How To Build An Amazing Airtable CRM

Want to increase the selling velocity of your sales team? Build an Airtable CRM! In this no-frills video, I show some of my favorite ways to take a basic CRM and add really powerful functionality at each step of the sales process from lead gen to ringing the gong! Need help building an amazing CRM? Reach out for a free consultation: www.automationhelpers.com/contact 00:00 Introduction 00:44 CRM architecture 02:41 Lead form automation 07:49 Deal management kanban 09:16 Calendar automation 13:40 Quote/Proposal document generation 15:18 Forecasting interface 17:04 Win wire

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