LucidChart for Sales
Cody Lazenby | TrustRadius Reviewer
November 14, 2018

LucidChart for Sales

Score 8 out of 10
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Verified User
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Overall Satisfaction with Lucidchart

We do have more of a company-wide license for LucidChart, although you need to make a request to get it, so not everyone has a license. We are currently evaluating LucidChart for sales and have been testing out the integration. It is primarily being used for account mapping.
  • The program is easy to use with a drag-and-drop interface. You can easily move things around or select the shapes that you want to use.
  • With the SFDC integration, we have a button that will pull in all of the contacts on an account, and we can easily create an account map to see where everyone sits within a particular organization.
  • With this particular integration, the biggest issues we have come across is that we have a lot of outdated contacts, so it is not as easy to pull out the most relevant ones when creating an account map.
  • There are also so many places for notes. While it is nice we can keep notes about the account hierarchy in LucidChart for future reps to look at, it would also require us to use LucidChart indefinitely. Possibly consider syncing some sort of document/chart that can reside in SFDC.
  • I would say that without a top-down type of approval or buy-in, you will not see a true ROI for this solution. If you do have that kind of support, it can definitely be invaluable for any Sales organization.
Hands down, LucidChart is way better, and easier to use that Visio. It is not clunky or outdated, and great that it is in the cloud instead of requiring some type of desktop installation. I am able to create a chart in no time at all with LucidChart, but that is not the same case with Visio.
Anytime you need some sort of chart or visualization, I would recommend using LucidChart. It is great to use for account mapping, although it is not something that has been fully baked into our sales process just yet. If you can get buy-in from your management team, and have it included as part of your sales training from the start, this will ensure that it will get used a lot more efficiently.