CRM & Marketing Automation Platform
Infusionsoft is a leading all-in-one CRM and marketing automation platform. Designed for small business users, Infusionsoft has over 200k users automating sales, marketing, and business process. When optimized, businesses can operationally save 47 hours a month.
- Capture and organize leads and client information
- Set tasks and reminders to ensure no job or follow-up falls through the cracks
- Standardize and automate your sales process by stage
- Build marketing automation workflows to trigger a specific drip based on tags and client actions
Sales & CRM
We review your lead capture process. This includes, how leads pass into Infusionsoft, and what type of pipeline workflow is sales following. We reviewing timing, tracking, and how automated marketing messaging play a supporting role. We partner with sales, marketing and IT, to seek opportunities that empower sales teams with new tools and better automations.
Marketing Automation Program
We review data mapping, platform configuration, and integration utilization. Partnering with internal stakeholders, we develop customer journey mapping. Working across personas, we analyze what type of content should be delivered, and at with what timing. We build automations, design/test emails, and ensure proper feedback loops are communicated to sales.
Actionable Analytics
We visualize campaign traffic, data, and conversions. An opportunity for refinement, we review user behavior across personas and lifecycles states. In doing so, we're looking for repeatable patterns to benchmark and improve. Working with your team, we'll review reporting findings, discuss analysis, and providence guidance on next step campaign refinements.
Enablement & Support
Ready to pass the torch? PI Marketing Group provides Infusionsoft sales and marketing training. We train users on process, features, and functionality. This includes CRM, Marketing Automation and Sales Automation programs. Existing users develop new skills and gain platform confidence through training and ongoing support. Future new hires benefit from onboarding documentation and available live support.