Discover how to streamline your lead management process using a Smart Sales CRM built in Airtable—perfect for startups and SMBs. In this step-by-step demo, Blessing walks you through setting up an AI-powered, no-code sales pipeline that automatically qualifies leads, assigns sales reps, books activities, and tracks real-time performance metrics via a dynamic dashboard. Learn how to centralize your lead data, automate repetitive tasks, and scale your CRM system efficiently as your business grows—all without technical knowledge. Perfect for teams looking to optimize sales workflows, increase win rates, and boost productivity using Airtable.
Transcript
0:01 Hi, my name is Blessing, it’s nice to be here to do with you. Oh, okay. Smart sales CRM in air table, leads management in air table.
0:14 I knew you would ask, is it possible? Yes, it is. Let me show you how this works. You can actually create this in air table and scaled as time goes as your business grows and it’s cost-effective and then it’s going to keep all your leads and sales in one place and help you to manage everything effectively
0:38 without losing sight of anything. Let’s go! So, yeah, I have my leads table and they use activities and the sales rep, clients, and whatever table that will be needed.
0:52 Note that this can be customized for your own business use case. So, umm, once the lead, it’s come in, it’s the system, it’s going to automatically qualify this leads based on some information that has been created in this system.
1:13 This can be customized for your own use case also. And then we have this dashboard here that shows on high level, what we can do with this system, so it shows us, how our revenue are coming in, high level shows how the leads are coming in, the win rate, and then this automatically updates read time.
1:36 So when I add a new leads, it’s going to update these numbers, and then when the leads moves to different, these digits, it’s going to update these numbers.
1:47 Let me quickly, umm, do a run down for you, so let’s do this. Okay. Okay. I’m just entering, uhh, just demo data.
2:08 First to see how this will come in, and then how the leads are coming in. qualified and this is done within milliseconds.
2:20 So you don’t have to waste your time trying trying to qualify your leads when you’re supposed to. I’m going doing something else.
2:30 So I submit these and then I move to the leads table. I have it here. It’s assigned to the sales rep.
2:38 The sales rep is going to get a notification. So, um, the leads is qualified. And then it booked an activities for the leads in the activities table.
2:53 And then the sales rep is going to pick it up from there. And then it moves to different stages, right?
3:02 So, um, when we, when we come to, um, uh, leads, uh, dashboard, and then when we look at, The, the numbers, the numbers, um, is going to increase.
3:14 So, here we have, um, different scenarios showing in the dashboard, wherever you want to see on a high level. I’m probably going to see it on the dashboard here.
3:25 So, we have, like, the sales rep, top performers, how much they have aimed, the tutors they use in pipeline. So, um, we can do a lot of things with this 6 stem.
3:40 So, we have the sales pipeline.
