| Marketing Automation |
  Save time and money by automating as much of your sales process as you can. AIMpromote makes lead management easy by supplying 32 possible automated actions that trigger 9 possible conditions. Triggered actions allow your salespeople to actually work leads rather than waste time with consuming small tasks.
Trigger conditions include:
- When attention level reaches (yellow, red, or neglected)
- When lead is generated by a specific campaign
- Based on lead information from fields within your form
- Based on a completed form
- Based on a product or service association
- Based on the referring domain
- Based on the search phrase
- Based on the opportunity status/substatus
- Based on the affiliate id
Automated Actions include:
- Reassign the lead to a user within a group
- Assign the lead to a specific user
- Set the lead to unassigned
- 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 a specific group
- Assign the lead to the next user in queue within the next group on the group queue
- Assign the lead to the next user in queue within your orginazation
- Reassign the lead to a group
- The unassigned group
- Within a specific group
- Within the next group in the queue
- Send an Email
- To an email address or to email addresses
- To the lead
- To the lead’s assigned user
- To a specific user
- To everyone in the lead’s assigned group
- To everyone in a specified group
- Change the status and/or substatus
- Create and assign a task
- Assign the task to a specific user
- Assign the task to the lead’s assigned
- 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
- 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
AIMpromote is built to save you time, increase sales, and decrease expenses. The powerful marketing automation features will help you do exactly that. |
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