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Lucid Chart for ADRs.
July 27, 2022

Lucid Chart for ADRs.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Lucidchart

I haven’t received any official demo or instruction, so I’m finding my way a bit. I do have a colleague who is proficient, so I’m following his lead as much as possible.
We’re using the software to map out strategic accounts' organizational structure and create some continuity between ADRs, AEs, and CSMs.
  • Simple diagram tools.
  • Adding key contacts to maps.
  • Integrates with SalesForce.
  • More ‘keys’.
  • Links to opportunities or contracts direct from people on maps.
  • Saves me duplicating contacts I go looking for.
  • Helps with strategic group meetings.
  • Graphic visualisation as that’s the way I can learn.
With SalesForce this is the main benefit as it allows AEs and ADRs to add contacts with ease, I’ve not explored the Slack potential, but not sure that would be applicable to target accounts.
It’s hard to say as I’ve not reached out for help as yet. We may look into a team demo soon, so we can maximize the tool, but I’m not sure when that is planned for.

Do you think Lucid Visual Collaboration Suite delivers good value for the price?

Not sure

Are you happy with Lucid Visual Collaboration Suite's feature set?

Yes

Did Lucid Visual Collaboration Suite live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Lucid Visual Collaboration Suite go as expected?

I wasn't involved with the implementation phase

Would you buy Lucid Visual Collaboration Suite again?

Yes

There is a small feature where organizational structures can be created. But this is minimal and it also assumes the data rather quickly, Lucid chat allows much more detail and means you can narrate against the contacts. It's highly detailed.
In my ADR role, it allows me to see where certain prospects sit within the company I’m targeting, for example, who reports to who. It obviously depends on the team's input.