Helpful Resources

Link(s) to other helpful Sales-related Coda docs below:

⁠

Loading coda.io⁠

⁠

Looking for a better way to discover and prioritize leads? This Starter Kit showcases free, time-saving templates focused on helping you make the sale.

⁠

Loading coda.io⁠

⁠

Personal Sales Tracker - This doc lets you manage your customer list in the simplest way possible, without sacrificing the data that's most important to the forecast.

⁠

Loading coda.io⁠

⁠

Have a structured approach for your account expansion or outbound with this template. Account Plans are not meant to be shared with the client. They provide a safe space to document the client’s goals, sentiment, champions, and risks and opportunities

⁠

Loading coda.io⁠

⁠

A compilation of a the top sales team docs in hand. These docs can help get a sales team and/or individual contributor up and running to be organized and efficient.

⁠

Loading coda.io⁠

⁠

This doc combines all the elements sales reps need for a Mutual Action Plan in one place: Documentation of goals, objectives, and success criteria + tables to easily organize tasks and ownership of tasks + space for meeting notes + the ability to send out recaps directly to email or Slack.

⁠

Loading coda.io⁠

⁠

This doc will help an Account Executive create an actionable road to success on hitting their quotas and other benchmarks.

☁️ Salesforce Pack Related Docs:

⁠

Coda + Salesforce for Sales & Success The ultimate SFDC + Coda template for individuals or teams! coda.io⁠

⁠

Simple template for tracking all things in Salesforce from accounts, pipeline, and contacts.

⁠

Loading coda.io⁠

⁠

More Custom Views and Reporting Salesforce Doc - Welcome to a fully-functioning CRM that you can customize to your own needs, easily. No need for hiring consultants or being a developer. Adding new pipeline statuses is simply adding a new row to a table. Deleting fields you don’t need is a right click or a drag and drop to hide. It’s like a spreadsheet - but everything is connected in the way it should.

⁠

Need Help?

Interested in building out your Sales Workflow and Processes or want to customize this template to add Salesforce activity metrics?

Get in Touch

⁠

with our consulting services and we are happy to build out a custom doc or workflow for you!

⁠

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.