Airtable Alternative for Energy Business Development Specialist: B2B AI CRM

Bika

August 14, 2024

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.

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Airtable vs Bika.ai: Key Features At a Glance

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

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 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.

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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.

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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:

Export your data from Airtable in a CSV or Excel format.
Sign up for Bika.ai and use its data import tools to transfer your data.
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!

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