Customer Relationship Management

now browsing by category

 
Satisfaction rating faces

How to Create a Satisfaction Survey in Infusionsoft

Emailing customers and clients a satisfaction survey is a great way to gauge their overall satisfaction with your business. Just because you “think” your customers are happy doesn’t necessarily mean that they are. And turning a blind eye to those unsatisfied customers could result in negative reviews appearing. So, howRead More

shopping carts

How to Set Up Infusionsoft ‘Buy’ Links on Your Website

Want to sell a product on your website without using the default Infusionsoft storefront? Well, you can by making just a few small adjustments to your site’s code. Some business owners assume it’s too technical or difficult, but setting up Infusionsoft buy links is actually easier than it sounds. SoRead More

email-marketing-puzzle-pieces

How to Improve Email Open Rates

Does your business rely on email marketing to attract new customers and generate sales? If so, you’re probably well aware of the importance of maintaining a high open rate. The term “open rate” is used to describe the percentage of email recipients who open the email. If you sent anRead More

Terry Hicks

Former Intuit Exec Joins the Infusionsoft Team

Terry Hicks, former Vice President and General Manager for Intuit’s QuickBooks Online service, has signed on with the Infusionsoft team. In a press release published by Infusionsoft, it was revealed that Hicks will take the role of Chief Product Officer at Infusionsoft. This is reportedly the first time someone hasRead More

twitter-logo-with-blue-background

5 Ways to Attract More Twitter Followers

Twitter, the world’s most popular 140-characters-or-less social media network, is a powerful marketing tool. While many people use it strictly for sharing updates about their personal life, it can also be used to attract new customers and generate more sales. However, the success of Twitter marketing relies heavily on theRead More

INF-campaign-builder screen shot

Video: How Do I Create a Campaign in Infusionsoft?

  One of Infustionsoft’s greatest features is its Campaign Builder. We use the Campaign Builder to easily create automated campaigns. Once you create a campaign, Infusionsoft takes care of sending the appropriate messages to recipients and / or tagging them, based on the instructions you added to the campaign –Read More

young ducks following their mother

How to Attract New Followers to Your Facebook Page

Receiving more than 1.3 billion unique visits each month, Facebook is the world’s leading social media network. If you are a small business owner, you should use this to your advantage by creating a Page for your brand. Doing so will allow you to generate a following, at which pointRead More

thumbs up

How to Manage Duplicate Contacts in Infusionsoft

It’s bound to happen sooner or later: you accidentally import the same contacts to your Infusionsoft account twice; thus, creating duplicate contact entries. While this may seem harmless enough, it can affect your marketing campaigns, as well as analytics and tracking. If you send bulk emails to multiple contacts, theRead More

The word "help" spelled out

Infusionsoft Tips for Beginners

Congratulations on your decision to use Infusionsoft for your customer relationship management (CRM) needs. Powering tens of thousands of businesses — big and small — it’s become the preferred choice of CRM software, and for good reason: it’s easy to use, features an intuitive interface, and offers a vast arrayRead More

Photo of credit card laying on a keyboard

5 Ways to Build Customer Loyalty

How loyal are your customers and clients? Unfortunately, this is a metric that many small business owners overlook, focusing strictly on those initial sales instead. But if you’re able to build loyal customers, you’ll have an easier time upselling and re-selling to the same individuals. Publish Online Reviews One effectiveRead More