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CRM

Post image for 5 Rules for Small Businesses Implementing CRM Software

Anytime you bring a new piece of software into your business, it’s like adding another child to your family. You’re going to give it a lot of attention to the new software. Maybe a little too much. It’s going to exhaust you, keep you up at night and probably frustrate you beyond reasonable belief. But…

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Post image for Why Should a Small Business Use a CRM?

Think back to a time when your business was small. No not small. Tiny. Maybe even go back to a time when you didn’t even call it a business yet. Your clients and customers consisted of people you knew personally. People whose kids’ names you could remember and whose birthdays would come and you’d send…

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Simplify your CRM by Choosing Between Tags or Custom Fields

by Greg Jenkins

Post image for Simplify your CRM by Choosing Between Tags or Custom Fields

I’d like to address a topic that nearly every Infusionsoft user has faced since the dawn of time. I get asked this quite a bit, “When do I use a Custom Field and when do I use a Tag?” The answer isn’t so short, but I want to add a valuable perspective to consider when…

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Check out the New Infusionsoft Website

by Joseph Manna

Post image for Check out the New Infusionsoft Website

We updated our company’s website so it is even easier to read and browse across all browsers and devices. We’ve put a significant amount of effort into clearly articulating the benefits of Infusionsoft for small businesses across the entire website. Let’s take a look at what’s new!

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Add Contacts on the Go with Snap by Infusionsoft

by Lindsay Bayuk

Post image for Add Contacts on the Go with Snap by Infusionsoft

You just attended a major conference or networking event. You probably paid a lot of money to listen to speakers, but you find that your most valuable time is best spent meeting new people and sharing ideas. These conversations often lead to partnerships, new deals or even friendships. As the conversations come to a close…

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7 Hot Questions Answered about the Infusionsoft Campaign Builder

by Greg Jenkins

Post image for 7 Hot Questions Answered about the Infusionsoft Campaign Builder

The Infusionsoft Campaign Builder is quite powerful to say the least. With great power comes great responsibility. I can understand how it can feel a bit intimidating to make changes to live sales and marketing campaigns because you might not be sure what will happen. This post will answer this frequently asked question, “What happens…

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Post image for Infusionsoft in the News: CRM Solutions, Security Awareness & Entrepreneurial Passion

Every month, we share highlights of recent stories found around the web about Infusionsoft and featured articles from leaders in our company. This month, Clate Mask opens up about how he danced between the fine line of delusion and passion with FastCompany. We were also featured among many great contenders for industry awards and Marc Chesley…

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How to Migrate Legacy Follow-Up Sequences to Campaign Builder

by Paul Sokol

Post image for How to Migrate Legacy Follow-Up Sequences to Campaign Builder

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…

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Post image for Lifecycle Marketing: A Strategy to Generate Leads, Increase Sales & Save Time

For the past several weeks, you’ve been getting an inside look at how you can implement Lifecycle Marketing steps into your business with Infusionsoft. Now, let’s put all these stages together so you can generate leads, increase sales and save time.

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Lifecycle Marketing: Deliver & Satisfy to Wow Customers

by Joseph Manna

Post image for Lifecycle Marketing: Deliver & Satisfy to Wow Customers

One of the more powerful, but underutilized, aspects of Lifecycle Marketing is to deliver and satisfy the customers who purchase your products and services.  I’d argue that this stage is incredibly important because it correlates with customer retention and enables you to maximize lifetime customer value.

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