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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.
Stage:
Not Contacted +8
SDK Launch Beta Prospects
Category
Prospect
Stage
NDA signed
NDA
Notes
ISV
2
Acme
Not Contacted
Open
Coda
Open
Agency
1
Beta
Scheduling
Open
Individual
1
Delta
Reviewing SDK
Open
Internal Dev
1
Coda
Building
Open
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