Managing a Beta

Sometimes it feels like half of Partnerships is convincing partners to invest in your company/platform, and the other half is convincing internal teams to invest in other companies/platforms. At Coda, we’re currently launching an SDK, which means that I’m going out and talking to hundreds of partners about building on our platform. While I can track this at the opportunity level, it’s helpful to also track it at the company level like a sales pipeline.

You can customize the categories (separate from the partner category in the CRM section), tag the prospects, track what stage they are at, and include other info like if they’ve signed an NDA, created a developer account, had the feature flag flipped, etc.

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Stage:

Not Contacted +8

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SDK Launch Beta Prospects

SDK Launch Beta Prospects

Category

Prospect

Stage

NDA signed

NDA

Notes

ISV

Acme

Not Contacted

Open

Coda

Open

Agency

Beta

Scheduling

Open

Individual

Delta

Reviewing SDK

Open

Internal Dev

Coda

Building

Open

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