JavaScript required
We’re sorry, but Coda doesn’t work properly without JavaScript enabled.
Gallery
Sales team hub [+Salesforce integration]
Share
Explore
Gallery
Sales team hub [+Salesforce integration]
Sales team hub [+Salesforce integration]
Sales team hub
Our Team
Team Roster
Team Calendar
Expectations
Weekly Team Meeting
Enablement Content
New Hire Onboarding / Training
Account Planning
Accounts & Next Steps
AE Performance
Forecasts
SFDC Data
Tableau Dashboard (Embed)
Our Team
Expectations
What we (sales leaders) expect out of the sales team.
What we (sales leaders) expect out of the sales team.
Clear sample data
Team Expectations
Team Expectations
Daily
Weekly
Ongoing
Daily
Weekly
Ongoing
Life Cycle Events
Action
Mark leads as qualified / unqualified
Opportunity Management
Action
Manage forecast
Add next steps
Pipeline Generation
Action
Identify new areas of expansion within accounts
Mutual Action Plans
Action
Always have them for every deal
Account Plans
Action
Make sure they’re up to date
Gallery
Share
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
Ctrl
P
) instead.