by James Wilson
If you are anything like me, the first time I tried to tackle CustomerHub permissions, my head was spinning! Once I understood the logic, they ended up being much simpler than I thought. When it came to permissions, I was making the process harder than I needed to. I find this point of view common…
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The goal of our 2013 Spring Release is to simplify sales and marketing for your small business. In addition to making the product easier to use, we’re also rolling out new ways for you to attract customer and create content to convert them into happy, repeat buyers. Read on to learn about all the juicy…
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As a lifelong marketer, I’ve always had a fierce respect for sales people and the talent required to close deals. That’s why I’m so excited that Infusionsoft’s 2013 Spring Release puts sales teams front and center with the addition of several features that make it easier to get organized, streamline the sales process and ultimately…
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by Brian Gates
Every release, our Product Management team conducts hundreds of intensive customer research interviews to discover the key activities that drive business value. These activities are captured in what we call benefit statements and are utilized as the guiding light for our design and development efforts. It is through these benefit statements and the POV Method,…
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by Joseph Manna
Over the next month, we will introduce a change for all users so it’s even easier to sign into Infusionsoft accounts. Infusionsoft ID is a long-term solution that you will use to sign into Infusionsoft accounts, CustomerHub and future products and services that we have in our family. To get comfortable with this transition, here’s…
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by Joseph Manna
I want to introduce you to Ken Chandler who is the owner of Presidential Pools in Scottsdale, Arizona. He has been a huge fan of us for a good reason. Since he implemented Infusionsoft, he was able to use four marketing campaigns to generate upwards of $100,000 in revenue. These campaigns aren’t very complex, but…
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by Paul Sokol
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…
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by Joseph Manna
This weekend, we redesigned our website so entrepreneurs (like you) can see exactly how we help small businesses succeed. You might already be familiar with Infusionsoft, so it shouldn’t be a complete surprise, but I want to give you a tour of what interesting and useful content you’ll find across our website. I think you’ll…
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by Joseph Manna
I’m happy to report that we’ve successfully deployed our latest software release. This is the last incremental release before our highly-anticipated update at InfusionCon. Our team has been quite busy coding, testing, squashing bugs and focusing on building a fantastic user experience. The Winter 2013 Release helps you save time, generate leads and increase sales.
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by Paul Sokol
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…
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