Templates
Customer Success
CRM Template Notion
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CRM Template Notion

Streamline your business process with the comprehensive CRM Template Notion workflow; designed for initiation, implementation, testing, refinement, and maintenance.
1
Identify business needs for CRM
2
Research industry-specific requirements
3
Identify key users and stakeholders
4
Approval: Key Stakeholders
5
Draft CRM structure in Notion
6
Identify necessary CRM fields
7
Setup CRM fields in Notion
8
Input sample data for testing
9
Test CRM Template Functionality
10
Approval: CRM Functionality Test
11
Refine and edit CRM template based on feedback
12
Train key users on how to use CRM template
13
Transfer real data into Notion CRM
14
Perform final checks and tweaks
15
Approval: Final CRM Template
16
Launch Notion CRM template
17
Provide technical support for any issues
18
Regularly update and refine CRM according to business needs