Archive for the ‘InfusionSoft by Keap Consultant’ Category
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.
Posted in 4 hour work week virtual assistant, Back Office Services (BO), Book keeping, CRM, Editing & Proofreading, Email Copywriting, Infusionsoft, InfusionSoft by Keap Consultant, Marketing Automation Tools, Virtual Assistant Companies, Virtual Assistant Service, virtual assistant tim ferriss, Zoho CRM | Comments Off on Benefits Of Using Technology In Bookkeeping
Wednesday, October 26th, 2022
Getting traffic to your ecommerce website, converting those visitors into customers, and building your brand online in general is what ecommerce marketing is primarily all about. It must be flexible and change according to industry and consumer demands. Only then will you get excellent results. Every brand owner wants to increase traffic and conversion rate. Even after you’ve developed a basic strategy, deciding which marketing tactics to employ can be difficult. That is why we have compiled a list of effective ecommerce marketing strategies and ecommerce tools, as well as ideas to help you implement each approach.
There are several strategies we have recommended to you in this article. Read it carefully before choosing one for your brand’s requirements.
— SEO
Search Engine Optimization plays a very important role in online marketing in order to rank your business. Its main purpose is to get your business on the first page in the top 10 on search engines such as Bing, Google, and Yahoo. When your SEO is done well, it will bring organic traffic to your website and you will show up for popular search terms that are related to your services or products.
— Content Marketing
Content Marketing is basically writing content in the form of articles, guides, e-books, videos and many more – to bring organic traffic to your site. It has the ability to convert your visitors into loyal customers and increase your reach. Your content must be unique, relevant, engaging, helpful, and most important of all, there must be solutions to the pain points and answers of the audience questions. It is for both B2B and B2C.
— Social Media Marketing
As the name implies, social media marketing is the use of social networks to market your ecommerce business. It has the potential to go viral and be shared and popularized by people if the content is exceptional and adds value or is highly relevant or interesting. It has the potential to increase engagement and sales. Social media marketing is such a blessing for ecommerce businesses. They can showcase and run their business online on different platforms.
— Email Marketing
Email marketing is a very effective way to reach your targeted audience directly. It helps to boost the sales and nurture your leads. Main purpose of this is to show your business presence because when you send follow-up emails, it shows that you are serious about your business. It used to introduce your brand, share your new launching products, and valuable information and awareness for the customer.
— Affiliate Marketing
In this type of strategy, a business connects with a merchant to sell their products through their vlogs or blogs. Lets learn in an easy way, a person who has a channel or website which is very popular, if he/she mentions some brand’s products and gives good reviews so that the audience buys that product immediately and then they will get the commission accordingly. Affiliate marketing is all about promoting the brands and their products which is really effective and beneficial for small businesses.
— Influencer Marketing
People who have become very popular on social media are influencers. They are the celebrities who have a huge fan following and people trust them and their purchases decisions. People like to follow them and their lifestyle so the influencers have an important position in digital marketing. Influencers promote products by posting photos and videos of new launching products, endorsing them in written posts, or presenting awards in contests sponsored by the companies with which they work.
— UI/UX
Everything we’ve discussed so far has centered on getting people to visit your site. But that isn’t enough; once there, people should stay long enough to properly browse your site, check out your products and services, and even buy something. They will only do so if their first impression of your site is easy, interesting, and helpful. This is referred to as user experience. It is made possible by the user interface (UI), which is the part of your website with which the user interacts.
There’s no question that the correct marketing methodology can offer assistance to reach potential clients, improve normal arrange esteem, and increment sales. These are all things you unquestionably need to move forward on. By following the ecommerce marketing strategies above, you’ll construct an effective store that makes a great client encounter for customers and is similarly satisfying and fulfilling for you to run.
Posted in 4 hour work week virtual assistant, Back Office Services (BO), CRM, Email Copywriting, HubSPot Email Marketing, HubSpot Marketing Automation, InfusionSoft by Keap Consultant, Infusionsoft by Keap Virtual Assistant, Keap, Keap Consultaing, Marketing Automation Tools, Personal Virtual Assistant, SEO service, virtual administrative, virtual administrative assistant, Virtual Assistant Service, Zoho CRM | Comments Off on Proven Ecommerce Marketing Strategies For Your Sales Figures Up
Tuesday, October 25th, 2022
Running a business is not that easy. Each minute is valuable. If you are not fulfilling your orders on time, it means you are going down in the market and other accounting tasks. Your employees are the most valuable resource of your business. They are talented because they spend time and put efforts to make your business successful. Then why waste their time when you can automate your business and your employees can focus on the other important tasks of your business. Automation is an incredible asset of giving you space, free time, and mental relaxation in your business, if doing it right.
Businesses have more scope for automation than ever before. With automation, you can schedule emails to be sent at the optimal time, track cart abandoned leads, sync data across apps, and notify team members of new tasks. Here are the 10 key ways to automate and grow your business:
1- Email Marketing Automation
Email marketing is the first thing that comes to mind when you think of automation. It is not just well-known but also very accessible. It helps in brand awareness and also gives a direct line to your targeted audience. It has a fabulous return on investment. Pick up the right email marketing tool that has the functionalities that match your business needs.
2- Automating Social Media
Social media automation includes daily posting and automating content at different platforms. Social media automation tools are a game changer for busy teams. A social media manager can explain better how time taking it is to manage social media and daily posting. By using the right tool, you can easily create advanced and meaningful content and post it automatically on different platforms on a daily basis.
3- Customer Support Automation
Customers are our priority so we care about them and try hard to provide them with the best support possible. But if you have a small team or no team, then it can be difficult. Customer support automation tools can help. Automation can manage a high volume of customers very efficiently without burnout.
4- Reporting and Analytics
Reporting is really important because it helps you make decisions in the future and you need to know what’s going on in your company and whether your efforts are paying off or not. But too much data and reporting can be distracting and time-consuming when it is not organized in a proper manner. Also, making reports is not an easy task and requires a lot of time that you might not have. For this purpose, automation tools can make things easy and organized for you.
5- Online Advertising
Online advertising is one of the easiest ways to automate your marketing and get more leads to your business if done well. It is very cost-effective and brings traffic to your site when you are busy doing some other tasks. If you spend on twitter, facebook or google ads it will definitely be worth investing in and generate a large amount of traffic on your business.
6- Standard Operating Positions
Standard operating positions are detailed instructions that describe how a process is to be completed at your company. As your business grows, having SOPs available makes onboarding new team members and delegating tasks to others much easier. The sooner team members are launched, the greater impact they have on the business.
7- Lead Scoring System
Does your team have a process for determining which prospects are more actionable? If not, you should consider implementing lead scoring. Lead scoring makes it easy to prioritize and work with leads that are most likely to buy from your company by generating numbers from their key attributes. This saves you and your team valuable time and helps you connect with leads who are more likely to become paying customers.
Posted in 4 hour work week virtual assistant, Back Office Services (BO), Business Process Outsourcing (BPO), CRM, Hire Virtual Assistant, HubSpot Consultant, HubSpot Marketing Automation, InfusionSoft by Keap Consultant, InfusionSoft by Keap CRM, Keap Consultaing, Marketing Automation Tools, Small & Medium Business, tim ferriss outsourcing, Virtual Assistant Companies, Virtual Assistants, Zoho CRM | Comments Off on 7 Effective Ways to Automate Your Business
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.
Posted in 4 hour work week virtual assistant, CRM, Hubspot, HubSpot Consultant, Hubspot CRM, Infusionsoft, Infusionsoft By Keap, InfusionSoft by Keap Consultant, InfusionSoft by Keap CRM, Infusionsoft by Keap Virtual Assistant, Keap, Keap CRM consultant, Marketing Automation Tools, Virtual Assistant Companies, Zoho CRM | Comments Off on Top 5 Marketing Automation Tools
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.
Posted in 4 hour work week virtual assistant, Back Office Services (BO), Business Process Outsourcing (BPO), CRM, Editing & Proofreading, Hire Virtual Assistant, HubSpot Consultant, Hubspot CRM, HubSPot Email Marketing, HubSpot Marketing Automation, Infusionsoft, Infusionsoft By Keap, InfusionSoft by Keap Consultant, InfusionSoft by Keap CRM, Infusionsoft by Keap to Zoho CRM migration, Infusionsoft by Keap Virtual Assistant, Keap, Keap Consultaing, Keap CRM, Keap CRM consultant, Personal Virtual Assistant, Small & Medium Business, Technology Outsourcing, tim ferriss outsourcing, tim ferriss virtual assistant, virtual administrative, virtual administrative assistant, Virtual Assistant Companies, Virtual Assistant Service, Virtual Assistant Services, Zoho CRM | Comments Off on How to make successful steps with 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.
Posted in 4 hour work week virtual assistant, CRM, HubSpot Consultant, Hubspot CRM, HubSPot Email Marketing, HubSpot Marketing Automation, Infusionsoft, Infusionsoft By Keap, InfusionSoft by Keap Consultant, InfusionSoft by Keap CRM, Infusionsoft by Keap to Zoho CRM migration, Infusionsoft by Keap Virtual Assistant, Keap, Keap Consultaing, Keap CRM, Keap CRM consultant, Zoho CRM | Comments Off on Why Your Small Business Needs Infusionsoft by Keap?
Thursday, October 13th, 2022
Customer relationship management (CRM) programs have evolved from a tool that helps groups store client information into a multifaceted center that drives the innovation suite of a complete business. It can include huge esteem to your company, but how well you coordinate it together with your pre-existing forms will direct its viability. The finest implementation incorporates focusing on your built up objectives, utilizing a committed group to lead the implementation, and preparing openings that offer assistance to workers to learn how to utilize the software when it launches.
A CRM stage is an overarching framework overhaul, and the scale and detail of its usage must coordinate its expected reach. These four key concepts clarify the desired speculation and techniques businesses can take after for an effective CRM usage handle.
—Choose a right CRM
Before choosing a crm, it is important that you must have complete information about your business and its needs. Because crms are highly configurable and without business understanding you cannot make a right choice about any crm software. Once you are clear about your wants and needs, take time to research for the best CRM tools that your competitor is currently using. Choose the one that is cost effective, customizable, and user-friendly. Look for its available integrations and evaluate its pros and cons.
—Train your team
Right after choosing your crm, the next thing you have to consider is to give proper training to your team before the implementation of crm. Your crm system will not work for you if you do not have a proper understanding about its use. However, with enough understanding and proper training about crm will avoid any further complications. Some crms offer training and consulting programs also so the businesses can get the advantages from their platforms.
—Backup and migrate customer data
Backing up and migrating your customer data is going to be the most time taking part of implementing a crm. Data migration and backup is your top priority. Make sure the data is safe and secure. When you start importing the data, make sure it is imported correctly. All the contact numbers are with correct country codes, customer data, finances, and the message services contain correct information.
—Build in Integrations
Ensure your investment in existing software by making sure that they are associated amid implementation. Having one modern piece of tech to memorize is troublesome enough. Being told that the unused CRM doesn’t work with a software they’ve fairly gotten to grips with could be a migraine. Workers will rapidly pass on to the execution project supervisor. Integration with existing apps will increment customers’ understanding.
Here at Kaya Systems, we offer a wide range of crm services at extremely affordable prices. Our services include infusionsoft by keap, zoho marketing hub, active campaign crm, and hubspot consulting services. Our CRM marketing experts are fully trained and they have over 10 years of experience. We can help you choose the best CRM which you can successfully implement in your organization. Contact us to schedule a meeting.
Posted in CRM, HubSpot Consultant, Hubspot CRM, Infusionsoft By Keap, InfusionSoft by Keap Consultant, InfusionSoft by Keap CRM, Keap Consultaing, Keap CRM, Keap CRM consultant, Zoho CRM | Comments Off on How to implement a CRM System?
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
- Advertisement
- Information Sharing
- 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
- 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
- We can sell upsells to these customers because we have their contact information saved in CRM
- 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.
Tags: infusionsoft, infusionsoft by kaep, Infusionsoft By Keap, InfusionSoft by Keap Consultant, infusionsoft CRM, Keap, Keap CRM, Keap CRM consultant
Posted in CRM, Infusionsoft, Infusionsoft By Keap, InfusionSoft by Keap Consultant, Keap, Keap CRM, Keap CRM consultant | 4 Comments »
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.
Tags: Infusion Soft, Infusionsoft By Keap, InfusionSoft by Keap CRM, Keap, Keap Consultaing, Keap CRM
Posted in CRM, Infusionsoft, Infusionsoft By Keap, InfusionSoft by Keap Consultant, InfusionSoft by Keap CRM, Keap, Keap Consultaing, Keap CRM, Keap CRM consultant | Comments Off on Infusion Soft is now InfusionSoft by Keap
Thursday, September 26th, 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
- Infusionsoft automation within Infusionsoft portal
- 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
- We want to land a user on a landing page with product info
- We want to give them an option to sign-up for promotions if he is not interested to by right now
- He can click on product and can go to checkout to complete purchase
- He purchased and went to thank you page
- 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
- A confirmation email sent to those who signed up for news letters
- 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
- 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
- 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
- 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
- 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.
Tags: infusionsoft, Infusionsoft By Keap, Infusionsoft Consultant, infusionsoft CRM, Keap CRM
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