AIMcrm Allows Your Sales Team To Spend More Time On Closing Leads & Less Time On The Mundane Tasks. Call Sales

A Less Stressed Sales Team Is More Productive

Sales Force Automation

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

Set New Lead to a Specific Status/Sub-Status (Disposition).

AIMcrm Sales Force Automation Software makes setting and viewing the lead status elementary. You can set the status to the built in status settings and/or to a custom sub-status that you create. You can set any lead to a status such as:

Assessing Needs
Commitment to Buy
Initial Communication
Negotiation
Presentation
Down Payment Made
Full Payment Made
Partial Payment Made
Chose Competitor
Lost Interest
Other – See Notes
Bad Contact Information
Too Expensive

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

The CRM Software gives you a graphical interface to set up an HTTP post out of the system to any specified url. you can specify what fields or any of your data to post out of the system. Create automations based off almost any criteria to have the lead data post out via http automatically to your clients or to other web based software.

Add a product to the lead opportunity

based on what form the visitor filled out,or what selections they have made in a form, a product can be associated with the lead, with pricing information, to track all the potential revenue from a lead.

Reset the last activity timestamp to turn the lead attention meter to green

automatically changes the activity timestamp and makes the lead appear as if it has been attended to recently.

Modify Lead information associated with lead

have it automatically update any data field for a contact with any values you determine.