Is It Time To Go CRM?
More than likely you already know the answer to this question. If you are a successful small business owner that is enduring growing pains due to the lack of centralization, it IS time to invest in a web-based CRM solution. It's inevitable! Eventually, you will not be able to manage the growth of your business by duct-taping several different software packages together. You will eventually need an all-in-one centralized solution that only InfusionSoft can provide. Next time your sitting at your desk cross-referencing a spreadsheet with your contact management software, imagine what other productive activity you could be doing to help grow your business.
InfusionSoft
What are the benefits of InfusionSoft?
hmmm...how about these (to list a few)
- Automated Drip Marketing
- Robust Shopping Cart System
- Automated Follow-up
- Sales Tracking
- Order Fulfillment Automation
- Web-based access (anywhere/anytime)
- Contact Management
- Easy Implementation
- Everything in one place!
- No other software needed!
InfusionSoft - Automation, Automation, Automation.
InfusionSoft uses a technology called, "Automated Campaign Marketing." a campaign is a series of marketing pieces that go out at a pre-determined time or event. For example,
- Event 1 - Send an email to client thanking them for signing up for newsletter
- Event 2 - Send newsletter email with special offer (link to item in shopping cart)
- Event 3 - Client purchases a monthly recurring program via shopping cart.
- Event 4 - "Thank You" Email immediatly sent to client.
- Event 5 - Email offering (upselling) similar product that matches clients taste.
- Event 6 - Email notifying client that their credit card expires in 45 days
- Event 7 - Automated Voice Broadcast asking client to contact billing department and resolve credit issue (30 days before card expires)
Why a Web-Based CRM?
Because small businesses are small! Most small businesses do not have the capital to invest in a custom-made in-house CRM solution. Many larger companies spend millions of dollars developing these complex systems that are uniquely configured for that specific company...and they have to hire a team of IT people to maintain these systems. Fortunately, InfusionSoft can be adequately customized to match most businesses, and no IT team or million dollar investment is necessary.
Another benefit of using a web-based CRM solution is the ability to access your customer's information and your company's files from anywhere on the planet...no need to utilize a complicated VPN system for you and your sales team, all that is needed is an Internet connection, and they can start tracking and managing their leads. So if you have a sales team in different regions of the country (or world), they will all be able to use InfusionSoft on their desktop computers...without installing anything. All you need to use InfusionSoft is a web browser and an Internet connection.
What about CRM security?
A common concern from many business owners is how to keep customer information secure from prying eyes. InfusionSoft allows you to use the web-based software in a secure SSL environment. SSL security is the same industry-wide technology that all online businesses use to process credit card payments via the web. InfusionSoft is also fully PCI compliant -for information on PCI compliancy, please vist the wikipedia page.
Another security concern many small business owners have is, "How do I keep my sales people from viewing leads that are not assigned to them." InfusionSoft has a feature that allows only the sales person assigned to the lead to be able to view that lead's information. You can also deny your sales team the ability to download (export) contact lists from the database. There are many other security options available with InfusionSoft that will allow you to manage just exactly who sees what. Go ahead and check out the next page that shows you what is envolved in making this transition The Transition
