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Airtable Alternative for Enterprise Executive: B2B AI CRM

Airtable Alternative for Enterprise Executive: B2B AI CRM

author
Bika
date
August 14, 2024
date
2 min read

Enterprise Executives' Need for Automation Tools

Enterprise executives often face numerous challenges in their daily operations. One of the key areas is efficient management of client relationships and sales processes. Automation tools like B2B AI CRM have emerged as potential solutions to these problems. Airtable is typically one of the initial options considered, but Bika.ai's B2B AI CRM template could offer a more effective alternative.

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Airtable vs Bika.ai: Key Features At a Glance

When comparing Airtable and Bika.ai, several significant differences stand out.

FeatureAirtableBika.ai
PricingFree provided, paid plans from $20/user/monthFree provided, paid plans from $9.99/user/month
Platform TypeNo-code databaseNo-code AI automation database
Ease of UseBase structure is geeky for non-tech usersDirectory tree is easy to use and user-friendly for general users
Records per DatabaseUp to 125,000 records per base for Business planUp to 1,500,000 records per database for Team plan
AutomationBasic automation capabilities with limited triggers and actionsAdvanced automation capabilities with extensive triggers and actions
TemplateTemplates don’t include automation capability; no automation publish and shareplenty of plug-and-play AI automated templates with preset content; supports automation publish and share
Storage100 GB of attachments per base800 GB per space
APILimited APIsAPI-first platform making every feature an integration endpoint for automation

How Bika.ai's B2B AI CRM Template Was Developed

Bika.ai's team conducted in-depth research within the Enterprise Executive community. They drew upon industry insights and a profound understanding of user needs, combined with market practices, to design the B2B AI CRM template.

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The Value of Bika.ai's B2B AI CRM Template for Enterprise Executives

Let's take a look at specific scenarios to understand the value this template brings. For instance, a Manufacturing Sales Manager can use it to manage the sales process, forecast sales, track customer interactions, and optimize sales strategies. A Financial Marketing Director can build a customer relationship network, plan marketing activities, analyze customer profiles, and implement personalized marketing. The template offers increased efficiency, saves time, reduces errors, allows for customization, provides convenience, and leads to cost savings.

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How to Use Bika.ai's B2B AI CRM Template for Enterprise Executives

The B2B AI CRM template uses AI automation to manage your clients and prompts you or your sales team to write visit records every week. It's suitable for B2B sales teams targeting enterprise organizations.

  • After installing the template, you'll receive an invitation to join BIKA and a template guide.
  • Explore the People and Organization databases to manage your client information.
  • Use the Visit database to record your sales team's visit records.
  • The automation features will work automatically to send weekly summaries and dispatch daily visit missions.

How to Switch From Airtable to Bika.ai

Switching from Airtable to Bika.ai is a straightforward process:

  1. Export your data from Airtable in a CSV or Excel format.
  2. Sign up for Bika.ai and use its data import tools to transfer your data.
  3. Set up your automation templates in Bika.ai to start experiencing the benefits of AI automation immediately.

In conclusion, for Enterprise Executives seeking a more efficient and effective solution for managing client relationships and sales processes, Bika.ai's B2B AI CRM template presents a compelling alternative to Airtable. It's time to embrace the power of AI-driven automation and take your business to the next level.

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