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.