What is Infusionsoft / Keap CRM?

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What is Infusionsoft / Keap CRM, and what it can do for your business

We’re currently living in an era where the relationship between the business and its customers is of utmost essential. For a company to thrive these days, it requires to consider the needs and preferences of its clients. That’s why acquiring a CRM platform is critical in the competitive business landscape. Among the available platforms, Infusionsoft CRM software stands among the pack as the platform that can deliver the great.

What is Infusionsoft CRM Software?

Infusionsoft is a client relationship management platform. It’s used to manage sales and marketing, customer support, and engagement plans for both businesses to business (B2B) and business to customer (B2C) industries. The CRM software of Infusionsoft offers important features for marketing automation, email marketing, and e-commerce features all on one platform. The Infusionsoft CRM system is designed to cater to little scale businesses and companies that have transitioned to automated marketing. It works to optimize the user experience for companies with small client support teams or individual marketers. Tasks that fall under this sort will include target audience interaction, payments, lead capture, contact management, the automated billing process, and follow-ups.

Infusionsoft is a fusion of three major kinds of software:

  • Marketing Automation
  • Customer Relationship Management
  • Shopping Cart or Affiliate Management

This can potentially save you from having to piece together these platforms individually. There is a wide variety of services that little businesses can take benefits of reading on to find out the top advantages of Infusionsoft.

Improve Your Email Marketing

Email Marketing

White-collar Americans now spend more than 6 hours a day checking email, which means email marketing has become an important part of a business. Without the right software, though, email marketing may be an unproductive drain on your time. Infusionsoft integration can help you send personalized messages at just the right time, based on every activity of the customer that the software has saved within the system.

Segment Your Lists

Part of the reason that email marketing is so successful with Infusionsoft is that it lets you segment your client lists. Separating your customers into target groups used to take forever, and can look like more trouble than it was worth. Infusionsoft has a simple tagging system so that you can divide people according to your criteria, then send emails or targeted campaigns based on the lists you have created. You can deliver content that is relevant to your lists, which will help raise engagement.

Automate Repetitive Tasks

The email marketing feature of Infusionsoft integration can be automated so that you do not have to manually send emails each time. Did a client leave items in their cart without buying them? Automate an email. Want to send a welcome message to new newsletter subscribers? Already done for you. You can program certain actions to occur as a visitor is moving through your webpage. For instance, Infusionsoft can automatically assign a lead source to a new visitor so that you have that info at your fingertips.

Condense Multiple Systems into One

One of the big selling points of Infusionsoft integration is that it puts almost everything little businesses need for marketing into one system. In the past, you did have one system for your online marketplace, another to handle your email list, still, another to track leads, the list goes on. Infusionsoft gets rid of the confusion and lets you do all of that in one place. It’s not just automation that saves business owners many time and money. The structure of the software just makes everything easier.

Use It as A CRM System

If you have only heard about Infusionsoft in passing, chances are you were thinking of it as a Client Relationship Management (CRM) software. This’s just one of the functions of the software. If you have a system set up, do not worry. The company has made sure that Infusionsoft integration will work with much existing support, marketing, and client service software. If not, use it to track things such as your prospects, leads, and existing customers to make the most out of your marketing plan.

Manage Your Marketplace

What if you’ve data from your online store, data from an email list, and data from an existing CRM software? Infusionsoft integration will sync all of the above to make a flawless way to manage whoever interacts with your business online. Not only can your procedure payment and create invoices within the system, but the synced data will allow you to make new marketing plans. Track what clients have purchased before, and send them targeted emails and promotions based on their past activity, or make templates to sell your products or services online.

Sync with Other Apps

Part of why Infusionsoft integration is successful is because of the range of applications it supports. There is no need to fully ditch systems you are currently using to make Infusionsoft work for your business. Use Xero or QuickBooks? Your records will automatically sync, no issue. Already have a payment gateway? Sync it with Infusionsoft to decrease double entries and save yourself a ton of time. If you utilize a platform that is not currently supported, the software does work with Zapier, which helps it to communicate with other applications.

Transform Visitors into Leads

Infusionsoft allows you to track your visitors so that you can continue inviting them to engage with your business online. The software comes with a pre-built lead capture form, so you can invite casual visitors to fill out a quick and simple form to receive more info from you. Their names and email addresses will sync with the CRM, which allows you to manage the relationship from there.

Create A Marketing Strategy

Perhaps you do not even have a marketing strategy that you are hoping to launch with the help of Infusionsoft. That is okay. You can build a new one with the software. The Infusionsoft team knows that little business owners do not essentially have the time to learn everything there’s about marketing on top of really running their business. So, they have made it simple to learn lifecycle marketing, make and manage a marketing campaign, and much more.

Maximize customer engagement

With Marketing Automation, you can streamline the way you follow up and market by automating your lead capture and Nurture. Set up an automated system that sends the right message to the right person at the right time. Trigger personalized communications based on payment history, form submissions, clicks, email sends, opens, and so you know messages will be timely and relevant to the needs of the customer.

Keep track of contacts, Grow sales faster

Leads are best, but paying customers are best. Concentrate less of your time managing the procedure and more time working with the right prospect to create paying clients. Spend less time working deals and extra time closing with Sales Automation. Streamline your sales procedure by automatically triggering follow-up emails, appointments, tasks, and reminders. View reports with revenue broken down by dozens, product, lead source, and other metrics.

Keep the cash flowing with online storefronts and payments

Set up your online shopping experience that makes it simple to sell and simple for clients to buy. Manage your entire inventory, online store, fulfillment, and billing from one single system. Plus, make discounts, subscription plans, and promo provides to sell products or services. Best of all, with an integrated system, when someone becomes a customer, it will automatically trigger personalized automated follow-up. All of your client histories will be in one system to make a seamless system for you.

Marketing and Sales

Infusionsoft provides tools that allow users to build customized and automated client management campaigns. It makes use of a simple drag and drop interface, making it a lot more convenient for beginners. Users can make a more personalized flow of prospects and existing clients in a variety of sales and marketing scenarios. Infusionsoft is a useful marketing automation equipment for small businesses. It offers every tool important for marketing success. Infusionsoft CRM platform is superb and can get the job done for any marketer.

User interface: Infusionsoft has one of the great designed user interfaces in the marketing automation industry. Their visual campaign builder creates crafting even the most complex of nurturing sequences both intuitive and fun.

Great integration and API: Thanks to a combination of over 300+ applications in the Infusionsoft Marketplace, their Zapier integration, and their API, you can connect Infusionsoft to a lot of 3rd-party tools.

Great support and training: Infusionsoft receives many praises for the quality of its customer service.

Scalability: Infusionsoft uses universal tracking, which makes it simple to keep track of a contact’s behavior across multiple marketing channels.

Built-in shopping cart or eCommerce: Infusionsoft is one of the only marketing automation tools that offer order forms, payment processing, fulfillment, and inventory tracking directly within the tool.

If you are looking to add Infusionsoft/Keap to your toolkit but need help navigating and setting it up to work for your law firm, schedule a free consultation with our legal marketing experts.

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