Keep your team informed on your sales progress with our sales rollup templates. Track sales numbers, set goals, and use the insights to improve your sales strategy.
1. 営業パイプライン [オートメーション]
案件ごとのコンタクトやステータスをリアルタイムで追跡するデータベースオートメーションを組み込んだNotionの営業パイプラインテンプレートで、営業プロセスを強化しましょう。日付スタンプとチーム通知を自動化し、営業ワークフローを効率化、貴重な機会を逃しません。このテンプレートを導入すれば、マニュアル管理のコストを減らし、営業プロセスを俯瞰的に見渡すことができます。
3. AI Sales Outreach Email
Landing new customers can be a challenge - Notion AI can help you get it done.
Provide us some information about your company, themes to include, and let Notion AI craft the perfect message.
4. The Lead Manager
The Lead Manager allows you to keep track of contacts, manage meetings and navigate from lead to client with:
- Calendar views
- Sales pipeline visualisation
Use this template to make sure your lead generation process is robust and efficient.
5. Pitch’s sales deal room
A deal room is your private space to organize pitch decks, manage a list of leads and deals, and store proposals and contracts. This template will help you track all sales prospects in one place and ensure you’re focused on the deals that matter the most.
6. Objection Handling Tracker
This Objection Handling Tracker template will help you create consistent answers so that your Sales team always has an answer to turn the conversation around.
This is a collaboration with Dejan Gajsek from Grow and Scale, an agency that helps sales teams become more confident to bring in and close 6-figure deals.
7. Sales Tracker
Keep track of all your sales and customers from Gumroad, Shopify, LemonSqueezy and Stripe in one simple database.
8. 資金調達データベース
このデータベースで、投資家とのやり取りをすべて記録しておきましょう。各投資家とのやり取りのステータス(例:ミーティング予定、条件交渉中、確定)を管理し、最後にコンタクトを取ったのがいつかも記録しておきます。各行をページとして開き、議事メモを保存したり、要対応事項のチェックリストを作成したり、該当するVCのビデオやポッドキャストを埋め込んだりすることが可能です。
このデータベースは、ステータスごとにグループ化されたボードとして表示されるので、どの投資家がプロセスの各ステージにいるのかを確認し、資金調達を進めていくことができます。
9. Partnerships CRM
This template is designed to provide an orderly and systematic approach to managing partnership information. It centralizes all details from initial conversations to comprehensive meeting notes, offering an organized snapshot of partnerships by manager, program, priority, and product. It's a way for cross-functional stakeholders to be looped in effortlessly, fostering collaboration while keeping things simple.
10. Notion’s sales weekly digest
Here at Notion, our sales team uses this weekly digest to keep everyone up to date with the latest metrics, product updates, upcoming events and more! We build consistency by using the and filling out the action items with weekly to-do’s. Use this template to host your weekly sales sync and make complex collaboration effortless and enjoyable.