Sales Automation & Workflow

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Sales automation and workflow in Outlook with Avid CRM.

Save your sales team’s time by cutting down on repetitive tasks with Avid’s Sales Automation feature. Automate when and what actions are taken at every sales stage with reminders that keep you on track to prevent deals from falling through the cracks. Avoid manually planning when and how to follow up with contacts and deals. Let Avid CRM do it for you.


Outlook group email.

Avid’s Group Email function allows you to send out personalized bulk emails through Outlook and helps avoid spam-blocking filters that can stop emails sent through other marketing systems. Select a group of contacts, companies, or opportunities and use Outlook’s native message template capability or type a new message, then press the send button – it’s that easy!

Avid automatically tracks emails with a date and time stamp and logs them with the coordinating record it was sent to.

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