Additional Resources
Additional resources to learn about vizrm
11 articles
The Chart SidebarExplore the vizrm Sidebar to manage org chart details, contacts (including global CRM search), related organizations, activities with full history, and deals — all synced with your CRM.
Getting Started 📺 Video Tutorials
Collection of Video Tutorials to get you started quickly with vizrm
Ep. 1 🏁 First steps with vizrmGet started with creating CRM contacts from LinkedIn, build org charts, track deals, and analyze engagement with vizrm
Ep. 2 🏗️ Building Org ChartsLearn to build and manage org charts in vizrm—add contacts, create groups, and link organizations with ease.
Ep. 3 🚀 Executing Account Plans with Org ChartsLearn how to use vizrm org charts to track activities, filter deals, and ensure contacts are positioned correctly in your CRM.
Ep. 4 📊 Analyzing Org ChartsHow to use vizrm Analytics with Quick & Custom Views to visualize CRM data, boost account mapping, and guide strategy.
Ep. 5 🔗 LinkedIn-CRM IntegrationStreamline CRM workflows with vizrm’s LinkedIn integration - add contacts, track deals & log activities directly from LinkedIn.
Advanced Features
Advanced features included in the business subscription plan
How Custom Views Boost Productivity ⏱With the vizrm business subscription plan, you can create an unlimited amount of custom views and even share these with your team mates.
🏆 Increase Revenue & Forecast Accuracy with Deals & Org-ChartsUse deals in vizrm to improve forecast accuracy and identify new opportunities
🏔Advanced Account Management with Related OrganizationsIncrease win rates in enterprise sales and inform your account expansion strategy with related organizations.