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One of the things we are passionate about at Digital Mark is matching our customers up with the right productivity tools to achieve more online.
“Integrating SaaS” and “Workflow Automation” sound super cool, but what do they actually mean in the real world? How can the average entrepreneur use these tools to make money, for example?
The Ultimate Spreadsheet Alternative
No matter the size of your business or your mission, spreadsheets alone aren’t gonna cut it — you’re going to need a database (or several!). A database will help you to do things like:
- Organize customer information such as contact info and purchase history.
- Build email marketing lists to stay front and center with your buyers.
- Project-manage the activities you and your team are doing to build the business.
- Collaborate with others on strategic and tactical use of data and resources.
Luckily, there is a single tool out there that can do all of this and more, and it’s called Airtable. Airtable is the foundation for thousands of small businesses, and that’s why their most recent valuation was in the Billions.
How Digital Mark Uses Airtable
The beauty of Airtable is its ability to get teams up and running and collaborating on data and tasks immediately. At Digital Mark, we use Airtable extensively for task management, pipeline visibility across teams, and even as an extension of our billing SaaS.
We also start two new Airtables when we onboard a new client: one for them and one for us. The greatest value comes in when we get our customers trained to use Airtable’s tools for their own Dashboard Views, Workflow Approvals, and API Integrations with other tools and SaaS products like Email and CRM.
There will be plenty more content to come on Airtable on our Resources page, so keep an eye out. Sign up for our Newsletter below if you are interested in saving time while managing your business.