![]() Interested in learning about how Airtable compares against ? Read our head-to-head comparison between Airtable versus. If your business has a unique sales process requiring distinct stages, we recommend customizing the premade templates or starting from scratch. Below are some examples of stages in a sales process to consider:Īs previously mentioned, you can use a premade Airtable CRM template with predetermined sales stages-however, the template’s sales stages are somewhat generic. Your sales pipeline stages may vary depending on how your leads are acquired, your industry, and your organization’s operational flow from warm lead to a closed deal. ![]() The same goes for using Airtable as a CRM, so determine what the sales process looks like for your business before setting it up. Within any CRM software platform, the features for managing sales opportunities include monitoring where leads, prospects, and deals are in the sales process. ![]() Although you don’t have to compile this data into a spreadsheet, it will be significantly easier to import your data to Airtable in step three instead of manually entering each record. Once you know what customer and prospect data you want to collect, gather your email lists, contacts, social media, websites, and other sources so they are ready for migration into Airtable. Below are some common data field categories to use: For this step, consider the types of sales-related data you want to store in Airtable. A sample of Airtable’s marketing campaign template (Source: Airtable)īefore using Airtable as CRM software, have your lists ready with contact information for current opportunities and accounts, including leads, prospects, and customers.
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