Use this template to identify and prioritize what you want in your CRM tool.
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Once you complete the template, use it! You are free to modify the many existing Airtable CRM examples already built. I highly encourage you to do so first.
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I worked for over 20 years as a Sales Manager in a 20 billion dollar company. I know the pitfalls to avoid when building a working CRM tool. You want a CRM that you or your sales team will use. Its critical that a tool actually benefits your sales team. Dont assume that the more you spend on a CRM the more your sales team will use it. Its just not the case.
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Your process should be basic:
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Import contacts (Customers)
Add new contacts (Prospects)
Log interactions related to those contacts (Calls, emails, visits)
Have a plan for the next interaction (Opportunities)
Plan and coach for improvement using a simple tool (Weekly coaching call around logged interactions)
Measure the success or shortfall of your team
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Most CRM tools become a "check the box". Don't make the mistake of "bloating" a simple process. If you have not heard the term "feature creep" please schedule a free phone call with me. You will thank me and we can both be on our way.
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If you need help designing an easy, low cost, effective CRM in Airtable schedule a one on one Zoom with me. The cost is $100 and depending on how much fun we are having I set aside at least one hour.