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Automated Sales CRM Tutorial – Step By Step in Airtable [Video]

Automated Sales CRM Tutorial – Step By Step in Airtable

Want an automated sales CRM tutorial? You are in the right place! In our previous video, we used Miro to map out the CRM database design for our Airtable CRM. In this video, we’ll be diving deeper into the capabilities of Airtable and how they can help streamline your sales process.

In this series we’ll cover everything from setting up automated email sequences, creating custom workflows, and integrating with other tools to enhance your sales pipeline. You’ll learn how to save time, increase efficiency, and close more deals with the power of automated sales CRM.

Whether you’re new to Airtable CRM or looking to take your automation game to the next level, this tutorial has something for you. Stay tuned for our next video, where we’ll show you how to take your Airtable CRM to the next level with advanced automation techniques.

So, if you’re ready to supercharge your sales process and get the most out of your Airtable CRM, be sure to watch this tutorial now!

I hope you loved that video! Hit the subscribe button and smash the like button. If you have any questions or have a question you want answered, throw it in the comments section!!

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📸How I Grow My YouTube (Tube Buddy) https://www.tubebuddy.com/optimizeis
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📩How I Set Up Email for Myself and Clients (ActiveCampaign) https://www.activecampaign.com/?_r=1RFUVNU3

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WHO AM I?
My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.

We do this though implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration.

You can learn more on our website (https://www.optimizeis.com/main). Here are some more benefits of our Automation Consulting:
• Reliable automation frees countless hours
• Streamlined workflows for better efficiency
• Increase revenue by eliminating faulty and inefficient systems
• Solutions suitable for non-tech savvy users
• Done-for-you, customized optimization of all processes
• Easy to use automation with little or no coding required
• Optimizing your software stack eliminates wasteful redundancies

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