Lucidchart for sales
The path to sale is never linear. Conquer complex sales with Lucidchart. Align your sales team and discover the insights you need to hit your number.
See the path to win.
Visualize the best path to sale
Make sense of your CRM data and uncover valuable insights about your buyers.
Sell as a team
Create a single source of truth to keep your entire team up to speed on a deal’s progression.
Close bigger deals faster
Coordinate, communicate, and execute on account-based strategies.
Scale your success
Standardize your sales processes and empower your reps to sell more strategically and effectively.
Do more with integrations
Start selling from your visual workspace.
Make Salesforce data actionable
Visualize key relationships
Find the best path to sale
Align your team
Turn buyers into loyal customers
Music plays as core values of the Lucidchart sales solutions appear on the page. The phrases “Alignj your sales team with Lucidchart” and “Scale your success with integrations” are shown in sequence. The view then moves to a Lucidchart canvas, where the user opens the embedded template library and selects a sales account map template. The user then imports their salesforce data to the template via searching for the salesforce account, which allows them to pull the various contacts and roles into the chart. The user quickly creates an org chart of the account in question, and adds connections between personnel to highlight the roles of each person. A second chart shows a larger account map split up between contacts at the key account, initiatives for each organization member, and how they ladder up in the company reporting structure. The Lucidchart users then use the embedded commenting feature to determine next steps for the account. An invitation to ‘close bigger deals faster’ opens the third portion of the video, where a third document is shown with a user adding notes to each account member highlighting how they use Lucidchart, their concerns, and how the product would benefit them. The video closes with an invitation to see the path to win with Lucidchart.
Lucidchart allows me to gain visibility into something that was once convoluted and opaque. It allows me to see a level deeper. I’m managing 150 deals at any given time, yet with Lucidchart, I can jump in and immediately pick out the missing economic buyer needed to close the deal.
- Riley Thomas, SVP Revenue at Built Technologies