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Solutions Engineering TeamOS [Template]
  • Pages
    • What is a TeamOS and Why Do I Need One?
    • Solutions Engineering TeamOS
      • SE Mission & Vision
      • Meet The Team!
      • SE OKRs
    • SE Playbook
      • Stage 1: Identifying an Opportunity
      • Stage 2: Discovery & Qualification
      • Stage 3: Evaluation
      • Stage 4: Negotiate and Close Plan
      • Stage 5: Finalizing Closure
      • Stage 6: Closed Won!
    • icon picker
      Operations Center
    • SE Templates
      • Proof of Value Template (Internal Qualifier)
      • Mutual Action Plan (Template)
    • Scaled Customer-Facing Videos
    • SE Project Tracker
      • Project Summary
      • Project Details
      • Data
    • Team Meeting Notes
      • Prior Meetings
        • 8/11/2022 Weekly Meeting Notes
        • 3/22/22 Meeting Notes
Solutions Engineering TeamOS [Template]
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Operations Center
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Operations Center

Track all ongoing customer projects and activities

⁠
Customer Projects
Project
Owner
Partners
Short Description
Progress
Details
Acme Corp
Simplify overall design of Acme PRD Doc
000
70
Open
Nile River Company
30 min training session on how we use Coda internally for recruiting/TA
000
29
Open
Fruit Company
A system for us to manage doc build requests and give visibility into our workflow/load.
000
100
Open
Big Bank USA
​
000
50
Open
Big Bank USA: Security Review
Create POC for workflow tracker for grantee funding to replace overly complex Excel sheet.
000
15
Open
Chocolate Chip Corp.
Replace a massive, multi-tabbed Excel sheet with simplified Coda workflow. Fix issues with forms and multi-selection.
000
59
Open
There are no rows in this table
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⁠
☁️ SFDC Opportunities Report
Type
Oppty
Stage
Close Date
Amount
Owner
View in SFDC
Acme - Renewal - 2021
11/4/2021
$100,000.00
​
ProServ - Q1
1/17/2022
$100,000.00
​
Acme - Q1 True-up
2/25/2022
$100,000.00
​
ProServ - New Group Project
3/7/2022
$100,000.00
​
Acme - Q3 True-up
5/1/2022
$100,000.00
​
Acme - Q2 True-up
5/9/2022
$100,000.00
​
Acme - Renewal - 2022
5/9/2022
$222,000.00
​
Acme - Enterprise - New
5/18/2022
$100,000.00
​
ProServ - Q2
5/26/2022
$100,000.00
​
⁠

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Interested in integrating Salesforce, Gong or any of your other sales tools with Coda?
⁠
Contact an Onboarding Specialist
⁠
to learn more!

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