Delegate, Focus, and GROW Your Business

Using Infusionsoft to Streamline Your Business


Small businesses are always looking for new ways to streamline processes. Working “smarter, not harder,” should be the goal for any business owner in reaching goals, providing quality products and services, and treating customers with care and respect. Doing that properly in the digital age requires the right software. To streamline your business, one of the most useful software packages on the market today is Infusionsoft.

Why Infusionsoft?

Infusionsoft integrates your small business marketing plan, client contact management and sales into one system. The software system addresses several problems common to small business such as: processing errors,  misplaced or ignored leads, wasted time and money doing repetitive administrative manual tasks, and the inability for administration to keep up with business growth.

What does Infusionsoft Really Do?

Infusionsoft can help automate your company processes in such a way that your clients and new prospects receive more personal care and information. By helping you keep track of data, relationships and interactions, your time is multiplied to follow-through rather than wasted chasing down or catching up. There are several core functions performed by the Infusionsoft system:

  • Leads – Imports leads from other systems using a bulk csv file or enter or enter manually, guided by prompts for key items to be recorded. Generates leads by providing web forms or landing pages to be used on your website. Use your mobile app to scan and store business cards directly to your database. Additional options add other functionality to lead generation.
  • Ecommerce – Using the Infusionsoft module, customer direct payments to staff or online are made easily 24/7. Tracking these payments is simple. Automated subscriptions, group payments and payment plans are facilitated. Products pricing, images, descriptions and options are accommodated. Automated invoices and receipts along with billing payment plan reminders can be sent to customers. Has sales reporting function.
  • Customer Relationship Management (CRM) – has contact database function which includes automated interaction notes and alerts to upcoming appointments and other future actions due. This is a huge time and money saver for a task that usually requires office workers to manually note all interactions. Also avoids errors and lost entries.
  • Automated Marketing – Bulk customizable emails sent to targeted contacts and automated individual follow-ups which can be sent immediately or scheduled for future transmission. Accommodates time differences so you aren’t up all night waiting to send to Japan.
  • Sales – Using leads, automatically send out quotes and record responses from both directions.

This introduction scratches the surface in describing the power of the Infusionsoft system for streamlining business. If you’re interested in reading why CVA also uses this software, check out How and Why Did CVA Choose Infusionsoft.

photo credit: Cerillion

Posted on April 10th, 2019 by Rachel Braam, Office Manager

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