Sales
Discover winning insights to align your team, hit your goals, and scale your success.
Sales team collaboration: Removing the hidden barriers to closing deals
Without internal unity, you’re left with a slower sales cycle, inefficient handoffs, frustrated customer interactions, and lost deals. Learn how to remove hidden barriers and improve sales team communication.
What an effective sales onboarding process looks like
We've got the secrets to improve the sales onboarding process. Includes free resources!
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Tips for mastering the discovery call
A discovery call is a conversation held between a sales rep and a prospective client during the qualification process. Make the most of your discovery call with these strategies.
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How to test your buyer experience, part 3: Post-sale
As you test the post-sale stage of your buyer journey, use the following guidelines to evaluate customer success managers (CSMs) and account managers (AMs) and identify elements of the customer experience in need of improvement.
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How to test your buyer experience, part 2: Closing
Once an AE takes over a lead, your prospect has reached a crucial point of the buyer experience. It’s do or die. Learn how to test this part of your buyer's journey to ultimately close more deals.
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How to build an account map
Sales account maps help you get the most from your data by filling in the gaps and connecting the dots throughout the sales cycle. Learn how and why you should be using them.
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How to set up your champion for success
One of the best ways to expand your reach and increase sales is to support brand advocacy. Learn how to strengthen relationships with champions and give them the right support.
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The need (more than ever) to have visibility into how reps are working your big accounts
The “scarcity mindset” many customers have adopted in the face of COVID-19 presents a big challenge for sales teams. How do sales reps successfully navigate this new environment? Learn tips for addressing “the new abnormal.”
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How to combine the power of Salesforce and LinkedIn Sales Navigator
Combine the power of LinkedIn Sales Navigator and Salesforce to reach out to the best leads and spend less time on non-selling activities. See how to connect these two powerful platforms.
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Ingredients for a perfect account plan
A strategic account plan can help better position sales and customer success reps to take on new accounts and forge stronger relationships with existing ones. Let’s take a look at the key elements of a strategic account plan.
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Enhance prospecting with Lucidchart's Contact Kanban
Learn how Lucidchart's Contact Kanban feature improves prospecting efforts by helping sales teams determine where they have momentum within a company and where gaps exist.
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How to improve the customer handoff process
A key point of the customer experience is the handoff from sales to customer success—or from one customer success manager to another. Learn how to nail the customer handoff in order to increase retention and satisfaction with your services.
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