Sales Force Automation

Use aimtheory CRM's Sales Force Automation (SFA) to improve the productivity of your sales department! Sales Force Automation allows you to concentrate more on your business and not on technology. Manage and track every step of the sales process including leads, opportunities and accounts. This gives you more time and energy to add to the success of your business, significantly impacting your company's bottom line.

Manage leads and all related information all the way to closing

Mange customer accounts

Manage products, quotes, orders and invoices and email them to clients in PDF format

• Manage leads end-to-end, from creating leads to converting them into sales opportunities, accounts, and contacts with a single-click
• Capture leads directly from your custom online lead form on your Web site and transfer to AIM CRM
• Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns
• Export leads to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis
• Qualify leads to next stage based on information captured in lead details
• Create fully customizable lead reports

• Track all accounts and related contacts, opportunities, cases, and other details from a common repository
• Specify parent-child relationships between accounts and their subsidiaries or other divisions
• Import accounts and contacts from external sources, such as ACT, GoldMine, and other applications
• Export accounts and contacts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others to analyze the buying patterns of a customers and set up loyalty programs
• Generate quotes, sales orders, and invoices for the accounts
• Track purchase history of the customers and analyze opportunities for up selling and cross selling
• Create fully customizable account reports
• Attach customer-specific documents such as contracts to accounts for a quick reference in future

• Track all contacts and related opportunities, cases, activities, and other details from a common repository
• Synchronize contacts with Microsoft® Outlook®

• Track all sales opportunities end-to-end in a sales cycle
•  Associate opportunities with accounts, contacts, activities, and other modules to have a better visibility on the opportunities
• Create fully customizable opportunity reports
• Export opportunities to spreadsheet software, such as Microsoft® Excel®, OpenOffice® and others to analyze the sales pipeline and quickly identify the bottlenecks if any
• Generate quotes, sales orders, and invoices from the potentials and opportunities

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