5 Must-Read Infusionsoft Tips to Automate and Scale Your Business

5 Must-Read Infusionsoft Tips to Automate and Scale Your Business

Of course you want more sales.

And in order to get more sales, you need relevant leads to sell to. One of the most crucial steps to scaling a business is building your database—your list. But most importantly, a database that consists of actual, potential customers.

Your list isn’t helpful unless you know the right information about the people on it. It’s critical to understand who your clients are, where they come from, and what they are interested in. Knowing these details about your customer base allows you to communicate more effectively, send better-targeted messages that lead to conversions, and continuously growing your sales.

However, managing your database usually takes a lot of time and effort. You need to update your list as soon as a new entry comes in, you have to input relevant details about each customer, try to keep track of communication, manually focus on retention, the list goes on (pun unintended)!

Ready for the good news? You don’t have to do everything manually. Ever, again.

The real substantial revenue increases start happening when you begin to automate everything in your business, starting with getting tools in place to grow your list, collect data, and utilize that data to grow your sales. There is a plethora of popular CRMs out there, but one of the most popular in the industry is Infusionsoft.

You may have heard of it, or you may even be using it already. So how do you use Infusionsoft successfully to automate your sales and marketing?

Speaking of which, what if you don’t have a killer marketing strategy already in place? Or are struggling with sales? We recommend getting on a free Gap Analysis strategy session with one of our top experts, who will diagnose your current financial and marketing situation, show you what the gaps are, and lay out a roadmap to scaling and automating your business.

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Let’s go over the 5 most important steps to growing and managing your list using Infusionsoft, including killer tips on how to use this so often misunderstood and underutilized tool to skyrocket your sales.

1. Know exactly where your leads are coming from.

Whether you’re doing social media marketing or Google Adwords, you need to know exactly how people are getting into your list, so you can communicate and sell to them accordingly. These users ended up on your website by following a marketing trail; and that’s what you want to know. Which marketing avenues are effective in generating leads? Where should you focus your attention so that you get more out of your marketing dollars? Your customer relationship management tool or CRM allows you to track how you acquire your subscribers, which is crucial knowledge—so use it!

2. Tag people.

The beauty of Infusionsoft is that it allows you to tag people, so you know how you first engaged with them, what step they’re at in your funnel, what they’re interested in, what actions they’ve taken, etc—so you know exactly how to communicate with them at every stage in the relationship. You should always be tagging leads according to how they were captured or the marketing campaign you used. For example, leads can come through a landing page, a webinar, events with text integration or a website integration, and free gifts/lead magnets. By using tags, it is so much easier to segment your list and create successful campaigns.

3. Nurture your relationships.

People don’t usually ever buy on the first contact. Find out what their primary pain point is and present to them how you’re going to solve it, BEFORE asking for anything in return. This is the most important step in building rapport and trust. Once rapport has been established, people are 100 times more likely to buy from you, and keep buying from you again and again.

4. Track what’s happening at all times.

Always track what your customers are doing, what’s working and what isn’t. For example, if they’re opening emails or clicking on links, from which channels, which CTA buttons, etc. Tracking and testing shines a spotlight on what converts the best, so you can make the right offers to the right people at the right times.

5. Integrate.

Infusionsoft integrates with almost every tool and platform out there, either directly or via Zapier. Consolidate your marketing efforts! For example, integrating Facebook retargeting with Infusionsoft will allow you to target specific groups. You can also use text integration with tools like FixYourFunnel, Call Loop, Salesmsg, PlusThis, or Twilio.

Infusionsoft is a fully integrated marketing, sales and accounting software that can automate your marketing completely—and if you’re like 90% of the business owners today, automation is one of your #1 struggles. Start using a CRM as soon as possible, or get to know your current CRM on a deep level so you can use it to fully automate collecting leads, nurturing your relationships and converting them into repeat customers.

Automation is foundational in scaling a business—and a fully integrated CRM could very well be your missing puzzle piece.


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