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In the world of business, monitoring sales metrics is not just a task; it's a crucial strategy for success. But what kind of challenges do we face when trying to do this effectively? Many turn to Airtable for a solution. However, a new contender, Bika.ai, has emerged and is making waves. The B2B AI CRM template in Bika.ai is here to revolutionize the way we handle these challenges. Free Trial
Airtable is a well-known option for those seeking to manage data and tasks. However, when compared to Bika.ai, the differences become clear.
| 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 has conducted in-depth research and gathered practical feedback on the monitor sales metrics scenario use case. This has allowed them to fine-tune their platform to meet the specific needs of the relevant audience and market. The result? A solution that boosts efficiency and saves precious time.
Automating the monitoring of sales metrics can bring a plethora of benefits to team collaboration. Bika.ai's B2B AI CRM templates stand out as the ideal choice for addressing these challenges. The advantages include increased efficiency, significant time savings, reduced errors, customizable options, convenience, and cost savings. Professionals such as manufacturing sales managers, finance marketing directors, and healthcare business development managers can all reap the rewards. Moreover, there are numerous scenarios where this template can be applied, and the potential value it can bring to a team is immense. The use cases for which it can be applied include monitor sales metrics.
The B2B AI CRM template from Bika.ai is a game-changer. It uses AI automation to manage your clients and prompts you or your sales team to write visit records every week, making it perfect for B2B sales teams targeting enterprise organizations.
After installing the template, you'll receive an invitation to join BIKA along with a helpful template guide. Explore the People and Organization databases to manage your client information effectively. Use the Visit database to keep a close eye on your sales team's visit records. The automation features will take care of sending weekly summaries to the sales manager and dispatching daily visit missions to the sales team, ensuring everything runs smoothly.
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 intuitive data import tools to transfer your precious data. Finally, set up your automation templates in Bika.ai and start experiencing the seamless benefits of AI-driven automation without delay.
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