Case Study: Built Technologies streamlines complex deal management with Lucidchart

Built Technologies - Customer Case Study

Built Technologies, a provider of construction lending intelligence technology, faced a significant challenge in managing its complex sales process. With over 20 stakeholders involved in a single deal, their revenue team struggled with siloed information and a lack of clarity on relationships between contacts, making it difficult to identify key decision-makers and close deals efficiently. This lack of a single source of truth hindered their ability to scale effectively.

To solve this, Built Technologies implemented Lucidchart for account mapping, leveraging its bi-directional sync with Salesforce. This created a centralized visual system for understanding deals, selling as a team, and presenting value to clients. The results included increased efficiency for reps, more productive executive QBRs, better pipeline visibility, and a significantly improved ability to identify and mitigate risks in their sales cycle, ultimately helping to prevent deals from being lost.

Built Technologies

Revenue Riley Thomas

Senior Vice President