Streamline your process with powerful automations.

Sales Force Automation

Save Time- Simply The Most Powerful Sales Force Automation Software Available

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 power of AIMcrm marketing automations, we are thrilled to find that many new automations are being created by our clients on a daily basis.

Save Time- Automate Tasks

Save time and money by automating as much of the sales process as possible. AIMcrm makes sales management easy by supplying 30+ possible automated actions that trigger 100+ possible conditions. 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 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.