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ACME Marketing Org
$19,680.00 Finalizing Closure New Business
codaproject.my.salesforce.com
ACME Marketing Org, a leading manufacturer of consumer goods, is seeking to streamline their project management processes and enhance team collaboration across multiple global locations. Currently, they are utilizing a mix of outdated project management tools and traditional office suite products, leading to disjointed workflows and reduced productivity. By implementing Coda, they hope to increase project delivery efficiency by up to 30% and significantly reduce operational costs. ACME is currently in the procurement phase and will make a decision based on the ease of use, robustness of project management capabilities, ability to integrate with existing systems, cost-effectiveness, and potential to improve team collaboration. The annual project review is scheduled for the end of Q3, and ACME is looking for a new solution to implement and show results by then to present the improvements to their stakeholders.
ACME Marketing Org
Billing Terms
Amount
$19,680.00
Number of seats
0
Close Date
6/5/2023
Renewal Date
6/29/2024

SPICED

Situation
ACME is currently utilizing a mix of outdated project management tools and traditional office suite products, leading to disjointed workflows and reduced productivity. Their team often faces difficulties in communication, which hampers the efficiency of their project deliveries.
Pain
The inability to manage projects effectively and communicate in real-time has led to project delays, resulting in financial losses and customer dissatisfaction. The existing tools do not offer the flexibility and real-time collaboration features required by their diverse and geographically dispersed teams.
Impact
By implementing Coda, ACME can increase project delivery efficiency by up to 30%, leading to potential revenue increase. Furthermore, with improved team collaboration and streamlined workflows, they can significantly reduce operational costs.
Critical Event
The annual project review is scheduled for the end of Q3, and ACME is looking for a new solution to be implemented and showing results by then to present the improvements to their stakeholders.
Decision Making Criteria
The decision to move forward with Coda will depend on its ease of use, robustness of project management capabilities, ability to integrate with existing systems, cost-effectiveness, and the potential to improve team collaboration.
Other Details
Competitor
Office/O365
Security Review
Not Started
SKU
1 of 1
Alignment Meeting Agenda
Discussion Topic
Discussed
Questions
Notes
Next Steps
Our company & competitors
3
Why did this company choose to purchase our product?
Open
Discuss marketing use cases for Coda
Create a plan for training and onboarding employees with Coda
What competitors were we up against? How and why did we win?
Open
What other tools are part of our company’s tech stack?
Open
Key Use Cases
7
What are our key use cases on the account?
Open
What are our timelines for standing up these use cases?
Open
Did they purchase professional services?
Open
Have we scoped out our professional services engagement? What does it look like?
Open
How are we measuring success in this account?
Open
Which SKUs did they purchase? Why?
Open
Are there any SKUs that they haven’t purchased now that they intend to explore later?
Open
Key Contacts
3
Who are our key contacts?
Open
Who are our champions, line of business sponsors and exec sponsors?
Open
Who are our detractors?
Open
Implementation and Onboarding details
6
What is the implementation plan?
Open
How quickly are we rolling out to new users/teams?
Open
When does the customer want to launch? How do they define “launched”?
Open
What will the customer look to integrate for launch? Single Sign-on, active directory, integrations?
Open
How many users are we rolling out to during implementation?
Open
Are there any specific timelines around these goals that we should be aware of?
Open
Expansion Plan
4
What is our strategy to expand within the account?
Open
How are we going to leverage cross functional teams in expanding the account?
Open
Are there any professional service opportunities?
Open
What (if any) are potential risks at this stage?
Open

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