Save Time by Taking Advantage of AIMcrm Sales Force Automation
Save time with the SFA (Sales Force Automation) system in AIMcrm by setting criteria for leads to be acted upon. In addition to delegating leads, customized marketing automations are a convenient way to create many different notifications. With the flexibility of AIMcrm marketing automations, we are thrilled to find that many new automations are being created by our clients on a daily basis.
AIMcrm makes sales management easy by supplying 30+ possible conditions that trigger a myriad of possible actions. The smart logic integrated into the AIMcrm SFA software allows you to configure an automation once and it will forever work for your sales team. This allows them to focus on making sales, instead of repetitious tasks that waste valuable time.
Automated Actions include:
- Reassign the lead to a user within a group
- Assign the lead to a specific user
- Place lead back into unassigned pool
- Assign the lead to the next user in queue within the lead’s assigned group
- Assign the lead to the next user in queue within another group
- Assign the lead to the next user in queue within the next group in the group queue
- Assign the lead to the next user in queue within your organization
- Reassign the lead to a group
- The unassigned group
- Within a specific group
- Within the next group in the queue
Send an Email
- To one or more email addresses
- To a lead
- To a lead’s assigned user
- To a specific user
- To everyone in a lead’s assigned group
- To everyone in a specified group
Change the status / substatus of a lead
Create and Assign Tasks
- Create and assign a task
- Assign the task to a specific user
- Assign the task to the lead’s assigned user
- Assign the task to next in queue within the lead’s assigned group
- Assign the task to next in queue within a specific group
- Assign the task to next in queue within your organization
Deliver to a reseller client
- Deliver the lead to a specific client
- Deliver the lead to all clients
- Deliver the lead to all clients within a specific group
- Deliver the lead to next client in queue within a specific group
- Deliver the lead to next client in queue within your organization
Post the lead to an external form
Add a product to the lead opportunity
Reset the last activity timestamp to turn the lead attention meter to green
Modify Lead information associated with lead
Credit the lead to an affiliate
AIMcrm is built to save you time, increase sales, and decrease expenses. These powerful marketing automation features help you do exactly that.