Sales CRM
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The Sales CRM Notion template is a complete solution to manage your sales pipeline and boost your productivity
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Template Description
Why did I create this template?
The Sales CRM was created to help you manage your sales pipeline and boost your productivity. Designed specifically for sales professionals and entrepreneurs, it includes all the features you need to manage your sales process, from prospecting to closing deals.
With the Sales CRM Notion template, you can:
- Keep track of your leads and customers in one place, with all the relevant information at your fingertips
- Track your sales pipeline and get a clear view of your progress at a glance
- Set follow-up reminders, so you never miss an opportunity to close a deal
- Analyze your sales data and identify trends to make data-driven decisions
- Customize the template to fit your specific needs and workflow
What's inside the template?
What's inside:
- Dashboard
Sales CRM Dashboard
- Team
- Opportunities
Potentials deal with companies that can be your clients
- Accounts
Companies that are your leads
- Contacts
Contacts in the companies you work with
- Events
Events that need to happen to close the deal
- Products
Products you sell
- Orders
Orders you create when you close the deal
How to use the template?
You can start by adding all your accounts and adding the necessary inside the pages for those accounts. Afterward, you can add contacts for those accounts and opportunities. Lastly, you can add events that happened, for example, Intro calls, Demos, or Contract negotiations. Also, don’t forget to add your products and make sure to adjust the Product database when adding your products.
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