by Paul Sokol
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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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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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 Paul Sokol
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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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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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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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 Paul Sokol
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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