Lucidchart for sales

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.