Learn more about Infusionsoft on our blog: http://www.blickdigital.com/ultimate-infusionsoft-review/
Infusionsoft is one of the most powerful small business automation tools available today. But is it right for your business?
In this Infusionsoft demo, we’ll walk through the most used and loved features Infusionsoft so you can make an informed decision about whether or not it’s right for your business.
This Infusionsoft demo covers the 3 main sections of Infusionsoft: CRM (Contact Relationship Management), E-commerce and Marketing Automation. We’ll spend the bulk of time in the software, but it’s worth looking at the plugins, 3rd party tools and consultants as well, so we’ll spend some time on that.
Here’s the format of this video:
CRM
– Contacts
– Quick Add Contact
– CRM Functions: Notes, Tasks, Tags, Campaigns, Others
– Tags
– Identify and label contacts in your system
– Set up systems so that segmenting is automated
– Opportunities
– Manage a sales team and pipeline stages
– Mention referral partners and company records
– Lead scoring
– Email opens, webform submissions, tag applications or unsubscribes.
– Dashboard
E-Commerce
– Accepting Payments
– Integration with 3rd party merchant accounts (including Paypal) or Infusionsoft Payments
– Through shopping cart
– Through order forms
– Through invoices
– Other API methods & 3rd party providers
– All transactions happen on the Infusionsoft servers and the order forms, shopping carts and invoices are all hosted on IS hosted webpages, but all of your customer facing pages are highly customizable if you’re familiar with CSS
– Quoting
– Billing automation
– Set up triggers when certain payments fail or when a credit card is going to expire
Campaign Builder
– Goals = Triggers
– Web forms
– Tag applications
– Link click goals
– Purchases product
– Sequences contain communication and process automation
– Build a basic lead capture campaign and delivery
Within the Infusionsoft CRM, you’ll find 2 main sections, Contacts and Opportunities:
Contact records are able to be viewed and edited by users in your system who have the correct permissions to view the contact. The contact record can contain up to 100 custom fields and holds all the data related to a contact, including contact details, tags, notes, email history and other useful information. Below you’ll see a typical search result for an individual contact and the Campaigns Tab for the contact shows which automation sequence they are currently in.
Opportunity records are built specifically with the salesperson in mind. They contain data like close date, budget, follow up date and other relevant information for a salesperson.
Learn more here: https://www.blickdigital.com/ultimate-infusionsoft-review/
Video Rating: / 5
