Archive for the ‘Keap CRM’ Category
Tuesday, December 6th, 2022
Technology and social media have dramatically changed business operations. Now marketing managers and salespeople take care of the social customer who is updated on all the trends and news. This type of consumer is more interested in interaction and quick responses than in advertising messages and one-way communication.
These changes in requirements have led to the evolution of traditional CRM strategy and the development of business rules and processes. Currently, we can see the CRM industry undergoing shifting of priorities and transformation of productivity levers. Many business owners are grappling with the tough new choice – Traditional CRM vs Social CRM.
Classification of Both Concepts
At the outset, we need to clarify the notions of traditional and social CRM. This realization forms a good basis for further comparison. Let’s get down to business.
Traditional CRM is a business strategy that is reflected in a number of applications. The software improves data management, automates sales and marketing processes, and helps track customer behavior and communication history. The core of this CRM model is reflected in the standardized performance using input data as a basis. Social CRM is an innovative approach to realizing business process strategy, facilitating and cultivating trusting relationships with existing and future customers. The uniqueness of this CRM lies in the personalization of the content into a complete and meaningful conversation with a potential client that is distributed through social networks and digital channels.
Comparison of Main Tactics
Social CRM has shifted focus, supplementing traditional CRM with easy-to-use social media modes. Here is a critical comparison of the most important tactics and areas of influence.
Priorities of Functionality
- The process-oriented nature of traditional CRM allows workflows to be configured to a standard standard and each phase of the process defined.
- Social CRM involves a more complex conversation-centric approach. How the performance of the process and the number of steps depends on the activity of customers on social networks.
Information Channels
- Traditional CRM strategies have a well-defined list of ways to send emails, notifications, and newsletters. Also, this procedure is performed during specific business hours.
- Social CRM encompasses the evolving and dynamic channels for interacting with customers. The same campaign can have a different schedule depending on the prospect’s activity on the blog or on the social network.
Staff Roles
- In traditional CRM, all processes depend on the relevance and quality of customer data leading to the assignment of a task to a specific department or service manager.
- Social CRM plays the major role in content quality and all employees use the database for sophisticated target audience engagement.
Shape of Processes
- All the processes that are performed within traditional CRM boil down to closing deals successfully. In other words, the transaction is a central focus.
- Social CRM complex relationships consist of relevant and valuable interactions aimed at satisfying customer requests and needs.
From what you can see, Social CRM uses traditional CRM as the foundation of its strategy, but advances it with social media insights to build valuable and far-reaching business-customer relationships.
Outcomes of Both CRMs
- Social CRM pushes the boundaries of digital marketing with two-way interaction, while traditional CRM focuses on promoting your product or service.
- The capabilities of technologies deprive traditional CRM of the human face of its achievements, while social CRM aims to humanize its business and close the deal with “a digital handshake”.
- Unlike traditional CRM, social CRM puts customer interests rather than data at the center of corporate strategy.
So it’s no surprise that more and more business owners are willing to implement social CRM to increase marketing effectiveness, increase ROI, and reduce customer service costs. Choose the best CRM and migrate!
Posted in 4 hour work week virtual assistant, Back Office Services (BO), Business Process Outsourcing (BPO), CRM, Hubspot, HubSpot Consultant, Hubspot CRM, Infusionsoft By Keap, InfusionSoft by Keap Consultant, InfusionSoft by Keap CRM, Keap Consultaing, Keap CRM, Keap CRM consultant, Marketing Automation Tools, tim ferriss outsourcing, tim ferriss virtual assistant, Zoho CRM | Comments Off on Social CRM Vs Traditional CRM | Which is better for your growing business?
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.
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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.
Posted in 4 hour work week virtual assistant, Business Process Outsourcing (BPO), CRM, Hire Virtual Assistant, Hubspot, 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, Small & Medium Business, Technology Outsourcing, tim ferriss outsourcing, tim ferriss virtual assistant, Zoho CRM | Comments Off on Top Most Successful CRM Strategies
Thursday, October 27th, 2022
Your website design is absolutely one of the most important elements to get more clients and customers, if you are a business owner. Website is the need of every brand owner now to promote the business and grow faster. Experts believe that websites will only continue to gain popularity with digital brand awareness due to their pervasive usefulness. Sophisticated website content can boost digital marketing, lead generation, and other business endeavors.
However, running a successful business website is a difficult task. There is a lot to consider because a good website design should be perfect. You must be wondering what separates a good website from a bad one, or a good from great? It can be difficult to understand all the factors that go into this exploit, so we’ve listed the most important ones in this article.
-Website Content
Content is the backbone of a website. It plays an important role not only in search engines, but also provides your brand awareness to the readers. Quality matters over quantity, so make sure that you provide quality content to the visitors and it must be informative, relevant, and factually correct. Your content strategy matters a lot. Don’t only focus on the homepage or blog, but also make sure that the ‘’About us” and “Contact us” page has the appropriate and right information about your business.
-Typography
The type of text on your website determines the overview of the website that visitors get. A lot of websites don’t rank well simply because they don’t convey their content correctly or simply. Most businesses have a specific font or typeface that they use to help their customers instantly differentiate them from their competitors. In recent years, designers have had access to a wider variety of typefaces, allowing businesses to more accurately express their brands through typography. So it is an important part of your brand identity.
-Responsive Hero Images
The world of web design has changed over the years, with an ever-increasing focus on designing for an immersive experience. Interactive images act as a call to action (CTA) for businesses and customers, who can see the CTA instead of reading it in bland text. Hero images are also often placed in the background, with text and other content overlaid. Whichever approach you use, large images can help you visually tell your story without having to rely on text alone.
-Background Videos
Videos that play automatically can add a lot of interest to a page. They can be used to tell a story and greatly reduce the amount of other content needed to explain your business. It can be about your business, your vision, your achievements, your plans, etc. The versatility of these background videos makes intuitive web design an ideal choice for promoting brand engagement. Additionally, these videos allow users to add an element of humanization to their content.
-High-quality Images
If your website contains high-quality images, it will make an ever-lasting impact on the visitor. High quality images play a major role in making a decision while doing online shopping. High -quality images will also help the designer to highlight the features of products efficiently. If the product on your website is visually appealing, the visitor will be more likely to buy that product. Because it helps to generate an understanding about the product.
-Navigation
The site plan ought to be simple to explore and the menu things ought to be effectively available from any page. The reader should know precisely where he is on the site and have simply got to where he would like to be. A sitemap may be an extraordinary thought and will be utilized when accessible. It sounds basic, but most websites can make strides in this range. Keep in mind there’s a fine line between a good menu and an irritating menu, so functionality ought to be the idea.
Actualizing a great website design permits your brand to lock in with more clients, accomplish faster comes about, and much more. It’s fundamental to preserve an adjusted approach as you construct and coordinate the culminating content technique. Center on utilizing high-quality pictures, drafting great content, and inserting videos to really drive brand engagement. If you need help with the method or wish to accomplish it with a dependable asset while taking the primary steps towards building the perfect site for your business, reach out to our group of specialists at Kaya Systems Inc. We’ll assist you with computerized publicizing, SEO techniques, content administration, and much more.
Posted in 4 hour work week virtual assistant, Back Office Services (BO), Book keeping, Hire Virtual Assistant, InfusionSoft by Keap Consultant, Keap Consultaing, Keap CRM, Marketing Automation Tools, SEO service, Technology Outsourcing, Website Designing, Website Development | Comments Off on Most Important Elements of Good Website Design
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
- Migration of Campaigns
- Migration of Tags
- Migration of Users/Customers
- 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
Tags: Infusionsoft By Keap, InfusionSoft by Keap CRM, Infusionsoft by Keap to Zoho CRM migration, Infusionsoft by Keap Virtual Assistant, Keap, Keap CRM, Zoho CRM
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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.
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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.
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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
