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How to Automate Your Sales Pipeline (Part 2)

by Paul Sokol

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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….

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Free EBook: Prepare for Liftoff: Successful Strategies from our 2013 Ultimate Marketers
Post image for How the Infusionsoft API Helps You Succeed

Oreos are by far one of my favorite kinds of cookies. They have a delicious cream filling that connects two chocolate cookies. What does this have to do with the Infusionsoft API? An API is like the delicious cream filling inside the Oreo, it connects two different programs or services together. Infusionsoft provides access to…

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Free EBook: Prepare for Liftoff: Successful Strategies from our 2013 Ultimate Marketers
Post image for 4 Ways the 2013 Spring Release Helps Your Sales Team Save Time

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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Free EBook: Prepare for Liftoff: Successful Strategies from our 2013 Ultimate Marketers

How to Automate Your Sales Pipeline (Part 1)

by Paul Sokol

How to Automate Your Sales Pipeline (Part 1)

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….

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Free EBook: Prepare for Liftoff: Successful Strategies from our 2013 Ultimate Marketers

Inside the Infusionsoft 2013 Spring Release

by Brian Gates

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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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Free EBook: Prepare for Liftoff: Successful Strategies from our 2013 Ultimate Marketers
Free EBook: Prepare for Liftoff: Successful Strategies from our 2013 Ultimate Marketers
Post image for Save Time and Grow More Sales in the 2013 Spring Release

I’m proud to share with you what our product and development teams have been working on for the better part of the past ten months. In our 2013 Spring Release, we have made five major enhancements to our sales and marketing software that I’m confident that you will absolutely love. For many small businesses, even…

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Free EBook: Prepare for Liftoff: Successful Strategies from our 2013 Ultimate Marketers

How to Automatically Collect W-9s from Affiliates & Referral Partners

by Paul Sokol

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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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Free EBook: Prepare for Liftoff: Successful Strategies from our 2013 Ultimate Marketers

Get to Know Infusionsoft Better

by Joseph Manna

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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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Free EBook: Prepare for Liftoff: Successful Strategies from our 2013 Ultimate Marketers

An Insider’s Guide to Mastering Tags & Categories in Infusionsoft

by Paul Sokol

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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…

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Free EBook: Prepare for Liftoff: Successful Strategies from our 2013 Ultimate Marketers