B2B AI CRM

💡 Why you should use B2B AI CRM

This template is your ultimate solution for managing clients and tracking sales. It uses AI automation to ensure you or your sales team stay on top of things by prompting the writing of visit records every week. It's specifically designed for B2B sales teams targeting enterprise organizations, helping you optimize your sales strategies, manage customer relationships, and improve overall sales performance.

👉 How the template works

The B2B AI CRM template consists of several components:

• People Database: Records contact information, positions, departments, etc. of the contact persons in the customer enterprise.
• Organization Database: Stores the basic information of the customer enterprise, such as the company name, scale, address, and lead source.
• Visit Database: Keeps track of the visit records of the salesperson to the customer enterprise.
• Automation Features: Includes an automation to send a weekly summary of the sales team's visit records to the sales manager and another to dispatch daily visit missions to the sales team.

🎯 How to use

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.

👉 Who should use this template

This template is ideal for a wide range of professionals, including:

• Manufacturing Sales Manager
• Finance Marketing Director
• Healthcare Business Development Manager
• IT Sales Manager
• Retail Regional Sales Manager
• Real Estate Sales Director
• Education Marketing Operations Specialist
• Transportation & Logistics Sales Manager
• Government Procurement Officer
• Energy Business Development Specialist
• Hospitality Marketing Manager
• Construction Marketing Manager
• Agriculture Sales Manager
• Food & Beverage Sales Specialist
• Chemical Industry Sales Director
• Media & Entertainment Sales Manager
• Automotive Market Development Specialist
• Telecommunications Marketing Director
• Medical Devices Sales Manager
• Advertising & Marketing Sales Manager
• SaaS Sales
• Telesales
• SDR
• Sales Manager
• Enterprise Executive
• SMB Owner
• Startup Founder
• Sales Team Manager
• Marketing Manager
• Business Development Manager
• Customer Relationship Management Specialist
• Marketing Analyst

⭐ Key Features of This Template

• Comprehensive Client Management: Manage the contact details and basic information of clients and their enterprises.
• Efficient Sales Tracking: Keep track of sales visits and analyze the progress.
• Automated Reporting and Task Dispatch: Save time and effort with automatic weekly summaries and daily visit mission dispatches.

🔧 Frequently Asked Questions

1. How do I access and use the People and Organization databases? You can access these databases within the B2B AI CRM template. They are designed to help you manage and organize client information efficiently.
2. What if I miss a daily visit mission or forget to submit a visit record? The template is designed to remind you of these tasks. However, it's important to try to stay on top of your responsibilities to ensure the effectiveness of the CRM system.
3. Can I customize the automation features to better suit my team's needs? The basic functionality of the automation features is set, but you can adjust some parameters within the given options to better align with your team's workflow.