Airtable Alternative for Customer Relationship Management Specialist: B2B AI CRM

Bika

August 14, 2024

2 min read

Automation Tools for Customer Relationship Management Specialists

Customer Relationship Management Specialists often encounter various challenges in their daily work. To overcome these hurdles, the use of automation tools is becoming increasingly necessary. One such tool that has gained popularity is Airtable. However, if you're seeking an alternative, Bika.ai's B2B AI CRM template might be the answer.

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Airtable vs Bika.ai: Key Features At a Glance

When comparing Airtable and Bika.ai, several differences become apparent.

Feature	Airtable	Bika.ai
Pricing	Free provided, paid plans from $20/user/month	Free provided, paid plans from $9.99/user/month
Platform Type	No-code database	No-code AI automation database
Ease of Use	Base structure is geeky for non-tech users	Directory tree is easy to use and user-friendly for general users
Records per Database	Up to 125,000 records per base for Business plan	Up to 1,500,000 records per database for Team plan
Automation	Basic automation capabilities with limited triggers and actions	Advanced automation capabilities with extensive triggers and actions
Template	Templates don’t include automation capability; no automation publish and share	plenty of plug-and-play AI automated templates with preset content; supports automation publish and share
Storage	100 GB of attachments per base	800 GB per space
API	Limited APIs	API-first platform making every feature an integration endpoint for automation

Bika.ai clearly has several advantages over Airtable.

Bika.ai's Design Based on Customer Relationship Management Specialist Needs

Bika.ai's team conducted in-depth research on the Customer Relationship Management Specialist community. They designed the B2B AI CRM template by leveraging industry knowledge and understanding user requirements. This template is not only based on market practices but also tailored to the specific needs of this professional group.

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The Value of Bika.ai for Customer Relationship Management Specialists

The B2B AI CRM template offers significant value to Customer Relationship Management Specialists. It leads to increased efficiency, allowing for better management of the sales process. Time is saved by automating tasks such as sending weekly summaries and dispatching daily visit missions. Error reduction is achieved through streamlined processes and accurate data tracking. Customization options enable the template to fit specific business needs. Convenience is enhanced with an intuitive interface and easy data management. Cost savings are realized through efficient use of resources and cost-effective pricing.

Let's take some real-life scenarios as examples. For a Manufacturing Sales Manager, this template helps manage the sales process, forecast sales, track customer interactions, and optimize sales strategies. A Financial Marketing Director can build a customer relationship network, plan marketing activities, analyze customer profiles, and implement personalized marketing.

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How to Use Bika.ai's B2B AI CRM Template

The B2B AI CRM template is designed to be user-friendly. It automates the management of your clients and prompts you or your sales team to write visit records every week. It is suitable for B2B sales teams targeting enterprise organizations.

Switching from Airtable to Bika.ai

Switching from Airtable to Bika.ai is a straightforward process. First, export your data from Airtable in a CSV or Excel format. Then, sign up for Bika.ai and use its data import tools to transfer your data. Finally, set up your automation templates in Bika.ai to start reaping the benefits of AI automation.

We encourage you to embrace this automation template and solve the challenges you face in your specific scenarios.

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