Bika
TemplateHelpPricingBlogCommunity
Contact Us
Airtable Alternative for Energy Business Development Specialist: B2B AI CRM

Airtable Alternative for Energy Business Development Specialist: B2B AI CRM

author
Bika
date
August 14, 2024
date
2 min read

Energy Business Development Specialists Need Automation Tools

Energy business development specialists often face numerous challenges in their daily work. Managing client information, tracking sales progress, and coordinating various tasks can be overwhelming. Automation tools like B2B AI CRM can be a game-changer. Airtable has been a popular choice, but now, Bika.ai's template offers a compelling alternative.

vs-airtable

Airtable vs Bika.ai: Key Features At a Glance

When comparing Airtable and Bika.ai, several key differences emerge.

FeatureAirtableBika.ai
PricingFree provided, paid plans from $20/user/monthFree provided, paid plans from $9.99/user/month
Platform TypeNo-code databaseNo-code AI automation database
Ease of UseBase structure is geeky for non-tech usersDirectory tree is easy to use and user-friendly for general users
Records per DatabaseUp to 125,000 records per base for Business planUp to 1,500,000 records per database for Team plan
AutomationBasic automation capabilities with limited triggers and actionsAdvanced automation capabilities with extensive triggers and actions
TemplateTemplates donโ€™t include automation capability; no automation publish and sharePlenty of plug-and-play AI automated templates with preset content; supports automation publish and share
Storage100 GB of attachments per base800 GB per space
APILimited APIsAPI-first platform making every feature an integration endpoint for automation

Bika.ai clearly stands out with its advanced capabilities and user-friendly design.

Bika.ai's Research and Design for Energy Specialists

Bika.ai's team conducted in-depth research into the energy business development specialist community. They understood the industry's nuances and user needs, drawing from market practices to create the B2B AI CRM template.

banner-en

The Value of Bika.ai for Energy Specialists

For energy business development specialists, Bika.ai offers numerous benefits. It leads to increased efficiency, allowing you to manage clients more effectively and track sales progress with ease. Time is saved as automation takes care of repetitive tasks. Error reduction is achieved through streamlined processes. Customization options ensure the template fits your specific needs. Convenience is at the forefront, and cost savings are significant compared to other solutions.

architecture-all-en

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

The B2B AI CRM template is designed to be intuitive. It prompts you or your sales team to write visit records every week, suitable for B2B sales teams targeting enterprise organizations. Here's how it works:

  • People Database: Records contact information, positions, departments, etc. of the contact persons in the customer enterprise.
  • Organization Database: Stores the basic information of the customer enterprise, such as the company name, scale, address, and lead source.
  • Visit Database: Keeps track of the visit records of the salesperson to the customer enterprise.
  • Automation Features: Includes an automation to send a weekly summary of the sales team's visit records to the sales manager and another to dispatch daily visit missions to the sales team.

How to Switch from Airtable to Bika.ai

Switching from Airtable to Bika.ai is straightforward. Here's the process:

  1. Export your data from Airtable in a CSV or Excel format.
  2. Sign up for Bika.ai and use its data import tools to transfer your data.
  3. Set up your automation templates in Bika.ai to start reaping the benefits of AI automation immediately.

It's time to embrace the power of Bika.ai and transform your energy business development processes!

bika cta

Recommend Reading

Recommend AI Automation Templates

Weekly meeting reminder (WeCom)
Set reminders to be sent to team IM or email prior to the start of meetings based on pre-set times, including details of time, location, and agenda, ensuring timely and smooth participation in weekly meetings.
AI Create X Tweets Automatically
This template is an efficient tool for social media operators that enables AI Create X Tweets Automatically. Through deep links with Open AI, templates can automatically generate engaging copy based on the prompt words and images you provide, making your tweets more engaging and creative. At the same time, it can also read the pre-prepared tweet data in the data sheet, according to the set time and frequency of automatic release, effectively improve social media exposure, increase fan interaction, help you easily manage social media accounts, enhance influence.
YouTube Publishing Process Automation
Streamline your content publishing process by auto-publishing videos to YouTube and storing their URLs for easy access and sharing.

Coming soon

Auto Email for New YouTube Videos
Automatically notify subscribers via email about new YouTube video releases, enhancing viewer retention.

Coming soon

YouTube to Facebook Sharing
Automatically cross-post new YouTube videos to Facebook to maximize reach and viewer engagement.

Coming soon

YouTube to LinkedIn Sharing
Automatically cross-post new YouTube videos to Linkedin to maximize reach and viewer engagement.

Coming soon