Basic Account Hub

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Why Account Hubs in Coda

We believe in Account Hubs that include a plan.

Why? Because at the end of the day the account is the most important asset to the company. Over time, this hub will evolve, change, and grow to fit how the client and world evolves. It is the consistent that any new rep or leader can look back on for context. It’s more than just Salesforce. Salesforce is the data. Account Hubs are the story. And you need both to paint an accurate picture.

Identifying, engaging, closing and onboarding (and all the little steps in between) customers is no longer only the responsibility of a few people on the sales and go-to-market team.

Buyers are more informed, more forward thinking, and have more options than ever before. This means finding and closing new customers requires input and collaboration across a wide range of stakeholders: Sales, Success, Solution Engineers, Enablement, Product, and Executives.
Having that many eyeballs( 👀) involved means the companies critical account data and information is up-to-date and easily accessible to answer common questions to ensure everyone is rowing in the right direction:
What is our plan?
What are the next steps?
Who have we talked with?
Who do we need to talk with?
What are they spending?
What are the open opportunities?)

Most organizations default to a collection of Docs, Sheets, and Slides to organize, collaborate, and maintain their most important thing: their customer.

What does this look like? A Google Sheet with a list of accounts by rep and hyperlinks to a Google doc account plan, executive summary in Slides, and the account record in SFDC. Oh, and then feature requests are in Jira, Professional services updates are in another Sheet, Marketing launches are in Asana... sound familiar?

Keeping the information up-to-date across all those resources is a monumental admin effort that takes critical time away from sales and success focusing on revenue generating activities. According to a , only 37% of a sales representative's time spent is on revenue-generating activity, and 18% of time is spent in their CRM. That’s a lot of time not spent on closing business!

So, why an Account Hub in Coda? Because you have an opportunity to rethink how you’ve always operated in a world that’s drastically changed . ✨

We are used to the same ol, same ol for sales and in 2023 it’s not working anymore. Sales is like an orchestra. And your AEs are your conductors. The best AEs collaborate effectively with their cross-functional partners (SDRs, CSMs, SEs, Product, Marketing) in order to influence the customer - or the audience. But in order to make this seamlessly happen everyone needs to be reading off the same sheet of music. And today, that consistent sheet of music doesn’t exist. Each org operates in their own little kingdom - trying to trade information back and forth in ineffective ways. ​
Account hubs in Coda bring all your information together in a central place so that the cognitive load of an AE gets lightened while also keeping everyone informed. Say goodbye to those last minute “what’s the status” Slacks and meetings.

Integrates with SFDC to bring in key fields automatically


Easily combine words and data for a strategy story coupled with accountability and transparency with tasks


Integrate information from other key sources in your tech stack: Gmail, GCal, Slack, Jira, Figma, etc.

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You can click through the pages on the left hand navigation to see what’s inside. And, if you’re ready to start using this template head over to !

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