If you are an Infusionsoft user that is not utilizing the system to capacity and you want to know about infusionsoft, you are not alone.
New users I see start using primarily the shopping cart and autoresponder service parts of the system.
This is typical due to the fact that the other systems that small company owners normally use make the most of the shopping cart and autoresponders, so that's the information that gets pulled over in an Infusionsoft shift, and the routine of the 'old method things were done' frequently continues from there.
It's all right to start with what you know, however it's vital to begin to utilize an infusionsoft certified consultant quickly so you can establish requirements and treatments quickly.
Here are a few vital things I like about the 3 primary modules:
1. CRM Management: Infusionsoft has a remarkable CRM system, to manage all of your contact records - and loads of information for each contact. Not just can you store a nearly unlimited variety of fields of information within each contact record, however it's perfectly arranged and simple to discover what you require - from addresses, to encrypted charge card information, to orders and e-mail correspondence (all e-mails, from single e-mails to broadcasts and follow up emails). It's extremely robust. And one of the neatest functions is that you can upload files (like customer agreements or other docs) to your customer records too. Many of my customers use the Notes function to track coaching discussions with their customers, as well as assessments or networking contact with potential clients. The task function is one of my favourites - to assist me understand exactly what has to be cared for, when. Simply excellent things.
2. Marketing: The Campaign Contractor is a wonderful method to establish all of your project pieces for any offered launch, promotion, item sale, program, or whatever you do in your business. The pieces of the project contractor allow you to set up e-mails extremely quickly, use tags for segregation, develop choose in pages and landing pages in a flash, as well as start and stop follow up series by other actions that are taken somewhere else in the system (for instance, if my customer has a call with a client and then sends me a task to do something, I can 'mark off' that task in my dashboard, which can begin the appropriate sequence for that particular customer or prospect). Partnership and automation at their finest.
3. Ecommerce: The shopping cart part from an infusionsoft certified person appears cumbersome to set up in the beginning - with many locations to go to set up things like order forms, payment plans, promotion codes and so on. Once you master where things are it becomes a nice little dance from location to place as you set up some neat options for your products. There are lots of neat functions for shopping cart design and upselling too, but the basic 'purchase' link is extremely easy to set up rapidly, and putting orders and handling payments is essentially performed in a couple of clicks. It's a fantastic smooth system for updating credit cards and scheduling payment dates.
Although there is a steep knowing curve when starting to use Infusionsoft, the secret is to learn the best functions of each module from the infusionsoft consultants and how they can be use to your company.