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Bika.ai vs Airtable: To manage sales team

Bika.ai vs Airtable: To manage sales team

author
Bika
date
August 29, 2024
date
2 min read

Challenges in Managing Sales Team and the Search for Solutions

Managing a sales team comes with its fair share of challenges. How do you ensure effective client management? How do you keep track of sales visits and progress? Many turn to tools like Airtable for assistance. But now, Bika.ai has emerged as a strong contender in this space. The B2B AI CRM template in Bika.ai is designed to address these very challenges. Free Trial

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Airtable vs Bika.ai: Key Features At a Glance

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 donโ€™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

Bika.ai's Research and Adaptation for Sales Team Management

Bika.ai has conducted extensive research and practical feedback on the manage sales team scenario use case. It has adapted its features to meet the specific needs of the relevant audience and market. This ensures that it can significantly improve efficiency and save precious time for sales teams.

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The Value of Automation in Sales Team Management

Automation in managing sales teams can bring a multitude of benefits. It can increase efficiency, save time, reduce errors, offer customization, provide convenience, and result in cost savings. Bika.ai's B2B AI CRM templates are the ideal choice to unlock these advantages. People such as manufacturing sales managers, finance marketing directors, and healthcare business development managers can all benefit from this. Moreover, there are numerous scenarios where this template can be applied, such as optimizing sales strategies and enhancing customer relationship management.

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

The B2B AI CRM template is your ultimate solution for managing clients and tracking sales. It uses AI automation to prompt you or your sales team to write visit records every week. Here's how to make the most of it:

  1. After installing the template, you'll receive an invitation to join BIKA and a template guide.
  2. Explore the People and Organization databases to manage your client information.
  3. Use the Visit database to record your sales team's visit records.
  4. Let the automation features work their magic by sending weekly summaries and dispatching 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 and start reaping the benefits of AI automation immediately.

It's time to embrace the power of Bika.ai and take your sales team management to the next level!

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