Empower your sales teams to see the path to win

Align your sales team, connect with customers, and discover the insights you need to hit your number.

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How sales teams use Lucid

Engage customers from day one

Host interactive discovery workshops with your customers to nail that first impression, uncover goals and pain points, and establish timelines.

Build strategic account maps and account plans

Make sense of your CRM data so you can understand key relationships and identify blockers, champions, and decision-makers. Use our Salesforce integration to automate this process.

Hold deal reviews and QBRs

Bring leadership up to speed with account plans, and conduct effective deal reviews to strategize how to get a deal across the finish line.

Document key sales processes

Help teams scale and empower your reps to sell more strategically by standardizing your sales processes.

Build a shared space to connect

With Team Spaces, you can create a single source of truth to house account plans, team goals, team progress, and documentation.

"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

Ready to foster better internal alignment and deeper customer relationships?

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Get Started

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