Let Airtable do the heavy lifting for you. Marketing campaigns such as email, social media, Google AdWords, and Facebook, often require tons of planning and many tasks in order to be run successfully. Not only can you use Airtable to track and store your important sales information, but you can beautifully and visually see where you are in your sales pipeline and what next steps need to be taken in order to close your opportunity into a sale. Another great simplified Sales Pipeline can be found here. By using the Kanban and List views you can easily analyze and assign tasks based on where your opportunities fall in your sales process. To see a great example of this check out this template. With Airtable you are able to track and customize all your information in one place such as contacts, accounts, opportunities, and more, and then by linking tables and utilizing specific views, you can access needed information quickly and see your all your data in one place. ![]() Airtable is a great tool for this because all data based in airtable is relational. The first big use-case for using Airtable in Sales & Marketing is using the tool to track your Sales Pipelines. ![]() The Best Sales & Marketing Use-case Examples for Airtable Using Airtable to Track Your Sales Pipeline Within this guide, you will find multiple examples, templates, and use cases on how Airtable can help accelerate and grow your business. When created to fit your needs, you can save hundreds of hours of time wasted on trivial tasks and focus your team more on what you do best. From managing sales opportunities, storing your CRM, tracking your competitors, and bringing your team together with one tool, the possibilities are endless. There are numerous use cases for using Airtable to accompany Sales and Marketing. Airtable can transform your data to be organized just the way you need it to be. The beauty of the tool is in the unlimited number of ways you can manipulate your bases to work for you by adjusting things like your views and playing around with automation. However, the tool is so much more than that. How do you use Airtable for Sales & Marketing?Īt first glance, Airtable may look like just another spreadsheet. In our “Use-case Examples” section you’ll find some great options of how Airtable can work for you. Many in Sales and Marketing are already using the platform to track sales pipelines, as a CRM, or to track marketing campaigns. ![]() Part database, part spreadsheet, Airtable is an excellent option for organizing your data and managing your workflows because of its extreme flexibility and customization options. This extended free trial (6 months to 24 months) is meant to give students an opportunity to experiment with and use the powerful features and increased limits that come with a typical Airtable Team license.What is Airtable? What does it have to do with Sales & Marketing?Īirtable is a powerful database tool that is becoming a popular option for professionals in the Sales and Marketing industry. ![]() Student plansĪny student with a current school-issued email address can gain access to our student Team plan. If your team is interested in Business or Enterprise pricing, please contact our sales team. These plans are intended for medium to large companies looking to maximize their value of Airtable with access to a suite of features that allow for increased security, permission granularity, organizational management, and more. These plans have access to all of the Team features highlighted above and more. On Team plan workspaces, users can choose to give their base and view share links additional layers of security by restricting access with a password or restricting access by email domain.Īnyone that wants to view the contents of a password-protected share link will need both the randomly generated URL and the password.Īnyone that wants to view the contents of an email domain-restricted share link will need both the randomly generated URL and to be logged into an Airtable account using an email address from the specified email domain.
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