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.
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.
Please note: this section explains how to add Salesforce contacts to your existing account map(s) through the Lucidchart Sales Solution. If you do not have the Lucidchart Sales Solution enabled for your account, you can still import Salesforce contacts to Lucidchart by following the steps outlined here under “add contacts from another account” on a blank document. However, bi-directional synchronization with Salesforce is only available for the Sales Solution.Add contacts to your account map:
- After opening the account map, select “Contacts” 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.
Add contacts from a different account to your account map:
- Open the existing account map document.
- Navigate to “File” > “Import Data” > “Sales Account Mapping.”
- Connect your Salesforce account to Lucidchart (if you haven't already).
- 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 assign opportunities to contacts, follow these steps:
- 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.
We have integrated LinkedIn Sales Navigator with the Lucidchart Sales Solution. This means if you have a Team or Enterprise LinkedIn Sales Navigator account and the Lucidchart Sales Solution Enterprise account, you can now view LinkedIn Sales Navigator information directly on your Lucidchart account maps.
- View LinkedIn profiles within your account map: View lead and contact profiles simply by clicking the LinkedIn icon of a contact or lead on your account map.
- See contact highlights: View LinkedIn Sales Navigator profile details for each contact, including location, current job title, experience, and shared connections.
- Send connection requests: Connect with prospects you’re not already connected to on LinkedIn.
- Save as a LinkedIn Sales Navigator lead: Save leads directly to your LinkedIn Sales Navigator account.
- Use InMail: Send LinkedIn InMail/messages directly in Lucidchart to existing contacts or new leads on your account map.
- Leverage personalized icebreakers: Identify commonalities between you and your prospect within the widget frame window.
- View recent activity: See contact updates such as job updates, company news, and posts your contact has created, liked, and commented on.
- See related leads: Connect with your target contact's network by assessing and acting on suggested leads.
- Get introduced: Skip the cold call and see which of your existing shared connections could introduce you to your prospects, such as company leaders, or someone at your alma mater.
- View company change alerts: Receive notifications when contacts change companies to stay up to date on customers and prospects.
This integration lets you leverage the world’s largest professional network on the internet when creating Lucidchart account maps so you can close better deals faster.
- Select the tile at the top of your Documents Page.
- Locate the LinkedIn Sales Navigator integration tile.
- Select “enable.”
- Connect to your LinkedIn Sales Navigator account.
- Select the contact on your account map.
- Click the icon on the contact shape.
- Search for your contact.
- Once you have found the correct profile, select “match.”
To disconnect a LinkedIn profile from a contact on your account map, follow these steps:
- Open LinkedIn Sales Navigator by clicking the icon on the contact shape.
- Select the three dots icon next to the profile name.
- Click “unmatch.”
To use company change alerts in Lucidchart, your admin will first need to set up data validation for your Salesforce instance. If you are an admin, please follow these instructions to set up Sales Navigator data validation.
Once your admin has set up data validation, you can configure a conditional formatting rule on your account maps in Lucidchart to flag contacts that have left their company. To do so, follow these steps:
- In one of your account maps, open the conditional formatting panel by clicking the wand icon in the left panel of the Lucidchart editor.
- Click Create New Rule.
- Under Formatting Type select Icon Set.
- Choose your preferred style from the Style dropdown (this example uses the first option).
- Set the conditions for each icon except the red X to Not used.
- Set the conditions for the red x to Shape data.... Not at Company Flag... Contains.... Not at Company. The icon will appear on all contact shapes that correspond with employees who are no longer with their companies. Note: If you do not see a "Not at Company Flag" field, please confirm that your admin has added this field to the contact shape in the Salesforce section of the admin settings."
View tabular Salesforce data directly on your account map with Smart Fields for the Lucidchart Sales Solution! Please note: if Smart Fields are added to your Sales Solution template, then the fields will automatically populate the data associated with the specific Salesforce account connected to the Lucidchart document.
How to add Smart Fields to your account map:
- Open the account map.
- Select the account, opportunity, task, or event from the left data panel.
- If you selected account data, then the left data panel will show the account name and the associated Smart Fields, which are predetermined by your Lucidchart Sales Solution admin.
If you selected opportunity data, then the left panel will show the opportunities associated with the account.
If you click the icon, then you will see the Smart Fields associated with the opportunity. These fields are predetermined by your Lucidchart Sales Solution admin.
Click to view the contacts and roles associated with that opportunity.
- Drag and drop any of the fields in grey from the left data panel to your canvas to add a Smart Field to your account map. You can display all data fields on one shape by dragging the Account or Opportunity to your canvas, or you can add individual fields, such as “Sales Notes” to display specific data.
For example, if you drag the "Dunder Mifflin" account to your canvas, then the automated Smart Field shape will look like this:
You can see how the data displayed on the shape corresponds with the Smart Fields on the left data panel.
You can also choose if you want the field titles displayed by toggling .
To edit the data which is displayed on your Smart Field shape, double click on the Smart Field and type to edit the data. Don't worry – these changes automatically sync with Salesforce so your data remains consistent.
Create Smart Tables to automatically populate tables with Salesforce data. Please note: if Smart Tables are added to your Sales Solution template, then the table will automatically populate data associated with the specific Salesforce account connected to the Lucidchart document.
How to create a Smart Table:
- Add the “Smart Tables” shape library to your document, if it is not already there. If you do not see this option, contact your Lucidchart Sales Solution admin to enable Smart Tables.
- Drag the Smart Table from your shape manager to your canvas.
- Click “Display Data”
- Choose the root object (for example: “account”) which you want your Smart Table to reference.
- Depending on what root object you chose, you will see different fields which correspond to that data. You can manage which fields are shown in the Smart Table by checking the box next to the field.
The Smart Table would then look like this:
To change the border, size, or striping style of your Smart Table, click:
Note: You must have the sales solution add-on in order to access this feature.
Overview of the kanban shape
You can access the kanban shape from the contact list on a sales solution document. By dragging and dropping the kanban shape onto the canvas, all of the contacts in the account will automatically be grouped and placed in Smart Containers.
You can make changes to your kanban board manually by moving shapes between containers and editing contact information via the contact detail panel on the right or the shape itself. Any changes made in Lucidchart will automatically sync back to Salesforce.Add new contacts to your account
To add a new contact to your account through your kanban board, select a container, then click the plus sign at the top right corner. In the Add Contact window, search your contact list for the contact you’d like to add. These new contacts will also be added in Salesforce.
Adjust how you view your contacts
You can adjust the view settings of your kanban board under the Visualization section of the right panel by following these steps:
- To change the grouping of contacts, click on the dropdown beneath Group Contacts By and select the attribute that you want to arrange your shapes by, such as department or region.
- Choose how contacts are sorted within containers by clicking the arrow icon to the left of the grouping attribute and populating the Sort By and Sort Order fields and clicking Apply.
- Adjust the number of objects and containers per column in your kanban grid by toggling on Wrap Containers and Wrap Contacts and designating a max number of columns for each.
- To show/hide containers to/from your kanban board, navigate to the Visible Containers section of the right panel. Simply check the box next to any container that you would like to add to your current display and un-check the box next to those you wish to filter out.
To create a filter for your kanban board, follow these steps:
- Go to the Data section of the right panel.
- Under Create New Filter, populate the Title, Contains, and Value fields, then click Save.
You can leverage the kanban view to easily create account maps of your contacts. Simply drag and drop contacts from your kanban onto the canvas to start building your account map. Contacts are duplicated when they are dragged out so that they will still remain in your kanban view.