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.Contact sales
Collaborate with your entire selling team
Selling is inherently collaborative, and Lucid helps sales reps coordinate with their customer success, solutions engineering, and marketing counterparts to get deals across the finish line.
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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.Create an agenda
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.Create an account plan
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.Design a deal review
Document key sales processes
Help teams scale and empower your reps to sell more strategically by standardizing your sales processes.Start the process
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.Build your Team Space
Lucid for everyone
Give every team in your organization a better way to work—visually.
Envision, plan, and launch marketing campaigns that delight customers, drive revenue, and increase brand engagement.Learn more
Streamline customer onboarding with mutual success plans to ensure a smooth, fast implementation process for every org.
Understand and align on customers’ needs and strategic initiatives. Collaboratively design, build, and deploy tailored solutions.Learn more