💡 Why You Should Use B2B AI Customer Management

This template is the ultimate solution for managing clients and tracking sales. It leverages AI automation features to prompt weekly visit record submissions, 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 optimize sales strategies, manage client relationships, and enhance overall sales performance.

👉 How the Template Works

The B2B AI Customer Management template consists of the following components:

• Contacts: Records contact information, positions, departments, etc., of contacts within client companies.
• Companies: Stores basic information about client companies, such as company name, size, address, and lead source.
• Visit Records: Tracks sales personnel's visit records to client companies.
• My Clients: Each salesperson can only view their own client information through this mirror for data isolation.
• My Visit: Each salesperson can only see their own visits for data isolation.
• Auto Send Sales Weekly Report: Automatically compiles the sales team's visit records each week, generating detailed sales reports that are accurately sent to the sales manager to promptly identify potential issues and adjust strategies.
• Daily Sales Mission Dispatch: Automatically assigns visit tasks to sales teams daily based on client resources, sales strategies, and team members' workloads.

🎯 Steps to Use

1. After installing the template, you will receive an invitation to join Bika.ai along with a template guide.
2. Fill in the information based on contacts and client companies to manage your client details.
3. Use visit records to manage your sales team's visit logs.
4. Go to the Space Station settings and configure the sales members.
5. Configure automation. Go to the page for generating the "Auto Send Sales Weekly Report" automation task, click on the "OpenAI - Generate Text" executor, and add your OpenAI API key. For detailed steps, refer to the Help Documentation. Manually enter the OpenAI API key or select an existing integration within the Space Station.
   • After configuration, click "Save."
6. Once automation is enabled, it will automatically run, sending weekly summaries and assigning daily visit tasks.

👉 Suitable Users

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

• Sales Manager
• Marketing Director
• Business Development Manager
• Customer Relationship Management Specialist
• Corporate Executive

⭐ Key Features of This Template

• Comprehensive Client Management: Manage contact details and basic information of clients and their companies.
• Efficient Sales Tracking: Track sales visits and analyze progress.
• Automated Reporting and Task Assignment: Save time and effort by automatically generating weekly summaries and assigning daily visit tasks.

🔧 Frequently Asked Questions

1. How do I use the Contacts and Client Companies tables? You can access these data tables within the B2B AI Customer Management 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 is important to strive to fulfill your responsibilities to ensure the effectiveness of the CRM system.

3. Can I customize the automation features to better meet my team's needs? The basic functions of the automation features are preset, but you can adjust some parameters within the given options to better suit your team's workflow.