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Account Hub [+template toolkit]
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Account Hub [+template toolkit]
Account Hub [+template toolkit]
Exec Summary
Account Research
Org Chart
Account Team work
The Plan
BDR / SDR
CSM
SE / TAM
Customer work
Meeting notes
Opportunities
Stakeholder Mapping
Toolkit [Mini templates]
Account Team Brainstorm
SWOT
Current Footprint
Big Bets
Competitor Analysis
Executive Asks
Account Review template
Post Sale template
Outreach Sequence
Contacts to Outreach
Gong Call Library
Customer Onboarding
Support Tickets
Demo Library
POC Tracking
Data
Salesforce setup
Contacts
Opportunities
Users
Lookups
Toolkit [Mini templates]
POC Tracking
A central place for SE’s to give updates on POCs
Click the magnifying glass to see further details on any project or expand the POC timeline below to get a sense of where things are at.
POCs
POCs
1
Not started
In progress
On Hold
Done
Not started
In progress
On Hold
Done
Potential POC
Looking to try our product for a new division
Mercedes USA POC
Resume in Feb
Second POC
Scoping meeting complete
AMG Proof of Concept
Currently in flight
Powertrain POC
Closed-won
POC timeline
POC timeline
1
Clear dummy data
Requirements
These are your technical requirements and level of priority.
Name
Priority
Coda Can Solve
Name
Priority
Coda Can Solve
1
SSO
P1
2
Wiki
P1
3
New employee onbaording
P1
4
Easy to use tool that can get up and running quickly
P1
5
Ability to manage many use cases and processes
P2
There are no rows in this table
Your Coda Account Team
👋 We are here for you and happy to help along the way!
Name
Title
Location
Name
Title
Location
1
Felix Marlin
Account Executive
SF
2
Maria Marquis
Manager, Mid Market Sales
Detroit
3
Maria Marquis
Head of Services
NYC
There are no rows in this table
Team at PremierSoft
Name
Title
Role
Location
Name
Title
Role
Location
1
Arthur Song
CEO
Director
NYC
2
Dana Charles
COO
Executive Sponsor
SF
There are no rows in this table
Timeline
This will ensure both parties stay on track with regard to priorities and milestones needed along the way.
Action
Who
Due Date
Status
Notes
Action
Who
Due Date
Status
Notes
1
Discovery call
10/29/2023
Not Started
2
Demo of Solution
10/31/2023
Not Started
3
Confirm Technical Criteria
11/3/2023
Not Started
4
Security Review
11/10/2023
Not Started
5
Solution and Pricing
11/12/2023
Not Started
6
Decision Date - Yes or No
11/29/2023
Not Started
7
Signature Date
11/30/2023
Not Started
8
Start Date
12/8/2023
Not Started
There are no rows in this table
October 2023
Month
Today
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
01
02
03
04
05
06
07
08
09
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
01
02
03
04
Discovery call
Demo of Solution
Confirm Technical Criteria
Clear dummy data
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