In-Depth CRM Review
Infusionsoft
Infusionsoft 2065 W. Obispo Avenue, Suite 103
Gilbert, AZ 85233-3404
- Telephone: (480) 807-0644
- Fax: (480) 391-8177
- Toll Free: (866) 800-0004
- Email: http://www.infusionsoft.com/contact
- Web: http://www.infusionsoft.com/
I am at the Arizona Biltmore right now for Infusionsoft's annual user conference, Infusioncon. This dynamic young company announced a major new release that I think is destined to change the small business world forever.
I got my release of the new version on Thursday (3-29) and worked with it all day Thursday and Friday before I had to break for the drive south on Saturday. I will give you the highlights below, but this spring-2012 release combines major new features with a dramatic (and, long overdue face-lift!) I had planned to release a fully updated review later today. But I fear that rushing things that much would be wrong. Instead, I will head back to Burley on Thursday (for Easter weekend, the Masters and my birthday!)
I will completely update my review so that I have time to properly discuss all of the new features when I get back to my office next week. In the meantime, if you have any specific questions, just email them to me!
Infusionsoft Announces New Version of All-in-One Sales and Marketing Software for Small Businesses at InfusionCon 2012
Small businesses can tackle every stage of the customer lifecycle from one, complete system
(Gilbert, Ariz. – April 2, 2012) – Infusionsoft today announced the eagerly awaited Spring 2012 Release of its all-in-one sales and marketing software for small businesses. Infusionsoft is on a mission to help small businesses succeed by solving the problem of multi-system chaos. The Spring Release improves upon what Infusionsoft does best – combining CRM, email marketing, e-commerce and marketing automation into one, simple-to-use system that addresses the entire customer lifecycle. This leaves entrepreneurs free to do what they do best: successfully grow their business.
“Small businesses don’t have the luxury of hiring full-time marketing or IT teams. And they definitely don’t have time to piece together different tools that are often hard to learn, don’t integrate well and truthfully are designed to meet the sales and marketing needs of much bigger businesses. That’s the problem we set out to tackle, and early users are telling us we did it,” says chief product officer Richard Tripp. “We speak to thousands of small businesses a month and they just want one system that drives more leads, gets more customers, increases repeat sales and saves time.”
The updated version literally walks small business owners through the process of selling and marketing. New features and enhancements in this version include:
- New User Interface and Navigation – The updated version boasts a lighter, modern user interface and a functional role-based navigation.
- Campaign Builder – A visual campaign designer shows users how to design and create automatic marketing campaigns from the ground up. These new campaigns have all the elements to attract customers, market automatically, close sales, sell online and get repeat sales.
- Lead Generation – New Web analytics, visitor tracking, and landing pages feed a stronger funnel to attract and capture more leads.
- Lead Scoring – Dynamic, visual lead-scoring rules mean hot leads are easy to identify and ready to close by the time they’re passed from marketing to sales.
- E-Commerce Enhancements – Beautiful storefront and cart themes, improved design editing tools, and flexible pricing options, including subscription pricing, make e-commerce seamless.
- Support – Infusionsoft’s customer support team is ready to help businesses succeed day or night. Every new customer gets marketing strategy sessions and one-on-one product training from an Infusionsoft Success Coach. Customers are also invited to join a growing community of user groups, learn from a well-documented help center, and take advantage of a new marketplace of service providers who can help with everything from implementation services to API development.
Comments from Users, Partners and Industry Experts
“Infusionsoft is no longer just for the tech savvy or the internet marketers,” says Brent Leary, founder of analyst research firm CRM Essentials. “Any traditional small business can use these tools.”
“This isn’t a new release, it’s new software. Infusionsoft is going to blow the competition out of the water,” says Jarrod Morris of Marketing Mavens.
“Just got a sneak peek of @Infusionsoft's #springrelease! Hold on tight...this is going to be an exhilarating ride,” says Janette Gleason of Gleason Tax Advisory Group.
Each month, Infusionsoft customers capture 2.5 million leads, send 300 million emails, process $83 million in transactions and add 14.5 million contacts to the Infusionsoft CRM. Over 30,000 users in 62 countries use Infusionsoft to help their businesses succeed.
About Infusionsoft
Infusionsoft provides an all-in-one sales and marketing software for small businesses. Its Web-based solution helps small businesses automatically market to get more customers, grow sales and save time. The privately held, five-time Inc. 500/5000 company is based in Gilbert, Ariz. and is funded by Mohr Davidow Ventures and vSpring Capital. For more information, visit www.infusionsoft.com.
Each month, Infusionsoft customers capture 2.5 million leads, send 300 million emails, process $83 million in transactions and add 14.5 million contacts to the Infusionsoft CRM. Over 30,000 users in 62 countries use Infusionsoft to help their businesses succeed.
- CRM Category: Strategic Solution - Cloud
- Sub-Category: All-in-One Sales and Marketing Software for Small Businesses
- Seats: Very Small Business (VSB) / Small Business
Willy Award Winner
We recently honored this program with our Willy award for:
Best CRM Solution for Internet Marketing
About the Company:
Infusionsoft’s dream is to revolutionize the way small businesses grow. Founded in 2001 by CEO Clate Mask and his partners, brothers Scott and Eric Martineau, the company began as a custom software shop sandwiched between a mattress store and its loading dock in Mesa, Ariz.
The early days weren’t easy. The founders lived on pizza and soda. There were plenty of months when they weren’t sure they’d survive. Since then, Infusionsoft has grown up. They moved to bigger, better office space in Gilbert, Ariz., added 125 employees to the team, thousands more customers, won the Inc. 500 three years in a row and landed two rounds of VC totaling $17 MM.
Today, more than 20,000 small business subscribers use the Infusionsoft all-in-one marketing automation suite to grow quickly and profitably. The web-based application combines CRM, email marketing, lead nurturing, e-commerce and automation.
Infusionsoft is the only marketing automation suite priced for and designed to meet the needs of a small business with five to 25 employees. Small businesses that are tired of dealing with a hodge-podge of incompatible software programs and manual grunt labor turn to Infusionsoft because it provides an all-in-one solution that is affordable and easy-to-use. It helps small businesses convert more leads, increase sales, save time and money through targeted marketing that automatically adapts to prospect and customer behavior.
Most of the CRM and marketing automation solutions available in the market today are for mid-to-large size businesses. Infusionsoft fills this void in the marketplace.
About the Product:
See what else Tripp, Infusionsoft Vice President of Development and Technology Marc Chesley, and other members of the Product team have to say about the Winter 2012 release in this video:
Key Features and Benefits Include:
Get Better Visibility in to What's Happening in Your Social Networks With New Tools
Infusionsoft has gone social by making it easy for customers to broadcast content to their social networks on Facebook and Twitter. In addition, customers can include sharing buttons in their emails and Web forms and trigger automated actions after a social snippet button is clicked. Users now have better visibility in to who is sharing and what type of content is being shared. Having this data helps them segment and target their sales and marketing efforts to their lists of prospects and customers much more effectively.
Key features allow users to:
- Broadcast hosted emails and Web forms through Facebook and Twitter. Users can create simple landing pages using the Drag & Drop Web Form Builder, publish them on Facebook and Twitter, and capture leads through social media without having to create full landing pages and custom URLs.
- Include a social snippet in their emails and Web forms that allow subscribers to “like” and/or “share” the content with their contacts on Facebook, Google+ and Twitter. The shared pages include a hosted Web form, giving customers a way to capture leads though social media.
- Trigger automated follow-up actions after a social snippet button is clicked. Users can track who is sharing content socially and what content is most popular. They can then follow up with the customers that share with targeted information.
- Measure and report on social media sharing activity. Infusionsoft provides a variety of reports to track opt-ins generated through social media as well as the number of times an email is shared and viewed.
Read what Infusionsoft customers are saying on Twitter about the new Social Media features. Go here to watch a demo of the new social media features.
Simplify Sales Activities, Find Hot Leads and Close Deals Quicker With New Sales CRM Features
Infusionsoft's Interactive List View and Inline Editing features make it easy to view and update contact information and quickly work through a list of leads. Users can trigger automated follow-up actions with a single click, such as sending an email and starting a campaign, adding a note and scheduling an appointment.
Read what Infusionsoft customers are saying on Twitter about the new Sales CRM features. Go here to watch a demo of the new CRM features.
Drive More Sales By Offering a Seamless Online Shopping Experience
The Infusionsoft E-Commerce platform has received significant attention to make it more functional and easier to use. The improvements simplify the set-up process for users saving them time. This results in a smoother buying experience for their customers and eliminates any barriers that might prevent them from checking out.
Read what Infusionsoft customers are saying on Twitter about the new E-Commerce features. Go here to watch a demo of the new e-commerce features.
Infusionsoft’s all-in-one marketing automation suite is for growing, successful small businesses that want to:
• Nurture, follow up and prioritize leads effectively
• Improve customer relationships
• Increase lifetime customer value
• Boost operational efficiency by automating
• Increase email opt-ins, open rates
• Save time and money
• Send targeted and personalized emails
• Grow and organize contact database
• Sell more stuff
The Infusionsoft marketing automation suite is rich with features that make it easy for a small business to market like a big business. The suite features include:
Marketing Automation
Create a steady stream of business by putting all of your marketing on auto-pilot. Craft and coordinate multi-step marketing sequences that include email, direct mail, fax, voice broadcast and tasks. Let this powerful marketing system follow up with your customers and prospects automatically.
Email Marketing
Utilize email as an effective tool to market your business. Mange newsletters, auto-responders and more with Infusionsoft’s robust email tools. Take advantage of Email Deliverability Assurance programs to ensure that your emails bypass spam filters and get delivered straight to the inbox. Plus, with Infusionsoft’s Drag & Drop Email Builder small businesses can create beautiful, branded emails without knowing HTML code.
Integrated CRM
Infusionsoft’s customer-centric approach to contact management will enable you to track all of your emails, faxes, appointments, tasks and phone correspondence in one place so you can close more sales by maintaining better relationships with your prospects and customers.
Sales Force Automation
Manage your sales pipeline and track the status of potential deals as they progress through your sales process. Automatically distribute opportunities to your sales team and easily see who is converting and who isn't. Use our automation engine to make your sales reps lives easier by letting Infusionsoft automatically follow up during the sales process.
Affiliate and Referral Program Management
Let other people sell stuff for you. Track who is referring leads and sales and how much commissions they have earned. Create multiple tiers of commissions and make a lot of money.
Billing, Invoicing, and Collections
Create orders and invoice clients from inside Infusionsoft. Receive payments via pay pal or via credit card. Track your accounts receivables and let Infusionsoft automatically follow up on overdue balances and expired credit cards. Note: We currently are only able process orders in US dollars.
Store Front and Shopping Cart
Sell your products and services online with Infusionsoft and let your customers checkout with our shopping cart. You can either host your store with our built in web store or you can easily integrate your own web store to work with our check out process.
Price:
For pricing details, please see:
http://www.infusionsoft.com/pricing
Add-on Solutions
responseFLOW, developer of iMember360
Rich's View:
This review is undergoing a major update and should be available real soon now (like April 16)!
I sat down to share a few of my thoughts on using Infusionsoft at Infusioncon-2011. You can see a playback of that interview here:
http://www.youtube.com/watch?v=rfchHsoUgzY
Short List:
Sorry folks, I cannot find another CRM solution that delivers the unique feature set of Infusionsoft!
Go ahead, Get a second opinion:
I have never claimed to be the only source of CRM software reviews. If you would like an alternative view of this CRM solution, here are some links that you can visit. However, if you are looking for totally independent, no BS! CRM reviews, I will look forward to working with you when you get back to my site!
http://www.thewebreviewer.com/infusionsoft-review.htm
http://www.comparecrm.com/crm-vendors/infusion/infusion-crm.php
http://www.crm-reviews.com/vendor-review/infusionsoft-review/
Rich's Recommended Web Sites
http://twitter.com/#!/infusionsoft
https://plus.google.com/101755182665506544613/posts
http://www.linkedin.com/company/infusionsoft
http://www.facebook.com/Infusionsoft
http://www.youtube.com/infusionsoft
http://www.slideshare.net/infusionsoft/
http://www.flickr.com/photos/infusionsoft
See also:
Finally, you can visit the Infusionsoft community here:
http://community.infusionsoft.com/
Rich's Recommended Reads
Infusionsoft founders, Clate Mask and Scott Martineau, recently published their first book, Conquer the Chaos: How to Grow a Successful Small Business Without Going Crazy.
This is NOT your normal business book! In addition to lots of great advice, the book tells the story of their own start-up - warts and all! - straight from the heart so that you can benefit from their mistakes and experiences. Check it out now!
Still need help selecting a CRM solution? Try this!
Thank you for visiting my CRM site... Now, Go Love Your Customers and Sell More Now!
Still have questions about Infusionsoft? Just leave a comment below.
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