Archive for the ‘Infusionsoft by Keap Virtual Assistant’ Category

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.

How To Get The Most Out Of Your Virtual Assistant?

Wednesday, October 12th, 2022

As a business person or business owner, you normally have much work on your plate! So clearly you wish for assistance with the smaller errands that appear to require so much time, however don’t have the time to hire a full-time specialist! This is often where virtual assistants come in; they can get to work on those little errands whereas you focus on other viewpoints of your business! While working with a Virtual Assistant is fantastically helpful and time-saving, there are some steps you’ll take to guarantee you’re getting the foremost compelling work out of your VA!

Here are Kaya Systems’ tips about How to get the most out of your Virtual Assistant!

—Sort out all your SOPs

Standard operating procedures are the maps that help a virtual assistant team to complete the tasks efficiently. Because once you have assigned the tasks, given clear information, and easy-to-follow instructions, that means you have saved much of your time in the long-run. When you have written everything regarding your tasks in an easy way through flow charts or diagrams, it will make it easy-to-understand for a virtual assistant. After sorting out all your sops, your virtual assistant team will follow and complete the task exactly how you wanted it to be, which will benefit your business. 

—Build trust by giving them respect

Giving respect to your VA and building a trust is another great way to get the most out of your virtual assistant. It will develop a great bond with you and your VA and will work with you for longer. When you respect your employee they work for you with all of their heart and take your business to the next level. You do not have to make them your best friends, after all it’s a business but giving them guidance and being respectful, kind, and transparent is a way to get the best results. 

—Share your vision through communication

Sharing your vision through communication is another key factor of getting the most out of your virtual assistant. Some business owners are not good at communication, they think that they are overcommunicating , which is not right. Make sure not to make any mistake while giving them instructions. You have to communicate efficiently and provide proper details and instructions about your tasks to your VA so they can meet your business requirements. 

—Equip them well

Another advantage of hiring a virtual assistant is that they have their own tools. You do not have to bear the expenses of tools. But still you have to make sure that they have all the technical things, and the right tools that are important so they can do the work and perform all the tasks efficiently. So, you have to leverage the right tools, in this way your VAs will do their best. 

Kaya Systems is an authorized and certified company. We finish this by teaching, instructing and motivating the Kaya Systems group to way better help our clients, and by giving our clients the assets required to move their company forward. We have worked with your man in India as a client for the virtual assistant services and on the other hand we have also tried Kaya Systems. Undoubtedly, YMII is a great company but Kaya Systems proved to be the best in virtual assistant services. They provided detailed instructions and the services were really affordable. Contact Kaya Systemsvirtual assistant consultants for further information. 

Top 5 benefits of hiring a Virtual Assistant

Tuesday, October 11th, 2022

Busy experts tell us, “I wish I could clone myself! I have so much to do!” Tragically, science isn’t however to the point where you’ll make another “you,” but you’ve got another choice for getting things done that doesn’t incorporate enlisting costly in-person staff: bringing on a virtual assistant. When you start your business you must be struggling with your administrative tasks. And when your business is prospering you must need extra hands to complete your tasks and run your business smoothly.

It is the right time to hire virtual assistants. You must have struggled with a lot of virtual assistant websites to know which one is the best to choose and what are its benefits. Here at Kaya Systems, our professional and talented virtual assistant consultants will help you in every task to run your business more efficiently. Here are the huge 5 benefits of hiring virtual assistants. 

—You can save tons of your time

Time is the most precious and valuable asset anyone has, and once it’s gone–it’s gone. Your business needs your core focus and when you are handling your business and administrative tasks all alone, it means you are not giving the level of focus it deserves. Having someone who can take care of your backend can be very beneficial. It will help you to save your valuable time and your administrative tasks will be done smoothly before the deadline. Our virtual assistant team will quickly soak your pain like a sponge because we work smartly on whatever tasks you assign. 

—You can expand your reach

Lead generation is an important part of business, whether you are doing it with social media, contact forms, or inbound campaigns, it is time consuming. And you do not have much time to handle it yourself. Our professional virtual assistant consultants and experts can easily manage your social media, answer all your online questions, and respond to your email queries. Stop worrying and paying a marketing firm because we are here to take your workload and provide you with the best virtual assistant services at a very affordable cost. 

—You can increase your productivity


Virtual Assistants
do your administrative tasks including data entry, managing your daily tasks, answering phone calls, and responding to the emails and other clients. These things increase your business’s productivity and let you focus on your other tasks. When you hire a visual assistant team, you have extra hands to help you throughout. Kaya Systems our skillful team will focus on the productive areas you might not be aware of, and save your precious time.

—You can scale your business

Taking a very first step towards your business expansion? Hiring a virtual assistant means scaling and growing your business. When you hire new staff and pay them, it can be more costly as compared to paying a virtual assistant group. And hiring VA can be a perfect solution. Our company provides a professional group of VAs at extremely reasonable cost. Which will help you scale your business by keeping you on budget and done your daily tasks 10 times faster. 

—You can be more flexible

Do you spend most of your time answering the phone calls, responding to the emails, and managing your inbound campaigns? What if someone else does these nonessentials things for you and you can focus on the other important tasks or of business? Your clients are located in different countries, different areas, and different time-zones and managing all of them all alone at the same time is something impossible. If you hire a new staff and teach them all new technologies and strategies it will be time taking, So why not hire a professional VA group of Kaya Systems who already know all the techniques?

Kaya Systems Inc offer great services at a great price. We take the time to understand the expectations for each task before assigning them to some random associate. We have also worked with yourmaninindia and have invested our time in coaching. Our services are best and our major goal is to make our client satisfied. For further information contact our team and they will answer all your queries. 

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