Infusionsoft Makes Small Business Owners More Money

Calling all tired, frustrated, duplicate-data-duped entrepreneurs and business owners!

How long will you grapple and wrestle and struggle and fight with various systems for your

  • Online shopping cart,

  • Contact management system,

  • Project management platform,

  • Auto responder,

  • Reporting tools,

  • Invoicing and order tracking?

It’s amazing how often my soon-to-be clients describe losing information, duplicating client records and orders, wasting time and money paying people to duplicate data entry and their nearly complete inability to segment their client/prospect list in order to follow up properly with prospects, inform clients and prospects of specials, offer upsells and basically sell to their clients.

After I first learned of InfusionSoft I went out to the Anaheim Convention Center in the summer of 2008 during their four city tour with Dan Kennedy. After quite a bit of due diligence I decided to not only make the switch to Infusionsoft but I chose to become a Certified Marketing Automation Coach (CMAC) with them. (More on the difference between a cludgy CRM and marketing automation later.)

Here are some of the big ways InfusionSoft simplifies small business operations:

  • You can view a contact in InfusionSoft and see every product they’ve ever purchased, subscriptions they are receiving or belong to, emails received – and if they opened them – as well as any contact they’ve had with your company.

  • You can process orders, customize sale prices, offer promo codes or discounts and otherwise modify and track unique transaction request efficiently.

  • Your follow-up sequences can be customized and expanded to include not only emails but also phone calls, direct mail, faxes and even send attachments (don’t try this with 1ShoppingCart or Aweber.)

  • Excellent deliverability rates.

  • Outlook integration is a snap with InfusionSoft’s plugin. Now all of your calendar items and tasks can be synchronized to you desktop. You can also send an email from Outlook and tag it to the client’s record in InfusionSoft with no extra steps.

  • List segmentation is nearly infinite. InfusionSoft enables you to target contacts any which way to Sunday:

    • Customers

      • Product

      • Service

      • Both

    • Prospects

      • Webinar attendee

      • Tradeshow attendee

      • Free report requester

      • Multiple report requester

    • Address: city, state, zip code, country

    • Custom tags

    • And you can do it all with the click of two buttons (rather than manually deselecting / unsubscribing individuals.)

  • The affiliate module allows you to modify individual products so you can run multiple affiliate campaigns and offer different rates to your more productive partners.

While it may sound self-serving, you do need someone who knows InfusionSoft to transition your current systems, implement your new processes and even maintain it (even if just for 1-2 hours per week) in order to get the most out of it.

Remember, this is not a plugin or a stand-alone, bolt-on module like you’ll find at AppExhange. This is a COMPLETE system. Without retaining outside help you will at least take longer to realize the benefits of the system and at worst you’ll get frustrated and waste time. (I have documented the setup procedures and best practices that I share with all of my InfusionSoft clients.)

I know some people this is an expensive system and it looks that way when you compare it to a beginner email “component” from Constant Contact but that’s not a fair comparison.

InfusionSoft offers the most complete and affordable and functional system for small business owners on the market today.

They have eliminated the upfront fee so you can begin using InfusionSoft today for just $199/mo for the Basic and $299/mo for the Deluxe setup.

If you are already using two or more systems for your business today you will find that you will save time and money when you fully utilize everything InfusionSoft offers.

Good Selling,