Sep
24
6:00pm
Should I use Notion as my CRM database?
By Notion
Should I use Notion as my CRM database?
Customer Relationship Management (CRM) systems are widely used by businesses of all sizes to help manage sales, service, other processes and more. This online live event is for anyone who wishes to find out more about:
- How a CRM system can help your organisation or freelance work
- What are the best / popular CRM options are out there
- How Notion can be used as a CRM
- Comparing Notion to other CRM options such as Salesforce
- Seeing a Notion and Salesforce CRM demo.
- Example case studies
Agenda
7pm (BST): Introductions
7:10pm (BST): Should I use Notion as my CRM database?
Haoming Yau is a x9 certified Salesforce CRM solution consultant and Notion pro. He has over 15 years experience in supporting organisations and individuals with implementing processes, technology and systems to help them achieve their goals. He is also the the creator of the 'Life Planning and Getting Things Done with Notion' course and founder of the Notion UK Meetup Group. He has created a free Notion template which you can duplicate here
Alex Sherwood Aka aNotioneer is a Notion Pro and moderator for the Notion Made Simple Facebook community. He's been using Notion for over a year now, both as his main productivity tool / wiki at work and to organise his personal life. He's created a number of free guides and templates including the Advanced CRM in Notion.
Check out his post on the Pros and Cons of using Notion as a CRM
8:15pm (BST): Open discussion and Q&A
This online event is organized by Notion UK, a meetup group all about the all-in-one productivity application Notion.
hosted by
N
Notion
share