I'm Infusionsoft's mad scientist around the visual campaign builder and spend my days creating automated marketing campaigns for the masses. It is literally the most fun I've ever had!. I'm an electrical engineer by trade with a passion for music, skateboarding and life in general; I love being given a challenge and figuring out a solution!
The last quarter of the year is a huge opportunity to achieve big sales numbers and close out strong. Since the whole point of these free monthly campaigns is to help you succeed, I figured October would be the perfect month to release campaigns designed to boost your end-of-year sales!
Hence, I’m excited to announce our latest and greatest free campaign, Convert Sales with 2013 Holiday Promotions. (more…)
Here at Infusionsoft, our whole purpose is very simple, “To help small businesses succeed.” Earlier this year, we took a big step towards making it easier for small businesses to succeed by opening up a bunch of free campaigns in our Marketplace. These marketing blueprints are built using proven tactics and strategies so that way you can feel confident implementing them quickly with minimal effort.
Now that the initial dust on the Marketplace has settled, it is time to start adding more free campaigns at regular intervals and today I’m elated to share the campaign of the month for September 2013, Attract Traffic Using Direct Mail.
Some people have not yet harnessed the true power of Infusionsoft, and more specifically, the Campaign Builder and our free pre-built marketing campaigns. To help you (and others) get a taste for truly how easy it can be to build a strong foundation for automating your sales and marketing activities, I’ve got a treat for you today. In a half-hour, you’ll learn how to create your entire end-to-end marketing funnel from this tutorial. (more…)
One of the most visible places you’ll see Infusionsoft’s core value “We Innovate and Constantly Improve” in action is within the product, which has undergone a remarkable transformation over the past few years. Not only have we added new features to meet the changing needs of your small business, we’ve also redesigned the interface and simplified the product so you can get to value faster.
For some, this change can be frustrating. You’ve spent time and energy learning how to configure your sales and marketing process with legacy features. The new features are unfamiliar and built around a new paradigm that doesn’t translate well from the way you’ve always done things. The purpose of this post is to give you the information needed to easily migrate to the Campaign Builder and some motivation to make the change today. (more…)
The first two parts of this sales pipeline automation blog series have dealt specifically with a traditional sales process. However, the Opportunity feature exists to track virtually any process. In this final post of the series, I’m going to blow open the doors on two case studies showing how you can use opportunity stages to track other types of processes. (more…)
In the previous post in this series, I explained the essentials in setting up and configuring your sales pipeline. In it, you were able to learn the strategy as well as the ins and outs of managing the various stages that help sales representatives generate more sales and serve even more prospects along the way. Now, we’re going to take that a step further by using automation to make the sales experience a unique one. (more…)
Sales and marketing automation is a beautiful thing. A well-structured campaign can build long-lasting relationships with prospects and customers with minimal human intervention.
However, for companies with sales teams and a clearly defined sales pipeline, automation can either greatly enhance the experience or make your company look amateur when it comes to its CRM usage. (more…)
Tax season is upon us and if you are paying commissions to affiliates or referral partners, you must have a W-9 on file for each of them. A W-9 form is a ‘Request for Taxpayer Identification Number‘ provided by the IRS, which is basically the formal way for you to collect a TIN/EIN so you can properly get affiliates their tax documents.
Individuals have to report their income and you need to make sure that you’ve collected all the necessary paperwork so you or your affiliates don’t become an unsuspecting target of the IRS. This isn’t difficult if you have Infusionsoft. Here’s a tutorial on how to automate this process. (more…)
Imagine if you could pull a list of all your prospects, who have downloaded a specific report and are interested in a particular product. How targeted do you think you could make that message? You might be familiar with tags already. You’ve heard Jordan Hatch discuss tags on his Mastermind Webinars. You heard about tags being used to launch Follow-up Sequences from the Campaign Builder.
If you’ve ever tried to wrap your head around how tags are used in your business, you’ll love this post. (more…)
With the advent of the visual Campaign Builder, it’s easier than ever to quickly implement automated processes to support your business’ needs. As an Infusionsoft user, maintaining a clean active list of contacts can sometimes be a challenge, especially for those who have larger email lists. Managing hard bounces is important so you can get their emails to your contacts’ inboxes reliably and to keep your email reputation on the up and up. (more…)