Why Your Business Needs Infusionsoft
Why your business needs Infusionsoft…here are JUST 5 Great reasons…
Your small business has either outgrown its systems or you’ve realized that you could be operating in a much smarter way.
Maybe your CRM is outdated or your marketing strategy is taking too much of your time?
Perhaps you’re not effectively tracking and processing leads into sales?
5 Great Reasons Why Your Business Needs Infusionsoft…
So, you’re looking at your options.
One of those is Infusionsoft.
I’ve helped hundreds of business owners (including myself) solve the types of problems that your business is facing – and we’ve done it all with Infusionsoft.
This post should leave you in no doubt about what the software can do and how it can help your business.
It should also help demonstrate the perfect customer lifecycle.
1. It’s a highly powerful CRM
Whether you call it a customer relationship management (CRM) system or a contact record management system (CMS), Infusionsoft has it built-in.
That means it includes its own database.
Other software that focuses on performing specific marketing tasks, such as email, does not include its own database. Marketing tasks, other than the ones for which they are specifically designed, can appear “clunky”.
With Infusionsoft, it is seamless and easy to:
Maintain closer client relationships
Every interaction and transaction with every customer can be logged in the contact record.
You can maintain online and offline contact records right down to the very last email or website click.
This helps you understand your customers better and form closer relationships – making it easier to retain them and grow sales.
Segment your contacts
This is the key to personalized marketing: being able to segment your audience using the tag system in Infusionsoft.
The software can do it automatically or you can segment manually based on customer preferences and behavior.
Focus on the best leads
Infusionsoft has lead-scoring built-in. That means you can set up a system that segments leads by potential value to your business (behavior, interactions, purchase history, etc.)
This allows you to market to and follow up with the most valuable prospects first.
For time-poor business owners, this is gold! It saves you running down blind alleys, spending too much time on leads that are going to bring little value to your business.
2. It makes marketing simpler and more effective
From my experience, marketing is probably the area that most small business owners need the most help with.
Either they don’t know where to start, they’re not sure which channels to use, or they spend too much time and money on ineffective campaigns due to lack of strategy.
Marketing sure can drain your resources quickly.
Infusionsoft helps you market more with less: less investment (in the long-term), less time, less stress.
The key is automation.
Infusionsoft includes many great features that make marketing simpler and more effective:
Customer tracking and smart campaigns
All the data you need is out there to easily set up marketing campaigns that resonate directly with your target audience.
Data is not much use unless you can capture and use it. Infusionsoft helps you do that.
A simple drag and drop campaign builder helps you track customer journeys and lifecycles.
This enables you to create more personalized campaigns that talk directly to the needs and desires of the customers you’re looking for – talking their language on the channels they use.
In short, you get the right messages, to the right people, at the right time.
That, again, is pure gold – and it’s what many small business owners struggle to achieve.
Complete workflow automation
Automation works throughout your workflows – from marketing through to sales, admin, customer retention.
The tagging system is the real “brains” behind the automation. Master that and you will save a great deal of time.
Customer characteristics (location, age, gender, etc.) or behavior (e.g., a click in a newsletter, a download, or a registration) can trigger an automatic sequence of events that you set up with Infusionsoft.
These happen without you lifting a finger.
That is revolutionary for many small business owners: marketing and selling 24/7 – even while they’re on the beach.
Alongside these automated tasks, your manual input can also add greater intelligence to campaigns.
The most successful marketers blend automation with their own human intelligence to design effective campaigns.
Market More…With Less!
Email marketing series
The drag-and-drop email campaign builder is a great tool for business owners reaching out to their segmented target markets.
For relative beginners, the simple templates are excellent tools.
If you are after something a little more sophisticated, you can design your own.
Also included in Infusionsoft is a drag-and-drop landing page builder.
This is key to leads turning into sales: clicks from emails are directed through to landing pages that convert clickers into customers.
All the reporting you need
From your Infusionsoft dashboard, you can generate customized reports that show how your marketing campaigns are performing and how customers are interacting with your business.
This tells you vital information such as:
- Are your emails being delivered and opened?
- Who is clicking on what?
- Where are customers dropping off in campaigns? Landing pages?
This type of information allows you to make rapid and ongoing adjustments to campaigns to increase their success rate and return on revenue.
The smartest marketers don’t rest on their laurels. They check performance and tweak as they go.
Mobile responsive and fast
Infusionsoft has come a long way from its early days and evolved with the times.
Everything you can do on your desktop you can now do on the mobile version of Infusionsoft on any device, anywhere, at any time.
3. It’s ideal for basic eCommerce
You can introduce an eCommerce model to your business through Infusionsoft.
While this won’t be necessary for every small business owner (and some with large product collections will want dedicated store software like Shopify or WooCommerce), it provides an interesting new channel for many.
The eCommerce functionality allows you to:
Display, promote, and sell your products/services/subscriptions
Infusionsoft includes templates that allow you to create store pages.
Here, your customers can browse products or services, including detailed collection and product information and images.
You can make all the necessary checkout and shipment arrangements, charge tax and VAT, etc.
If you prefer or require a more sophisticated storefront than the ones provided by Infusionsoft, you can hire a coder and use the back-end automation of the software to process sales only.
Everything integrates with the CRM and with the marketing automation systems you set up, of course.
Easily process orders and collect payments
One of the benefits of Infusionsoft’s eCommerce set up is how easy it is to collect and process orders.
Order forms are clear and simple to fill out both on mobile and desktop.
Because Infusionsoft has its own payments provider, you will be pre-approved as a merchant as an existing Infusionsoft user.
There’s also just been added a native stripe integration.
This circumnavigates one of the big issues for new eCommerce businesses: having to jump through hoops to get accounts with some payment providers, mentioning no names.
Infusionsoft’s rates for collecting payments are very reasonable (flat-rate 2.9% and $0.30 per transaction – no other fees) and it literally takes minutes to set it up and start receiving payments.
It’s also easy to set up the checkout system to collect the necessary tax, depending on where in the world your business is based.
Note that other payment gateways can also be used in combination with the Infusionsoft system.
Great Ecommerce Capabilities Inbuilt
Create special promotions
It’s possible to set up promotional codes and special offers with Infusionsoft so that you can take advantage of seasonal buying behaviors, special events like birthdays for customers, and so on.
For instance, use special offers to convince a shopper who is hesitating – a final discount offer might get the sale over the line.
For subscription-based businesses, you can also offer free trials and demos.
Imagine how powerful this could be as everything integrates with your marketing automation systems.
Customer purchases and other interactions feedback into your marketing system to trigger other events like a post-sales series of up-sell emails, for example.
Send personalized quotes and invoices
Infusionsoft also allows you to send personalized sales quotes, which can be paid through its payment system when accepted.
This, again, can trigger automated follow-up activities.
For outstanding payments, the invoicing system is adequate for most small eCommerce businesses but you can also integrate the system with your accounting software.
Track and manage referrals
Does your business operate a referral partner or affiliate system?
If so, Infusionsoft helps you track and manage partners and payments.
It will look after everything from the creation of tracking links to payment of commissions and enables up to three levels of commission, based either on a fixed fee or a percentage.
4. It makes the sales process easier and more efficient
The marketing campaigns you run through Infusionsoft create the leads. But how do you ensure that a good proportion are turned into sales and not wasted?
You need to manage the sales pipeline and the software helps you do that.
Infusionsoft’s Opportunity Sales Pipeline (within the Campaign Builder) automates much of the work, helping you manage the pipeline and forecast sales and expected revenues.
Remember the lead-scoring system referred to in the marketing section? Well, once the hottest leads are uncovered, what happens next?
Automated follow-up and assignment to salespeople
You are able to create an automated follow-up system for both the leads and the salesperson concerned so that no leads get missed.
Leads can be automatically assigned based on criteria that you specify.
Automatically Assign Leads
Your best salespeople can look after the most urgent and most valuable leads and the rest (less urgent/less ready to buy/ less focused on your most valuable products) can be placed lower down the priority list and nurtured.
The customizable dashboards and the MyDay section ensure that your salespeople know exactly what they need to be working on each day.
Reporting for accurate sales forecasting
Understanding the present and future sales that are likely to drop in the coming weeks and months helps you plan ahead.
With Infusionsoft, you can generate reports that cover:
- Sales Revenue by lead source
- Revenue by contact interest
- Revenues by product
- Salesperson activity history and sales records
- Projected revenues, etc.
5. It integrates with your other systems
As alluded to throughout this post, Infusionsoft supports an impressive array of integrations with other small business software.
This makes it easier to implement in an existing business environment and to enhance the inherent power of the Infusionsoft platform.
Infusionsoft’s large community of creative and knowledgeable users all have a vested interest in constantly improving the software.
That includes many developers and it means that new integrations and functionality are constantly being added.
Nearly Limitless Integrations
Infusionsoft now integrates with over 1000 other programs through Zapier. This includes social media platforms, Google’s cloud programs, project management platforms, etc.
Here are just a few of the other major integrations that might be of interest to you:
- Outlook/Gmail – for syncing tasks and managing accounts (free)
- WordPress – for adding tracking codes, forms, popups etc. to your website (free)
- Memberium – for controlling access to membership sites
The Infusionsoft API also allows you to add customized functionality to your software.
Is Infusionsoft what you’ve been looking for?
Infusionsoft isn’t right for every business owner but I’ve personally seen it transform many different types of small businesses.
Who doesn’t want more effective marketing and more sale, for starters?
Infusionsoft comes into its own as a sales and marketing platform that does pretty much everything you need it to.
If you’re simply looking to automate marketing or to make more dramatic changes like moving to a membership-based business model, Infusionsoft is a powerful tool to help you.
The people developing the software are small business owners themselves. They understand the types of challenges that other business owners like you face daily.
The problem is that to get it operating at anything like its full potential does take some know-how. Many businesses are only using 25 per cent of Infusionsoft’s capacity.
Hope I Answered Why Your Business Needs Infusionsoft?
For that reason, it’s best to work initially with an Infusionsoft Certified Partner so that you get to know the ropes and find out what it can really do for your business.