Blog

Powerful clarity for dynamic professionals

Learn how to bring teams together and build the future through intelligent visualization of people, processes, and systems.

0 search results

Lead vs prospect vs opportunity: How to identify potential customers
Sales jargon can confuse the best of us, especially when you consider terms like lead vs prospect vs opportunity. Learn the definitions of these terms, and discover ways to find leads, identify prospects, and seize opportunities.
Topics:
- Sales
The resignation process: What to do when employees leave
It is inevitable that employees will come and go. Learn ways to develop a consistent employee exit procedure so employees, managers, HR representatives, and IT specialists know what needs to be done for a successful transition.
Topics:
- HR
6 essential steps in the procurement process flow
Streamline purchases throughout your company with a proper procurement process flow. This article will explain the six steps of the procurement process and show how visualization can help your business create and implement this process.
Topics:
- Process improvement
The offboarding process: How to transition employees smoothly
A strong offboarding program can help HR avoid common pitfalls in the employee exit process and improve the overall transition for both sides. Learn best practices for developing your offboarding process (plus get our free process flowchart).
Topics:
- HR
Productivity survey: Want to be a go-getter? WFH, take more vacation, and get a dog
Countless productivity studies highlight sleep patterns and social media use, but what are some of the other factors that can help people be more productive inside and outside of work? Discover the less-talked-about traits of Go-Getters, Doers, and Coasters.
Topics:
- Leadership
- Professional development
3 proven methods to transform your sales management process
Discover 3 sales management techniques you can use to build out your sales team and redefine the way other leaders are groomed for the management of a sales force.
Topics:
- Sales
Visualize your data with Lucidchart’s new Zapier integration
Learn more about Lucidchart's integration with Zapier, which will help you bring in live data, link it to process flowcharts and other powerful diagrams, and monitor your metrics in context.
Topics:
- Lucidchart tips
Problem-solving flowchart: A visual method to find perfect solutions
How do you approach problems? Do you have a process in place to ensure that you and your co-workers come to the right solution? Learn how to find solutions visually through a problem-solving flowchart and other methods.
Topics:
- Lucidchart tips
How to plan more effective meetings with a weekly team agenda
Run team meetings more effectively with an agenda. Try these tips on using a weekly team agenda and its benefits. Weekly agenda template included!
Topics:
- Teamwork and collaboration
A step-by-step guide to the PDP process
The performance development planning (PDP) process reduces the inefficiencies and inaccuracies of the traditional annual review process and empowers employees and managers to take a proactive approach to performance management. Learn more!
Topics:
- HR
- Leadership
Business Process Framework (eTOM): A plan for business success
Learn more about the business process framework, a collection of best practices that will help your company build its systems, operations, and infrastructure.
Topics:
- Process improvement
How to structure deal reviews and QBRs for greater sales success
Deal reviews and quarterly business reviews (QBRs) are two activities sales leaders can leverage to support and optimize their team’s pipelines—but only when they're handled correctly. Learn how to structure deal reviews and QBRs to win more deals.
Topics:
- Sales