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Have you ever experienced that sinking sensation when you have lost a massive business opportunity? I did. I was almost about to lose a deal worth 5,000 dollars last year because I forgot to follow up. It was not imaginary, and it was painful. Then, I offloaded my disorganized calendar and poor memory to a Notion Business CRM. This is how it assisted me to get back on track, recall all follow-ups, and maintain my customer relations as real, not artificial.
Why Losing a $5K Deal Made Me Build a Notion Business CRM
A deal worth 5,000 dollars fell through last year due to my failure to make a follow up. Ouch. I had reminders and sticky notes, a color-coded calendar, and yet traditional calendars were not sufficient. They are good to make appointments, but not to follow the small details that actually seal deals. Hence, I was in need of more than follow-up reminders, I needed a Notion Business CRM. Everything was altered by a simple Notion CRM template. All clients, notes, and stages of deals are now on the place where I need them. There are no more embarrassing sorry I missed you mails. Relationships must be systemized, in case you desire a real business.
Building a Practical Notion CRM Dashboard Without Technical Skills
I missed a large contract as I had forgotten to follow up. My former system was cluttered. Therefore, I created my own Notion CRM template and you do not have to be a tech genius. On my Notion CRM dashboard, there is a Quick Add section at the top. I can create a new company or contact with one click, connect them and fill in the details like pipeline stage or deal value. My template which I can customize puts everything in one place so I do not lose sight of the hot leads and meeting notes. I even add emojis to note down important clients. Studies indicate that such a client management system is very easy to use in follow-ups and take notes.
Personalized Client Tracking: Using Notion CRM for Meaningful Follow-ups
It is difficult to monitor all the clients, more so when the list is never-ending. That is why my Notion Sales CRM transformed everything. When it comes to high-value clients, they are automatically bumped up in terms of priority so I do not miss them even on my busiest days. I never forget to write meeting notes, it can be as simple as joked about cats, but it helps to make follow-ups less robotic and more personal. Having a record of my contact with clients and the last time we spoke, I do not have those embarrassing moments when I have to ask: Who are you? The dashboard separates active contacts and high priority deals so that the right people can always be seen. The best thing about it: this system is human. And when you want to wish clients on their birthdays or create your own follow-up reminders, it is easy with Notion. That is client relationship management.
Organizing Deals with a Notion Sales Pipeline Template
When I have a Notion sales pipeline template, all deals become a movable card. That makes daily monitoring much more lively and enjoyable as compared to a spreadsheet. My visual pipeline displays all active deals, with different colors representing each stage and priority. Each column represents a step of my sales process; each row indicates the urgency of the task. I occasionally include a few additional columns such as Procrastinating or Pie-in-the-Sky to remain truthful and light-hearted.
When a deal requires some push, I move it to the next level or increase its priority. It is sort of a Tetris game where money is at stake. And when a deal goes cold, I mark it inactive--clearing cold leads immediately clears the clutter and I can work. How I wish I could drag-and-drop real-life problems like this!
Practical Notion CRM Features That Keep Deals Moving Forward
The best thing with using a Notion sales pipeline template is that all deals turn into a dragable card. It is a strangely fulfilling experience--it is much more enjoyable (and practical) than spreadsheets. The visual sales pipeline and all the active deals are reported by stage and by priority. Columns will depict each of my sales processes; rows will depict urgency. I even introduce columns of my own such as the “Procrastinating” column or the column entitled “Pie-in-the-Sky” just to make it something more realistic (and humorous).
Have to get a deal in motion? All you have to do is to drag it over to the next stage or to increase its priority. It is Tetris, except that there is more money involved. And when an offer cools down, I would then change it to inactive status--hide old stuff and you get instant focus. Sincerely, this is how ideal it would be to drag-and-drop my issues in real life.
Making Your CRM Pipeline Part of Your Workflow
And it is true that lots of companies drop their CRM software once there occurs “new system fatigue”. I have experienced it as well. Not enough bells and whistles to make it convenient and easy to use or too much installation and configuration and the next thing you know is sticky note reminders and abandoned things that you need to follow up with. This is what works best: I schedule a small CRM cleaning session now every Friday and I even give myself some treats.
The best thing I can offer in terms of contact management is to begin with the basics. Simply put in your best five customers at first. Opposition to consistency is overwhelm. I ended up calling it quits with spreadsheets as well. The kookiness of Notion appealed to me. The best is absolutely over-rated. It is okay to be a bit unorganized so long as you are regular about it. I also occasionally leave myself stupidly motivational notes in my CRM: finding them again after many months is always a laugh. Human touch and smaller habits make my work sustainable and my team collaboration fruitful.
Starting Your Own Notion CRM
Reflectively, the loss of that 5,000 dollar deal was the impetus that I needed to create a more efficient system, and in all honesty, my Notion Business CRM has been a game changer. Now, I have the correct Notion CRM template, and I automate all the repetitive tasks and concentrate on the most important part of my work: making the clients feel that they are remembered. Studies indicate that free Notion CRM templates assist small enterprises and freelancers such as us to develop sustainable human-centered sales processes. Do not get lost in the pursuit of the infinity of features; a straightforward, personalized sales pipeline tracker will provide actual results and comfort. Are you willing to no longer lose leads? Get my free client relationship manager template below and start with just one client. You will thank me when tax time comes. To better relationships and to share what works with one another!
TL;DR: Avoid forgetting and disorganized spreadsheets. My Notion CRM template will help you to keep contacts, deals and follow-ups in a single place so that you can never lose another customer due to memory failure.
Albert
Notion Creator & Ambassador
Notion Recommended Creator, Productivity Expert, Youtuber, Founder of a Video Production & Marketing Company
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