Honestly, after viewing dozens of Notion CRM tutorial videos (some of them even cost me money, e.g. Udemy), this is by far the best one! Practical. No fancy stuff. Straight to the point. Most importantly, it solves my problems!!! Subscribed after 5 minutes of viewing!
Since you're in the roofing business, there's a chance that most of your clients are individual homeowners... how do you deal with this whole company vs people database One hurdle I always have with these CRM systems is that they have Companies+ contacts.. this is fine for vendors in my business but my customers are individual clients not tied to any business per se'
@@jzajzz You don't necessarily have to use the company database. Deals, tasks, etc. can be tied to just Contacts. You could also change the company database from "Accounts" to "Households". That's the beauty of Notion, you can adjust it quickly to meet your specific needs.
@@OptiOppNotion got it.. I figured that much but I was always wondering if there is a potential issue down the line if I don't set it up that way... Glad to get the confirmation from someone who knows CRM systems in and out
I cannot thank you enough for this. I was honestly starting to lose my mind. Not only did you take things slow (also telling us how to slow down the video itself), but your cursor followed your instructions… that’s where I usually get lost! Thank you thank you!!
At 22:39, you mentioned to built relation with Deals / Opportunities but I feel you missed it as it is not visible. Can you clarify whether it is needed or not?
Thanks for the feedback, Andres! You can go on for forever creating a CRM in Notion so I tried to focus on just laying the foundation in this video. I'll be sharing ways to add onto it in the future and I'll keep this in mind!
@OptiOpp Hey Ben! Greetings from Panamá. Could you please help me out? In the minute 9:53 you say: "And so that means anybody who is tied to the Google account and is a contact will be owned by the person that we set the owner on the account level." Brother ! Would you be extra kind to elaborate a little on this? I would really appreciate it ! Maybe because english is not my native language Im stocked there. I really need to understand the logic behind this. Anybody??
It mean whoever is set as the owner of the company is by default the owner of the contacts that work for that company. This makes it less difficult to maintain who owns contacts by not having to set each one individually. The owner property is important because it allows you to create filtered views for your employees. An example of how this is useful is you want to generate a list of contacts that works at companies Joe Smith has worked with in the past. By filtering the list by owner you can send a marketing email to all of these contacts talking about your most recent discount.
Amazing video and love the discounts formula. The only small issue I am having is that my Opportunity products database will be inevitably loaded with everything I have ever sold to anybody. Is that normal?
very good work! One question, how do I follow up a contact when he/she changes company. For example my contact A changes from company X to company Y. How do I manage it to keep the history (previous email, previous position (in the same company as well), tasks, etc)?
You could create a separate property named “Previous Company” that is a relation property to the Company database. There would also be a field named previous title. Then tasks and emails, I think those would be fine as is. You could enter a date they left the previous company so you know those tasks and emails are associated with the old company if you wish.
Thank you for this detailed and super hero video. It means a lot to me. I need to learn something special; What should we do when the product price is changed for same product? I duplicated the product for new price information, deactivated the old one. But I think, this is not sustainable. Do we must to duplicate product page in every price change for one product? Please let me know any solution for this.
I haven't thought of a better way to do it yet but am all ears. Notion wasn't built specifically for CRMs with product purposes so it's definitely a workaround.
This is going to help me a lot. Thanks so much. I am trying to get an extra overview of the dealline items that are linked to a company or an account/cliënt. I work mostly with cliënt (coaching/training), so an extra fast and simple overview of that is very usefull. Anyone knows how I can fix this?
Opportunity Line Items allow you to break down the products or services associated with a specific sales opportunity. This granular approach enables you to track revenue, quantities, and pricing for each product or service, providing a more accurate picture of your potential and actual revenue.
This!!! One thing is to teach to use notion for personal or freelancers. Other is to teach it from an Enterprise perspective. Salesforce experience is here…. Thanks man! Do you think Notion can scale to automate sales process in prospecting and customer onboarding stage? In Salesforce i struggled to incorporate a“companies network”, for example to id a customer, their shippers, their consignees, and then work those shippers and consignees as leads/prospects but without erasing the initial relation as it must be kept to calculate business opportunities… Can’t find a way to sort it out besides creation unique data bases for each type of entity and duplicating data records……
At this time you cannot automate sales processes without the help of Make or Zapier. Sounds like you need to create a series of relationship properties to reflect all these relationships in Notion.
I've a list of customers in database table. Now each customers have sub-page. And in that sub-page there's 1 database table which shows purchase made from me year wise. Now I want to have a sum of total revenue earned by me from various customers. Then how I can implement? If I do Roll-up, then it takes data from only 1 customers. How get sum of all customers?
You have to create a fomula, filter to only deals won, then put sum() at the end. Please schedule a Notion training session with me if you need help creating the formula. Schedule here: calendly.com/optiopp/notion-tutoring-session
Hello! Thanks for the video. I see deals/opportunity to be similar to projects. What do you have in mind to differentiate them?Ie, I have Tesla | Notion Overhaul as a deal/ opportunity, but what do you then park the project under this deal / opportunity?. Thanks.
Deals / Opportunities are to track revenue or potential revenue for your business. Projects are for internal company projects or projects after you've secured a deal with a client. The projects would be tied to the Account, not the Opportunity.
Thanks for the reply. So if I have a deal called Tesla | Notion overhaul that became a won deal, will I then start this deal under project with the same name? Is that what you had in mind?
Hey Amanda! I'm having a tough time visualizing what you're talking about. Do you mind sending a screenshot to ben.taylor@optiopp.com and I will gladly help you out!
Hello for my specific use case I'd like to use Type and a sub type . .. I have 2 types of services that are drastically different .. the sub type will depend on which one of the service is selected. Can I Crete a relation within the same table to do this?
Yes, you can create relationships within same databases. Hard to know the best way to build exactly what you're trying to do without meeting and learning more about your use case though.
You would use the products / opportunity product databases and configure the columns to meet the requirements of information you need for medical devices.
Was good until around minute 21 and the lighting bolt... can't do the automations you did without a paid account. I mean I could manually fill out what was being automated, but I would need a paid account to use the automation feature.
This CRM works just fine without the automations. If you don’t want to upgrade for $10 a month, you can just skip that part of the video and keep in mind you’ll have to do those tasks manually
Wonderful video, may I ask something quick? It's about the icons on any database, I noticed that the main icon appears when you create another new task or contact instead of having to insert it manually... how do you do it? I try to find out on my own but i can't figure it out Btw I am learning a lot from you, greetings from Venezuela!
Hey I recently connected zapier to notion to fetch Facebook messenger conversations to create a lead in notion the problem is whenever a message is sent it creates another lead for the same conversation is there is anyway to auto merge the duplicate lead?
Yes, you can use a unique identifier and a path in Zapier. Use something like the user id in Facebook messenger (not familiar with their API so might be something different) and map that up on the Notion side. If a contact with that ID exists, the Zap path will read that and then not create the duplicate.
Will keep that in mind for future videos! I will say if anyone is serious about using Notion as their CRM they’re inevitably going to have to get the paid edition due to page restrictions. I get that many are still unsure while building it out while using this video though.
Yes, that’s correct. I don’t believe the date set to today was a Notion feature when I created this video. It’s great they keep adding stuff 😁 Appreciate you pointing that out.
Unfortunately, TH-cam only allows super likes on live videos at this time. If you want to help support me, I recommend trying out one of my paid CRMs. Will save you countless hours trying to build a CRM yourself. By already watching this video, you'll have a great idea on how to customize to meet your unique needs.
Once you understand one software, others become much easier to understand. There are many things in common between software tools today such as how to write formulas, automation logic, etc.
Honestly, after viewing dozens of Notion CRM tutorial videos (some of them even cost me money, e.g. Udemy), this is by far the best one! Practical. No fancy stuff. Straight to the point. Most importantly, it solves my problems!!! Subscribed after 5 minutes of viewing!
Thanks for watching! I’ll be sharing more videos / ideas to build on top of it in the future so I’m glad you subscribed.
The value you just gave for free is outstanding. Great video.
Glad you think so 😁
This was really helpful. Built out an entire system for our roofing company. Thanks!
Love to hear that, Brett! Stay tuned because in the coming days we’ll be releasing a video on how to build a sales dashboard on top of this.
Since you're in the roofing business, there's a chance that most of your clients are individual homeowners... how do you deal with this whole company vs people database
One hurdle I always have with these CRM systems is that they have Companies+ contacts.. this is fine for vendors in my business but my customers are individual clients not tied to any business per se'
@@jzajzz You don't necessarily have to use the company database. Deals, tasks, etc. can be tied to just Contacts. You could also change the company database from "Accounts" to "Households".
That's the beauty of Notion, you can adjust it quickly to meet your specific needs.
@@OptiOppNotion got it.. I figured that much but I was always wondering if there is a potential issue down the line if I don't set it up that way... Glad to get the confirmation from someone who knows CRM systems in and out
@@OptiOppNotion can you help me build one for a moving company ?
I cannot thank you enough for this. I was honestly starting to lose my mind. Not only did you take things slow (also telling us how to slow down the video itself), but your cursor followed your instructions… that’s where I usually get lost! Thank you thank you!!
You’re very welcome, Katie!
Thank you for this amazing video tutorial! I had so much fun building my CRM ❤
You’re welcome!!
Fantastic video, looking forward to completing the CRM with invoices, payments, payment date, etc... thank you so much
You’re very welcome!
I usually don't comment on videos. but this is value man! God bless you.
Thanks for the big compliment!!
Thank you for this tutorial. I'm looking forward to your future videos!
You're very welcome!
At 22:39, you mentioned to built relation with Deals / Opportunities but I feel you missed it as it is not visible. Can you clarify whether it is needed or not?
Good catch. I meant to cut that off. It shouldn't be created. I'll edit that out .
Hi there.. thank u for the video.. usually how long & how much it will cost for customization CRM in notion built by u? ◡̈ thanks 😊
THANK YOU!!!!! We non-profits are grateful
Glad to hear non-profits like yours are finding this video helpful!
Amazing man !! thank you for all this info. It would be nice to see a bit more about how to layout the project after the deal is closed.
Thanks for the feedback, Andres! You can go on for forever creating a CRM in Notion so I tried to focus on just laying the foundation in this video. I'll be sharing ways to add onto it in the future and I'll keep this in mind!
thank you man! this was very helpful!!!@@OptiOppNotion
God bless bro. Great and clear video. Keep it up. I suscribed right away.
Appreciate it!
@OptiOpp Hey Ben! Greetings from Panamá. Could you please help me out? In the minute 9:53 you say:
"And so that means anybody who is tied to the Google account and is a contact will be owned by the person that we set the owner on the account level."
Brother ! Would you be extra kind to elaborate a little on this? I would really appreciate it !
Maybe because english is not my native language Im stocked there. I really need to understand the logic behind this.
Anybody??
It mean whoever is set as the owner of the company is by default the owner of the contacts that work for that company. This makes it less difficult to maintain who owns contacts by not having to set each one individually.
The owner property is important because it allows you to create filtered views for your employees.
An example of how this is useful is you want to generate a list of contacts that works at companies Joe Smith has worked with in the past. By filtering the list by owner you can send a marketing email to all of these contacts talking about your most recent discount.
Thanks! Very useful for a small business!
You're welcome! Glad it can help other small business owners like me :)
Amazing video and love the discounts formula. The only small issue I am having is that my Opportunity products database will be inevitably loaded with everything I have ever sold to anybody. Is that normal?
Yes, one of the best purposes of a CRM is to see every sale you've made and who it was to.
Thanks for the video. What would happened if you have to change the price of a product? It will overwrite the price of givven out offers too?
You need to deactivate the product with a price and create a new one so that old deals stay intact with the correct discount percentages.
very good work! One question, how do I follow up a contact when he/she changes company. For example my contact A changes from company X to company Y. How do I manage it to keep the history (previous email, previous position (in the same company as well), tasks, etc)?
You could create a separate property named “Previous Company” that is a relation property to the Company database. There would also be a field named previous title. Then tasks and emails, I think those would be fine as is. You could enter a date they left the previous company so you know those tasks and emails are associated with the old company if you wish.
@@OptiOppNotion Thanks! I was thinking something like that, but I just wanted to know if it was contemplated.
Thank you for this detailed and super hero video. It means a lot to me. I need to learn something special; What should we do when the product price is changed for same product? I duplicated the product for new price information, deactivated the old one. But I think, this is not sustainable. Do we must to duplicate product page in every price change for one product? Please let me know any solution for this.
Yes you need to or else you older deals will be impacted with the new price and your revenue information might be inflated or deflated.
I haven't thought of a better way to do it yet but am all ears. Notion wasn't built specifically for CRMs with product purposes so it's definitely a workaround.
@@OptiOppNotion Thank you so much for answer.
This is going to help me a lot. Thanks so much.
I am trying to get an extra overview of the dealline items that are linked to a company or an account/cliënt. I work mostly with cliënt (coaching/training), so an extra fast and simple overview of that is very usefull.
Anyone knows how I can fix this?
You can use a task database and create views on it based on due date. Make sure the tasks are related to the account through the relation property.
Great video, one question, what's the purpose of the deal line items database?¿ You can relate the products to the opportunities.
Opportunity Line Items allow you to break down the products or services associated with a specific sales opportunity. This granular approach enables you to track revenue, quantities, and pricing for each product or service, providing a more accurate picture of your potential and actual revenue.
This!!! One thing is to teach to use notion for personal or freelancers. Other is to teach it from an Enterprise perspective. Salesforce experience is here…. Thanks man!
Do you think Notion can scale to automate sales process in prospecting and customer onboarding stage?
In Salesforce i struggled to incorporate a“companies network”, for example to id a customer, their shippers, their consignees, and then work those shippers and consignees as leads/prospects but without erasing the initial relation as it must be kept to calculate business opportunities…
Can’t find a way to sort it out besides creation unique data bases for each type of entity and duplicating data records……
At this time you cannot automate sales processes without the help of Make or Zapier.
Sounds like you need to create a series of relationship properties to reflect all these relationships in Notion.
I've a list of customers in database table. Now each customers have sub-page. And in that sub-page there's 1 database table which shows purchase made from me year wise.
Now I want to have a sum of total revenue earned by me from various customers. Then how I can implement?
If I do Roll-up, then it takes data from only 1 customers. How get sum of all customers?
You have to create a fomula, filter to only deals won, then put sum() at the end. Please schedule a Notion training session with me if you need help creating the formula.
Schedule here: calendly.com/optiopp/notion-tutoring-session
Hello! Thanks for the video. I see deals/opportunity to be similar to projects. What do you have in mind to differentiate them?Ie, I have Tesla | Notion Overhaul as a deal/ opportunity, but what do you then park the project under this deal / opportunity?. Thanks.
Deals / Opportunities are to track revenue or potential revenue for your business. Projects are for internal company projects or projects after you've secured a deal with a client.
The projects would be tied to the Account, not the Opportunity.
Thanks for the reply. So if I have a deal called Tesla | Notion overhaul that became a won deal, will I then start this deal under project with the same name? Is that what you had in mind?
U are a Goat! this what i was looking for perfect work nicely explain rly good job mate thank you very much :)
Haha thank you 🐐you’re very welcome
This is an amazing tutorial. It solved so many problems for me and saved me tons of money. Can I give you money? Where do I give you money?
You can buy my Professional CRM and at the same time save yourself a lot of time building a CRM yourself! Here's the link: www.optiopp.com/notion-crm
this video is outstanding, thanks man!!
Glad it helped!
Great video. Can I ask how you get your relationship links on three columns - when I add fields like that they are all stacked on top of each other
Hey Amanda! I'm having a tough time visualizing what you're talking about. Do you mind sending a screenshot to ben.taylor@optiopp.com and I will gladly help you out!
Hello for my specific use case I'd like to use Type and a sub type . .. I have 2 types of services that are drastically different .. the sub type will depend on which one of the service is selected. Can I Crete a relation within the same table to do this?
Yes, you can create relationships within same databases. Hard to know the best way to build exactly what you're trying to do without meeting and learning more about your use case though.
I tried to import existing csv files into this structure, but completely messed all relationships. How should I tackle that?
Either make this adjustment manually or use a service like Make or Zapier to help you automate those relations.
What if we wanted to upload pre-existing data so we don't have to type it in one line at a time
You should use the merge with CSV feature to upload data to the CRM databases that already exist.
I need a database for medical device sales. Nothing complex. Have you created a database for someone in a similar role?
Thanks
You would use the products / opportunity product databases and configure the columns to meet the requirements of information you need for medical devices.
Was good until around minute 21 and the lighting bolt... can't do the automations you did without a paid account. I mean I could manually fill out what was being automated, but I would need a paid account to use the automation feature.
This CRM works just fine without the automations. If you don’t want to upgrade for $10 a month, you can just skip that part of the video and keep in mind you’ll have to do those tasks manually
Wonderful video, may I ask something quick? It's about the icons on any database, I noticed that the main icon appears when you create another new task or contact instead of having to insert it manually... how do you do it? I try to find out on my own but i can't figure it out
Btw I am learning a lot from you, greetings from Venezuela!
You do it from database templates. If you don’t know what database templates are, check out my video covering them!
@@OptiOppNotion thank you so much!
Thank you for the good work but the problem is that you have to do it in full view because that was a bit blurry
Thanks I’ll keep that in mind for future videos
Question: What screen recording Software are you using??
I used screen studio here
How would you integrate 2 things:
1. Client meeting notes and interactions
2. Research and documentation to reference to for client recommendations
You could do this by creating new databases and creating relationships to your client database.
You are fantastic. Thank you 😊
Thanks for the kind words!
You are a God sent
Thank you! I’m glad you found the video helpful
Hey I recently connected zapier to notion to fetch Facebook messenger conversations to create a lead in notion the problem is whenever a message is sent it creates another lead for the same conversation is there is anyway to auto merge the duplicate lead?
Yes, you can use a unique identifier and a path in Zapier. Use something like the user id in Facebook messenger (not familiar with their API so might be something different) and map that up on the Notion side. If a contact with that ID exists, the Zap path will read that and then not create the duplicate.
@@OptiOppNotion thanks I’ll give it a try
Why didn’t TH-cam recommend me this video earlier 😢
Haha well hopefully your comment will help the algorithm find more people in the future 😄
Okay. I understand why you put that at the end… but why!!!!!😂😂😂😂. Still grateful that I watched this video and followed along, but dang lol
Put what at the end? Would love to know so I could help people avoid confusion like this moving forward!
I would make sure you let people know that they will need a paid plan to use the automations, if they so choose.
Will keep that in mind for future videos! I will say if anyone is serious about using Notion as their CRM they’re inevitably going to have to get the paid edition due to page restrictions.
I get that many are still unsure while building it out while using this video though.
I think you can use database templates instead of automations in 20 min
Yes, that’s correct. I don’t believe the date set to today was a Notion feature when I created this video. It’s great they keep adding stuff 😁
Appreciate you pointing that out.
You need a Super Like for this one
Unfortunately, TH-cam only allows super likes on live videos at this time. If you want to help support me, I recommend trying out one of my paid CRMs. Will save you countless hours trying to build a CRM yourself. By already watching this video, you'll have a great idea on how to customize to meet your unique needs.
@@OptiOppNotion thank you. I’ll check it out. I def need one.
I have subscribed, 😁
Love to hear it :)
It seems that anyone who knows salesforce logic would be preset to understand Notion.
Once you understand one software, others become much easier to understand. There are many things in common between software tools today such as how to write formulas, automation logic, etc.