Suggestions
Saagar Gupta
Clearbit - Senior Enterprise Account Executive
Saagar Gupta is a seasoned SaaS professional with a strong background in Account Management, Customer Support, Implementation, Consulting, and Strategic Leadership. Originally from the Bay Area, he is now based in Chicago. Saagar has played a crucial role at Clearbit, significantly driving a $15M total in Closed-Won Opportunities starting from October 2019. Currently serving as a Senior Enterprise Account Executive during Clearbit's acquisition by HubSpot, Saagar adeptly manages a portfolio of over 80 Enterprise accounts. His journey at Clearbit began as a Customer Success Manager and quickly progressed to becoming the top revenue-generating representative.
Highlights
Most of the use cases people buy Coda for often are for things replacing/consolidating their current provider for their knowledge base, project management solution, or for niche point solutions.
What I like Coda for is for being able to use it on a daily basis:
- Come up with a list of tasks for the day I need to accomplish.
- Build a meeting agenda for an upcoming meeting
- Figure out my forecast for the week (based on SFDC data)
- Right down next steps within an internal or external meeting
- Share notes & resources for a client
If you use the hyperlink "coda.new", it'll create a new Coda Doc for you!
The more I work at Coda, the more I start to feel it's a no-code app builder.
You can integrate your solutions into Coda including (but not limited to): Snowflake, Salesforce, Microsoft Teams & Slack, Google Calendar, and 600+ other solutions through Coda Packs.
You can notifications, messages, and emails all through Coda.
AI is built-in to every doc and experience for every user.
Everyone on your team can provide input through forms, tables, or fields. Well, not everyone, you need to have the right permissions to view, edit or comment, just like an app would.
Here's the kicker: you only need one paid Maker license per person to create all the custom applications you need across different teams. No more licenses for smaller point solutions.
Here's what I created in the last few weeks:
- A Coda doc to track internal offsite - tracks RSVPs, dietary restrictions, activity suggestions, schedule, and budget.
- An integrated Coda doc to breakdown my calendar invites (with a Pack to Google Calendar) to see how much client-facing work I do per week and how many internal meetings I have.
- An integrated Coda doc to track my track to quota for Q3/Q4, with a Pack to Salesforce.
- An integrated Coda doc to help customers show their growth in Coda, with a pack to Snowflake.
- An integrated Coda document to update Salesforce fields faster, with a Pack to Salesforce.
You can create your own custom solutions (for your workflows) in Coda - think of it as a place to create your own custom apps! It's far better than Google Docs or Sheets...
