Infusionsoft is not just a software application – it’s a total solution for small businesses to manage their sales and marketing activities. Perhaps you might have started out with using Infusionsoft to manage your permission-based email list, but now you’re looking for more.
It’s never too late to expand your use of Infusionsoft. If you’ve been using Infusionsoft for a while and haven’t quite automated everything you could, now is your chance. With a robust and powerful Campaign Builder, you can create the right kind of campaign for your business you can save time, generate leads and close more sales.
So, with that said, here are five ways to help you maximize Infusionsoft further:
1. Check out the new Infusionsoft Marketplace
We have recently overhauled our Marketplace and have expanded its features. On it, you’ll be able to find an independent Infusionsoft Certified Consultant, discover new third-party apps and be able to snag our free pre-built Campaigns. We’re always adding new content to it, so check back frequently!
2. Migrate to the new Campaign Builder
Paul Sokol recently explained in vivid detail how you can migrate your old-school marketing sequences into the Campaign Builder. This makes for a good opportunity to review and refine your marketing campaigns. Additionally, you’re able to gain additional visibility into the performance of those campaigns.
3. Automate Your Sales Pipeline
Are you still printing out leads and handing them out to your team? Hopefully not! Paul Sokol published a three-part series to get you comfortable with building a meaningful and functional sales pipeline for your business. The first post of the series explains how to get started with Opportunities. The second post explains how to automate your pipeline. The third post in the series, he shares how you can use the sales pipeline for more than only sales.
4. Attend Mastermind Webinars
Get your weekly dose of Infusionsoft knowledge from Scott Richins and our training team. They spend every Thursday morning sharing tips that are accessible to novices and useful to the veterans. Additionally, you may even be invited to hear about product sneak-peeks throughout the year.
5. Enroll in Infusionsoft University
If you’ve ever wanted a structured learning environment, the chance to ask questions and make sure that you fully understand all the concepts, then our premium Infusionsoft University is for you. Every session has an attendee cap on it to ensure optimal quality, so be on the lookout for invites to attend an upcoming Infusionsoft University session. This is perfect if you have new members on your team (congrats!) and you want to get them up to speed on how this all-in-one sales and marketing software works.
We have additional solutions to help you succeed, too! If you need more leads and are active with your Facebook Page, you will love the seamless integration with GroSocial. If you have a very active and loyal customer list and you want to find the right way to deliver information and videos, but don’t want to ‘give the farm away’, CustomerHub is a perfect fit for you, too.
Don’t try to bite off too much; however, doing nothing might not get you the results you desire, so I encourage you to check out these resources. With three-quarters of the year nearly behind us, it’s a good time to close out the year strong by maximizing your Infusionsoft account.
Image credit: Nikita Gubanov