Visualize your Salesforce data
- Import account, opportunity, contact, activity, and task data from Salesforce to build dynamic account maps.
- Understand relationships between key prospects, identify gaps in the buying team, and see the best path to win.
- Enable sales leadership to quickly assess the health of a deal with account maps customized to your sales methodology.
- Standardize your team’s account documentation with Smart Fields and Smart Tables that automatically populate the most important account and opportunity details.
- Keep account information up to date with Lucidchart’s bi-directional sync—any changes made in Lucidchart will instantly be reflected in Salesforce (and vice versa).