Business owners explain how Infusionsoft replaced their scattered email, e-commerce, and lead tools. They saved time and money by consolidating everything into one platform with automated follow-ups, searchable tags, and lead scoring that tracks the full customer journey.
I started with a couple of different platforms that I was using to help email and run my online store, and I truly, when I started this business, thought I would just sit behind my computer and somehow I'd get sales. It would just be super simple. They didn't sync together, so it was very labor-intensive, and they were a little bit hard to figure out.
We were just— felt like we were running in circles, and we had lots of frustration. We were using probably 4 different pieces of software, and we paid monthly for each of those products.
How the heck do we generate leads, attract traffic to our website, convert that traffic to leads, and then once we get the leads, how do we have a system so that we can have lead generation and kind of prospecting with those leads and get that to an automated fashion as much as possible?
Infusionsoft makes it easy to organize your contacts by centralizing everything you need to know about them in one place. Gone are the days of multiple systems for contact management. You can quickly scan through notes, past and upcoming appointments, marketing campaign history, lead scoring activity, and more. The contact record displays an account summary and tags, which are searchable notes you can add to track contact behaviors. You can also see a complete history of your relationship with that contact from their first visit to your website to their most recent product purchase and everything in between. Having all this in one place helps you stay organized and save time.
And then one night we're searching and found Infusionsoft. The cost looked too good to be true. Everything is all in one place. I love that. I can't say how much that's benefited our company.
What Infusionsoft is doing in the background is it's taking the guesswork out of the follow-up and allowing our salespeople to just focus on what do I have to do right now, here's my task list. It's kind of a no-brainer. Like there's not much thought. You're not sifting and sorting through an Excel spreadsheet or whatnot. Infusionsoft is automating the process so it's basically telling you to do what you need to do. You told Infusionsoft that you wanted it to happen this way and Infusionsoft is just coming right back at you and saying, okay, do this.
So one of the first things that we did was I bought Infusionsoft and I had my success coach that was teaching me how to use the platform. When I got the software up and running and I finally understood how to really use tagging and follow-up sequences, like I said, for me it didn't take that long, but I was dedicated to it. 30 days I had my first set of campaigns up. It was such a relief to me. Everything that I didn't have to do anymore. It was such a time saver that I could just have it all in one software. I didn't have to download contacts and re-upload them somewhere else and, and not send out pretty emails. Having this tool was unbelievable.
Julie Vanexan recognizes Shaun Whynacht from Blue Cow Marketing at the Nova Scotia House of Assembly
