The Lucidchart Sales Solution is the easiest way to visualize your sales processes and build account maps that push your Sales Org to close better deals faster.
Please note: the features outlined in this article are restricted to accounts which have purchased the Lucidchart Sales Solution. Only limited account mapping functionality is available for professional, team, and enterprise accounts.
Contact our sales team to enable the Lucidchart Sales Solution for your account.
Incorporate visual thinking into your everyday workflow with the Lucidchart Sales Solution!
Whether you realize it or not, as a sales representative, you already create mental maps of the relationships between people you talk to on a day-to-day basis. For each lead, you research the company’s organizational structure, gather context clues from conversations, and try to gauge interest based on responses.
Before Salesforce, you kept all of this information in your head, subject to the unpredictable whims of human memory. Salesforce changed the game because it allowed sales representatives, such as yourself, to shift energy away from rote memorization and towards strategic communication.
Just like Salesforce improved the way sales organizations function by providing an innovative way to organize data, the Lucidchart Sales Solution aims to revolutionize the way you understand this data through visualizations.
On top of that, you no longer need to worry about how to keep track of your account data between various platforms; the Lucidchart Sales Solution’s two way sync with Salesforce makes sure your data remains consistent across both platforms, even amidst constant change.
Account maps created with the Lucidchart Sales Solution let you see the key relationships between contacts in an account so you can make smarter decisions about who your best point of contact is to make a sale.
For example, we recommend using this legend as a starting point for color-coding your account map:
In this example, you would change the line color to green to indicate a healthy relationship between two contacts, or you would change the line to red if the relationship were strained. You could also add styling to your lines to help identify multifaceted relationships between contacts.
Specifically, if there were a healthy relationship between two contacts who do not report to each other, then, according to this legend, you would change the line color to green and change the line styling to dashed, as shown in the example account map below.
You can find more information on how to style lines here.
Not only do color-coded lines help you identity the nature of the relationship between two contacts, but also, if your team shares this legend, then anyone will be able to understand the dynamics within an account simply by looking at your account map. This eliminates time wasted explaining your accounts to colleagues.
The Lucidchart Sales Solution provides an alternative way to communicate with your team. Account maps empower you to both streamline your sales process and showcase this increased productivity to your managers and executives.
Lucidchart’s presentation mode allows you to quickly turn your account maps into a professional slide deck. Whether you’re preparing for a Quarterly Business Review or just looking to touch-base with your manager, presentation mode lets you quickly switch between editing and presenting your account maps.
Stop wasting time sifting through each row of your Salesforce data to find the metrics you need to explain your progress on a deal, and instead simply open your account map on any device and let the visuals speak for themselves.
Link Even More Data
Furthermore, Lucidchart allows you to link spreadsheet data to your account map so you can keep track of all your metrics in one place. For example, if you have a spreadsheet tracking the success of an email outreach campaign, such as this one:
Then, you can use conditional formatting and icon sets to visualize these metrics directly on your account map. In this example, you could set the following conditions to visualize how individuals respond to your outreach efforts:
Here, the icon colors would indicate how often a contact responds to your outreach emails, which in turn could help you determine the best path to sale for that account.
If you link data from a live source such as Google Sheets, then you can easily refresh the data to reflect any changes made to your data source. Otherwise, you can also replace the dataset with the updated version if you prefer to upload a CSV. Either way, you no longer need to search through multiple platforms and files to find important account information – it’s all visualized in your account map.
Close Better Deals
Overall, the Lucidchart Sales Solution pushes you to transform your Salesforce data from a static value in a spreadsheet to a valuable visualization, which ultimately provides insights so that you can close better deals faster.
Click the image below to get started with our basic account map template or you can browse even more templates here!
- Open the Account for which you want to build an account map in Salesforce.
- Click the “Lucidchart Account Map” icon on the upper-left corner. This will open Lucidchart in a new browser tab.
You have now successfully created a Lucidchart account map. This account map is automatically linked to the same account in Salesforce.
- After opening the account map, select “Open contacts panel” under the company name on the left panel.
- Your account contacts will appear in alphabetical order. You can also search contacts by typing in the contact’s name where it says “Search contacts…” at the top of the panel to easily locate contacts.
- You can also change how your contacts are ordered by clicking the icon and selecting one of the following options:
Additionally, you can filter your contacts by clicking the icon.
Filters allow you to search your contacts even if you do not know the contact’s name. Please note that the filters you see will depend on the contact information you have entered for that account on Salesforce.
- Once you locate the contact you want to add to your account map, simply click on the contact, then drag and drop the contact to your canvas.
- Repeat steps 2-3 to add more contacts to your account map.
- Click the icon to refresh your contacts. This two-way sync will update any changes made in Salesforce or Lucidchart, so that the contact information automatically remains consistent on both platforms.
To add contacts from a different account to an existing Account Map, follow these steps:
- Open the existing account map document.
- Navigate to “File” > “Import Data” > “Salesforce” > “Account Map.”
- Search for the account by name in the pop-up window.
- Select the account you want to add and click "Import."
- The selected account will appear in the panel on the left side of your canvas. Select “Open contacts panel” to view contacts from this account.
You can now drag-and-drop contacts from a different account to your existing account map.
To delete a contact from your account map, simply select the contact on your canvas and click the “delete” button on your keyboard. Alternatively, right-click on the contact on your canvas and select “delete.”
Please note: deleting a contact from your canvas will not delete them from your Salesforce contacts. If you want to completely remove a contact from your Salesforce contacts, you must do that directly in Salesforce.
- Select a contact on your account map.
- Select the icon, found on your contact, to view contact details.
- Hover over the contact details with your mouse and select the icon to edit contact details.
- To view the contact details in Salesforce, click “Contact Details.”
- To add an image to a contact, select the contact and click the checkbox next to “photo” on the properties bar above the canvas.
You can upload an image by adding a public-source image URL where it says “enter image URL” or you can upload a file from your computer by clicking “+UPLOAD” and then choosing your image.
- To add a LinkedIn Profile to a contact, select the contact and paste their LinkedIn profile URL where it says “enter LinkedIn URL” in the properties bar above the canvas.
To create a contact placeholder, select the “+ New Contact” button on the bottom right corner.
This will create a blank contact in Salesforce. You can go back and edit contact details as you gain more information about the contact.
- Select the contact you would like to add an opportunity to from your canvas.
- Navigate to the properties bar above the canvas and click the drop-down menu under “OPPORTUNITY.”
- Select “+ Assign to Opportunity”
- Select the opportunity you want to assign to the contact by searching through your open Salesforce opportunities.
Please note: the opportunity options you see may differ depending on your Salesforce data and settings.
- Once you have selected the opportunity, click to save.