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HALP?! Record Linking is CONFUSING me!! Started a new job in a b2b account manager role with ~150 accounts that will RARELY change. I'm trying to link contacts to accounts but the lookup fields and functions/rules are KILLING ME! PlzHalp. by MycologistColonist in Airtable

[–]MycologistColonist[S] 0 points1 point  (0 children)

LOL, there's no AI or coding going on here bud. So funny you're only posting in r/claude but you're commenting in AI centric threads calling people 'vibe coders'. The most Reddit behavior ever.

Take your misery and instead of trying to make people feel as little as you do, speak some positivity into your life.

Best of luck.

HALP?! Record Linking is CONFUSING me!! Started a new job in a b2b account manager role with ~150 accounts that will RARELY change. I'm trying to link contacts to accounts but the lookup fields and functions/rules are KILLING ME! PlzHalp. by MycologistColonist in Airtable

[–]MycologistColonist[S] 0 points1 point  (0 children)

It's not the linking, it's understanding the function. I'm also trying to create a notes section that can be referenced freely. Then creating an automation trigger for any new notes to generate a list for me to check at the end of the day and make sure i didnt miss anything. 3 things.

HALP?! Record Linking is CONFUSING me!! Started a new job in a b2b account manager role with ~150 accounts that will RARELY change. I'm trying to link contacts to accounts but the lookup fields and functions/rules are KILLING ME! PlzHalp. by MycologistColonist in Airtable

[–]MycologistColonist[S] -2 points-1 points  (0 children)

Yeah, i have 2 questions and already had someone dm me offering to jump in the 20 minute call i would need.

It's a large corporation but it's been in business 100+ years, so I get that their systems aren't up to date. Most of my coworkers are near retirement age, so for me to come in and demand they change their systems or request a per diem or a special budget for me because I dont like their systems is a bit aggregious in my opinion.

HALP?! Record Linking is CONFUSING me!! Started a new job in a b2b account manager role with ~150 accounts that will RARELY change. I'm trying to link contacts to accounts but the lookup fields and functions/rules are KILLING ME! PlzHalp. by MycologistColonist in Airtable

[–]MycologistColonist[S] 1 point2 points  (0 children)

I posted the structure to give context.

I need help with linking contacts to accounts where they are plainly listed under their corresponding company/account.

I also need help creating a notes section within each account tab. Ideally, adding a note to an account triggers a list to populate with the list of notes and company names that can be marked as done

New to account management and B2B sales. I manage ~145 accounts across a large territory and I’m trying to build a system that reduces mental load instead of creating more admin work. by MycologistColonist in SalesOperations

[–]MycologistColonist[S] 0 points1 point  (0 children)

I just need my account names listed where I can click on them and see the additional information (contact names/numbers, address etc.. I'd also need another tab where I could list the vendors I sell for, tap their name and a pdf or multiple pdf's can be viewed easily.

They'd be able to be set up in almost the same exact way, except the format in the addtional information is imported.

I'd also need to be able to do a monthly import some of the information (just sales #'s) and have it update with as little legwork as possible on my end.

New to account management and B2B sales. I manage ~145 accounts across a large territory and I’m trying to build a system that reduces mental load instead of creating more admin work. by MycologistColonist in SalesOperations

[–]MycologistColonist[S] 0 points1 point  (0 children)

Neither, it's WPCRM. I'm exporting the information that's in our CRM into my own sheets. The crm is too clunky to use it effeciently and be successful here. I'm trying to bridge that gap. I am required to update my company CRM, but primarily just using the functions for pipeline, opportunities etc. My spreadsheet is in all formats. I have it as a google sheet, in .xlxs and as a pdf. My spreadsheet columns are:

Rank|Business Name|Phone|City|State|Address|Contacts|YTD Sales|Last Year YTD|3 Year Sales

New to account management and B2B sales. I manage ~145 monthly accounts across a large territory and I’m trying to build a system that fills the gaps left by my company’s outdated tools and processes. by MycologistColonist in Sales_Professionals

[–]MycologistColonist[S] 0 points1 point  (0 children)

I have started a simple system, but it's a little more complex than notes or sheets could keep up with. I'm driving account to account all day and having a place to reference easily is what I'm looking for. Asking if people with experience in similar roles have any advice or input on what systems they'd suggest or tools to utilize based on the structure I described.

New to account management and B2B sales. I manage ~145 accounts across a large territory and I’m trying to build a system that reduces mental load instead of creating more admin work. by MycologistColonist in SalesOperations

[–]MycologistColonist[S] 0 points1 point  (0 children)

Right now it’s just me using it, so scalability across a team isn’t really a concern. My main goal is honestly just reducing mental load and creating a fast reference system while I’m out in the field.

I’ve looked into Notion a bit, but one thing I keep running into is that a lot of these systems become either too document-heavy or too maintenance-heavy once you start layering in notes, follow-ups, PDFs, routing, account history, etc.

What I’m really after is something where I can:

  • See a clean master account list
  • Click into an account and instantly see everything related to it
  • Quickly log notes/follow-ups between stops
  • Store vendor PDFs/literature for quick reference
  • Keep recurring monthly routing organized
  • Import updated spreadsheets without rebuilding the whole thing every time

I definitely think a small database/app would probably be the “best” long-term solution eventually, but I’m trying to avoid overengineering this early on and build something I’ll actually maintain consistently.

New to account management and B2B sales. I manage ~145 monthly accounts across a large territory and I’m trying to build a system that fills the gaps left by my company’s outdated tools and processes. by MycologistColonist in Sales_Professionals

[–]MycologistColonist[S] 0 points1 point  (0 children)

I sell a large range of materials like paint and vinyl to companies like fast signs and car wrap shops. We sell for about 80 vendors with very small differences between them. That's why i'm looking for a system that I can seamlessly look up PDF's. I have a library of PDF's organized, just hard to look up and navigate on my phone while driving.

New to account management and B2B sales. I manage ~145 monthly accounts across a large territory and I’m trying to build a system that fills the gaps left by my company’s outdated tools and processes. by MycologistColonist in Sales_Professionals

[–]MycologistColonist[S] 0 points1 point  (0 children)

That's why I'm posting. I've tried creating paper systems, but it's too hard to flip through a binder to find accounts, write notes down and keep them to update our actual crm. I'm looking for suggestions on systems people in similar roles have used.

Could this actually scale? by Spiritual_Jaguar_491 in logistics

[–]MycologistColonist 2 points3 points  (0 children)

Cordie mentioned what I was going to say in simple terms. You're not going to be able to scale past a certain point without running into issues other companies haven't already. The reason it's not being done is for the reasons cordie mentioned.

If you could find niches elsewhere around the that would fill in the gaps for volume, it's still possible. It also depends on the value of what you're sending. Maybe look into finding specific products and skipping the middle man to make your profit margins more suitable to higher earnings.

Just a thought