Author Archive

Jan 30

Infusionsoft Opportunity Sales Pipeline Setup / Build

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QUESTION 2: How do I build a basic Infusionsoft “Opportunity Sales Pipeline”?

Video Blog URL: www.beeautomated.com

That is a big question. One that is not easily answered in a sentence. I don’t know of any free videos out there. So, I’m posting a webinar recording that I did for Infusionsoft right after ICON17 (Infusionsoft Conference 2017).
This webinar is almost the exact “Sales Pipeline” presentation I gave at the conference. At the end of the recording it’ll even give you the url to the free power point I gave to ICON attendees.
The webinar has been edited by Judi Miller from Infusionsoft to be only 30mins. Give Judes a shout out for saving us all time!!

Sales Pipeline Setup
The hardest thing about getting into Infusionsoft’s Sales Pipeline is the education around it.
I think that’s what provoked this question by Jamie.
This recording will primarily go over the basics of what a sales pipeline should do for your company, then shows you how to build it inside of Infusionsoft.
Outline Sales Pipeline
1. Setup Default Stage
Opportunity Defaults
Set Sales Pipeline Stages

2. Setup Campaign Builder
Part 1: Capture Lead
Part 2: Create Automatic Opportunities
Part 3: Stage Creation – Automation
3. Test Pipeline
*Bonus – Setup Dashboard / Saved Searches
Next Action Dates Search
Sales Pipeline Widget

What this webinar recording doesn’t cover
The Infusionsoft University used to block out half a day of education to go over this module and the webinar recording is 30mins. That being said, it is a basic setup and doesn’t dive into the reporting features.

It DOES NOT go into the nitty gritty details of scoping out your own sales pipeline stages. So if you’re ready to jump into Infusionsoft and start building, this would be a great recording for you to watch!

I also know there’s a lot of controversy about the question “Is Infusionsoft’s Opportunity Sales Pipeline the most effective way to build a sales pipeline?”. This webinar does not discuss the pros and cons of a “Tag based pipeline” vs “Opportunity based pipeline”, but will be covered in another video post.

Abe Kashiwagi and Spencer Frame

Jan 29

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Jan 28

Windows 10 Mail vs Thunderbird | Picking an Email App

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Comparison between Windows 10 Mail and Mozilla Thunderbird for which email application you may want to use on Windows 10.

Mail
Up Sides
– Modern Interface – Smooth Animations
– Simplified Settings?
– Shows email chain below most recent email
– Notifications in Windows Action Center
– Easier editor for things like adding hyperlinks
– Create Linked Inboxes

Downsides
– Initially noticed a little slowdown in opening emails – possibly due to downloading email accounts
– Need Seperate RSS Reader
– Features like Automatic Replies don’t seem to be available for Google

Thunderbird

Up Sides
– Unified View
– 3rd Party Mozbackup to Import / Export User Accounts
– Integrates with Chat Accounts (Google Talk, Twitter, No Skype)
– Can Serve as RSS Feed Reader
– Cross Platform

Downsides
– Older clunkier interface.
– Google Contacts not Automatic
https://addons.mozilla.org/en-GB/thunderbird/addon/gcontactsync/

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Jan 26

COME REGISTRO ED EDITO I MIEI GAMEPLAY CON LA WEBCAM (AGGIORNATO 2015) !?

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Bella rega’ .. giusto due paroline … grazie e lasciate un bel like !!

INFO E CONTATTI :

*Pagina Facebook … COMING SOON

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CANALI AMICI

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Send email to your app users via SendGrid with a Firestore Cloud Function trigger. Learn how to create transactional templates and send them to your users with ease. https://angularfirebase.com/lessons/sendgrid-v3-nodejs-transactional-email-cloud-function/

SendGrid: https://sendgrid.com/
CloudFunction: https://firebase.google.com/docs/functions/
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Jan 26

Decision diamonds in Infusionsoft (advanced topic)

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Dan and Ernest share an intermediate topic on why you would use a decision diamond and how to create one in Infusionsoft. Decision diamonds help you usher your customers to the right follow-up. Check it out!

Try it out for your business here: https://www.infusionsoft.com/free-trial-acq?ls=social&utm_source=youtube&utm_medium=social&utm_campaign=producttips&utm_term=danandernestshare&utm_content=180808

Infusionsoft’s powerful customer relationship management (CRM) software integrates with apps you use daily to get your sales and marketing efforts more organized, deliver personalized follow-up service, and close more sales. Learn more, demo our marketing software, and start a free trial: https://www.infusionsoft.com/?ls=social&utm_source=youtube&utm_medium=video&utm_campaign=boilerplate&utm_term=danandernestshare180808&utm_content=social.

Subscribe to our YouTube channel: https://www.youtube.com/infusionsoft
Follow us on Twitter: https://twitter.com/infusionsoft
Like us on Facebook: https://www.facebook.com/infusionsoft
Follow us on LinkedIn: http://www.linkedin.com/company/infusionsoft
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For a personalized CRM recommendation, visit: http://technologyadvice.com/crm/smart-advisor/?utm_source=youtube.com&utm_medium=description&utm_content=infusionsoft-crm-product-spotlight&utm_term=buyer&utm_campaign=spotlight
In the first episode of our Product Spotlight series, we sit down with Infusionsoft, a complete sales and marketing automation software for small businesses combining CRM, email marketing, lead capture and e-commerce. To find out more about Infusionsoft click here: http://technologyadvice.com/products?utm_source=youtube.com&utm_medium=description&utm_content=infusionsoft-crm-product-spotlight&utm_term=buyer&utm_campaign=spotlight

To learn more about CRM, visit: http://search.technologyadvice.com/crm-buyers-guide?utm_source=youtube.com&utm_medium=description&utm_content=infusionsoft-crm-product-spotlight&utm_term=buyer&utm_campaign=spotlight

Infusionsoft is a company that is completely dedicated to the success of small businesses. Its customer relationship management (CRM) software is specifically designed for this niche market, and it’s intended to help drive sales while saving time and increasing efficiency within businesses. It was founded in 2004 and now has nearly 20,000 customers and over 65,000 users.

This video is intended to help those looking for Infusionsoft CRM software or for Infusionsoft software video reviews.

Infusionsoft combines CRM capabilities with contact management, e-commerce, and marketing automation. It is an on-demand, web-based service which can be accessed anywhere with an internet connection. It streamlines work possesses by automating all email follow-ups and lead captures in order to assist in closing deals faster. The e-commerce component helps clients manage their inventory, billing, and fulfillment from a single system.

TechnologyAdvice can help you find the right technology for your business. We’ve done the research, so you don’t have to. With a few simple questions, we’ll match you with the best solution for your business. Have questions on which IT product is right for your business? Let us help you out. Talk to an expert today. http://technologyadvice.com/

Subscribe to our channel here: http://www.youtube.com/subscription_center?add_user=TechnologyAdvice1
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Jan 24

How Infusionsoft keeps your contacts organized

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How Infusionsoft keeps your contacts organized

Start for free.
https://www.infusionsoft.com/?ls=social&utm_source=youtube&utm_medium=video&utm_campaign=freetrial&utm_term=infusionsoftkeepsyourcontacts180605&utm_content=social
Learn how to use Infusionsoft to keep all your contacts and customer information in one place, from basic contact info and sending emails, to a history of all your customer interactions. Get organized with Infusionsoft.

Infusionsoft’s powerful customer relationship management (CRM) software integrates with apps you use daily to get your sales and marketing efforts more organized, deliver personalized follow-up service, and close more sales. Learn more, demo our marketing software, and start a free trial: https://www.infusionsoft.com/?ls=social&utm_source=youtube&utm_medium=video&utm_campaign=boilerplate&utm_term=infusionsoftkeepsyourcontacts180605&utm_content=social.

Subscribe to our YouTube channel: https://www.youtube.com/infusionsoft
Follow us on Twitter: https://twitter.com/infusionsoft
Like us on Facebook: https://www.facebook.com/infusionsoft
Follow us on LinkedIn: http://www.linkedin.com/company/infusionsoft
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Workflow tutorial of the OAuth2 process specific to Infusionsoft integrations.
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Jan 22

Cómo conectar clientes potenciales de Facebook con Active Campaign

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Automatiza el seguimiento de tus campañas de Clientes Potenciales en Facebook Ads
Conoce cómo conectar Facebook Lead Ads con Active Campaign

Te enseñaré cómo dar seguimiento a Clientes Potenciales de campañas de Facebook con Email Marketing y Active Campaign.
Para lograr que tus prospectos no se enfríen y lleguen más fácilmente a una decisión de compra.
__________
► Suscríbete al canal
http://bit.ly/SuscribirmeYouTube
►Sígueme en FB
https://www.facebook.com/jamlomarketing
►Sígueme en Instagram
https://www.instagram.com/jamlomarketing/
__________

¡También puedes Leer el artículo en el blog de
https://jamlo.mx/marketing-para-llevar/

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Jan 22

Get started with Keap—sales pipeline

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Get started with Keap—sales pipeline

Check out the rest of the videos https://www.youtube.com/playlist?list=PLWib63KCH1dKJfVAHID2LMzMCztpJKZSl

Keap’s Pipeline feature is a customizable dashboard that gives you a snapshot of the deals you are working on in each stage of your sales process. The pipeline tool in Keap has an easy to use drag and drop feature that allows you to move your deals from stage to stage as they progress through your sales process.

As your deals progress, the total value of all the deals in that stage is displayed at the top for quick reference.

Keap is on a mission to simplify growth for millions of small businesses. For 17 years, we have been helping small businesses get organized so they can deliver great service and close more business. Today, the pioneer of CRM and marketing automation software for small business serves more than 200,000 users globally with its Keap and Infusionsoft by Keap products.

URLs: Linkedin: https://www.linkedin.com/company/keapgrowing/
Facebook: https://www.facebook.com/keap
Instagram: https://www.instagram.com/keap
Twitter: https://twitter.com/keapgrowing

Jan 19

Keap’s Easy Automations

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Keap is launching a new feature called Easy Automations. We are doing this because automating your business is a game-changer for small business owners but they need an easy, intuitive way to do so.

We expect Keap users to adopt this new feature and increase how much of their business is automated, thus, saving time and increasing revenue.

With Easy Automations, you’ll be able to quickly and easily create sales and marketing automations as well as smooth and delightful customer experiences.

Click play for more.

Keap is on a mission to simplify growth for millions of small businesses. For 18 years, we have been helping small businesses get organized so they can deliver great service and close more business. Today, the pioneer of CRM and marketing automation software for small business serves more than 200,000 users globally with its Keap and Infusionsoft by Keap products.

Try a free trial of Keap today https://freetrial.keap.com/signup?ls=social&beta=true&utm_source=youtube&utm_medium=video&utm_campaign=freetrial&utm_term=200909&utm_content=social

Check out a demo of Keap https://keap.com/product-demo?ls=social&utm_source=youtube&utm_medium=video&utm_campaign=demo&utm_term=200909&utm_content=social

LinkedIn: https://www.linkedin.com/company/keap-growing
Facebook: https://www.facebook.com/keap
Instagram: https://www.instagram.com/keap
Twitter: https://twitter.com/keapgrowing

In 2019, we added a ton of new features to Keap and Infusionsoft. We highlight all of the things we brought to you last year, as well as declare what we’re focusing more of our energy on in 2020.

“I’m more committed than ever to delivering the most powerful, effective, user friendly software on earth to help your business grow,” said Clate Mask, CEO of Keap.

Check out all the new ways Keap and Infusionsoft can help grow your business!

Keap is on a mission to simplify growth for millions of small businesses. For 18 years, we have been helping small businesses get organized so they can deliver great service and close more business. Today, the pioneer of CRM and marketing automation software for small business serves more than 200,000 users globally with its Keap and Infusionsoft by Keap products.

Try a free trial of Keap today https://freetrial.keap.com/signup?ls=social&beta=true&utm_source=youtube&utm_medium=video&utm_campaign=freetrial&utm_term=200224&utm_content=social

Check out a demo of Keap https://keap.com/product-demo?ls=social&utm_source=youtube&utm_medium=video&utm_campaign=demo&utm_term=200224&utm_content=social

LinkedIn: https://www.linkedin.com/company/keap-growing
Facebook: https://www.facebook.com/keap
Instagram: https://www.instagram.com/keap
Twitter: https://twitter.com/keapgrowing
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Jan 18

How to Create and Manage Tasks in Infusionsoft

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Jeff Helvin with Ballen Brands covers quick and easy task management in Infusionsoft. Learn more about infusionsoft by calling 702-917-0755.

Link: http://bit.ly/ALInfusionsoft

Check out the Infusionsoft for Real Estate Products at https://ballenbrands.com

http://www.loriballen.com – Lori Ballen shares her online marketing tips that have lead her to build and even sell several successful businesses through internet lead generation and team systems.
Video Rating: / 5

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