Sales
Sales Reps

Close bigger and close faster through account mapping

See how the Lucidchart Sales Solution can help you find the best path to sale.

Browser Bar Import Salesforce contacts to build account maps
Browser Bar Leverage critical information buried in your CRM
Understand new accounts faster
Browser Bar Receive better coaching and executive sponsorship
Browser Bar Import Salesforce contacts to build account maps

Import Salesforce contacts to build account maps

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.

Browser Bar Leverage critical information buried in your CRM

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.

Understand new accounts faster

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.

Browser Bar Receive better coaching and executive sponsorship

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.

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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