CRMs have become the central hub for online businesses for the last 10 years and nowadays every single online business dealing with a lot of clients, new prospects and leads are actively using different CRMs. These CRMs play a vital role in automating different business processes but here in this article we will discuss how these CRMs play their roles in life cycle marketing. And specially we will discuss how Infusionsoft by Keap CRM is one of the best CRMs.

Before we discuss that how InfusionSoft by Keap CRM helps automate marketing process, we first need to understand steps in marketing process

On basic level, there are 3 marketing process stages/steps

1. Advertisement
2. Information Sharing
3. Selling

I will give only an overview of these steps here, so in advertisement we create different ads of our products and services and we post those ads on different channels like Facebook paid advertisement, PPC, Email Marketing or through other advertisement channels. Through those ads we bring users to a website, landing page or on the Facebook page where we share detailed information about the product and services and then we convert those users into customers by selling these products.

These was the normal practice being followed when there was no CRM available, but with CRM we can’t only automate this entire process but we now have several options that we can perform in an automatic way like

1. We can sign up users to Infusionsoft by Keap CRM so that we can have their information to promote new products, services or news about companies in future
2. We can sell upsells to these customers because we have their contact information saved in CRM
3. We can remarket new versions of the products/accessories they have already purchased through us

There are several CRMs available in the marketing but here we will discuss Infusionsoft by Keap CRM specifically and what different aspects of this CRM make it different from others

If you are new to InfusionSoft by Keap CRM and you are not getting from where to start you need to understand what are major functionalities that you need to utilize correctly in order to have maximum output from InfusionSoft by Keap CRM.

Infusionsoft by Keap Consultant are the expert who should be the first in your list to consult your need and how they can either help you or train you to implement Keap CRM so that you can achieve your goals, but here are some guidelines that you can use in order to implement Keap by yourself.

Data Management with Tagging in Keap CRM

First of all, at the very core level you need to understand what tagging is and why it’s important to create a good tagging system in Keap. A tag in Keap CRM is used to identify a contact’s current status or its source, for example if a person signed up for a free book through Keap’s web form. A tag “Free book signup” applied to this person will identify that from where this user came in the system, and this tag will distinguish this user from those who did not come through this sign up form. So, segmenting your contacts in Keap CRM is extremely important, it allows you to make different decisions based on these tags

Keap CRM Campaign Management

This is another very important segment of Keap CRM. In the section we can create different campaigns and Keap CRM has a drag and drop feature to create these campaigns. You can create several types of campaign in Keap CRM from automated response to a for submission to complex ticketing systems campaigns.

Keap CRM integration with website

Integration of Infusionsoft by Keap CRM with websites through web forms or order forms allows an interface from where user’s data gets in Keap CRM and then we can trigger an campaign based on what further we want to do with these contacts.

In Kaya’s upcoming posts we are planning to discuss different aspects of Keap CRM in detail and you will be able to get more information on this CRM in our coming posts.

Infusion Soft was founded in 2001 and in 2004 they wrote their script to automate sales lead which was large milestone for infusion soft to become one of the leading CRM in digital marketing industry, with development infusionsoft added many modules in infusionsoft CRM to help businesses to have more control over their sale processes, these modules are as follow

Infusionsoft CRM module

In this module we can manage contacts, companies, referral partner and visitors, this is where we can design complete tagging structure and based on these tags we can search and create different lists to distinguish contacts and leads within infusionsoft CRM module.

InfusionSoft Marketing Module

In InfusionSoft marketing module we can create campaigns, send email broadcasts, create interactive email template, lead generation and reporting. In infusionsoft email campaign we can create autoresponders, drip campaigns, can create signup forms. Then these campaigns are used to send different offer, new products or news letters to contacts in the CRM. Also, we can design custom email templates that we can use in our campaigns.

Infusionsoft E-Commerce Module

In E-commerce module of Infusion soft we can either create a complete cart system or we can just create single order form that we can use to integrate within our email campaign with buy now button or on the landing page with link to cart to order form. There are several payment gateway options infusionsoft offers like PayPal and authorize.net

InfusionSoft Admin Module

In this module admin of the user can create, delete or update users, and can set their permissions to limit their access on different module.

In 2019, infusionsoft announced their rebranding and new band name is Keap, after this announcement all social media channels for infusionsoft changed their page’s name to Keap. Keap administrators still access their application on the infusionsoft main domain name as they were doing before, no change there so far. Modules in infusionsoft are still same there is no major change there after rebranding.

Keap CRM Consultant and Experts

Keap CRM consultant and experts are observing rebranding very closely and in Keap CRM community this is hot topic these days, specially Keap API developers are taking this rebranding very importantly as they have developed many aplications with Keap API, any new addition in the CRM in coming days can get Keap API developer’s attention, and they can also expect to have more control over the Keap API which is now available right now.

Summary

InfusionSoft by Keap CRM is rebranded, from functionality point of view and from API documentation things are same as before, but Keap CRM support need to improve more with this new branding because Keap support improvement can make a major positive impact on this new brand. Keap Consulting firms, API developer, and Keap virtual assistant or Keap administrator and users will be happy with this new branding if they will have more improved customer support from Keap CRM to resolve their issues they are facing in InfusionSoft by Keap portal.

Is Virtual Assistant a savior?

Well, it depends on the perspective but yes, if you get trained and highly skilled virtual assistants. Over the world, people have been focusing on hiring virtual assistant rather than full time in-house employees. It mostly happens when you business require a lot of research and data mining, administrative tasks and similar, it is always good to go for virtual assistant.

If you are new to the world of business, let us help you with the term – Virtual Assistants. It is an intelligent, trained and highly skilled personal assistant who can perform services and tasks for an individual based on the instructions and requirements given. Since 2017, people have been more into hiring virtual assistants as compare to full time employees from their homes. They are also known as virtual office assistant. They can be self-employed or working under outsourcing companies.

Which virtual assistants are better?

Normally, when people are new to business are worried about which ones to choose. The best option is hiring virtual assistant through outsourcing company to make sure the quality of services are great with privacy to be maintained. You definitely do not want to work with someone who can sell out your data to any of the competitors. Keep the things clear, company takes the responsibility to make sure that your position is secure as far as the confidentiality is concerned along with high quality services.

Why virtual assistant is a good option to consider?

No matter how huge or small your business is, keeping the budget maintained is the major key. Due to their independent nature of job, clients do not have to worry about logistics problems, taxes, office space, supplies and equipment. With the help of virtual assistants doing the tasks for you, can help you achieve target without expanding the budget to enormous numbers. Clients are only bound to pay for the hours committed or worked as per the contract signed by both the parties.

How to communicate with virtual assistant?

There are multiple ways to communicate with virtual assistant such as via Internet, emails, and online workspaces and phone call. As the professional means, clients and virtual assistants whether individuals or via company, prefers to use Skype or Google Voice, Slack and Zoom to communicate especially at Kaya Systems. There are multiple expected positions available such as office supervisor/ manager secretary, legal secretary, real estate virtual assistant, legal assistant and executive assistant. There are also advance services available for virtual assistant such as attending the call via VOIP (vonage) without letting the other end user getting the knowledge. This helps clients/ companies to add personal touch to the business of a receptionist or main desk without actually paying a full salary package.

How Virtual Assistants work?

Virtual assistants are available as individuals or companies who provide multiple professional products and services with proper training such as Kaya Systems. It is always advised to have dedicated virtual assistance under a company who can supervise the end task and assure the quality. Being under the company helps to get better Internet connection, communication and working environment. They are also known as online administrative assistant, online sales assistant or online personal assistant.

When it is great to hire virtual assistant?

Online administrative assistant can be hired at any stage of the business but most importantly, when you know time is money and you are actually running out of both. Burdening or over-burdening yourself as an entrepreneur or new to the business can mislead you but sharing the workload with highly qualified and trained virtual assistant USA such as at Kaya Systems can be a great relief.

Due to enormously input and ease added to life due to virtual assistant, they have become really popular these days. From day-to-day business tasks to regular personal tasks, virtual assistance is becoming a bigger thing now.

How virtual assistant can help?

Few of the reasons to work with virtual assistant are flexible hours competitive pay, remote working and more family time. They are a great source to help you lessen the workload with few dollars spent. Other benefits include: no separate office space, no employee related expenses, no taxes and concerns regarding downtime. You simply have to pay VA according to the contract signed between both the parties.

If you get a professional, loyal and efficient virtual assistant, it can become a great asset to the company. When the company is growing, every new addition is a greater opportunity to grow so why don’t try a well-trained and smart virtual assistant at Kaya Systems. Here is the list of top tasks virtual assistants are great at:

• General Virtual Assistants
• Social Media Management
• Content Writing
• Digital Marketing
• SEO (Search Engine Optimization)
• Graphic Designing
• Web Developer
• Data Scraping and Mining

Sometimes, it is good to train a virtual assistant you synchronize with to make sure you they give you the best. There are specialties of virtual assistants such as someone good at writing and speaking in English can be hiring for content writing, content moderation, digital marketing and telemarketing. Administrative virtual assistants can work on emails, data entry, data mining/ scraping, appointment scheduling, attending calls as receptionist, setting up reminders and so on and so forth. As an entrepreneur, find the virtual assistant who can deal well with the tasks you feel burdened with. The best idea is to consult companies offering virtual assistance. This way, you can have multiple types of trainer staff working as online assistance for you.

What are the general responsibilities of Online Personal Assistant?

For the small businesses, administrative costs are as similar to as labor costs are when measuring time and resources. Administrative roles majorly include emails, invoicing, payrolls, sales reports and dealing customer inquiries. General virtual office responsibilities includes the following:

• Payroll duties and bookkeeping (calculating hours, updating salaries and adding expenses)
• Perform banking requirements such as transferring funds and paying bills.
• Database building, updates and entries such as contacts, sales, CRM and similar.
• Receptionist or main desk duties such as leaving voicemails, answering calls and checking messages.
• Create, present and file weekly report on deliverables, sales, hours and tasks.
• Write and send invoices to customers and clients.
• Manage technical supporting tickets and chat support.
• Check and manage emails, respond to clients’ inquiries and manage spam.
• Manage and create/ send invitations, greeting cars, thank you notes and newsletters.
• Virtual Assistants also manage calendar by update, establish and add reminders to it about important events.
• Schedule appointments with salespeople, businesses and clients.
• Manage and launch cloud compute accounts such as Google, One Drive and Dropbox.
• Convert, split and merge PDF files.
• Prepare train manuals for new staff members and remote workers.
• Produce graphics for spreadsheets or social medias.
• Proofread content, documents or other official documents.
• Create forms and surveys for customer feedback.
• Create/ compose document/ files for multiple official tasks such as faxes, handwritten drafts and dictations.

What are the responsibilities regarding content writing?

Here is a quick list of virtual assistant hired for content writing services:

• Guest blogging and posting
• Articles/ Blog generation
• Compose newsletters, press releases and submit to news release directories.
• Design pamphlets and brochures, creates content to put into it.
• Produce content marketing material such as white papers, eBooks and info-graphics.
• Publish industry related book reviews and extensive how to guides.
• Content writing virtual assistant service also include Write/ submit op-ed pieces to websites and newspapers.
• Interview industry sources to write an in-depth report on market.
• Interview previous/ old clients to develop case studies for future use.
• Correspond and respond to the comments made on the business’s blog.
• Generate industry related contents and blogs.

What are the responsibilities regarding SEO and digital marketing?

Here is a quick list of virtual assistant hired for SEO and digital marketing services:

• Updating, developing and optimizing an SEO
• Designing and planning Web Marketing Strategies
• Setting up, designing and creating the landing pages
• Digital marketing virtual assistants also conduct Blog analysis
• Conducting keyword research for better blog and website performance
• Off-page optimization: commenting on other blog page, participate in message boards, forums, and responding to the public on News Websites and YouTube.
• Starting an in-depth competitor analysis (ranked content, targeted keywords and SEMRUSH positions).
• Webmaster and sitemap submissions.
• Monitoring weekly/ monthly Google Analytics reports including observing site backlinks.
• Designing advertisements (side panel graphics, banners and etc) finding high-traffic and appropriate websites to place them on.
• Establishing auto-responders, follow-up emails and edit according to response rate.
• Generating email newsletters, email contacts and promotional copy.
• Designing eBook covers, logos, icons, headers and other graphic elements.
• Reach out to media outlets and influencers to garner profiles to publishers.
• Looking for a content marketing publisher and firm to post branded content.

What are the responsibilities for social media management virtual assistant?

Here is a quick list of responsibilities a virtual assistant has to offer for social media:

• Open social media accounts such as Twitter, Facebook, Instagram and Google+.
• Share; generate new and edit posts on social networks (a content creation strategy).
• Come up with proper profiles on social medias and inserting links to company website.
• Conduct thorough analysis on shares, traffic and mentions known as performing a social media audit.
• Upload photos to social media accounts such as Instagram and Pinterest as part of marketing strategies.
• Run a social media challenge and content off and on to engage audience.
• Graphically engaging pictures on Pinterest, Facebook and Instagram so that people repost.
• Regular updates on social media accounts for better engagement.
• Keep an eye on competitors on social media by looking the level on engagement, ranking, keyword prioritization and online visibility.
• Virtual Assistance for Social Media Management Services also includes engagement with the targeted audience such as sharing relevant information, responding to inquiries/ purchases, posting promotions and thanking customers/ people for mentions.
• Responding to reviews given on your page or other pages across social medias.
• Looking and researching for highly used Hashtags for each day and see if they suit the company’s products, messages and marketing objectives.
• Ensuring the mobile social media strategy for full optimization for small businesses.

What are the responsibilities for Web Developer virtual assistant?

Here is a quick list of responsibilities virtual assistants have to offer for web development:

• Business and contact information
• Easy usability
• Quick loading times
• A high ranking on search engines
• A good navigation system
• Planning, developing and designing WordPress websites (in case there is not one).
• Provide technical support through coding on WordPress webpages.
• Installing, updating and customizing WP plug-ins and themes.
• Installing/ supporting ticketing systems and payment gateway.
• Maintenance of integrity of website as well as security, functionality and troubleshooting.
• Incorporating web programming and applications languages such as CSS, HTML, JQuery, JavaScript and APIs into company website.
• Launching company’s own program and affiliate plug-in.
• Online Assistant for Web development add images and tags to blog posts and website.
• Creating online forms for customer feedback or inquiries and content submission,
• Doing regular backups to prevent data loss.
• Understanding User Interface (UI), general web standards/ functions and cross-browser compatibility.
• Managing, setting up and monitoring other affiliates and respective links.

What are the virtual assistant services for Graphic Designing?

Here is a quick list of responsibilities a virtual assistant has to offer for graphic designing:

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

What are the responsibilities for Data Scraping and Mining virtual assistant?

Here is a quick list of responsibilities a virtual assistant has to offer for Data scraping and mining:

• Finding email addresses
• Contact details
• Finding people with specific designation for marketing/ contacting purposes
• Data scraping and mining virtual assistant can also find candidates for recruitment purposes
• Collecting data for specific companies open with certain types of positions required by clients.

To contact for highly trained and expert virtual assistants in all the above-mentioned categories, send us an inquiry at www.kayasystems.com.

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.

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

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 create 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.

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.

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

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.