Sales

In this article, we share a roundup of the six Salesforce templates for the Financial Services Cloud.

QBRs keep customers and stakeholders engaged and invested. Learn what a QBR is and get free templates to hold your own.

We're breaking down marketing funnels and customer journeys, explaining why they're so useful. Includes templates!

B2B2C stands for business to business to consumer. Learn how it differs from B2B and how Lucidchart can help you implement it.

We’ll dive into what demand planning is and why it’s important. We’ll also share a free template.

Lucidchart has thousands of templates for every use case. Let's dive into the new templates published in October 2023.

Streamline the ramp-up process for new hires. This blog breaks down a few methods for measuring ramp-up time and provides actionable tips for improving your sales onboarding processes. 

To help get you started building out your own knowledge library, we’ve put together a list of sales resources that you should include in your repository.

Product demos can combat any product-related concerns your customer might have, provide proof of your product’s effectiveness, and solidify your customer’s interest in your product. Here’s how to get it done.

If you're a sales engineer in high demand, desperately trying to find more hours in the day, this is the post for you. Check out these 8 ways you can win back time in sales engineering.

Follow these tips to improve your buyer experience post-sale and meet customer expectations. Start with onboarding, align your sales and customer success teams, and build lasting relationships.

A buyer’s initial impression of your company can push a deal forward or end your chances before the deal’s really even started. Take a look at what you can do to nail the prospecting stage of the buyer experience.