Build a more collaborative customer success team
Work side by side with customers to ensure mutual success. Create and share onboarding and engagement plans in the Lucid Visual Collaboration Suite.
Partner with customers from day one
Build strong relationships as you collaborate with customers on shared visuals. Keep everyone on the same page with plans, timelines, and open communication.
1 of 3
How customer success teams use Lucid
Build mutual success plans
Brainstorm with customers in real time to establish goals, timelines, and milestones. Determine and document what mutual success looks like.
Facilitate onboarding
Create interactive training sessions and presentations to onboard customers and help them get the most out of your solution.
Align internal teams
Collaborate with cross-functional teams to build upon existing account plans, prepare for and deliver QBRs, and share best practices.
Build customer journey maps
Document the post-sales customer experience to identify opportunities for improvement, standardization, and automation.
Establish team processes
Document scalable team processes to streamline workflows and provide best-in-class customer support.
Additional resources
"By granting them access to the visuals beforehand, the team can already be going at 25 mph rather than sitting with the emergency brake on when a deal closes. We are anticipating that this process will significantly shorten the implementation cycle and ensure the team really knows the client from the get-go."
Riley Thomas — SVP of Revenue at Built
“I’m positive that Lucidchart helps increase our close rate. I would say it moves the needle, increasing our existing close rate by 20%. And it shortens our deal cycle as well.”
Sam Metzer — Solutions Engineer at DocuSign
Lucid for everyone
Give every team in your organization a better way to work—visually.
Sales
Uncover valuable insights about your customers to create a collaborative selling environment and hit your targets.
Solutions engineers
Understand and align on customers’ needs and strategic initiatives. Design, build, and deploy tailored solutions.
Marketing
Envision, plan, and launch marketing campaigns that delight customers, drive revenue, and increase brand engagement.