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.
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.
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
Additional resources
"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
“The Lucidchart diagrams inspire confidence with the customer so they can say, ‘Hey, these guys have done this before. These diagrams look good. They make sense. They’re readable. What we’re doing is no longer this confusing thing.’ Remove that element of confusion, and people feel better about their decision."
Dan Marma — Sales Architect at Okta
“I’m positive that Lucidchart helps increase our close rate. I would say it moves the needle, increasing our existing close rate by 20%. And it shortens our deal cycle as well.”
Sam Metzer — Solutions Engineer at DocuSign
Lucid for everyone
Give every team in your organization a better way to work—visually.
Marketing
Envision, plan, and launch marketing campaigns that delight customers, drive revenue, and increase brand engagement.
Customer success
Streamline customer onboarding with mutual success plans to ensure a smooth, fast implementation process for every org.
Solutions engineers
Understand and align on customers’ needs and strategic initiatives. Design, build, and deploy tailored solutions.