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. Sales Pipeline with Automations
Supercharge your sales process with Notion's Sales Pipeline template, incorporating Database Automations for real-time tracking of deals, contacts, and statuses. With automatic date stamping and team notifications, this template streamlines your sales workflow, ensuring no opportunity slips through the cracks. Implement this template to get a 360-degree view of your sales process without the manual upkeep.
2. Sales Wiki
Elevate your sales strategy with Notion's Sales Wiki template, the ultimate repository for all your sales documentation and projects. Seamlessly integrate your content, replacing the sample with your specifics, to foster a collaborative environment. This template streamlines access to crucial sales resources, ensuring your team stays aligned and informed.
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. Fundraising database
Use this database to keep track of every interaction you have with investors. Designate and know the status of every conversation (i.e. meeting planned, term sheet, closed), and see when you last made contact. Each row opens up into its own page, where you can keep all your notes from meetings, make checklists of follow up items, embed videos or podcasts featuring the VCs in question, etc.
View this database as a board grouped by status so you can see which investors are at each stage of your process — and keep things moving!
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.
