How to Start Business Using Infusionsoft.

How to Start Business Using Infusionsoft.

You are not alone if you use Infusionsoft but are not making full use of the system. The system’s shopping cart and autoresponder service are typically used by new users when they first sign up. This is very common because small business owners typically use other systems that make the most of their shopping carts and autoresponders.

As a result, this is the data that is pulled over during an Infusionsoft transition, and the practice of doing things the “old way” often continues from there. It’s fine to start with what you already know, but you need to quickly start using the other parts of the system so you can easily create standards and procedures.

The following are a few key aspects of the three main modules that I enjoy: 1. Management of CRM: For managing all of your contact records and tons of data for each one, Infusionsoft has a fantastic CRM system.

Not only can you store almost any kind of data in any number of fields in each contact record, but it’s also well-organized and easy to find what you need, such as addresses, encrypted credit card information, orders, and email correspondence (all emails, including broadcasts and follow-up emails).

It is very sturdy. Additionally, one of the coolest features is the capability to upload documents to your client records, such as contracts and other documents.

The Notes feature is used by a lot of my clients to keep track of coaching conversations with their clients, consultations, and networking contacts with potential clients. One of my favorites is the task function because it lets me know when and what needs to be taken care of. Simply superb goods. 2. Marketing: For any given launch, promotion, product sale, program, or other business activity, the Campaign Builder is an excellent tool for setting up all of your campaign components.

You can easily set up emails, use tags to separate them, quickly create opt-in pages and landing pages, and even start and stop follow-up sequences based on other actions that are taken elsewhere in the system using the components of the campaign builder. For example, if a client calls me and then sends me a task to do, I can “check off” that task in my dashboard, and that can start the right sequence for that particular client or prospect. The best of collaboration and automation.

3. Ecommerce: At first, Infusionsoft’s shopping cart seems hard to set up because there are so many places to set up things like order forms, payment plans, promo codes, and so on. But once you know where everything is, setting up some cool options for your products becomes a pleasant little dance.

The simple “purchase” link is very easy to set up quickly, and placing orders and managing payments are basically done in a couple of clicks. There are also a lot of neat features for shopping cart design and upselling. It’s a great, easy way to set up payment dates and update credit cards.

When you first start using Infusionsoft, there is a steep learning curve. However, the most important thing is to learn about the best features of each module and how they can help your business.