flevyblog

Flevy Blog is an online business magazine covering Business Strategies, Business Theories, & Business Stories.
MANAGEMENT & LEADERSHIP STRATEGY, MARKETING, SALES OPERATIONS & SUPPLY CHAIN ORGANIZATION & CHANGE IT/MIS Other

Airtable Basics: What Is It and How Do Businesses Benefit from It?

Editor's Note: Take a look at our featured best practice, One-Page Project Management Processes (1-page PDF document). Introduction: The Project Management Institute (PMI) ushered in a significant shift with the release of the PMBOK® Guide - Seventh Edition in 2021. While the fundamental definitions of project and project management remained intact, the focus evolved from a process-oriented approach [read more]

* * * *

Airtable offers fantastic features that will benefit most businesses. Although working with databases can be scary, Airtable’s No-Code Tools allow you to work on a relational database using a spreadsheet user interface without learning SQL queries. Because its databases are easy to use and create, anyone can work on them quickly.

Due to its easy-to-use features, Airtable is a valuable tool for big and small businesses. It has robust remote collaboration and project management tools.

Databases can be used to manage tasks such as updating content on numerous channels, managing marketing campaigns, keeping track of and organizing inventories, planning events, tracking bugs, etc. Learning how to set Airtable permissions doesn’t require any special skills.

A helpful selection of pre-made templates for collaboration comes with Airtable. There is a wide variety to choose from, and you can manage practically any project you have. This tool lets you generate any list you need.

It could be a list of sales leads, an employee directory, or a product catalog. Airtable Relational Databases provide a variety of pre-built templates, including:

  • Asset and project management
  • Vacation planning
  • Vendor management and expense planning
  • Sales lead tracking
  • Inventory management
  • CRM for small businesses
  • Sales lead tracking

Here are a few benefits that your business could reap from using this tool.

1. Airtable Sync Simplifies Cross-Team Collaboration

Using Airtable as a database makes project management and collaboration easier. Project managers can assign tasks and make everyone aware of what needs to be done to promote accountability. Users can add comments to Airtable to keep track of specific information about their work.

With a single Syncable View that unifies your Teams around a Single Source of Truth with real-time data from many sources, your Teams can stay in sync with Airtable Database Sync. Airtable Sync consolidates Data Sources in an aggregate view to examine and analyze data from multiple inputs at once instead of Teams using various Data Silos on one’s device.

2. Spreadsheet-like Comfort and Power in a Database Tool

The technical demands of reading and extracting data from databases necessitate learning and understanding SQL. Therefore, most business professionals avoid databases. Many prefer spreadsheets for data management. However, they find it difficult to produce useful results when faced with huge datasets.

With its adaptable Relational Data Model, it fills the gap in this situation, meeting the needs and offering a more potent solution. Unlike other database offerings, Airtable uses its easy-to-use user interface, no-code tools, collaborative workflow, and variety of templates to handle projects and automation with ease.

3. Customizable

As a user, you can customize your Airtable rows and columns. For instance, you can change the table view by using it as a floor plan platform. You can view the menu, suppliers, and ingredients in a tabular format.

Whether users want to emphasize certain restrictions, pricing, special courses, or the day deals, the view can be structured in a way that makes sense to them. The user-created view may be incorporated into a website or made available to other users via a link.

4. Extensive Data Tracking

Since Airtable is designed for collaborative use, keeping track of individual tables’ and records’ modifications is essential for maintaining data integrity. Using the thorough log, you can track every edit and determine which collaborators made the changes.

Airtable is a thoughtful and practical solution that may help your organization in various ways. It is not a fad. It may be used as a database, CRM, and even the backend for a simple website. It’s definitely a significant asset to your business operations when used carefully and effectively.

166-slide PowerPoint presentation
Introduction: Welcome to a comprehensive 166-slide PowerPoint presentation that demystifies the complex world of project management. Within these slides, we unveil a Simplified Framework, merging the Systems Approach with six instinctive pathways embodied in our everyday project queries: Why?, [read more]

Do You Want to Implement Business Best Practices?

You can download in-depth presentations on Project Management and 100s of management topics from the FlevyPro Library. FlevyPro is trusted and utilized by 1000s of management consultants and corporate executives.

For even more best practices available on Flevy, have a look at our top 100 lists:

These best practices are of the same as those leveraged by top-tier management consulting firms, like McKinsey, BCG, Bain, and Accenture. Improve the growth and efficiency of your organization by utilizing these best practice frameworks, templates, and tools. Most were developed by seasoned executives and consultants with over 20+ years of experience.

Readers of This Article Are Interested in These Resources


Excel workbook
The Project Prioritization Tool can be used to rank projects based on their company strategic fit, economic impact, and feasibility. The tool works by allowing you to create a rational method to force rank each project where you define and weight the importance of each of the ranking [read more]


 
293-slide PowerPoint presentation
 
 
70-slide PowerPoint presentation

About Shane Avron

Shane Avron is a freelance writer, specializing in business, general management, enterprise software, and digital technologies. In addition to Flevy, Shane's articles have appeared in Huffington Post, Forbes Magazine, among other business journals.


Complimentary Business Training Guides


Many companies develop robust strategies, but struggle with operationalizing their strategies into implementable steps. This presentation from flevy introduces 12 powerful business frameworks spanning both Strategy Development and Strategy Execution. [Learn more]

  This 48-page whitepaper, authored by consultancy Envisioning, provides the frameworks, tools, and insights needed to manage serious Change—under the backdrop of the business lifecycle. These lifecycle stages are each marked by distinct attributes, challenges, and behaviors. [Learn more]

We've developed a very comprehensive collection of Strategy & Transformation PowerPoint templates for you to use in your own business presentations, spanning topics from Growth Strategy to Brand Development to Innovation to Customer Experience to Strategic Management. [Learn more]

  We have compiled a collection of 10 Lean Six Sigma templates (Excel) and Operational Excellence guides (PowerPoint) by a multitude of LSS experts. These tools cover topics including 8 Disciplines (8D), 5 Why's, 7 Wastes, Value Stream Mapping (VSM), and DMAIC. [Learn more]
Recent Articles by Corporate Function

  

  

  

  

  

The Flevy Business Blog (https://flevy.com/blog) is a leading source of information on business strategies, business theories, and business stories. Most of our articles are authored by management consultants and industry executives with over 20 years of experience.

Flevy (https://flevy.com) is the marketplace for business best practices, such as management frameworks, presentation templates, and financial models. Our best practice documents are of the same caliber as those produced by top-tier consulting firms (like McKinsey, Bain, Accenture, BCG, and Deloitte) and used by Fortune 100 organizations. Learn more about Flevy here.


Connect with Flevy:

     
  


About Flevy.com   /   Terms   /   Privacy Policy
© . Flevy LLC. All Rights Reserved.