Case Study: Built Technologies achieves unified account visibility and faster deal closes with Lucidchart

Built Technologies - Customer Case Study

Built, a leading provider of construction lending intelligence technology, faced a complex sales process with 20+ stakeholders spread across prospects’ organizations and siloed information in Salesforce. As the revenue team scaled, reps struggled to visualize relationships, identify decision makers, and keep consistent account documentation—making it hard to qualify deals and move opportunities forward.

By adopting the Lucidchart Sales Solution, Built’s reps began building visual account maps synced bi-directionally with Salesforce, aligning to their MEDDIC process and centralizing account data. The maps improved cross-functional selling (faster, more focused QBRs), sped rep onboarding and deal qualification, enabled smoother handoffs to implementation and customer success, and gave leadership clearer pipeline visibility—helping the team spot gaps, prevent lost deals, and shorten time-to-value.

Built Technologies

Jonathan Weber

Member of the Business Development