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

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.