Posts Tagged ‘infusionsoft CRM’

Infusionsoft by Keap CRM

Thursday, September 26th, 2019

CRMs have become the central hub for online businesses from last 10 years and now a day every single online business dealing with a lot of clients, new prospects and leads are actively using different CRMs. These CRMs plays vital role in automating different business processes but here in this article we will discuss that how these CRMs play their roles in life cycle marketing. And specially we will discuss that 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

  1. Advertisement
  2. Information Sharing
  3. 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 in to 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

  1. 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
  2. We can sell upsells to these customers because we have their contact information saved in CRM
  3. We can remarket new versions of the products/accessories they have already purchased though 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 that 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 consut 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 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 contacts 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 users 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 campaign and Keap CRM have 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 website 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 details and you will be able to get more information on this CRM in our coming posts.

Who is true Infusionsoft Automation Expert?

Thursday, September 26th, 2019

Infusionsoft automation is basically automation of different processes that we can’t perform manually when it comes to large number of database. These processes can be sale process, marketing process, e-commerce or sending a newsletter to subscribers on weekly or monthly basis. There are two aspects of automations

  1. Infusionsoft automation within Infusionsoft portal
  2. Technical side of Infusionsoft automation

A true Infusionsoft expert/consultant is the one who not only understands infusionsoft portal side of automation but also understands that how it will be integrated technically with a website or a third part tool to get 100% automation output out of Infusionsoft.

For example, we will discuss a marketing process as a case study where we are marketing a product on facebook and we want to automate this process through infusionsoft. And let’s say following are steps that we want to automate in this process

  1. We want to land a user on a landing page with product info
  2. We want to give them an option to sign-up for promotions if he is not interested to by right now
  3. He can click on product and can go to checkout to complete purchase
  4. He purchased and went to thank you page
  5. Let’s assume Owner of this ecommerce site don’t want to use Infusionsoft Ecommerce module and want to use woocommerce extension for infusionsoft

Now in this scenario, an infusionsoft consultant must understand both sides, how to automate this process within infusionsoft and how to automate sign-up and ecommerce part of the process.

In this case, infusionsoft consultant will use infusionsoft CRM module to create following campaigns within Infusionsoft campaigns

  1. A confirmation email sent to those who signed up for news letters
  2. A nurture sequence campaign where he can add these subscribers to send latest or upcoming promotions so that whenever a new promotion is there, that can be sent to all subscribers automatically
  3. Up-Sell Campaign – if someone has purchased from you already, they are more likely to have more purchases from you and therefore in Infusionsoft CRM you can create Up-Sell campaign and can add these customers to this campaign to send them upsells
  4. Infusionsoft Cart abundant campaign, if someone has clicked a product purchased url in your email campaign and he is on checkout page but have not purchased anything for let’s say 1 hour, you can send him a cart abundant campaign asking him if he is facing any difficulty in complete purchase process

And on the technical side of this example infusionsoft expert needs to know

  1. How to create and integrate sign-up form on the website and how to theme it so it looks same as website from design point of view
  2. He should be expert to integrate infusionsoft with wocommerce, so that whenever there is an order, woocommerce can send this customer record to infusionsoft CRM along with a tag applied so that we can manage to add these customers in up-sell campaigns within infusionsoft automatically

During the last 10 years being infusionsoft expert in the digital industry we have seen 100’s of clients who are always confused while using infusionsoft crm, and the reason being is they rarely find consultant who understand both sides of infusionsoft. If an infusionsoft consultant only understands how to work within infusionsoft and does not understand how it will interact outside third party tools like clickfunnels, leadpages or woocommerce, he can’t design and implement complete process automation through infusionsoft. And same goes for who inderstand infusionsoft integrations for third party tools but don’t understands tagging structures, campaign automations they can’t help clients completely.

A true infusionsoft expert will see whole picture of proess automation and will implement that which will help businesses to achieve their goals without worrying about infusionsoft system implementation correctly.