Airtable Alternative for Sales Team Manager: B2B AI CRM

Airtable Alternative for Sales Team Manager: B2B AI CRM

author
Bika
date
August 14, 2024
date
2 min read

The Need for Automation Tools in Sales Team Management

Sales team managers face numerous challenges in their daily operations. To overcome these, the use of automation tools like B2B AI CRM has become essential. Airtable is often considered as an option, but for those seeking an alternative, Bika.ai's template B2B AI CRM could be the answer.

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Airtable vs Bika.ai: Key Features At a Glance

Airtable is suitable for simple tasks and smaller databases. In contrast, Bika.ai offers more advanced capabilities for complex tasks and larger data volumes.

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 don’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's Research and Design for the Sales Team Manager

Bika.ai's team conducted in-depth research on the Sales Team Manager community. They combined industry knowledge and an understanding of user needs with market practices to create the B2B AI CRM template.

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The Value of Bika.ai's B2B AI CRM Template for Sales Team Managers

The B2B AI CRM template offers significant value to Sales Team Managers. It leads to increased efficiency, saving time and reducing errors. For instance, a Manufacturing Sales Manager can manage the sales process more effectively, forecast sales accurately, and track customer interactions seamlessly. A Financial Marketing Director can build a robust customer relationship network, plan marketing activities precisely, and analyze customer profiles in-depth. Similarly, a Medical Industry Business Development Manager can develop new customers, track sales leads efficiently, manage partner relationships smoothly, and improve the sales conversion rate significantly.

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

The B2B AI CRM template is user-friendly. It automates client management and prompts the writing of visit records every week. This is especially suitable for B2B sales teams targeting enterprise organizations.

How to Switch From Airtable to Bika.ai

Switching from Airtable to Bika.ai is straightforward. First, export your data from Airtable in a CSV or Excel format. Then, sign up for Bika.ai and use its data import tools to transfer your data. Finally, set up your automation templates in Bika.ai to start enjoying the benefits of AI automation immediately.

Encourage readers to embrace this automation template and overcome their specific challenges in their sales team management scenarios.

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This template is designed for cold outreach to influencers, peers, or potential partners. It automates a 14-day email sequence that gradually introduces Bika.ai to your target audience and nurtures engagement. The workflow includes a series of five emails sent on Day 1, Day 2, Day 4, Day 7, and Day 14, with an unsubscribe option in each email. The sequence pauses if the recipient replies or unsubscribes, ensuring that you’re not over-communicating with uninterested prospects. With this template, you can: - Automate cold outreach without the need for manual follow-ups. - Track outreach progress and engagement. - Customize emails to reflect your brand’s voice and offerings. - Reduce manual work by automatically updating the status of email outreach. - Easily manage unsubscribes to maintain a compliant outreach process. 🔖Tip: Please replace the unsubscribe link in your email with the share link to the "Unsubscribe Form" you’ve created.
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Automate and schedule personalized outreach emails over three consecutive days to engage contacts effectively.

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