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Lucidchart
by LucidchartSalesforcePaid
Map Salesforce contacts, accounts, sales processes, and CRM schema in Lucidchart.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Lucidchart creates account maps showing key contacts, buying-team traction, and gaps. Salesforce data can be imported into account maps that sync with Salesforce, while shared account documentation supports work on strategic opportunities.
Key capabilities
from the Salesforce AppExchange listingDynamic account maps
Creates account maps from imported Salesforce data and syncs them with Salesforce.
Contact mapping
Maps key contacts to show traction and gaps in the buying team.
Shared account documentation
Provides shared documentation for accounts and strategic opportunities.
Sales process communication
Supports communication of sales processes across stages of the sales cycle.
Salesforce schema import
Imports Salesforce schema to identify gaps and areas for CRM architecture optimization.
Sales methodology support
Works with any sales methodology.
In the catalog
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Map key contacts to better identify where you have traction and where there are still gaps in the buying team Sell as a team: - Align your revenue team with shared account documentation to better coordinate and collaborate on strategic opportunities - Import Salesforce data to build dynamic account maps that …»