Close bigger and close faster

As you work to hit quota, you need to find the best path to sale—and it isn’t always linear. Lucidchart helps you build account maps using the contacts you’ve imported from Salesforce to visualize the political landscape and determine the best way to accelerate the sales cycle and close the deal.

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Account maps. Automated.

With our Salesforce integration, you can automatically import Salesforce contacts into Lucidchart and find the best path to sale faster.
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Lucidchart for Sales Reps


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Know who to target

Lucidchart empowers you to quickly build account maps to better understand your deal and identify decision makers and key relationships. With our Salesforce integration, you can import and easily format Salesforce contact data to facilitate understanding and discover next steps toward closed-won.

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Leverage critical information buried in your CRM

Your CRM gives you valuable data, but it doesn’t show you the complex relationships that can make or break a deal. By building account maps in Lucidchart, you can create a holistic view of the account and use that knowledge to build rapport, solidify relationships, and explore new opportunities.

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Understand new accounts faster

Lucidchart eases the pain of territory realignment and account transitions since account maps quickly communicate the inner workings of an organization. Our Salesforce integration keeps account maps tied to Salesforce records, so when an account changes hands, you can easily review the deal’s history instead of wading through CRM data.

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Receive better coaching and executive sponsorship

Account maps offer leadership true visibility into the deal—and the better your leaders understand your accounts, the more support you’ll have. Lucidchart makes it simple to share visuals and collaborate in real time so you can receive coaching, gain executive sponsorship, and amplify your influence.

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Once a deal has been qualified, we try to outline the political landscape of a company. We're looking for who's my champ, who are my influencers, who are my people that are problems that we need to overcome. So we'll make an org chart, and based on that, there's kind of a coding of who each person represents, because we target field operations, marketing, and then obviously the sales leadership area.

Sean Sampson, Global Sales Enablement at InsideSales.com
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Templates

Visualize your accounts and target the right prospects without taking too much time away from the phones. Lucidchart makes it happen with the templates below.

Map the best path of sale. Try Lucidchart today!

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