Notion Workspace for Customer Management | Account Managers, Sales, Customer Success
🫡 Hello Account Managers, Sales Folk, and Customer Success Professionals 🫡
^ to watch my overview of how to best leverage the features of this Notion workspace.
As an AM, leveraging Notion for customer management has skyrocketed my daily productivity and genuinely allows me to be a better relationship manager.
You are about to gain access to a comprehensive workspace where you can not only track and plan your daily activities but also oversee all your managed accounts and communications with them.
This Notion workspace was built by a customer management professional, for other customer management professionals! Whether you're in Account Management, Sales, Customer Success, or otherwise, here is what you'll get:
- Comprehensive organizational workspace: The landing page offers a clear and concise view of where all of your active applications are at in the process.
- Built-in Account Tracker and customer communications database: Streamlined tools to monitor and record all your accounts and customer interactions, ensuring nothing falls through the cracks.
- Upsell and Cross-sell Opportunities Tracker: Salesforce who? We don't know anymore.
- Other cool features: A valuable repository to house and easily access notes from various training sessions, area to store positive feedback, and more. 🤤
Questions? Comment on YouTube or reach me at ptalkstech@gmail.com
Time to get back to work ⏲️
Get immediate access to your new workspace