Archive for the ‘Infusionsoft’ Category

Why Does Your Business Absolutely Need SEO?

Friday, November 4th, 2022

In case you’re inquiring questions like these, you’re in the right place. As specialists in the field of SEO, or search engine optimization, we know that the correct SEO can make or break a business online. On this page, we’ll clarify SEO, why SEO is vital, which businesses require it, and offer a few assets so you’ll be able to investigate the subject further. 

Let’s get begun with a clarification of how SEO works, and how it impacts your website’s rankings within the to begin with.

How SEO Works?

SEO comprises numerous procedures, activities, and practices, all of which have the conclusion objective of making strides in your website’s position in search engines—which is why it’s called “search engine optimization.” 

There are two sorts of SEO: on-page seo and off-page seo. On-page SEO comprises anything you’ll control on your possess site to move forward your rankings. This alludes to things like location speed, keywords, header content, and so on. On the other hand, off-page SEO comprises anything done on other websites that will impact your rankings. By and large, this as it alludes to links. 

It takes time, information of SEO, and effective usage of the specified on- and off-page SEO components to optimize your site for tall rankings in search engines. If the collective control of your location or a person page’s SEO is more effective than all others, with respect to a particular inquiry, you’ll rank no 1. Here we have explained the reasons how and why your business need SEO:

1- More Traffic and Improve Brand Visibility

SEO gives your brand the visibility it has to pull in clients. As specified, the larger part of online movement starts with a search query. Therefore you need to be as obvious as you’ll be able (ideally high on page one) to guarantee searchers visit your website. Being unmistakable and in a great position on SERP ought to result in expanded site activity. In truth, organic search is for the most part the essential source of site activity. Having a great SEO procedure with parts of high positioning joins can bring more activity than all other marketing efforts.

2- Builds Trust and Credibility

The objective of any SEO proficient is to make a strong establishment for a wonderful site with a clean, effective interface that’s simple to find—that can be investigated, much obliged to the reliability and trustworthiness of the brand and its technology. Many components go into setting up specialists against search engines like Google. In expansion to the fundamentals said over, control is built over time through great backlink profiles, client behavior, machine learning, branding, and client fulfillment on the site.

3- More Entry Point to the Page

Your site is like a chunk of real estate. The more entryways and floors you’ve got, the more sections focus for guests to reach. With each unused piece of content you post, there’s another opportunity for a paying client to discover your website. Pretty cool, right? But there’s more. After you begin to extend the measure of your page, search engines work to file these pages in your postings. Think of it as making a coordinate street outline on how to induce to your address—and on a theme the guest truly cares or needs more data around.

4- Improve Conversion Rate

With the assistance of SEO, your business will have an unfaltering stream of activity. SEO will permit your business to rank exceedingly on numerous other search engines in the event that you give great and important content to your audience. In addition to characterizing your website, you too have to make an ideal client involvement so that clients have an extraordinary time on your site and get all the data they require.

5- Improve User Experience

Search engines calculate remunerate locales with great “UX” or client encounters. To be competitive, you’ll have to guarantee your site is as user friendly as possible. You can learn a few ways to make strides UX within the specialized SEO area underneath. Eventually SEO will drive you to create your site simple to utilize which in turn decreases bounce rate and increments time on page. These will at that point moreover increment your positioning indeed more!

Conclusion

Search Engine Optimization is imperative since it makes a difference if your site rank higher in search engines comes about pages (SERPs), which in turn leads to more site guests. More site guests as a rule leads to more clients or clients, and can lead to expanded income for your trade. Also, SEO can offer assistance to construct brand mindfulness and validity, as well as producing leads and deals. In brief, SEO can be amazingly advantageous for your commerce, and is unquestionably worth contributing in. Hopefully this article has helped you a lot. Thanks for reading!

Top Most Successful CRM Strategies

Monday, October 31st, 2022

Among the four fundamental columns of business establishments, CRM (customer relationship management) is one of them. Customer relationship management incorporates taking care of the customers’ intuition with the past as well as the existing ones alongside the potential clients. For the victory of any trade, crms are very vital, and a fabulous client relationship depends on a great client encounter. Subsequently, for any business to develop and maintain itself, it is exceptionally imperative to have a solid relationship with customers.

Clearly, effective customer relationship management leads to the fast development of the business. It moreover makes a difference to grow the client base and brand picture of any trade. And, in the event that you’re pondering how to make strides in your customer relationship administration to boost your business, let’s assist you walk through the five must attempt customer relationship methodologies not to miss this 2022.

Target Audience

It is difficult to get it for your target audience and their advancing needs for amazing client back benefit. Figuring out the target statistic and understanding their buying personas to a great extent makes a difference and brings in tremendous deals. To begin with, you wish to gather the information such as statistical and behavioral characteristics, interface, aspirations, and challenges. And, for translating crm desires, you wish to begin analyzing the collected information, which can too be effectively done through an effective crm. This makes a difference to you to form a buyer profile. Utilizing the buyer profile as the tool, you’ll guarantee that your client bolster group concentrates on the customers’ needs and desires and gives services accordingly.

Build Omni Channel

It isn’t that age-old conventional marketing that employs one channel. With the headway of innovation and clients displayed all over. Businesses must apply different channels in their frameworks to communicate with their clients. With a wide run of communication channels, you’ll effortlessly communicate along with your clients and serve them right away. Clients are continuously trying to find steady bolster, and an assortment of channels to be in contact with the brand for any of their inquiries or back is like enchantment. So, giving personalized client benefits with an assortment of channels accessible counting websites, and phone calls, will work.

Social Media

Customer relationship management through social media is expanding massively day in and day out. Through social media stages, clients more often than not share their positive and negative encounters. And, the finest thing around social media is that it provides great connectivity to clients and brands to put through and share ideas and views. Businesses regularly utilize social media stages like Facebook, Twitter, Instagram, and others to put through with their clients and make strides in client relationship administration. Businesses attempt to reply on time through social media channels and answer to posts and social surveys to construct client dependability and believe.

Structurize Customer Journey

For successful transformations, supervisors continuously see at each step fastidiously of customers’ buying travel. Giving fabulous benefits at each touchpoint guarantees an amazing crm involvement. In expansion, businesses can effectively attempt to figure out each touchpoint, which can be email marketing, campaigns, coordinate contacts, or other means of promoting or communications channels. 

Marketing groups more often than not check on the client travel mapping that covers different client steps. These steps contain request, comparison, buy, and establishment. At each arrangement of the client’s travels, feelings come to play. Subsequently, for each client travel arrangement, you wish to outline which client relationship management back channels can come into play. These strategies offer assistance to make strides your client intuitive and offer assistance to resolve the challenges that clients confront.

To Get Most Out of Your CRM

To build a safe and sound relationship with your client, crm tools like hubspot, Infusionsoft by keap, Zoho, and ActiveCampaign are highly effective. CRM is an all-in-one solution that manages all your business activities and your clients very easily. Crm helps to manage your leads, sales, customer data, and all your important business documents. Following are some important key points to consider before implementing a crm. 

  • Choose the best and omni communication channel for your customers
  • Do a proper research and figure out your targeted audience and location
  • Implement a highly advanced customer relationship management tool
  • Eventually, by figuring out your target customers’ fundamental desires and your business confinements and capabilities, you’ll be able to initiate a CRM program for your business.

Migration from Zoho CRM to Infusionsoft By Keap

Wednesday, October 26th, 2022

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

Benefits Of Using Technology In Bookkeeping

Wednesday, October 26th, 2022

Technology has developed at an exponential rate over these years. It has a big impact on our lives. Technology has made life much easier for business owners when it comes to evaluating economic growth, measuring data, expenses, and financial information. Accounting automation is now a popular choice for many organizations and business owners because it helps in achieving the goals.

Bookkeeping is also a very effective solution to manage the business more accurately and in less time. Because technology is being used in bookkeeping to provide more refined accuracy. Following are the advantages of using technology in bookkeeping. To learn the importance of it, read this article carefully.

1- Time Saving

Time is the most valuable thing we have, and once it has passed, can never be reclaimed. By using bookkeeping resources, we can save a lot of time and effort. The major benefit of bookkeeping is its time efficiency. Because doing all the things manually would slow down the process, take a lot of time, and require more resources. Bookkeeping helps a lot when the workload is on its peak. But if you are using digital bookkeeping services, you do not have to worry about the workload in closing sessions.

2- Accuracy

Whether you have years of working experience and understanding in industry, there is a possibility of interruptions and errors. Also there are more chances of inaccuracy. Although those errors are not human-errors, they are machine based but caused by humans. A simple mistake in accounting can cause a big loss for a company. But using technology in bookkeeping can manage thousands of entries with complete accuracy in less than a minute.

3- Productivity

The time that you have saved can now be used for other important tasks. Bookkeeping solutions allow you to manage one of the most complex and important tasks, which is records and management. When you delegate one of your crucial tasks, you can perform better. This technology increases productivity because it allows you to serve more clients and streamline your business.

4- Safety File Storing

Another disadvantage of bookkeeping is the non-negligible possibility of record damage. Companies must keep records for an average of 7-10 years because there is a possibility that your files will wear out over time. However, using bookkeeping technology, you can create full backups and records without worrying about this. Information and files can also be backed up to special servers so that users can make copies of documents, files, receipts, and other information.

5- Cloud Access

Anyone who regularly uses cloud programs can compare and assess whether their life is more convenient today than it was in the days of floppy disks or even USB sticks. All important software, processes and files are now available everywhere. When you need to quickly review a document or process a check, you don’t have to worry about time, unlike before when you had to sit at your desk or hold paper files. You can now easily access the bookkeeping records from cloud servers. It is an excellent way to make your data accessible.

6- Fast Data Retrieval

Retrieving and recovering old data records can be difficult for most businesses. Your accountant is unlikely to remember essential details when it matters. Therefore, you could very well spend hours looking through numerous files for a particular item or piece of information. However, the use of technology in bookkeeping ensures that business owners have almost instant access to any information.

Utilizing technology in bookkeeping is an effective and excellent way to maximize business efficiency and accuracy. It offers more options for accessibility, security, and a simpler experience. If you’re trying to formulate a strategy to solve your own accounting problems, let Kaya Systems Inc help you. We are industry leaders who can help you get your books in order. All you have to do is contact our professionals today.

Top 5 Marketing Automation Tools

Monday, October 24th, 2022

Marketing automation is exactly what it sounds like: the process of automating processes to streamline lead and existing customer marketing. Marketing automation is booming in the industry. When you have so much to do. Managing your clients, answering their phone calls, and responding to their emails is a time taking task. You do not have time for the other things that are really  important for your business and need your consideration. But here, marketing automation tools are the perfect solution to your problems. Because these tools take all your workload, speed up your business and help you focus on the other important tasks. 

Majority of the business owners have started embracing these tools and 75% of digital marketers are currently using them for their business. These tools are not only helpful for the growth of your business, but also very affordable. If you have not started using them, this is the right time for you. Here in this article, we have mentioned some of the best automation tools. 

1- HubSpot
HubSpot is one of the most powerful and widely used automation tools in the market. It is designed for both large and small sized businesses. This tool has an easy-to-use, simple, and visual interface. It collects personal data very easily and provides a professional email template. HubSpot CRM includes content creation and optimization, email marketing, analytics dashboard and many more. It helps in many ways for the growth of your business. 

2- Zoho
Zoho is an easy-to-use CRM software for large and small sized businesses. It streamlines business and builds excellent customer relationships. It helps to manage all the leads generated from different platforms such as websites, emails, and other social networks. Zoho CRM manages your lead pipelines and provides a proper detailed analytics report. 

3- Active Campaign
Active Campaign is an integrated marketing automation that targets all the businesses. It is simple to use and has many advanced, powerful, and flexible functionalities and features. It provides excellent solutions to reach the targeted audience. ActiveCampaign CRM is compatible with over 250+ apps and it supports, Shopify, WordPress, Square, Zapier, and BigCommerce,

4- Keap
Infusionsoft by keap is a marketing automation service that provides a sales and email marketing platform for small sized businesses. It has assisted thousands of marketers in meeting lead, revenue, and customer acquisition goals. Keap crm offers 14-days free trial and paid plans according to the customer’s requirements. This is the platform that can help you manage and automate your time consuming tasks.

5- LeadPages
Leadpages began as a high-conversion landing page builder. It has progressed beyond simply providing high-quality design landing page templates. With an integrated Facebook Ad builder, email marketing platforms, and performance tracking systems, it now functions more like a marketing tool, assisting you in generating more leads.

You are no longer bound by outdated and time-taking business processes that require days to complete basic operations. Begin with the platforms recommended in this article and automate the unproductive and repetitive tasks that take the majority of your working hours. These automation tools can help you save time and resources while also improving the efficiency of your business workflow. If manual data collection and onboarding methods are a major issue for your company, Kaya Systems Inc can help.

There are a variety of marketing automation tools, you just have to choose wisely the perfect tool according to your business needs, budget, and technical expertise. If you are still confused and cannot figure out the right tool for you, it is time to hire an expert for your help. Kaya Systems is the best option for you to ensure that you are building a strong foundation of your automation. Our team can work perfectly with various marketing tools including, Keap, HubSpot, Active Campaign, Zoho, LeadPages, Membrium, imember 360, and Woocommerce. Give us a call at (307) 291-9686 and get more details.

How to make successful steps with infusionsoft by keap?

Monday, October 17th, 2022

Infusionsoft by Keap crm is a marketing software which was designed on a mission to help small businesses to grow and make their owners aware about the most important features of keap and its uses. These features include more lead generations and more repeat sales without too much investment. Keap is a perfect and most helpful platform that includes CRM, email marketing, and ecommerce suite. If you are a beginner or already using keap for months, it’s possible that you might be not utilizing its features properly. Most of the owners of small businesses use its two modules only – auto responder and shopping cart.

This is crucial in the beginning, and owners like you typically employ systems that maximize these two modules. As a result, this is the data that was pulled over in the Keap. To reap the full benefits of this software program, it is necessary to progress beyond these modules and use additional system services as time passes and the business grows. This will only aid in the rapid and easy development of procedures and standards.

Following are the points to pay attention while using Infusionsoft by Keap:

CRM Management – Undoubtedly, InfusionSoft by keap has the most fantastic CRM management system. This management system manages all contact records of the clients which is an important and difficult task at the same time, and business owners must know. It also stores all the data and records of clients. In a very short time, it can help you find the information, contact records, credit card information, emails, and many more things. Also, you can upload additional documents to the contacts.

Marketing – Using the Campaign Builder, you can easily manage each of your campaign pieces for product promotion or sale, as well as anything else you want to promote in your business. The Campaign Builder makes it simple to create emails, build opt-ins, tags for segmentation, and landing pages. It’s also simple to start and stop specific follow-up sequences for each client, which can save you a lot of time.

Ecommerce – It is possible that setting up the program’s shopping cart will be difficult at first. Indeed, many places require setups such as payment plans, order forms, promotional codes, and so on. However, once you know where to look for each of these things, you will find it quite simple to set any options for your products. When it comes to the design of the shopping cart, there are numerous options available. However, these features are simple to implement, and payments can be made with just a few mouse clicks. The system is also very smooth for scheduling payment dates and updating credit card data.

You can only use InfusionSoft by keap efficiently when you spend more time on learning about its features and how to apply them for your business’ growth and benefits. Most of the business owners do not pay attention to the learning, and then fail to gain the advantages of keap. You must ask your consultants about its use and its modules. Kaya Systems has the experienced infusionsoft by keap experts with more than 10 years of experience. Our keap consultant team is skillful and provides proper information. Our services are very affordable. Contact our team for further details.

Why Your Small Business Needs Infusionsoft by Keap?

Friday, October 14th, 2022

If you are in search of something that can help you grow your business in a more efficient way. Infusionsoft by Keap crm is the best platform for you. This is the platform that can help you manage and automate your time consuming tasks. Most of the people think that keap is just about email marketing and campaigns, but they actually are unaware of its functionalities. Most of its functions are designed for bettering the marketing work. If you are already using keap, then you might be not utilizing its features properly. Here in this blog, we will help you to find out new ways to use this software for your advantage. 

—Your clients are clever
Your client is a very intelligent person. When he invests in something, he expects to see quality work in return. And if you fail to deliver the best results, he will not take the project on a long term. Instead he would find some other place where he gets satisfactory marketing work. But if you are using infusionsoft by keap, you do not have to worry about these things. Because it is an all-in-one marketing automation platform.

—You need tools to increase efforts

Usually, small business owners have so many different tasks to perform and to complete. And sometimes you fail to perform all tasks at a time because it takes a lot of time. Keap is a perfect crm to manage all these tasks. It has the ability to complete all the complicated tasks very delicately and let you focus on the other important things of your business so that your time is not wasted. 

—Working with one dimensional email marketing provider
Are you currently using simple tools like Aweber or similar? These tools may only help you in the beginning to manage some tasks but will not handle your entire business. Because these are the basic tools and not enough to grow your business. Keap crm can run and manage your entire business very smoothly. 

—You need a whole package
Not all the small businesses can afford to pay the salaries to the whole team of developers and programmers. They search for an all-in-one platform which can do all these things for them. This is where keap comes out to be the perfect solution for their needs. It can generate the sales reports and manage your credit card processings very smoothly. 

—Integration with WordPress
Most of the people use wordpress for their blog and majority use wordpress to run their entire website. But here is another exciting thing about keap, it directly plugs into the content management system. The features of infusionsoft by keap crm are extremely useful and helpful for the growth of your business. 

—Easiest way to collect customer data
This is most likely the one most important feature of this keap. Customers are the best plus to any small business. It’s necessary to possess a tool in your arsenal which will quickly and accurately capture data regarding every one of your customers, so you’ll implement that data during a time of growing your business.

Kaya Systems has over 15 years of experience in working with crms. Our infusionsoft by keap consultant team is dedicated and works closely with strategy to understand the requirements better. We offer affordable infusionsoft by keap services that suit your needs and budget. Contact our team for further details.

Infusionsoft by Keap CRM

Thursday, September 26th, 2019

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 is now InfusionSoft by Keap

Thursday, September 26th, 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 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.

Migration from Zoho CRM to Infusionsoft By Keap

Thursday, September 26th, 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