Tech Sales Organization - Notion

Organize your projects so that you can focus on what's most important - Selling

These are a group of templates helping individuals in Tech Sales organize the various projects that they'd be handling on a daily basis

Why did I create this?

• Something that I quickly learned in tech sales is that organization is KEY
• You can find yourself managing 20+ projects at a time and needing to track meetings, coordinate demos, do research, plan dry runs, or understand business needs for each one

Who is it meant for?

• These specific templates are meant for individuals in tech sales. However, it can easily be modified to be incorporated into your projects depending on your flow

What is included?

• Projects
  • A database with properties relevant to tech sales
  • Templates within instances of a project to help maintain company research, meetings, and notes
  • Relations to the Demos Database and Individuals Database
• Individuals
  • Working in Tech Sales means meeting a lot of different people. Understanding and recording who you've worked with will give the opportunity to be more personable and target your sales strategy to each individual
  • Database of the different people you've met with some areas to help you determine where you've met them, the interactions you've had, etc.
• My Demos
  • Database that stores all the demos you've gone through with areas to brainstorm, reflect, and establish your talk track

Good To Knows

• If you have any questions around these templates or Notion, please reach out to me at nlsima97@gmail.com. I'd love to get in contact and help you through any concerns you may have