Lead Import

To keep up with the pace of an increasingly technological world, many businesses are realizing that lead delivery using paper spreadsheets is not enough. Leads fall through he cracks and some are never contacted. No business can afford to let sales leakage of this kind continue unchecked. Imagine the peace of mind that comes with being able to see clearly when and how each lead entered your system and the path it took from there. Not only is this possible with AIMcrm, it’s easy.

Complex Functionality - A Deceptively Simple Interface

Most lead delivery procedures enable the import of data in a CSV or Microsoft Excel file format. Lead delivery by email is another common system. Unfortunately this is where the process begins to unravel and trouble starts. Calling phone numbers from a spreadsheet or an email proves to be ineffective in the long run. Making notes, scheduling follow up, tracking communication- all become a hassle without a comprehensive system where these details can be easily logged.

The powerful system at AIMcrm is capable of importing leads in many ways. However, every lead ends up on the same manageable list. Users can easily view and edit information on the fly.

The AIMcrm Lead Import Process is Simple

• Download the lead import template from the AIMcrm system.
• Copy and paste the lead information into the template
• Upload it to the AIMcrm system.

Even better, lead data imported by email can be parsed so that all information appears within the system and is ready to be worked, making the template unnecessary. A record of the method, exact date and time of entry is recorded for future reference.

AIMcrm makes it easy to upload lead data, so more time can be spent working the lead and closing the sale. Whether your leads enter your AIMcrm system via HTTP post, email, or come from a visitor submitting form on your web site, they all appear in the Lead List- on their way to becoming paying customers.

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