lines with a focused editor.
Tag economic buyers, champions, blockers, influencers, and other buyer roles your team needs to track.
Access maps from HubSpot CRM cards so sales context stays attached to the right deal and company.
The AI analyzes the contacts associated with your HubSpot deals and companies, along with the records and interactions (notes, meetings, emails, calls...), to create in one-click a visual org chart that maps out the relationships and buying roles.
Org Chart uses an AI model for scoring and provide feedback.
The model is trained for complex, multi‑step tasks. The model
creates the organization hierarchy from a prompt similar to:
You generate organization charts for B2B sales deals. Return a plausible reporting structure based on titles, buying roles, deal context, and engagement evidence.
The prompt and parameters are tuned to provide more
focused and deterministic responses.
Users can also choose
from the best existing models from the top providers such as
OpenAI, Google or Meta.
The data you provided is
NOT used for training the model.
Please refer to the LLM provider privacy policies.
Adjust the AI-generated org chart with an intuitive drag&drop editor. Easily modify reporting lines, assign buying roles, and add or remove contacts to keep your account maps accurate and up to date.
View the org chart directly from the HubSpot CRM cards where your sales team already works. Keep the stakeholder context visible and easily accessible to drive more informed conversations and better sales execution.
Org Chart is built natively for HubSpot, ensuring a seamless experience. With just a few clicks, you can connect your HubSpot account and start generating org charts without any complex setup or technical expertise. Focus on selling while Org Chart takes care of the rest.
Pick the best AI model for your needs from top providers like OpenAI, Google, or Meta. Choose based on performance, cost, or data privacy to ensure your sales process is powered by the most suitable AI technology. With Azure OpenAI you can also guarantee enterprise-grade security and privacy.
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Meddicc Score CRM Guide
Guide for setting up and using Meddicc Score inside the standalone CRM experience.