How to Design a Business development CRM Template in Notion

A Customer relationship management (CRM) system is a crucial tool for managing customer relationships, leads, and opportunities in any business. Notion, a flexible all-in-one Productivity tool, offers a versatile platform for designing and customizing your own CRM template. In this article, we will guide you through the process of designing a Business development CRM template in Notion to effectively manage your customer interactions.

Step 1: Understand your Business development Workflow

Before designing a CRM template in Notion, it is essential to understand your Business development workflow. Consider the stages your customer interactions go through, such as lead generation, qualification, nurturing, and closing deals. Identify the key information you need to track for each stage, as this will guide the structure of your CRM template.

Step 2: Create a Database in Notion

Begin by creating a new database in Notion to serve as your CRM. Click on "+ New" at the top-left corner of your Workspace and select "Database." Give your database a name, such as "Business development CRM."

Step 3: Define Database Properties

To effectively manage your customer relationships, you need to define the properties (fields) that each entry in your CRM template will have. These properties will correspond to the information you identified in step 1. Click on "Add a property" to start defining your properties.

Common Properties

• Name: This property represents the name of the customer or Company.
• Contact Information: Include fields for email, phone number, and any other relevant contact information.

Lead Properties

• Source: Track the source of the lead, whether it's from a website, referral, or marketing campaign.
• Lead Status: Create a dropdown property with options like "New," "Qualified," "Nurturing," and "Closed." This property will help you visualize the progress of each lead.
• Lead Score: Assign a numerical value to each lead to indicate its quality or likelihood of conversion. This property allows you to prioritize leads based on their score.

Opportunity Properties

• Opportunity Name: This property represents the name or title of the opportunity.
• Opportunity Stage: Define the stages your opportunities go through, such as "Prospecting," "Negotiation," and "Won/Closed."
• Deal Value: Track the potential value of each opportunity.
• Win Probability: Assign a numerical value to represent the probability of winning the deal.

Custom Properties

Consider any additional properties specific to your business and add them accordingly. Examples may include product interests, industry, or any other relevant information you want to track.

Step 4: Design Views and Filters

Notion provides various views and filtering options to help you visualize and analyze your CRM data. Experiment with different view options to find the most suitable ones for your team. Some commonly used views include:

• Table View: This default view displays your CRM entries in a tabular format.
• Board View: Visualize your CRM entries as cards on a board, allowing you to move them across stages.
• Calendar View: Track appointments, meetings, or follow-ups with customers.

Additionally, leverage Notion's powerful filtering capabilities to create custom filters based on properties like lead status, opportunity stage, or win probability. Filters enable you to focus on specific subsets of your CRM data.

Step 5: Add Relations and Rollups

One advantage of building your CRM template in Notion is the ability to establish relations between databases and perform rollup calculations. This feature allows you to automatically calculate Values based on related data.

For instance, you can relate your CRM database to other relevant databases, such as a "Products" database or a "Team Members" database. With rollup properties, you can display aggregated data from related databases, such as the total value of opportunities per customer or the average win probability by source.

Step 6: Customize the CRM Template

Customization is where Notion truly shines. Make your CRM template Visually appealing and easy to navigate by adding cover images, icons, and colors. Customize the database header with relevant metadata to provide additional context.

Create templates for common tasks, such as follow-up emails or meeting agendas. Notion's template feature allows you to streamline repetitive processes and automate workflows.

Step 7: Collaborate and Share

Collaboration is effortless in Notion. Invite team members to your Workspace to ensure everyone has access to the CRM template. With granular access controls and commenting features, your team can collaborate efficiently and exchange information seamlessly.

Remember to share the database with stakeholders outside your team, such as management or partners, to keep them informed about key customer interactions.

Conclusion

Designing a Business development CRM template in Notion provides a powerful and customizable solution for managing customer relationships, leads, and opportunities. With Notion's flexible database properties, views, and filtering options, you can create a CRM template that precisely fits your business's unique workflow. Leverage relations and rollups to automatically calculate Values and visualize key Metrics. Customize the template to make it Visually appealing and reflect your brand. Collaborate effortlessly with your team and share relevant information with stakeholders. With Notion, you have the tools to supercharge your Business development efforts.