Posts Tagged ‘InfusionSoft by Keap CRM’

Migration from Zoho CRM to Infusionsoft By Keap

Wednesday, October 26th, 2022

In this article, we will discuss general steps require to migrate from Zoho CRM to Infusionsoft by Keap CRM and if you want to get this migration done we will recommend you strongly to discuss with infusionsoft by keap consultant who have expertise in Zoho CRM as well, so that he can review your current campaigns, packages, tagging structure, roles, contact and lead forms in Zoho in detail and can advise you that how these functionalities will be mapped on your Infusionsoft by Keap (keap CRM).

Before we go in to more details, I will divide this general migration process in to three different stages

  1. Migration of Campaigns
  2. Migration of Tags
  3. Migration of Users/Customers
  4. Migration of Products

Migration of Campaigns from Zoho CRM to Infusionsoft by Keap CRM

In this step, you will need to export all your campaigns that you have in Zoho CRM as backup because once you will leave CRM you will not have option to take anybackup, and you will then need to create all these campaigns again in Infusionsoft by Keap CRM campaigns by following sequences and emails in Zoho CRM, this will be fast process as all the logic for campaigns is already functional and you just need to implement that in Infusionsoft by Keap campaigns. In this step, you will also create all lead/contact forms that you have on Zoho CRM in Infusionsoft campaigns, as in Infusionsoft a webform can be a triggering element to trigger automatic email campaigns. So here in Infusionsoft by keap you can create these forms right away in campaigns

Migration of Tags from Zoho CRM to Keap CRM

Migrating tags is most important element as it defines what is current status of a user and what next steps or campaigns he will follow in a CRM. In Zoho CRM you need to export all your tags in csv file and then you need to login to Infusionsoft by Keap and in Marketing Module you need to download sample excel file that keap provides to users as sample excel file so that you can arrange you tags accordingly and then can import in Infusionsoft by Keap. Now you need to copy all your tags from the csv file you downloaded from Zoho CRM in to sample file you exported from Infusionsoft by Keap, once this is done you can now import all your tags in infusionsoft crm. Make sure you are not changing tag ids so that when you upload user lists they can automatically get associated with correct tags.

Migration of Users/Customers from Zoho to Infusionsoft

Migration of users and customers is almost same as migration of tags, you need to export all users records from zoho crm in to csv file and again in infusionsoft crm you need to export sample file for importing user records in infusionsoft. Copy and paste your user records in exported csv from Zoho to infusionsoft sample file and upload it in infusionsoft crm, make sure you are adding tag id’s column from zoho file to infusionsoft sample file so that these records automatically get connected with their tags

Migration Packages from Zoho CRM to Keap CRM

Similarly, you can export your packages you have created in Zoho to Infusionsoft by keap. But additionally, you will have to setup their costs, subscriptions etc. in infusionsoft, and also you will have to setup your payment details in infusionsoft by keap ecommerce if you wish to use infusionsoft by keap ecommerce functionality.

In Kaya Systems, we have consultants and virtual assistants who have expert level skills in both Zoho and Infusionsoft by Keap CRM, if you are thinking to migrate your CRM from Zoho to Infusionsoft we are here to help you, you can contact us and one of our expert will give you free consultation on your next steps

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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

Infusion Soft is now InfusionSoft by Keap

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.

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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

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

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Posted in 4 hour work week virtual assistant, 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, tim ferriss outsourcing, tim ferriss virtual assistant, Zoho CRM | Comments Off on Migration from Zoho CRM to Infusionsoft By Keap

Role of Tags in Infusionsoft by Keap CRM

Thursday, September 26th, 2019

What is a Tag in CRM? This is very important question for those who wants to use a CRM with thousands of users and customers records. There are different definitions of tag, but here I will define a tag from a CRM’s point of view, in CRMs a Tag and is a flag that we can set against each and a group of people/records in the CRM to identify their current status, source and to trigger a certain campaign or action.

By the definition above, you can see how important is it to create an accurate and correct tagging structure in CRM to control your user’s flow within CRM. In Infusionsoft by Keap CRM, we also need to carefully decide tagging structure and here are steps that we need to follow in order to create an effective tagging structure

Know your processes and their stages

you need to know exactly what process you want to implementing through Infusionsoft CRM, for example a sale automation process can have different stages where if a sale person can be assigned with a task to call prospect, and based on the call result he should be able to move this prospect in second stage, that can be interested, could not connect, reschedule, and this will be done by applying or removing a tag (Rescheduled Tag) to the record. when you will understand your processes completely you will be able to see what tags are required during those processes and at what stage you will need to add/remove tags. An Infusionsoft by Keap expert help businesses to automate these processes in their routine and they have shared several sample tagging structures on different Infusionsoft by keap communities that you can search and use as guidelines to implement yours

Create and Run your Tags

Once you know what tagging structure you need, you can login to your Infusionsoft CRM and you can create those tags, to make those tags more clear and reasonable, you can create different categories for tags and then can create those tags and can assign them relevant tag category.

There are different ways to apply a tag in Infusionsoft which depends on different things like

  1. A new signup through Infusionsoft form
  2. Adding a user to a nurture sequence
  3. Purchased is made
  4. Selling up-sell to customers

Above are some of the many reasons that we need to apply a tag to a user. When someone signup through an Infusionsoft web form there is an option in web form setting that allow us to add a tag to users who will fill out that web form, similarly we can create purchase action set for a specific product to add a tag to customer who will purchase that product through Infusionsoft ecommerce shopping cart indicating that this customer have already purchased this product. And hence we can sell any accessories related to this specific product to this product buyers, by creating an up-sell campaign and adding all customer with that product tag applied.

During these last 10 years of working as Infusionsoft experts, we at Kaya Systems work very closely on these tagging structure to make sure that business owner can have detailed insight of what’s going on in the system and they can make their decisions accordingly.

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Posted in 4 hour work week virtual assistant, Infusionsoft, Infusionsoft By Keap, InfusionSoft by Keap Consultant, InfusionSoft by Keap CRM, Keap, Keap Consultaing, Keap CRM, Keap CRM consultant, tim ferriss outsourcing, tim ferriss virtual assistant | Comments Off on Role of Tags in Infusionsoft by Keap CRM