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Templates selection special aNotioneer
aNotioneer is a fantastic creator making high value template! Go check his website, it’s excellent! 🤘
Advanced CRM
by aNotioneer
Having worked as a Salesforce Administrator for over 3 years, I've replicated the type of structure that you'd see in a traditional relational CRM e.g. Salesforce (although obviously it's a lot more simple). It includes separate but connected databases for sales, companies, people, meetings and products. This design enables you to get a 360° view of your prospects, as you'll link all of your records of various types to the same page for your prospect.
Company OKRs
by aNotioneer
This template is based on one of the original guides for creating OKRs, developed and made famous by Google. It includes summary views which displays KRs by team and by person, to make monitoring their progress simple.
Client Tasks & Communication Manager
by aNotioneer
This template enables you to: • Record communication with clients, manage their projects and the tasks that feed into them • Automatically schedule follow ups with clients, when it's been a while since you last spoke • Keep track of your / your team's productivity in terms of projects, tasks and communication, along with the status of upcoming/overdue items • It's intended to be integrated with your CRM to give you a 360° view of your interactions with your clients
That's all for today! Hope you like it and if you have any questions, answer this email 😉
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