Star Pipeline

7 ratings

Stop missing opportunities and wasting time with fragmented toolsets

In today's fast-paced sales environment, teams often struggle with tracking and managing their sales pipeline effectively.

Many organizations rely on a mix of spreadsheets, emails, and disparate tools that lead to a fragmented view of the sales process.

This disjointed approach results in missed opportunities, inefficiencies, and a lack of real-time visibility into the sales funnel.

Sales representatives find themselves spending excessive time on administrative tasks rather than focusing on closing deals and building customer relationships.

There is a clear need for a centralized, organized, and easy-to-use system that can streamline the sales pipeline management process, provide actionable insights, and enhance productivity.

Track your sales pipeline efficiently

Here is what you get with this template:

Basic Version:

  • Track sales opportunities through the sales funnel - You can customize this workflow to your specific process.
  • A central database to manage your client
  • Visibility of the touchpoints with your clients via a monthly calendar view showing your last and future contact with your client.
  • Bonus! You can now display this calendar along with your personal or professional calendar via the new application "Notion Calendar".

Plus version:

  • Everything included in the Basic version, plus:
  • Begin managing deals in your pipeline to ensure you have the accurate information at the right time, and prevent any deals from slipping through the cracks.
  • Assess the probability of success for each deal to manage expectations and allocate your efforts effectively.
  • Establish deadlines to timely execute critical actions, such as sending proposals or following up for information and feedback.
  • Store companies and contacts linked together with deals to give you a 360ยบ view of your pipeline.
  • A separate team and personal dashboard so that you can have a comprehensive view of all sales activities or focus solely on your portfolio as a salesperson.
  • Indicators to know how much you have in flight for each stage of your sales funnel and the probability of success for each deal.
  • Data insights charts to analyze trends and get key indicators for decisions ๐Ÿ†•
I want this!

You'll get an efficient pipeline tracking solution along with the following benefits of using Notion.

Centralized Data
All your pipeline information is stored in one place, making it easy to access and update.
Notion allows you to customize your pipeline tracking to fit your specific sales process and terminology.
You can collaborate with team members by sharing and updating pipeline information in real-time, ensuring everyone is on the same page.
Notion can be integrated with other tools and systems, allowing for seamless data transfer and workflow automation.
Visual Representation
You can include visual representations via 3rd party application of your pipeline, allowing you to easily see the status of each deal and identify bottlenecks or areas for improvement.
Mobile Access
Notion is available on mobile devices, enabling you to track and manage your pipeline on the go.
Efficiency and Productivity
By streamlining and organizing your pipeline tracking, Notion helps improve efficiency and productivity in your sales process.
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(7 ratings)
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Star Pipeline

7 ratings
I want this!