Airtable is a really easy to use tool for your business platform, especially for managing your business development processes. We use it for various processes in our team. If you haven’t read my previous post on Airtable, you should. In this and subsequent posts, I’ll be showing you how you can use Airtable specifically to organize, lead, and manage People. Today’s post focuses on business development: How to manage your partnership development process.
As with any Application that we evaluate using our Modern Enterprise rubric for Business Platform Software, we wanted to see how Airtable facilitates team leaders to help them with their most important asset: their people, whether they work on the same team, work with partnering teams, or are freelancing for their project for a week. In the Modern Enterprise, it is important for the any Application to allow for flexibility and scale.
- Business Development Processes. Airtable manages our different types of partners and which stage in the partnership processes they were. Although this not really Sales, its very similar to it. We also use it for managing our sales territory plan, our routes, our plans.
- Human Resources Application Tracking. Airtable manages and organizes our different team members across the world. We’ll show you this in a future post.
- Client / Projects Master Record Index. Airtable allows us to manage all the major references to the different systems we use to manage our clients and associated projects in one place. We’ll probably not show this on a blog post, but if you email firstname.lastname@example.org, I’m sure we’ll be open to sharing how we did it over a web conference.
Using Airtable for CRM: Client / Partnership Management