Slow summer? Tune Up Your Infusionsoft

It’s that time again – the Summer slow down. Many entrepreneurs experience a business slump as their communities take time to relax and vacation with families. It’s tempting to join the lazy days of Summer but now is the perfect time to get your business ready for the busy season right around the corner. Use this time to plan your future launches, tighten your business processes and cleanup your systems. If you’re an Infusionsoft user, it’s the perfect time to tune-up your application so it’s running smoothly and working hard for you so you don’t have to! Take time to perform these 5 tasks so you’ll finish the year strong:

1. Organize Tags

The beauty of Infusionsoft is that it allows you to create as many tags as you want so that you can properly segment your list. The bad thing is that you have most likely created a TON of tags and some you may not even remember why you created them at all! Take time to run a report of all your tags and their categories. Go through the list and delete what you aren’t using. CAUTION: tags can control automation in your application; so don’t delete a tag unless you’re sure it’s not being used to trigger something. The Smart to Finish Team can review and clean-up your tags, perform this task regularly so it’s not a big job and better yet, set-up a tagging structure so your tags are always organized!

2. Update Legacy Items

If you have old follow-up sequences, web forms, and/or campaigns, take time to put those into the new campaign builder. That way your emails will be mobile-ready and you can use new features to further automate your systems. If you want to enjoy your Summer, the Smart to Finish Team can create these updated campaigns for you while you lounge by the pool!
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5 Reasons Why Infusionsoft is Good for Your Business

Infusionsoft is a leading CRM and email marketing software for small business. It is one of the most popular applications on the market and more and more small business owners are using it to improve their marketing every day. Why is it so popular? Here are 5 reasons why Infusionsoft is good for your business:

1. Email Marketing that Works

Did you know that on average it can take anywhere from 5-12(!) touches from you before a lead turns into a customer? Do you have time to personally email everyone on your list this many times? Of course not! Infusionsoft does this work for you – automatically. Plus, these communications are targeted so your leads and customers are getting the information from you they actually want. This saves you time, helps you build better relationships and prevents the dreaded unsubscribe.

2. Know More About Your Leads

Infusionsoft tracks where your leads are coming from so you can leverage that information. At any time you can run a report to see where your leads originated, how many sales you have from those lead sources and more. For example you may discover the majority of your leads are from Facebook, so you can decide to place more effort on your Facebook marketing and less on a channel that isn’t performing as well. (more…)

3 Benefits of Hiring an Infusionsoft Professional

Infusionsoft is an all-in-one marketing solution. It can handle everything from automating your marketing, to taking payments online, and so much more. If you want a software that will help you capture more leads, increase your conversions and take you less time, Infusionsoft is the solution. However, it is not the easiest software to learn. Hiring an Infusionsoft professional will help you leverage all of its capabilities and bring you these three benefits too:

1. Increase Your Revenue: Infusionsoft isn’t “just” a CRM; it’s a marketing tool for small business. As such, you not only need someone to help set things up for you, but also someone who understands marketing. An Infusionsoft professional takes your marketing vision, provides input and advice and then sets everything up the best way for YOUR business. As professional we know the in’s and out’s of Infusionsoft and how to use it to optimize your marketing funnels and create a full automated marketing system that ultimately brings you more revenue.

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Automate Your Business with Infusionsoft

If you’re ready to spend more time in the sun this summer, you can transform your business (and life!) by harnessing the power of Infusionsoft, a marketing automation software. Every day there are a ton of details you must manage in your business and Infusionsoft can automate almost all of them. Here are just a few of the ways you can put your business on autopilot:

1.Turn Visitors into Leads

You can use Infusionsoft’s ready-made lead capture forms to collect data on all of your website visitors. Once they sign-up you can automatically send them a welcome email, include a free download, track when your new lead has downloaded their gift, and even remind them automatically if they forget!

2. Engage Your List

In today’s email heavy world, personalization is key to creating a brand your leads and clients want to engage with. Infusionsoft helps you capture important data and then use it to ensure your contacts receive the information they truly want. You can then use these details to segment your list, trigger emails based on email opens, clicks, or payment history, create and send special targeted promotions and more.

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5 Reasons Why You Need Infusionsoft as a Small Business

In all reality, this is a post about email marketing. In the next several years, email marketing is going to make up a big part of your overall online marketing strategy. So much so that it can make or break your business. We all know there are a ton of reputable email marketing programs out there, but what each of these programs lacks is an all-in-one email marketing solution.

And that’s why we would like to talk about Infusionsoft. If you really want your email marketing efforts to take off, you should seriously consider signing up for the software. Why you ask? Well, here are five reasons why… but we could literally go on forever if we wanted.

  1. You need an email provider that can be trusted.

    Email deliverability is HUGE in email marketing today. If you’re using a program that isn’t trusted by ISP’s, then it’s very likely your emails won’t even get delivered in the first place. Since Infusionsoft has a very low tolerance for spam, it keeps the email deliverability rate healthy.

  2. You need an email program that can easily integrate with WordPress.

    Did you know that about 25% of the web is run off WordPress? It’s most likely that your small business is using a CMS such as WordPress. Infusionsoft has the ability to link right up with your WordPress site and even offers some fun enhancement features!

  3. You need an open API program that allows you to scale and grow.

    A small business isn’t going to stay a small business forever (if everything goes our way right?). You need room and flexibility to grow without having to change software as you grow out of it. Luckily for you, Infusionsoft offers an open API which allows its’ users to add custom add-ons.

  4. You need an all-in-one solution.

    Do you really feel like hiring a bunch of people and companies to manage your online shopping cart and credit card processing? No, we didn’t think so… Infusionsoft can do it all for ya.

  5. You need to track your lead sources.

    What good are marketing campaigns if you don’t know where your leads are coming from? Infusionsoft can help you track these leads and give you information on where they came from. Who would have thought all those Facebook Ads you did last year resulted in 75% of your online sales!

Still need more reasons why you need Infusionsoft in your life? Shoot us a note. We would love to talk to you about your business and help you understand just how much Infusionsoft can benefit your marketing efforts.

Want to check out the software some more, hurry on over to Infusionsoft so you can see all of the benefits they have to offer.

Simplero vs Infusionsoft – The Major Differences

Hey there fellow entrepreneurs! We recently moved one of our clients from Infusionsoft to Simplero and wanted to give a big shout out to the product. While we still love, Love, LOVE, recommend, and use Infusionsoft…. we have to say we are very impressed with Simplero. The application is built upon the basis of being “simple” compared to a lot of similar products on the market. We’ve found it to be a great solution for those who are not quite ready for all that Infusionsoft has to offer. So let’s jump right into it – here are 10 basic features of Simplero we found to be pretty freakin’ neat.

  1. Each product also has a “freebie” order form. This is great for testing or for giving this as comp to clients without requiring a credit card.
  2. You can add a gift email and message on an order form – and it can be purchased for another person.
  3. You can create an order form that has a donation amount, which means the customer has the ability to add a custom amount to pay. Helpful for fundraising and collecting odd amounts.
  4. The unsubscribe page allows the customer and prospect to see what lists they are on and opt-out of the lists they want while staying on others they are more interested in such as; product updates on something they purchased from you.
  5. Terms and Service on order forms.
  6. Mobile responsive order forms
  7. You can broadcast to customers in their timezone.
  8. Mobile responsive emails
  9. No limit on account users!!
  10. Month to month subscription plans. No lengthy yearly subscriptions!

*Keep in mind. Infusionsoft does offer many of these features as well… but you do have to purchase additional integrations to make them available.

But hey! We can’t give you all of the good without letting you know some of the bad… here are a couple of features that Simplero does NOT have:

  1. No phone support. It’s all ticket based (we’ve had good luck with quick response times though!)
  2. No cart page or view cart page so that customers can add multiple products to their cart /order form.
  3. Does not include the advanced automation tools found in Infusionsoft Campaign Builder.
  4. Not as many integrations and plugins available.
  5. Not a full CRM
  6. Not as many email marketing features

All in all, it’s a pretty sweet product. If you’re interested in learning more about Simplero and how it could help your business, shoot us a note.