Archive for March, 2019

Role of Tags in Infusionsoft by Keap CRM

Tuesday, March 26th, 2019

What is a Tag in CRM? This is very important question for those who wants to use a CRM with thousands of users and customers records. There are different definitions of tag, but here I will define a tag from a CRM’s point of view, in CRMs a Tag and is a flag that we can set against each and a group of people/records in the CRM to identify their current status, source and to trigger a certain campaign or action.

By the definition above, you can see how important is it to create an accurate and correct tagging structure in CRM to control your user’s flow within CRM. In Infusionsoft by Keap CRM, we also need to carefully decide tagging structure and here are steps that we need to follow in order to create an effective tagging structure

Know your processes and their stages

you need to know exactly what process you want to implementing through Infusionsoft CRM, for example a sale automation process can have different stages where if a sale person can be assigned with a task to call prospect, and based on the call result he should be able to move this prospect in second stage, that can be interested, could not connect, reschedule, and this will be done by applying or removing a tag (Rescheduled Tag) to the record. when you will understand your processes completely you will be able to see what tags are required during those processes and at what stage you will need to add/remove tags. An Infusionsoft by Keap expert help businesses to automate these processes in their routine and they have shared several sample tagging structures on different Infusionsoft by keap communities that you can search and use as guidelines to implement yours

Create and Run your Tags

Once you know what tagging structure you need, you can login to your Infusionsoft CRM and you can create those tags, to make those tags more clear and reasonable, you can create different categories for tags and then can create those tags and can assign them relevant tag category.

There are different ways to apply a tag in Infusionsoft which depends on different things like

  1. A new signup through Infusionsoft form
  2. Adding a user to a nurture sequence
  3. Purchased is made
  4. Selling up-sell to customers

Above are some of the many reasons that we need to apply a tag to a user. When someone signup through an Infusionsoft web form there is an option in web form setting that allow us to add a tag to users who will fill out that web form, similarly we can create purchase action set for a specific product to add a tag to customer who will purchase that product through Infusionsoft ecommerce shopping cart indicating that this customer have already purchased this product. And hence we can sell any accessories related to this specific product to this product buyers, by creating an up-sell campaign and adding all customer with that product tag applied.

During these last 10 years of working as Infusionsoft experts, we at Kaya Systems work very closely on these tagging structure to make sure that business owner can have detailed insight of what’s going on in the system and they can make their decisions accordingly.

Migration from Zoho CRM to Infusionsoft By Keap

Friday, March 8th, 2019

In this article, we will discuss general steps require to migrate from Zoho CRM to Infusionsoft by Keap CRM and if you want to get this migration done we will recommend you strongly to discuss with infusionsoft by keap consultant who have expertise in Zoho CRM as well, so that he can review your current campaigns, packages, tagging structure, roles, contact and lead forms in Zoho in detail and can advise you that how these functionalities will be mapped on your Infusionsoft by Keap (keap CRM).

Before we go in to more details, I will divide this general migration process in to three different stages

  1. Migration of Campaigns
  2. Migration of Tags
  3. Migration of Users/Customers
  4. Migration of Products

Migration of Campaigns from Zoho CRM to Infusionsoft by Keap CRM

In this step, you will need to export all your campaigns that you have in Zoho CRM as backup because once you will leave CRM you will not have option to take anybackup, and you will then need to create all these campaigns again in Infusionsoft by Keap CRM campaigns by following sequences and emails in Zoho CRM, this will be fast process as all the logic for campaigns is already functional and you just need to implement that in Infusionsoft by Keap campaigns. In this step, you will also create all lead/contact forms that you have on Zoho CRM in Infusionsoft campaigns, as in Infusionsoft a webform can be a triggering element to trigger automatic email campaigns. So here in Infusionsoft by keap you can create these forms right away in campaigns

Migration of Tags from Zoho CRM to Keap CRM

Migrating tags is most important element as it defines what is current status of a user and what next steps or campaigns he will follow in a CRM. In Zoho CRM you need to export all your tags in csv file and then you need to login to Infusionsoft by Keap and in Marketing Module you need to download sample excel file that keap provides to users as sample excel file so that you can arrange you tags accordingly and then can import in Infusionsoft by Keap. Now you need to copy all your tags from the csv file you downloaded from Zoho CRM in to sample file you exported from Infusionsoft by Keap, once this is done you can now import all your tags in infusionsoft crm. Make sure you are not changing tag ids so that when you upload user lists they can automatically get associated with correct tags.

Migration of Users/Customers from Zoho to Infusionsoft

Migration of users and customers is almost same as migration of tags, you need to export all users records from zoho crm in to csv file and again in infusionsoft crm you need to export sample file for importing user records in infusionsoft. Copy and paste your user records in exported csv from Zoho to infusionsoft sample file and upload it in infusionsoft crm, make sure you are adding tag id’s column from zoho file to infusionsoft sample file so that these records automatically get connected with their tags

Migration Packages from Zoho CRM to Keap CRM

Similarly, you can export your packages you have created in Zoho to Infusionsoft by keap. But additionally, you will have to setup their costs, subscriptions etc. in infusionsoft, and also you will have to setup your payment details in infusionsoft by keap ecommerce if you wish to use infusionsoft by keap ecommerce functionality.

In Kaya Systems, we have consultants and virtual assistants who have expert level skills in both Zoho and Infusionsoft by Keap CRM, if you are thinking to migrate your CRM from Zoho to Infusionsoft we are here to help you, you can contact us and one of our expert will give you free consultation on your next steps

Virtual Assistants

Wednesday, March 6th, 2019

Virtual assistants are skilled people who sell their skills online to companies without physically available there. From simple data entry work to complex business analysis and implementation of complex business processes. virtual assistants are actively providing this wide range of services. Some the core services that virtual assistant companies are providing includes

  1. Data Entry
  2. Research and Analysis
  3. Data Mining and Modeling
  4. Emails and Phone Management
  5. Transcription Services
  6. Back Office Support
  7. Online Event Management
  8. And many more

Hiring a virtual assistant is very wise approach but most importantly hiring correct virtual assistants with required skill set is more important, some people who are individually working as virtual assistant have specific skill sets but when they are asked to work on a domain they are not expert they try get the job and then they learn in real time while working on the tasks and can cause major issues for business. There are few parameters that you can take in to account before hiring virtual assistant so that you get the best skilled person to manage your tasks

  1. Ask for their resume to evaluate their qualification and skills
  2. Do an initial interview and ask questions relevant to your tasks
  3. Ask for a trial period with a trial task before hiring virtual assistant
  4. For personal virtual assistant ask company to sign NDA

Virtual assistance services are best because you got same skill set with low price, different companies offer different rates based on their location, branding and different packages, normally virtual assistant companies have different packages to select from, like 10 hours per month, 20 hours per months to 160 hours per month which is full dedicated resource, as these number of hours increases cost start to decrease. For a fully dedicated resource a good virtual assistant company will charge around $8/hour to $15/hour depends on the skills level you are looking for.

Here is a cost and time chart that you can review to know that how much good a virtual assistant company would charge for virtual assistants

Plan 1 – 10 hours/month will cost around $200/Month
Plan 2 – 20 Hours/Month will cost around $500/Month
Plan 3 – 40 hours/Month will cost $600/Month
Plan 4 – 80 hours/Month will cost around $960/Month
Plan 5 – 160 hours/Month will cost around $1600/Month

These are general rates you can negotiate with companies to see what best prices they can offer. But these guidelines in this article gives you insights on the point you need to consider while hiring virtual assistant

Kaya Systems Virtual Assistant Services

Kaya Systems Inc is actively providing virtual assistant services from last 11 years and have worked on 1000’s of business processes which includes recruitment processes outsourcing, transcription services, data mining and scraping, business research, graphic design, website design and development, you can contact kaya systems Inc. anytime if you are looking for to hire a virtual assistant which can work parallel with you to achieve your goals.

Why is it important to have well trained and creative graphic designer?

Tuesday, March 5th, 2019

Why is it important to have well trained and creative graphic designer?

In the world of today where visuals are everything, you need to make sure that the depiction of your business is absolutely great. The world is growing so fast every day that only strong online visibility can lead to great physical business. When talking about graphics, it is normally divided into conventional graphics and digital graphic designing to promote the business. Though the online visibility is of more value now but graphics play a significant role in both types of marketing. People are always in rush and to make them choose you, high quality graphics play enormous role because it is super hard to seek the attention of the targeted audience due to the competition scale.

Kaya Systems have always been eager to provide high quality and well-defined services as an outsourcing company. It has been more than a decade that it is maintaining its image among the world of business from small to multi-national companies. There is a huge list of services we gave managed over the years to provide to our clients all over the globe form virtual assistant services, content writing, website development and designing, social media services to CRM and digital marketing. We have highly trained graphic designers who are extremely creative to create visual concepts to inform, inspire and transform your business to the other end of target audience.

We use modern and industry leading tools for graphic designing to make sure to that we great the best. We also offer graphic designing services as virtual assistant so that you are at ease. This helps small business to enjoy same level of high quality graphic services as any other businesses are enjoying. From logo as a major representation of business to every flyer sent out or digital representation of business, our graphic designers are great at presenting the best of you.

What graphic designer’s services we provide?

Kaya Systems have been providing a great list of services for more than 10 years now but the major tasks of a graphic designing virtual assistants we have to offer are mentioned below:

  • Designing websites
  • Design images and banners for website/ blog
  • Logo Designing
  • Templates for PDFs
  • Brochures and Flyers
  • Design the images for all type of requirements
  • Editing and improve images
  • EBook
  • Graphic Designing Virtual Assistants is also qualified to Photoshop/ Photo edit photos provided by you.
  • Graphically design email templates
  • Graphic designing for social media accounts such as Display Pictures, Banners, Posts, Pins and Instagram posts, etc.
  • Letter Heads and Business Cards
  • Miscellaneous

If you are looking for high quality graphic designing services, leave your inquiry here.

When A Business Owner Should Hire Virtual Assistant

Friday, March 1st, 2019

Hiring a virtual assistant for businesses process outsourcing is an excellent step in many ways, you don’t need to buy a physical office, you don’t need stationary, laptops, internet connections, and on top of everything by hiring a virtual assistant you can utilize virtual assistants services only for the tasks you don’t have time for and can pay only for the hours utilized by virtual assistants to complete that task, and then these virtual assistants cost much low as compare to hire an employee within company.

Beside these benefits, question rises that when is a good time to hire a virtual assistant?

In today’s online business grown rate, business owners who wants to run their business online, they immediately need several type of services for their business to run online, first of all they will need a designer and a developer to design and develop his online ecommerce website, or even before this he might need to get a marketing research done to know scope of his business on the internet and he will need assistant and he will go find some virtual assistant companies online who have virtual assistants with marketing research experience for launching products online and they can conduct this research for business owners. so even a new business who is going online will immediate needs virtual assistant services

But, we have seen some of the companies still prefer to hire in-house employees instead of outsourcing their processes and there can be many reasons, like in Scandinavian countries like Norway and Sweden you can’t transmit your company’s data outside your country, even a business owner can’t use hosting outside their country to host a website and hiring a virtual assistant is totally out of question, but we will focus on the business who can outsource their processes, for a medium size company good time to hire a virtual assistant company is, when they have their development team generating good business and non-dynamic tasks like data entry in bookkeeping, data mining, data scrapping, customers support, website maintenance, and many other static tasks should be outsourced to these virtual assistant companies immediately, because it will not only cost them cheap in terms of per hour rate, but setup cost and regular office expenses will be zero that will require to maintain in-house employees.

Many companies, have adopted this practice as a way to increase their profit margins by reducing these office expenses and by hiring low per hour cost virtual assistants. Next question that usually comes in mind that which companies is best at providing virtual assistant services, there are several parameters to identify the best company. You can go to https://www.spyfu.com and can search for that company. It will show you their domain’s age, that for how many years this company is in business, more years means the management of the company have more experience in this industry and also you can ask them to send your virtual assistant CV for your review, and a good virtual assistant service providing company must have Master degree holder virtual Assistant with at least 2 years of experience as virtual assistant.

You can also Visit Kaya Systems Virtual Assistants Services page to know more about different services offered by virtual assistant companies

Who is true Infusionsoft Automation Expert?

Friday, March 1st, 2019

Infusionsoft automation is basically automation of different processes that we can’t perform manually when it comes to large number of database. These processes can be sale process, marketing process, e-commerce or sending a newsletter to subscribers on weekly or monthly basis. There are two aspects of automations

  1. Infusionsoft automation within Infusionsoft portal
  2. Technical side of Infusionsoft automation

A true Infusionsoft expert/consultant is the one who not only understands infusionsoft portal side of automation but also understands that how it will be integrated technically with a website or a third part tool to get 100% automation output out of Infusionsoft.

For example, we will discuss a marketing process as a case study where we are marketing a product on facebook and we want to automate this process through infusionsoft. And let’s say following are steps that we want to automate in this process

  1. We want to land a user on a landing page with product info
  2. We want to give them an option to sign-up for promotions if he is not interested to by right now
  3. He can click on product and can go to checkout to complete purchase
  4. He purchased and went to thank you page
  5. Let’s assume Owner of this ecommerce site don’t want to use Infusionsoft Ecommerce module and want to use woocommerce extension for infusionsoft

Now in this scenario, an infusionsoft consultant must understand both sides, how to automate this process within infusionsoft and how to automate sign-up and ecommerce part of the process.

In this case, infusionsoft consultant will use infusionsoft CRM module to create following campaigns within Infusionsoft campaigns

  1. A confirmation email sent to those who signed up for news letters
  2. A nurture sequence campaign where he can add these subscribers to send latest or upcoming promotions so that whenever a new promotion is there, that can be sent to all subscribers automatically
  3. Up-Sell Campaign – if someone has purchased from you already, they are more likely to have more purchases from you and therefore in Infusionsoft CRM you can create Up-Sell campaign and can add these customers to this campaign to send them upsells
  4. Infusionsoft Cart abundant campaign, if someone has clicked a product purchased url in your email campaign and he is on checkout page but have not purchased anything for let’s say 1 hour, you can send him a cart abundant campaign asking him if he is facing any difficulty in complete purchase process

And on the technical side of this example infusionsoft expert needs to know

  1. How to create and integrate sign-up form on the website and how to theme it so it looks same as website from design point of view
  2. He should be expert to integrate infusionsoft with wocommerce, so that whenever there is an order, woocommerce can send this customer record to infusionsoft CRM along with a tag applied so that we can manage to add these customers in up-sell campaigns within infusionsoft automatically

During the last 10 years being infusionsoft expert in the digital industry we have seen 100’s of clients who are always confused while using infusionsoft crm, and the reason being is they rarely find consultant who understand both sides of infusionsoft. If an infusionsoft consultant only understands how to work within infusionsoft and does not understand how it will interact outside third party tools like clickfunnels, leadpages or woocommerce, he can’t design and implement complete process automation through infusionsoft. And same goes for who inderstand infusionsoft integrations for third party tools but don’t understands tagging structures, campaign automations they can’t help clients completely.

A true infusionsoft expert will see whole picture of proess automation and will implement that which will help businesses to achieve their goals without worrying about infusionsoft system implementation correctly.