Archive for the ‘Zoho 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, 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
Back Office support services are performed without being face-to-face with customers. While these office support services take place behind the scenes, they play an integral role in the overall customer experience. When a company has efficient back office solutions in place, frontline teams can provide customer-facing functions and take care of other aspects of the business.
In this article, we take a look at five of the most commonly outsourced back office support services. Discover why implementing these administrative support solutions is one of the best strategies to grow your business.
1 – IT Solutions
One of the most important jobs in any company is technical support, which is also one of the various outsourcing areas. IT outsourcing services lead to the most modern technological tools for the company. It also offers remote support, which can be difficult for a small organization to manage. Access to cheap storage, strong security and emergency planning services are also advantages. Every business, whether it is big or small, needs digital skills to maintain a competitive edge. Information technology is expected to be incorporated into almost all strategic decisions of small and large companies. This is where IT back office support comes in.
2 – Data Entry
This involves taking data from a specific source and entering it into a computer system through a data entry interface in another environment. In simple terms, it is copying and pasting data from one system to another. The tricky part comes when the data needs to be checked, categorized or interpreted before entering the system or applying business rules. In addition to the cost-effectiveness benefits, companies need information and services related to back office to increase productivity, improve focus on core strengths and gain expertise within them.
3 – Human Resource
Since human resource plays an important role in any business, it is imperative that they perform at their best. The most cost-effective way to achieve this is to hire an executive support provider who specializes in a variety of human resource functions, including: recruitment, onboarding, performance management, payrolls, training and development etc. It also supports the development of a stronger people strategy and the establishment of systems and workflows.
4 – Payroll
Calculation errors in payroll accounting usually result from a lack of experience in payroll practice. When the crew is distracted, mistakes are more likely to be made. Placing payroll functions on multiple tasks for your internal HR team is not only time-consuming, but also risky. Payroll is an important task that requires 100% accuracy. For example, tax compliance must be impeccable to avoid costly fines and other consequences. Reduce the risk of encountering such situations by outsourcing payroll to a reliable contractor that provides back office services.
5 – Marketing
A startup, a small company or a large corporation all know the importance of brand marketing. However, this takes time. Outsourced Marketing Team creates and implements cross-channel marketing programs that allow businesses to focus on core business. Additionally, companies can rest easy knowing that their marketing plans and execution are being handled by professionals.
Looking for an Expert Team for Back Office Support Solutions?
Kaya Systems Inc provides end-to-end solutions to ensure the efficient and affordable delivery of back-office support. We have more than 15 years of experience in the industry and we offer high-quality services to our clients. Our services are very flexible and competitive. Contact us today at (307) 291-9686 to discuss further details.
Tags: back office solutions, Back Office Support, Back Office Support Services, IT back office support, IT outsourcing services, Outsourced Marketing Team, performance management
Posted in 4 hour work week virtual assistant, Back Office Services (BO), Business Process Outsourcing (BPO), CRM, Hire Virtual Assistant, Infusionsoft By Keap, InfusionSoft by Keap Consultant, Infusionsoft by Keap Virtual Assistant, Marketing Automation Tools, SEO service, tim ferriss outsourcing, virtual administrative, Zoho CRM | Comments Off on Back Office Support Services That Will Transform Your Business
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
Posted in 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 Consultaing, Keap CRM, Keap CRM consultant, Zoho CRM | Comments Off on Migration from Zoho CRM to Infusionsoft By Keap
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?
