In fact, if you have specific requirements for how you want your CRM set up due to particular information about a lead or customer you want to be stored, or you have a unique sales process that needs to be used when monitoring opportunities, we recommend creating your Airtable CRM process from scratch instead, which we will cover beginning at step three.Īirtable premade CRM template (Source: Airtable) 2. However, you don’t have to use a premade template to still use Airtable as a CRM. The premade templates are best for businesses with simple or generic sales processes as they speed up many of the following steps. The Airtable sales CRM template has data fields for sales stages, opportunity names, and accounts, as well as page tabs to move from opportunities, interactions, accounts, and contact information.
Review Airtable’s Premade Templatesīefore starting, it’s important to note that Airtable offers premade templates for a multitude of purposes. Here is how you can use Airtable as a customer relationship manager (CRM) in five easy steps: 1. By gathering sales information, determining your sales process, and formatting your database properly, Airtable can be a cost-effective alternative to CRM software. While Airtable is not a CRM, it does have similar data organization capabilities, giving it the ability to be used as a CRM. Airtable is a popular data organizing and team collaboration tool that helps businesses organize information, manage operations, and keep track of projects.
0 kommentar(er)
