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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.automation...
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