Airtable Alternative for SaaS Sales: B2B AI CRM

Airtable Alternative for SaaS Sales: B2B AI CRM

author
Bika
date
August 14, 2024
date
2 min read

SaaS Sales Automation Challenges and the Need for Better Tools

In the fast-paced world of SaaS sales, teams often face numerous challenges that can hamper productivity and growth. Automation tools have emerged as essential solutions to address these hurdles. However, finding the right one can be a perplexing task. Airtable is frequently considered, but for those seeking a more effective alternative, Bika.ai's B2B AI CRM template might just be the answer.

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Airtable vs Bika.ai: Key Features At a Glance

Let's take a closer look at how Airtable and Bika.ai stack up against each other in terms of key features:

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: Tailored for SaaS Sales

Bika.ai's team has conducted in-depth research within the SaaS Sales community. Their findings, combined with an understanding of industry best practices and user needs, have led to the creation of the B2B AI CRM template.

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The Value of Bika.ai in SaaS Sales Scenarios

The B2B AI CRM template offers significant value to SaaS sales professionals. Consider the Manufacturing Sales Manager who can manage the sales process, forecast sales, and track customer interactions with ease. Or the Financial Marketing Director who can build a customer relationship network, plan marketing activities, and analyze customer profiles. The template is a game-changer for various roles, including the Medical Industry Business Development Manager, IT Sales Supervisor, and many more.

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

Bika.ai's B2B AI CRM template is designed to manage your clients and prompt your sales team to write visit records every week. It's a straightforward process:

  1. After installing the template, you'll receive an invitation to join BIKA and a template guide.
  2. Explore the People and Organization databases to manage your client information.
  3. Use the Visit database to record your sales team's visit records.
  4. The automation features will work automatically to send weekly summaries and dispatch daily visit missions.

Switching from Airtable to Bika.ai

Switching from Airtable to Bika.ai is a breeze:

  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 take your SaaS sales to the next level. Don't let outdated tools hold you back. Make the switch and experience the difference!

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