B2B AI CRM

💡 Why You Should Use B2B AI CRM

This template is the ultimate solution for managing your clients and tracking sales. It leverages AI automation to prompt weekly visit record entries, ensuring that you or your sales team always stay on top of things. Designed specifically for B2B sales teams targeting enterprise organizations, this template helps you optimize sales strategies, manage client relationships, and enhance overall sales performance.

👉 How the Template Works

The B2B AI CRM template consists of the following components:

• Contacts: Record contact information, positions, departments, and more for individuals within client companies.
• Companies: Store basic information about client companies, such as company name, size, address, and lead source.
• Visit Records: Track sales team visits to client companies.
• My Clients: Each salesperson can only view their own client information through this mirrored view, ensuring data isolation.
• My Visit Records: Each salesperson can only view their own visit records through this mirrored view, ensuring data isolation.
• Automatic Weekly Sales Reports: Automatically summarize the sales team's visit records each week, generate detailed sales reports, and send them to the sales manager to promptly identify potential issues and adjust strategies.
• Daily Sales Task Assignment: Automatically assign daily client visit tasks to the sales team based on client resources, sales strategies, and team members' workloads.

🎯 How to Use

1. After installing the template, you will receive an invitation to join Bika.ai and a template guide.
2. Fill in the information under Contacts and Client Companies to manage your client information.
3. Use Visit Records to manage your sales team's visit records.
4. Go to Space Station Settings and configure sales members.
5. Enable automation features to automatically run, send weekly summaries, and assign daily visit tasks.

👉 Suitable Users

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

• Manufacturing Sales Managers
• Financial Marketing Directors
• Healthcare Business Development Managers
• IT Sales Managers
• Retail Regional Sales Managers
• Real Estate Sales Directors
• Education Marketing Operations Specialists
• Transportation & Logistics Sales Managers
• Government Procurement Officers
• Energy Business Development Specialists
• Hotel Marketing Managers
• Construction Marketing Managers
• Agriculture Sales Managers
• Food & Beverage Sales Specialists
• Chemical Industry Sales Directors
• Media & Entertainment Sales Managers
• Automotive Market Development Specialists
• Telecommunications Marketing Directors
• Medical Device Sales Managers
• Advertising & Marketing Sales Managers
• SaaS Sales
• Telemarketing
• Sales Development Representatives (SDRs)
• Sales Managers
• Corporate Executives
• Small & Medium Business Owners
• Startup Founders
• Sales Team Managers
• Marketing Managers
• Business Development Managers
• Customer Relationship Management Specialists
• Marketing Analysts

⭐ Key Features of This Template

• Comprehensive Client Management: Manage contact details and basic information for clients and their companies.
• Efficient Sales Tracking: Track sales visits and analyze progress.
• Automated Reporting & Task Assignment: Save time and effort with automated weekly summaries and daily visit task assignments.

🔧 Frequently Asked Questions

1. How do I use the Contacts and Client Companies tables?

   You can access these data tables within the B2B AI CRM template. They are designed to help you efficiently manage and organize client information.

2. What if I miss a daily visit task or forget to submit a visit record?

   The template will remind you of these tasks. It's important to fulfill 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 pre-set, but you can adjust some parameters within the given options to better fit your team's workflow.