In-Depth CRM Review

  Infusionsoft CRM

Infusionsoft Inc. 

2065 W. Obispo Avenue, Suite 103

Gilbert, AZ 85233

 

About the Company:

Infusionsoft liberates and empowers small businesses by putting their marketing, sales, and customer service on auto-pilot. The company’s flagship product, Infusionsoft, is a web-based software program (also known as SaaS) that centralizes, organizes and automates lead generation, lead conversion and client fulfillment for small businesses who are tired of dealing with a hodge-podge of incompatible software programs and manual grunt labor. Unlike any other CRM software available on the market today, Infusionsoft is a comprehensive, active CRM built specifically for marketers, entrepreneurs and successful small businesses that recognize marketing and automation are necessary to growing quickly and profitably.

Infusionsoft started in 2001 developing custom software for small businesses. In 2003, the company began developing a comprehensive web-based CRM solution specifically for small businesses. By the end of 2004, began growing quickly, selling their software to small businesses with 2 – 25 employees. That’s when they realized the huge void in the market being created by SaaS vendors such as Salesforce.com, NetSuite and other SMB CRM vendors; they were serving the “MB” in SMB but nobody was serving the “S.”

Infusion headquarters are located just outside of beautiful (and hot!) Phoenix, Arizona. On May 1, 2006, the company quadrupled their office space by moving into a brand new building to accommodate past growth and continued expansion.

For a good introduction to the Infusion team, see:

http://www.infusionsoft.com/about-us

About the Product:

Infusionsoft has created an all-in-one sales and marketing software program that helps small businesses quickly double their sales. Our product automatically manages the entire sales process from generating leads, to following up, to processing orders and collecting the cash. The end result is that our customers make more money in less time, without getting bogged down in the daily details of business operations.

Unlike traditional CRM software that was designed for larger companies, our product combines the best of CRM, direct response marketing, e-commerce and small business management into one complete system that enables small businesses to automate and improve their sales, marketing and customer management.

Marketing Automation

• Create a steady stream of business by putting all of your marketing on auto-pilot! Craft and coordinate multi-step marketing sequences that include email, direct mail, fax, voice broadcast and tasks. Let this powerful marketing system follow up with your customers and prospects automatically!

Sales Force Automation

• Maximize your direct sales by tracking all of your leads through a fully customizable sales pipeline. Set up sales teams, automatically distribute leads and build automated triggers into your sales process to ensure that your leads are being followed up with appropriately and on time.

Email Management

• Utilize email as an effective tool to market your business. Mange newsletters, auto-responders and more with our robust email tools. Take advantage of our Email Deliverability Assurance programs to ensure that your emails bypass spam filters and get delivered straight to the inbox!

Contact Management

• Our customer-centric approach to contact management will enable you to track all of your emails, faxes, appointments, tasks and phone correspondence in one place so you can close more sales by maintaining better relationships with your prospects and customers.

Affiliate / JV Programs

• Create a multi-tiered affiliate structure to manage all of your partnership needs. The Affiliate Resource Center allows your affiliates to view their referrals and commissions, set up tracking links and download resources to help them promote your products and sell more effectively.

E-Commerce, Shopping Cart & Offline Ordering

• Our fully integrated shopping cart allows your to track and process online sales as well as consolidate all of your orders into one system. Effectively utilize up-sells, cross-sells, specials, pay plans and custom html to maximize your online sales. Process credit cards automatically thorough your existing merchant account or via Paypal. Coordinate all of your online and offline sales with your marketing campaigns, follow up and more!

Billing & Accounting

• View standard sales and accounting reports or set up custom reports to keep tabs on the most important financial information. Automate your recurring billing programs and set up notifications for failed credit cards or other important indicators. Export all of your orders into comma delimited format for integration with 3rd party accounting programs.

Price:

 For pricing details, see: http://www.infusionwebstore.com/

Rich's View:

We recently honored this program with our Willy awards for:

• Best SaaS CRM Solution for Small Business
• The Jim Cecil Award for Excellence in Drip Marketing

Short List:

If you are considering this program, you should also look at these other CRM solutions:

Sorry folks, I cannot find another CRM solution that delivers the unique feature set of Infusionsoft!

Now, get the rest of the story!

Now, get all the details on this interesting solution in my newly updated In-Depth Review! This review covers Version XXX and is XXX pages long. This review was last updated in XXX-2009.

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Rich's Recommended Web Sites

 Download some useful white papers here:

http://www.infusionsoft.com/what-is-emarketing/emarketing-learning-center

For a good "taste" of Infusionsoft, visit their QuickStart:

http://infusionsoft.com/quickstart/

For another "taste" of Infusionsoft, watch their webinars:

http://infusionsoft.com/webinars/

You can check out the company's blog here:

http://www.infusionblog.com/

Finally, you can visit the Infusionsoft Community here:

http://community.infusionsoft.com/

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