$
0
FREE
Hotswap is using their product to help companies gain new customers. As a rapidly growing startup, they rely on the popular customer relationship management tool, Notion. In a recent webinar, we had a Notion expert, Marie Poulin, review and improve Hotswap's CRM in real-time. By using their template, you can streamline your customer pipeline and make sales easier.
Details
Categories


USE
FOR
OFF
Hotswap is using their product to help companies gain new customers. As a rapidly growing startup, they rely on the popular customer relationship management tool, Notion. In a recent webinar, we had a Notion expert, Marie Poulin, review and improve Hotswap's CRM in real-time. By using their template, you can streamline your customer pipeline and make sales easier.
Categories
Monthly newsletter
No spam. Just the latest releases and tips, interesting articles, and exclusive interviews in your inbox every week.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
More templates from
Hotswap

Hotswap is using their product to help companies gain new customers. As a rapidly growing startup, they rely on the popular customer relationship management tool, Notion. In a recent webinar, we had a Notion expert, Marie Poulin, review and improve Hotswap's CRM in real-time. By using their template, you can streamline your customer pipeline and make sales easier.
Related templates

As an interviewer, your goal should be to get to know your candidate and help them feel prepared and confident. That's why at Notion, we have created a guide to help you prepare for interviews with us. We have included tips and resources to help your candidate feel more at ease, as well as customizable templates for different roles and departments. By using these templates, you can provide your candidate with important information, such as videos, links, schedules, and more, to help them prepare for their interview.

The customer experience team at Notion uses this learning calendar template to plan and prioritize presentations and potential learning opportunities. Team members can upvote the topics that interest them, and presenters can embed their schedule and entire presentation within the topic subpage. The template allows you to view upcoming presentations using the calendar view, and tag topics according to their content. Use this template to advocate for continuous learning within your team and plan upcoming presentations.

This template can help you save hours of time and effort in building your own customer relationship management (CRM) system. It eliminates the need for you to set up databases, select categories, and link everything together manually. With this template, you can run your business using Notion as your CRM, and keep all your information and data organized in a single, easy-to-use platform. This means you won't have to spend hundreds of dollars per year on CRM software.

Your sales funnel doesn't have to be complex or difficult to use. Notion provides a simple, clean interface that lets you track only the information you need to manage your leads. Each record is a separate Notion page, where you can keep notes on every interaction with a potential customer. This template provides a basic starting point that you can customize to fit your specific needs. With Notion, you can manage your sales funnel in a way that is intuitive and straightforward.

Freelancer OS is an all-in-one operating system designed to help manage projects, customers, finances, and more. With this comprehensive dashboard, freelancers can avoid the need to sync with multiple services because everything is in one place. It provides a way for freelance businesses to become more organized and efficient.

This template offers a simple way to set and track OKRs (Objectives and Key Results). By using this popular goal-setting method, you can set clear priorities for your team or organization. You can track progress by updating the Key Results, and share this information with others. The template includes an FAQ with helpful tips for setting OKRs and using the template effectively.

Your sales team works hard to develop strategies, follow up with prospects, provide demos, and more, but it can be difficult to keep track of all the information and documents that are generated during the sales process. Here at Notion, our sales team uses this template to consolidate all the documents required to complete a sale, from beginning to end. With Notion's database feature, it's easy to track document status, next steps, and due dates, ensuring that everyone has the information they need to stay on track and get reviews completed on time. By using this template, teams can streamline their sales process and stay organized throughout the entire cycle.

Manage the progress of all your candidates throughout the hiring process for all open positions. With our applicant tracking system, you can easily view a candidate's information, relevant documents, notes, offers, and next steps. Collaboration is made easy, as anyone on your team can contribute to the hiring process.

Hex is a collaborative data platform that facilitates exploration, analysis, and sharing of information. It offers an easy way to build and share apps that can be used by anyone, and it now integrates fully with Notion. This template, which Hex uses to help new employees understand company equity, includes an interactive Hex app that models compensation at a fictional startup called SpiceConnect. By using this template, you can support your new hires and create a knowledge-sharing environment within your organization.











