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.
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.
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.
Contacts Tab:
Add details of individuals at organizations, including their names, roles, contact information, and association with specific accounts.
Interactions Tab:
Record high-touch interactions with contacts and organizations for reference and follow-up.
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.
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.
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.