Explore our Notion CRM Template Free workflow, designed to streamline customer data management, enhance interaction tracking, and ensure efficient CRM usage.
1
Outline Goals for CRM
2
Identify Necessary Fields for Customer Data
3
Design Page Layout in Notion for Customer Contacts
4
Create Template for New Customer Entries
5
Add Fields for Important Details in Contact Template
6
Approval: Contact Template Design
7
Implement Template for New Customer Additions
8
Design System for Tracking Customer Interactions
9
Add Fields for Notes and Details on Interactions
10
Approval: Interaction Tracking System
11
Create Tags for Customer Segmentation
12
Design and Implement System to Rank Customer Importance
13
Approval: Customer Ranking System
14
Create Alarm System for Follow-ups and Deadlines
15
Test CRM for User Experience
16
Approval: User Experience Assessment
17
Train Rest of Team on CRM Usage
18
Start Populating CRM with Existing Customer Data
19
Plan Regular Check-ins for CRM Updates
20
Set System for Regular Data Backup
Outline Goals for CRM
Clearly define the objectives and targets for the CRM implementation. Specify how the CRM will improve customer management and overall business processes. Identify key performance indicators to measure success.
Identify Necessary Fields for Customer Data
Determine the essential information required to effectively manage customer interactions. Consider contact details, purchase history, communication preferences, and any other relevant data.
1
Name
2
Email Address
3
Phone Number
4
Company Name
5
Job Title
Design Page Layout in Notion for Customer Contacts
Create a well-organized and visually appealing layout in Notion to display customer contact information. Consider using tables, cards, or other visual elements to improve readability and access to data.
1
Table
2
Cards
3
Calendar
Create Template for New Customer Entries
Add Fields for Important Details in Contact Template
Approval: Contact Template Design
Will be submitted for approval:
Design Page Layout in Notion for Customer Contacts
Will be submitted
Implement Template for New Customer Additions
Design System for Tracking Customer Interactions
Add Fields for Notes and Details on Interactions
Approval: Interaction Tracking System
Will be submitted for approval:
Design System for Tracking Customer Interactions
Will be submitted
Create Tags for Customer Segmentation
Design and Implement System to Rank Customer Importance
Approval: Customer Ranking System
Will be submitted for approval:
Design and Implement System to Rank Customer Importance
