Templates for high growth sales and marketing 📈

Whether you’re a salesperson or marketerーor just work with themーchances are you’ve heard from no shortage of self-described experts in these fields. Growth hackers, sales gurus, lifecycle marketing mavens; the internet is full of advice about what you can be doing better. Sometimes, the best thing you can do is cut through the noise and get things done. Coda’s new in-doc templates are the fastest way for you to get started building whatever doc you need for your sales and marketing job.

We’ve already shown you how Coda’s in-doc templates can be used to build world-class product teams, run effective meetings, take care of business, and manage your personal life. This final roundup of in-doc templates showcases some of the best ways to use in-doc templates for your sales and marketing efforts.

We’ve highlighted four ways to get started:

1. Keep a lightweight, but effective CRM: Our CRM template lets you quickly get started tracking contacts, companies, and interactions
2. Plan, draft, and publish content: The Content Calendar makes use of the calendar table view to better plan your marketing content
3. Manage contacts from an event: Keep your guest list in order or log new contacts directly from the show floor
4. Track inventory status and location: Great on mobile, our Check Out System lets you manage a fleet of inventory

👤 CRM

Customer relationship management systems are the software that everyone loves to hate. They can be complicated to set up, difficult to integrate and hard to incorporate into your existing work style. Whatever your reason for disliking your CRM, Coda’s in-doc template can help you get back on track. This in-doc template organizes your information by contact, company, and activity. Use buttons to easily log new entries. No need to pay that consultant to set up your CRM — just drag, drop, and go.

🗓 Content Calendar

Whatever content you produce, you’ll need a way to manage the timeline of its release and establish the right content cadence. Our Content Calendar provides a calendar view of your upcoming assets so you can easily view and plan around your next launches. Try this flexible table as a starting point and keep building to suit your needs. Choose the type of content you’ll post from the select list, and see Coda’s conditional formatting change the row and calendar event automatically.

💵 Check Out System

Does your sales team handle inventory and rentals? Our Check Out System is an inventory management system with buttons to check inventory in and out, and mark items as missing. One of Coda’s coolest features is how your docs can instantly transition from being viewed on desktop to a mobile-friendly and responsive app. Our Check Out System is a perfect case in point. Open this one on mobile, and you can use familiar swipe actions on the rows to click the buttons. Give it a shot!

☎️ Contact List

Sometimes you just need a quick and easy table to manage contacts. This is just a starting pointーuse it to manage webinar attendees, track prospects from an event, or record information for attendees at a meetup. Start with this simple template and customize it for a myriad of needs.

That’s a wrap! We hope you’ve come away inspired to put Coda’s in-doc templates to work in your own lives.

Check out our four posts on in-doc templates below, and be sure to let us know what you think @coda_hq

1. Templates for your personal life 🚀
2. Templates that take care of business
3. How to Run an Effective Product Team From Your Coda Docs
4. Run More Effective Meetings With Coda’s In-Doc Templates