Archive for the ‘CRM’ Category

Infusion Soft is now InfusionSoft by Keap

Thursday, February 21st, 2019

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 infusion soft 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.

HubSpot CRM Marketing Automation

Wednesday, February 20th, 2019

HubSpot is being used widely by online businesses as CRM for marketing automation, lead management, as CMS and to integrate it with website or social media to bring in leads and prospects. Today in this article, I am going to explain what marketing automation is and how Kaya systems help clients to automate their marketing funnels by using HubSpot CRM as marketing automation tool.

In nut shell, marketing automation means to define a set of processes in automated way that can lead users to different paths based on their actions and then to bring these users to satisfy a predefined goal, and this goal can be a purchase, an upgrade in their membership level, or signup for any offer.

There are several processes involve in marketing automation, sending emails, assign leads to sales team, nurture sequences, selling upgrades, abundant cart campaigns etc. and HubSpot modules allows business owners to achieve maximum marketing automation for their business.  Marketing Hub module of HubSpot CRM contain all we need to automate marketing, below is a list of what we can do along with small description

HubSpot CMS

You can use HubSpot as CMS, which means you can create you can host your website pages on Hubspot, you can create content, add images, forms and products. HubSpot provides drag and drop features that you can use to design your page, and also gives different templates that you can use to create your pages by just replacing your content, images and logo

Landing Pages with Call to Action

You can design your landing page in HubSpot and you can add Call to Action in those landing page, a Call to Action is a web form that you can integrate in your landing page with some offer to people to signup, like free e-book

Email Campaigns

HubSpot CRM provide many prebuilt email templates that you can use to create your nice-looking email templates, you can also create your own custom email template that you can develop according to you branding, HubSpot campaigns offers both drag and drop feature for creating custom email templates or you can also use HTML coding to create your email template.

Once your templates are created, you can send your content to your contacts with in minutes and can put your offers, services or products in front of them, you can link you landing pages with Call to Actions within the body of your email content and people can click and go to the landing page and can perform the actions you want to.

Drip Campaigns

Once a user shows an interest in your product/services, add these leads in to a predefined path of drip campaigns, where you will be sending them to different choices to make and based on their selection these leads will follow different paths, and ultimately converting them in to a customer, Drip campaign is a complete logically defined path that I will explain in my other article that how we can setup these drip campaigns to trigger next steps for each leads based on their individual decisions on each stage.

Tracking and Reporting

HubSpot tracking code can be installed on the website/landing pages, or on call to action pages, and you can track all user’s activity within hubspot, and based on these tracking reports you can make different business decisions that can improve marketing process and can bring more business to you.

Infusionsoft by Keap CRM

Friday, February 15th, 2019

CRMs have become the central hub for online businesses from last 10 years and now a day every single online business dealing with a lot of clients, new prospects and leads are actively using different CRMs. These CRMs plays vital role in automating different business processes but here in this article we will discuss that how these CRMs play their roles in life cycle marketing. And specially we will discuss that 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 in to 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 though 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 that 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 consut 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 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 contacts 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 users 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 campaign and Keap CRM have 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 website 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 details and you will be able to get more information on this CRM in our coming posts.