“CRMs such as Salesforce and HubSpot are the data. Account plans are the story. And you need both to paint a complete, accurate, and strategic picture.”
“For a week in January, everyone works overtime to fill out decks, docs, sheets, and Salesforce. The team flies out to HQ and sits through a whole day of presentations. Then that deck immediately goes stale, left unopened until next time. Coda gave us the chance to reimagine account planning — we focused on designing a hub that would actually be useful on a daily basis.”
Enterprise Account Executive