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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:

  1. Opportunities Tab:

    • Enter deal information such as opportunity name, status, priority, owner, account, estimated value, and primary contact.

    • Utilize the expand button to view individual opportunities in a cleaner form.

  2. Accounts Tab:

    • Input organization details like name, industry, size, company website, LinkedIn, and associated contacts.

    • Use the expand feature to view all information in a visually appealing way.

  3. Contacts Tab:

    • Add details of individuals at organizations, including their names, roles, contact information, and association with specific accounts.

  4. Interactions Tab:

    • Record high-touch interactions with contacts and organizations for reference and follow-up.

  5. View Options:

    • Explore different views like group by owner or sales pipeline (Kanban view) for better data visualization.

    • Use views to understand salesperson workload and track opportunity stages effectively.

 

Cautionary Notes:

  • Ensure consistent data entry across all tabs to maintain accurate and reliable information.

  • Double-check linked records to ensure proper connections between opportunities, accounts, contacts, and interactions.

  • Avoid deleting records without confirmation, as it may disrupt data integrity.

 

Tips for Efficiency:

  • Customize views to suit your team's workflow and preferences.

  • Regularly update information to keep the CRM tool current and relevant.

  • Utilize drag-and-drop features in Kanban views for easy opportunity stage tracking.

  • Train team members on data entry standards and best practices for effective CRM usage.