We’re looking for a consultant who can listen, brainstorm, and help us take our ideas to a point where we can start trying stuff asap. Our company is based in NY, but the consultant can be anywhere. We use MS Teams for online meetings and collaboration.
We’d like to get going as soon as we find the right person.
Hi Greg, and welcome to the community!
I’m an integration consultant who works with Airtable and many other platforms. I’m not offering my services and I’m not likely the right fit for this project, but I’m curious - why Airtable? Microsoft has a relatively good pathway to integrate solutions and a fairly good CRM platform.
I’ve been playing around with Dynamics Sales Professional and am still considering it.
I’ve been a little disappointed with limitations in uploading our excel data into Dynamics. I really like how easy it was to take an existing Excel file (with tons of columns named/formatted exactly as we want) and upload to Airtable. With Dynamics, I haven’t been able to achieve an upload of data laid out the way we like it. Part of this could be ignorance on my part, but user experience with Airtable was been wayyyy better than Dynamics.
I’m curious as to why you ask?
That’s good to know. Airtable has certainly hit a resonant note on the UI/UX challenge.
I like to follow the thought processes that trigger platform decisions. It helps me guide my own investments in integration models and code investments.
Also good to know. Unfortunately, unlike Google Sheets, Excel documents tend to be islands of content that lack an easy way to integrate in an automated fashion. Microsoft seems to take pleasure in making switching (and interchange) costs high. While Excel offers friction-less avenues to acquire data, they don’t make it easy to expose data and sometimes to the detriment of exposing it to other Microsoft platforms. But, there are some services that Integromat offers to create the adhesives you might need for advancing your overall CRM quest in Airtable.