Customer Relationship Management

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Video: Using Infusionsoft to Handle Job Applications and Interviews

If you are like most businesses, you have Human Resource needs. But, did you know you can use Infusionsoft to handle HR tasks eliminating manual work and saving you time?By creating a campaign in Infusionsoft, you can automate the process of: Receiving online applications. Requesting applicant resumes. Scheduling interviews. Creating offerRead More

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How to Use SNAP by Infusionsoft to Quickly Load Contacts

We have all gone to a conference only to come home with a handful of business cards. If you are like most business owners, you see these business cards as potential customers! So, what do you do with them now? Let’s take a look at how you can use InfusionsoftRead More

Video: Create Online Custom Price Quotes with Infusionsoft!

Did You Know You Can Use Infusionsoft to Create Customized Price Quotes? If you offer a service, like website development, you are familiar with the bidding process. But what do you do after you’re awarded the bid? Let’s take a look at how you can use Infusionsoft to create anRead More

brand loyalty, social media icons

How to Build Stronger Brand Loyalty with Social Media

Are customers loyal to your brand? If not, you’ll have a difficult time sustaining any notable level of success with your commercial endeavors. When a consumer isn’t loyal to a particular brand, they may choose one of its competitors in the future. Losing a single customer shouldn’t cause any reason for concern, butRead More

infusionsoft tips, to-do list

4 Things to do After Signing Up for Infusionsoft

Congratulations on your decision to use Infusionsoft! Its signature customer relationship management (CRM) software is designed to automate many tasks that go into running a business, allowing you to focus your attention elsewhere. Upon creating an account, however, there are a few things you should do. Import Contacts Hopefully, youRead More

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Dealing With Duplicate Contact Records in Infusionsoft

One of the perks of using the customer relationship management (CRM) software Infusionsoft is the ability to segment your leads with contact records. You can create a contact record for each prospective client, placing them in various groups depending on their behavior or other criteria. But as your list ofRead More

follow up emails tips, email globe in hand

The Do’s and Don’ts of Follow-Up Emails to Prospects

So, you’ve acquired some leads for your small business and now you’re faced with the task of following up with those leads. This is a tricky scenario, because you want to sell the prospect your product or service without being too pushy in the process. Do: Send Follow-Up Emails SoonRead More

managing brand reputation online, woman working at computer

How to Manage Your Brand’s Reputation Online

Are you doing enough to manage your brand’s reputation online? When a customer is dissatisfied with a product or service, he or she may use the Internet to voice their opinion about the respective company. Therefore, business owners who turn a blind eye to their online reputation could get hitRead More

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5 Tasks Every Business Owner Should Automate

Still conducting your normal business operations manually? Granted, there are certain tasks that must be done by hand, but there are others tasks which can be automated. Here are 5 tasks every business owner should automate: Social Media Posts Making regular posts is essential to maintaining a strong presence onRead More