TL;DR
Airtable Basics - Simple CRM Overview
Objective:
To set up a basic prospect and customer relationship management tool (CRM) in Airtable for effective organization and tracking of deals, organizations, contacts, and interactions.
Key Steps:
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Opportunities Tab:
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Enter deal information such as opportunity name, status, priority, owner, account, estimated value, and primary contact.
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Utilize the expand button to view individual opportunities in a cleaner form.
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Accounts Tab:
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Input organization details like name, industry, size, company website, LinkedIn, and associated contacts.
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Use the expand feature to view all information in a visually appealing way.
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Contacts Tab:
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Add details of individuals at organizations, including their names, roles, contact information, and association with specific accounts.
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Interactions Tab:
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Record high-touch interactions with contacts and organizations for reference and follow-up.
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View Options:
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Explore different views like group by owner or sales pipeline (Kanban view) for better data visualization.
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Use views to understand salesperson workload and track opportunity stages effectively.
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Cautionary Notes:
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Ensure consistent data entry across all tabs to maintain accurate and reliable information.
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Double-check linked records to ensure proper connections between opportunities, accounts, contacts, and interactions.
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Avoid deleting records without confirmation, as it may disrupt data integrity.
Tips for Efficiency:
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Customize views to suit your team's workflow and preferences.
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Regularly update information to keep the CRM tool current and relevant.
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Utilize drag-and-drop features in Kanban views for easy opportunity stage tracking.
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Train team members on data entry standards and best practices for effective CRM usage.