Infusionsoft the Small Business Leader for CRM

Infusionsoft sales and marketing automation software
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What is Infusionsoft ?

Infusionsoft is sales and marketing automation software which is a fancy way of saying that it combines the features of an email management system (like Aweber, Constant Contact, etc), e-commerce (like 1ShoppingCart), social marketing (via Facebook and Twiiter), AND the power of creating long-term “campaigns” based on what your contacts do (opt-in for a free report, click a link, purchase a product, download a file, register for an event, attend an event, answer a survey, etc).

With Infusionsoft, you are able to create a “customer experience” based on your contact’s behavior and profile. Many people refer to this as lifecycle marketing. The end goal, of course, is to get more customers, grow your sales and automate as much of this process as possible.

Why Infusionsoft?

The small business leader for CRM, Sales and Marketing Automation since 1999, Infusionsoft has nearly 135,000 users across 120 countries,  including an ecosystem of 1,500 partners, apps and integrations.

1. CRM for small business – Organize contacts and speak to their needs.
a) Find everything you need to know about your leads and customers in one place, so nothing is overlooked.
b) Import and organize the contacts that come to your business (both online and offline) with tagging and segmentation.
c) Collect data about contacts’ behaviors, score them based on marketing interactions, and prioritize the leads that are hottest and ready to buy.
d) Track engagement and customize follow-up messages based on unique customer profiles.

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2. Marketing automation – Maximize engagement, minimize workload
a) With small business marketing automation, you can build relationships and engage your audience with personalized, automated follow-up that helps you market smarter, not harder.
b) Streamline the way you market to new customers by automating lead capture and follow up
c) Trigger personalized communications based on email sends, opens, clicks, form submissions, and payment history
Send timely messages relevant to customers’ needs

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3. Sales automation _ Grow revenue faster.
a) Whether sales is just one of the many hats you wear, or you have a whole sales team behind you, sales workflow automation is the fastest way to sell more.
b) Spend less time working deals and more time closing them by having all of your sales activities, tasks, and appointments in one place.
c) Automatically kick off follow-up emails, tasks, appointments and more.
d) Trigger a personalized, automated sequence of communication when someone makes a purchase.

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4. Online sales – Keep the cash flowing.
a) With an upgraded digital storefront, it’s now easier than ever to sell online (and your customers will appreciate how easy it is to buy from you, too).
b) Set up online shopping carts and manage your online store, inventory, fulfillment, and billing from a single system.
c) Create discounts, subscription plans, and promo offers to sell products or services.
d) Keep track of customer interactions and create the most seamless experience possible.

More about Online Sales

5. Analytics – Make informed decisions.

a) Tired of guessing whether your efforts are successful? Powerful reporting allows you to make data-driven decisions so you can quickly assess what’s working and what isn’t.
b) Get all the data points you need to evaluate and improve the impact of your marketing activities.
c)Know which sales reps are converting the most leads, and review call logs.
d) Calculate current and projected revenues.

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6. Mobile – Smarter solutions for every device.
a) Don’t let your desktop tie you down. Now you can conduct business wherever you are and reach your customers wherever they are with Infusionsoft mobile capabilities.
b) Use the Infusionsoft mobile app to access your account anywhere.
c) Collect payments wherever you go with an integrated mobile card reader.
d) Create lead forms, pages, and emails with templates optimized for mobile display.

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7. Payments – Eliminate complexity from collecting payments

a) Collecting the sales you worked so hard to generate should be simple and seamless. The Infusionsoft platform is fully integrated to enable invoicing, billing, collection, and related communications all in one place.
b)Get up and running with the mobile card reader in a matter of minutes.
c) Know exactly how much you’re earning with 100% transparent pricing.
d) Connect transactions to contact records for a 360-degree customer view.

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8. Integrations – Tap the full power of Infusionsoft.

a) Spend less time connecting systems and more time focused on your business with Infusionsoft platform integrations designed to make your business processes as straightforward as possible.
b) Use APIs to connect the Infusionsoft platform with your existing technology.
c) Sync data between your Infusionsoft app and popular accounting software solutions.
d) Access hundreds of third-party apps and partners in the Infusionsoft Marketplace.

More about Integrations

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Infusionsoft is sales and marketing automation software
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Scale and grow your business, faster.
Give your business the scalable growth it needs by pairing your services and expertise with our industry-leading Sales and Marketing Automation platform and proven methodology.

Infusionsoft is built from the ground up to solve small business’s biggest problems. If you’re looking for smarter ways to scale as you grow, the powerful Infusionsoft platform can help. Manage the everyday tasks that slow you down—automatically.

What can Infusionsoft do for your business?
a) If you’re looking for a smarter way to scale your small business, the powerful, industry-leading Infusionsoft software platform can help.
b) Built from the ground up to help solve many of the growth problems facing small businesses today, the Infusionsoft platform helps you manage and automate time-consuming, repetitive marketing and sales tasks that can slow you down.

Discover how Infusionsoft can help you.
Market like an expert — without having to become one.

Propel easily organizes your customers in one place and guides you to steadier business, in minutes.
1. Get organized fast
Automatically upload contact information from your phone, email, and social networks to a single list, accessible from any device.
2. Choose your campaign
Propel will automatically collect your logo, fonts, and colors from your company website to create professional-looking marketing materials that match your brand.

What is the Infusionsoft Partner Success Program?

In short, it’s your opportunity to grow and scale your business. Partner with a team of experts who are passionate about
small business success – and your success. The Infusionsoft Team will show you how to bundle your services with Infusionsoft, provide an end-to-end solution, sell more effectively, and generate recurring revenue and scalability for your business.