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Helpful Resources

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

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.

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.

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

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.
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.

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

☁️ Salesforce Pack Related Docs:

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

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

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