Airtable Alternative for Marketing Manager: B2B AI CRM

Bika

August 14, 2024

2 min read

The Need for Automation Tools in the Marketing Manager's Office

Marketing managers often face a multitude of challenges in their day-to-day operations. One of the key areas is the management and organization of client data, tracking sales progress, and ensuring efficient communication within the sales team. Automation tools have become essential to streamline these processes and increase productivity. Airtable is a commonly considered option, but for those seeking an alternative, Bika.ai's B2B AI CRM template might be the answer.

vs-airtable

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's Research and Design for the Marketing Manager Community

Bika.ai's team conducted in-depth research within the marketing manager community. They analyzed industry trends and delved into user needs to create the B2B AI CRM template. This template isn't just a random creation; it's a result of combining market practices and a profound understanding of the challenges faced by marketing managers.

banner-en

The Value of Bika.ai for Marketing Managers in Real-Life Scenarios

Let's take a look at how Bika.ai's B2B AI CRM template adds value for marketing managers in various industries and scenarios. For instance, a Manufacturing Sales Manager can manage the sales process, forecast sales, and track customer interactions more effectively. A Financial Marketing Director can build a comprehensive customer relationship network, plan marketing activities precisely, and analyze customer profiles in depth. In the medical industry, a Business Development Manager can develop new customers, track sales leads, manage partner relationships, and improve the sales conversion rate. The list goes on, covering IT, retail, real estate, education, transportation, government, energy, hotel, construction, agriculture, food and beverage, and chemical industries.

architecture-all-en

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

The B2B AI CRM template works seamlessly for marketing managers. It uses AI automation to manage clients and prompts the sales team to write visit records every week, making it suitable for B2B sales teams targeting enterprise organizations. Here's how to get started:

After installing the template, you'll receive an invitation to join BIKA and a template guide.
Explore the People and Organization databases to manage your client information.
Use the Visit database to record your sales team's visit records.
Let the automation features do the heavy lifting by sending weekly summaries and dispatching daily visit missions.

How to Switch From Airtable to Bika.ai

Switching from Airtable to Bika.ai is a straightforward 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 and start reaping the benefits of AI automation right away.

It's time for marketing managers to embrace the power of Bika.ai and revolutionize their workflow. Say goodbye to inefficiencies and hello to a more productive and successful future.

Recommend Reading

Recommend AI Automation Templates

Send Emails in Bulk (Tag Triggered)

Super simple and easy-to-use bulk email sending feature. An intuitive data table to input email addresses or collect them through forms, trigger bulk sending based on tag changes, and view open rates and reply rates.

Simple Applicant Tracker

An adaptable applicant tracking system suitable for small to medium HR teams. Manage recruitment processes, candidate information, set up internal hiring programs effortlessly, and easily track candidate statuses.

A Simple & Powerful CRM

A Simple & Powerful CRM offers essential resources for managing customer relationships effectively. Whether you're starting out or optimizing existing processes, this CRM toolkit provides valuable insights and support to enhance your business operations.

Slack Channel Scheduled Notifications

This template is used to set up scheduled reminders in a Slack channel to ensure team members complete tasks on time, attend meetings, and get key updates. Through pre-set automated reminders, the team can regularly receive important notifications, reducing omissions and the burden of manual reminders, thus improving overall collaboration efficiency.

Stakeholder Analysis

Team interaction is the key to propelling projects forward, the bond that maintains alignment among project teams, and the link that facilitates strategic planning. Even seasoned project managers find the complexity of project management increasing as the number of team members and key stakeholders expands.

Stock Trend News Roundup