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Telesales teams often face numerous challenges that can be effectively addressed through the use of automation tools. One of the common problems is the management of client information and the tracking of sales activities. This is where solutions like B2B AI CRM come into play. While Zapier has been a popular choice for many, there's now a worthy alternative in the form of Bika.ai's template.
Let's take a look at how Zapier and Bika.ai stack up against each other in terms of key features:
| Feature | Zapier | Bika.ai |
|---|---|---|
| Pricing | Automation starts at $19.99/month + Database starts at $20/month | Starts at $9.99/month per seat |
| Automation per Month | Starts at 750 tasks/month | Starts at 30,000 runs/month |
| Database Integration | Database separates from automation, additional cost | Integrated visual database with automation |
| Maximum Records | 500,000 records for the highest plan | 1,500,000 records for the highest plan |
| Tables Offered | Up to 50 tables in the highest plan | Unlimited tables |
| Templates | Templates without pre-filled content | Plug-and-play templates with pre-filled content and detailed guides |
| Customization | Limited by app connections and plan limits | Extensive customization with API-first design |
| Integration | Over 6,000 apps | Over 6,000 apps through integrations with Zapier, Make, Pabbly, and others |
| Data Handling | Limited field types and views | 38 field types and 13 node resources |
| Proactive Automation | None | Proactive AI that manages and schedules tasks |
It's clear that Bika.ai offers significant advantages over Zapier in several crucial areas.
Bika.ai's team conducted in-depth research into the Telesales community. They analyzed the industry trends and deeply understood the specific needs of users. Based on this research and combined with practical market experiences, they crafted the B2B AI CRM template.
Let's consider some real-life scenarios to understand the value that Bika.ai brings to Telesales. For instance, a Manufacturing Sales Manager can use the template to manage the sales process, forecast sales, track customer interactions, and optimize sales strategies. A Financial Marketing Director can build a customer relationship network, plan marketing activities, analyze customer profiles, and implement personalized marketing. The list goes on, covering various roles such as the Medical Industry Business Development Manager, IT Sales Supervisor, and more.
The B2B AI CRM template works through several components. It includes a People Database for recording contact information, an Organization Database for storing company details, a Visit Database for tracking visits, and automation features that send weekly summaries and daily visit missions.
Switching from Zapier to Bika.ai is a straightforward process. First, assess your existing workflows in Zapier and determine how they can be replicated or enhanced in Bika.ai. Then, register for Bika.ai and explore its template library. Finally, export your data from Zapier Tables in a suitable format and import it to Bika.ai to start benefiting from its powerful features.
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