2.Marketing Automation

While the CRM system is clearly powerful, the marketing automation is what sets Infusionsoft® apart from the competition. 

3. Ecommerce:

Create and sell your products, services and subscriptions within Infusionsoft®. Need product options like T-shirt size and colour? Sure. Need to charge shipping? Cool. Need to charge tax/ VAT? No problem. 

You can also categorise products, and use the Infusionsoft® Shopping Cart to allow customers to add things to their basket and browse.

4. Referral Partner Management

Infusionsoft’s referral partner management means you can set up referral programmes and provide your referral partners with unique tracking links. The system will also keep track of commissions for you, based on the levels you set.

You can set commissions by programme or by product, with up to 3 levels. You also control commissions based on a set amount or a %.

The custom programmes you set up can also include access to Infusionsoft’s built in referral partner portal, where partners can log in to view their own links, and keep track of the commissions. Here you can upload collateral to help them sell, and provide additional resources and information.

Another dose of honesty – the referral partner portal is clunky. It’s not fully customisable and can be confusing. What I do think it has going for it is having somewhere that you can store great deals of information that is of use to your referral partners, and provided you do a “how to” walk through, I think it’s great. Infusionsoft has also provided some of its own info on how your referral partners can use the centre.

It’s a handy thing to have if you’re not planning on managing your referral partners/ affiliates on your own website, and want somewhere to send them that has useful stuff and information on how their audience is performing.

5. Reporting

There are a wealth of Ecommerce reports available to you, and you can view reports with revenue broken down by product, leadsource, date etc, as well as the usual financial reports with more than 20 pre-built billing and accounts reports.

A good sales pipeline is streamlined, repeatable and makes you/ your team more productive.

Good management and forecasting allows you to know how much money to expect every week/ month – and see what you/ your team are selling most of.

Infusionsoft’s Opportunity Sales Pipeline management allows you to do exactly that, but automated. 

The pipeline is completely customisable, and sits within the campaign builder, allowing you all the functionality and automation there is to offer.

Automate follow up, both to the lead and to the sales rep. Automate workflow based on what stage the lead is in. Automatically assign leads based on specific criteria or ratios. Automate task creation, reminders, appointments and engagement.

Combine this with behavioural leadscoring and get your sales team always working on the hottest leads, allowing the system to nurture the rest.

Start or stop automation based on how the sales team interacts with the lead – making sure your customers have a seamless experience. And of course, don’t forget the customisable dashboards and the MyDay section that allows sales team to see everything they have on their plate for the day in one place.

Be confident in your forecasts – and get insight into sales performance and sales cycle.

With reports that cover:

• revenue by lead source, contact interest, products etc
• activity history and sales by each sales rep
• average time in sales cycle
• projected revenue/ forecasting based on current efforts
• custom opportunity reports by contact owner, sales stage, activity etc

7. Integrations and API’s

With native functionality aside, lets look at what you can add on to enhance the power of Infusionsoft®.

Add on capability with Infusionsoft® is crazy. That’s because Infusionsoft has an incredibly vibrant support community. It comprises of people who can help run Infusionsoft®, people who specialise in using it strategically, people who sell it, people who train you in how to use it, and the people who make it do things it doesn’t natively do.

The developer community for Infusionsoft is huge. I believe this in part because of its wonderfully documented API, but mostly because of the automation potential within the system.

Infusionsoft just announced that they integrate with over 1000 other programmes now – just through Zapier alone.

So if you want to integrate something with Infusionsoft®, the capability is certainly there.