Archive for the ‘Infusionsoft by Keap to Zoho CRM migration’ Category

Low Sales? Want to Improve Your Online Sales?

Monday, November 7th, 2022

These days, almost all businesses are offering products online. And, many of us are buying things online these days. It has gotten to be the standard. We shop for nearly any sort of product online these days. Business people, financial specialists, and companies have much to pick up from e-commerce websites. Offering online can be an awfully profitable trade. However, numerous appear to battle with it. Low ecommerce deals are regularly the issue. Not knowing what is causing this advance complicates things. Are you looking to improve online sales? Do you wish for assistance? Through business management consultant service, a company and business people can get the assistance they require. 

There are numerous reasons why an e-commerce site may have low sales. It regularly isn’t indeed a single reason, but a large number that are causing lower deals. Specialists can through consulting services run computer program applications that analyze an e-commerce site, store pages, and more. Marketing and promoting endeavors are continuously checked on, counting the comes about they create. Sales incentives for e-commerce companies are thought about as well. Specialists comprehensively go over all the essential subtle elements. At that point, the information is shared with the client. Based on budgets, a plan is made to create advancements for superior comes about. This would be more online sales, higher conversion rates of the location activity, rehash orders, and so on.

Selling products online is the longer term. Reports appear that by 2030, 95% of items will be sold online. This pushes most brick and mortar sort of companies to center on e-commerce websites. Investing into advanced marketing services for retail is at this point astute business. If you’re a retailer, talk to our expert for the betterment of your business. Discover what choices you’ve got, what is required, and what advantage you’ll anticipate. There’s much that can be made strides upon if you’ve got low ecommerce sales. 

There are an assessed 12 million – 24 million ecommerce sites over the complete globe, with increasingly being made each single day. If  these numbers make you think it’s a competitive advertisement — don’t stress. Less than 1M of these locales offer more than $1,000/year, so there’s tons of room for growth. Online retail deals measured 4.9 trillion U.S dollars around the world. Versatile commerce keeps developing at a quick rate. 58.4% of web clients purchase something online each week. However, numerous online retailers battle. What is the victory rate of ecommerce?

Consult With Our Professional Consultants:

Around 80%-90% of them fail, meaning the e-commerce victory rate is less than 20%. In case you’re starting your own online business, or you as of now run one, that reality might send a shudder down your spine. But don’t worry! Whereas you’ll learn a part from a successful commerce, you’ll be able to learn a whole parcel more from disappointment. Working with expert consultants avoid numerous expensive botches and pitfalls. Moreover, the best phones are sent through counseling services. Talk to our professional business consultant for your e-commerce site and brand. Here at Kaya Systems, our consulting team will help you to find out what alternatives you have and how you can boost your online sales. 

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

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.

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