Why Notion
PreSales INSIGHT is built and managed using Notion for content management and Bullet for web publishing. I’m frequently asked why I chose Notion, so I wanted to share a few reason:
Ease of Use
- Notion makes it simple to collect, write, and publish content
- It provides numerous ways to collect information and transform it into useful content
- It’s easy to write in Notion thanks to its command-line interface and Markdown support
- Publishing is simple—you can format any content into pages, databases, charts, lists, and more
- The platform offers flexible content creation with multiple formats including pages, cards, calendars, and databases
- Sharing information is straightforward—any page can be published online with just a click
Notion for PreSales Professionals
Notion is easy to learn and use! I find it a powerful, approachable, and affordable platform for managing automation and content. It lets me create reusable templates that you can copy and use. Creating a template is as simple as building a document in Google Docs or Microsoft Word, with no coding required. Notion also enables me to incorporate automation while building lists (databases), charts, and other common design elements.
While Notion may not be the absolute best design solution, it's certainly the easiest and most affordable platform to use to get things done. The free plan offers extensive functionality without requiring an upgrade—making it easy to start with and grow into additional capabilities as needed.
Perfection is the Death of Content
I’m not trying to reinvent the wheel or create pixel-perfect content. My focus is delivering focused content to presales professionals. While I want my content and site to look good, I don’t want to spend my time and energy on design details.
Notion’s minimalist interface suits my style and helps me focus on the content rather than getting distracted by unnecessary elements.
Content creation is the most challenging task, but Notion lets me start with a simple blank page and add exactly what I need—text, lists, tables, and more. I can enhance content with headers, formatting, charts, kanban boards, and gallery views. Best of all, I can easily collect and organize large amounts of data without having to master complex database concepts.
Built-In AI
I am a fan of using AI to augment content rather than build from scratch. AI is especially useful when working with large lists—I can create a single prompt that cascades through tables and databases. This saves me significant time and effort.
Technical Reasons for Using Notion
Notion offers powerful content management capabilities which make it an excellent choice for anyone who needs easy to use, yet quietly powerful platform.
The All-in-One Plaform
- Seamlessly combine documents, databases, and collaboration tools in one platform
- Flexible organization with pages, subpages, and nested content
- Custom workflows and templates for consistent content creation
Content Creation & Management
- Rich text editor with support for multimedia content
- Version history and collaborative editing features
- Powerful database features for content organization
Why Notion for PreSales
It's not enough that Notion is a great platform—it also needs to be useful and impactful for the role and responsibilities of a presales professional. Here are some ways Notion can save you time.
- Streamlined Demo Environment Management: Create and organize demo environments, scenarios, and scripts in a centralized location
- Efficient RFP Response Management: Build and maintain a searchable knowledge base of RFP responses and technical documentation
- Collaborative Solution Design: Work seamlessly with sales teams and technical experts on solution architectures and proposals
- Customer Meeting Management: Track discovery notes, action items, and follow-ups in an organized, easily accessible format
- Resource Library: Maintain a personal library of technical resources, competitive information, and best practices
- Project Tracking: Monitor multiple opportunities and POCs simultaneously with customizable views and status tracking
- Manage Proof of Concepts: Create templates for your PoC process with action items, charts, and automated team progress tracking
These features make Notion a versatile and powerful platform that grows with your needs. It offers the perfect balance of power & simplicity for presales tasks without overwhelming you with technical complexity or high costs. Its easy to start and then grow with its capabilities while allowing you to stay focused on your customers.