Streamline Your Document Processes with Sales Funnel in CRM for NPOs

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what's up all you sales marketing pros on growth teams all around the world i want to talk about funnels pipelines crm how we do our work and how we track it there's a bunch of apps out there that say you know what i'm going to help you with that salesforce is probably the most recognizable one but we have some up and comers like pipedrive and hubspot that have come into the mix and almost everything looks about the same you have your pipeline kanban is all their age now but they used to be account lists and more spreadsheet styles so pipedrive salesforce hubspot all looking kind of like this but if you're just getting started or you don't want to purchase a crm you're probably tracking your companies and contacts and bit of a pipeline something kind of like this in an excel spreadsheet or in a google sheet all of it looks about the same and over here at coda we say a bit of enough of this sheet we're tired of tracking things in google sheets and spreadsheets and the apps that we use like salesforce and hubspot they're super rigid and hard to spin up and costly and timely and if we're just trying to prototype a process or my entire sales team is myself let's build something light and fun so what this looks like in coda let's hop over to create a first koda dock for us go to your url browser and type in coda.new and you know what that does that creates a new code of doc for us to start coming through quick and fast and easy so we got a blank doc let's create our first contacts table it's going to feel a bit like a spreadsheet now where we're going to name it contacts and we can put in our contact names and our phone numbers and our email addresses all the things that we have housed in spreadsheets or our crm and by the way we can pull in a csv we don't have to build this from scratch but to build things from scratch so going through phone number and we're filling out i'm just going to fast forward a little bit as i i go through and fill out all this information to make it feel a bit more real all right so here we got the companies putting a few more now that status in your sheet is going to probably be text but encode it you can make your docs become as powerful as apps and what i mean by that is that status now shows up in another table so what i'm doing is i have this table as connected automatically to the context table i'm going to do the same for my companies create them in what we call a look up or a new table i can then connect the two together if i add new companies it will show up there on the select list no weird vlookups no hacks and definitely not needing to spin up the entire crm to do this so let me just put some metadata on this company information that you can see here and we'll move on to the the next part so now that i've got my companies and contacts i'm going to drag and pull those tables into their own pages so now we have three pages in our koda dock and i'm going to create a new one for us this is going to be where we're housing our entail sales opportunity pipeline so i'm going to name this page ing to pick an icon a bit later going to leave it blank now it's an opportunities table the opportunity name is always a little funky we'll talk a bit more about this later but i just want to have a name column and a few other things that i normally like to put a close date that's a date column so that i can see everything coming through and and when it's going to land and then the last thing that i want to do similar to before is throw on the the status we can uh see a few of the the new phases that i'll put through i'm going to change this over to rainbow looks a lot better and i love the color it just makes it a lot more fun and less like a boring spreadsheet pick your favorite colors you can even throw in emojis if you want on these sum up those amounts so i understand everything in the pipeline i would probably do a weighted pipeline if i was going to the next phase but i'm going to keep this nice and blank and simple now what i want to do is start creating some different data vis for for this so you you saw back there that hub spa and salesforce pipedrive all the rage is the card view so what i'm doing is i'm recreating that i'm grouping all of my opportunities on the top by the phase and the pipeline and i want to show empty groups when you're just getting started close one close loss probably not going to have anything in there and if i remove things from negotiation to close one and there's nothing in negotiation i want to keep that group open for me to fill out i'm going to throw on a new opportunity here when i put on a new opportunity in the the card or the kanban view it's going to show up in the table above these two views are automatically connected so any updates i'm making this shifting in a closed one you can see that it just moved close one up top same with the tktk so everything is connected and it all flows through in a really nice manner so now that we have all the data together what i want to do is start creating views for myself so oftentimes you have like a rep or an opportunity owner i'm going to put myself on it i'm the only one in the doc if you were to start inviting other people to the doc you can do it through google contacts slack or other people within your google workspace so that's what i'll do now i'm going to pull in koi who's a coworker my now i'm going to create my own john's opportunity view which will allow me to come into this dock and not have to look at all the other opportunities i just get to focus on mine and i'm going to create a new filter pull it down to just an owner myself i could have also done current user so that anyone when they logged in would just see their own pipeline john loves in i see it coy logs in he sees his i'm going to start to move things around this isn't impacting the other views that we're seeing there in sales opportunity it's only impacting john's view right here because i'm going to create my own unique view in the way that i like to see it while not having to impact others i don't want to copy and paste i don't have to ask a sales hop admin to put everything together all right and the last thing i want to do is just hide stuff that doesn't really matter go and throw that status into the admin section so now that we have companies and contacts i'm going to make the company's view a little bit cooler or you can think of it kind of like a card view in any way that you want so i often see a company has a h1 it's nice and big and bold and then there's all these subtables down below for the contacts and the opportunities that you can see here so when you open it up those lookups now show up as little subtables and each of these rows i can have conversations on so super easy to collaborate if and when you you start inviting others into this dock all right and last thing that i want to do is just pull in some imagery so i'm going to copy and paste some images from google images pull in the logos start putting some color and some imagery in here to make it a lot more fun so that's the the quick and dirty of how to create a basic sales pipeline crm companies contacts whether it's for sales marketing or whatnot in a codedock it's going to feel a bit more uh robust than a sheet you're not going to get trapped in the the text or a1 b2 prison it's going to be much lighter weight to prototype new processes than spinning up a completely custom crm like pipedrive salesforce or hubspot so if you want to learn more about how i think about crms how i've actually built our internal crm here at coda there's a really awesome webinar that i did with our resident uh coda expert and educational specialist maria and we spent about an hour talking through this invited a whole bunch of people from the coda community like marissa and benjamin to ask questions and talk about how we all think about building crms the link is in the show notes and super excited for all to try out coda for this use case thanks everyone