12/24/2023 0 Comments Use airtable as crm![]() ![]() You have basic familiarity with Airtable and have an account (a free account will be enough).In order to get the most out of this guide please make sure that: ![]() However, this structure is quite general and you can easily adapt it to your specific needs. ![]() We will build this CRM step-by-step for an hypothetical product/service company selling to B2B clients. Other more standardized offers, like a ecommerce, will have an automatic sales funnel and the CRM will follow the ECommerce development. a consulting project or a media agency engagement). Please note that the process described above is typical for B2B and B2C clients where the service/product proposed needs extensive explanation or discussion (e.g. Sales: If everything goes well the persective customer is happy with the offer and proceeds with signing the contract or purchasing the product.Negotiation: Clarifying, discussing and, if necessary, adjusting the proposal.Proposal: Sending a first commercial proposal to the lead for review and discussion.Depending on the product, it can be more than one session and it can involve more people as well as demo and trials. Demo/Scoping: The perspective customer participates to a meeting or call to know more about a product or service and to share his/her needs and requirements.Contact: The first interaction with the lead, can be inbound/outbound, via email, phone, in-person, web, etc.Easily organize the leads by status and follow up actionsĪ typical sales funnel will have these stages:.Model the stage of the sales funnel the perspective clients are in.Typical sales funnel with 5 stages: contact, demo/scoping, proposal, negotiation, sale What is a Customer Relationship Management (CRM) and why you need oneĪs mentioned at the beginning, in this post we will explain step-by-step how to create a simple CRM (Customer Relationship Management) to: In that case you could still theoretically use AirTable but it’s much safer to use a dedicated accounting software where the integrity of the data is consistently checked and guaranteed. Please note that we recommend AirTable for many day-to-day processes and activities except those related to critical data like accounting, invoices, etc. We also use it internally at Asamby for most of our tasks like: CRM, hours logging, payment tracking, task management, dashboard, …) We will use Airtable since it is a prominent no-code platform which combines a user-friendly database with the ability to add simple business logic. You can think of it as sort of ERP but simpler, cheaper and tailored to your specific company processes. By “operating system” we mean an integrated software tool that captures the most important company data and support its main processes. This is the first of a series of posts where we will show how you can use Airtable to build your company’s “operating system”. This blog post shows how to create a simple CRM on Airtable. The Operating System is the main infrastructure that allows a company to run Using Airtable as a company “operating system” ![]()
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