How To Create A Campaign In Infusionsoft

In this lesson, you will learn to set up a campaign and how to use the campaign builder in Infusionsoft .

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Base Vs Infusionsoft

An important point that many business owners overlook is that what supports your business also supports you. The point of purchasing a CRM system is to save you time and make more money. Taking into consideration how your business – and your team – operate is the most important part of the decision making profess when you’re looking into purchasing new business infrastructure and systems. The comparison between Base CRM and Infusionsoft is not quite fair because while both operate as CRM systems, Base CRM has not been created as a sales and marketing automation platform.Many business owners find that it is the sales and marketing that takes up their time.A system that automates these processes is a worthwhile investment.

 

Overview of Base CRM:

Base CRM provides a platform for improving business sales and enhancing Client Relationship Management (CRM). It does this by streamlining account management processes, including improving information access across the business.Enhanced client engagement and easier processes leads to improved productivity and business growth. As a CRM system, Base CRM functions very well; however it is not designed to operate as a complete sales and marketing platform so you will still need a separate – but compatible – system in order to execute your sales and marketing strategy.

Base CRM is currently utilised by over 10,000 business owners around the world, and the system can be accessed using just about any device that can get online. This is a huge boon to business owners – and their teams – who often work on the go. The system can be used by micro, small, medium, or large businesses.

Base CRM Best Features:

Base CRM includes sales management, customer management, lead tracking, reports and analytics. You can also use the system to generate email marketing campaigns and automate these. Your email campaigns can also be integrated into Outlook and other Contact building systems. Base CRM is designed to track and manage sales more effectively and includes functionality for forecasting and reporting. If you opt for the client management module you can also contact and accounts management features. The end result is that the CRM system offers a more streamlined way to manage client communication across your business. It does with by utilising a range of personalisation filters and tags.As a lead management and tracking tool, Base CRM is a good system and the reporting and analytics functions are useful. They include a dashboard with customised insights, visual reporting tools, and forecasting features.

Base CRM’smain features include: 

  • A full-featured 14-day free trial
  • Ability to access the software on mobile devices – including Android
  • Customer support with both phone and email

While Base CRM offers a competent and scalable CRM solution, it is heavily focused on lead nurturing as well as client communication management – and sales of course.It does not include a facility for customer support, although it provides telephony integration. It also does not include any social media integration.

Pricing for Base CRM:

There are 3 pricing plans for Base CRM users. The Starter plan begins at $15 per person per month. The Professional plan for a growing sales team sits at $45 per person per month. The Enterprise plan for large sales organisations at $125 per person per month. Please note that the lead and deal scoring functionality is only available as an inclusion in the Enterprise plan.

For more information on finding the right software for running your business smarter, talk to a small business CRM, marketing, and automation systems expert. Contact one of our consultants today for a free Business System & Strategy Consultation today.

 

Overview of Infusionsoft:

Infusionsoft is nothing more or less than a one-stop-shop integrated sales and marketing solution for small to medium businesses. The software offers everything via their online system and allows you to automate much of your sales and marketing processes. The idea is to save you time, allowing you to focus on other areas of your business. Infusionsoft is all about customer life cycle marketing. The software platform can make a difference to your business in the following areas:

  • Channel Management
  • CRM
  • Self-Service Portal
  • Marketing Automation
  • Project Collaboration

 

While it is possible to use Infusionsoft as your CRM system as it has the functionality to do this, it is as a sales and marketing tool that Infusionsoft really shine – particularly when it comes to marketing campaign automation. Over 23,000 small business owners use Infusionsoft to organise their teams and score incoming leads, saving time and growing business revenue(and obviously, enhancing their businesses). Most business owners find they can used Infusionsoft for sales, marketing, and CRM – and the fewer systems the better. Multiple system chaos is every burgeoning business owner’s nightmare. It causes income to stall and sometimes the business drops off entirely.

Infusionsoft was designed as the solution to this problem – and it does this well.

With almost all the sales and marketing functionality you need able to be created, executed and automated, including marketing campaign analytics, most of your lead capture, nurturing, and follow up / follow through campaigns can do the work while you do something else. This is a big time saver for business owners and one of the reasons why this platform is so popular.

Infusionsoft also offers many opportunities to tailor your marketing to your client list. It’s a fact that being able to personalise your promotions to the behaviours of your prospects increases client spend and customer engagement. With Infusionsoft you can do this easily – and once you learn how, such clever sales and marketing can be automated as well.

 

Infusionsoft’s main features include:

  • Sales and CRM Integration
  • Social Media
  • Web Analytics
  • Collaboration Centre
  • Contact Management
  • Customer Service
  • Marketing Automation
  • Sales Automation
  • Campaign Management
  • Campaign Performance Reporting
  • Email Marketing
  • Email Triggers
  • Lead Management
  • Lead Tracking
  • Marketing Automation

 

Pricing for Infusionsoft:

Infusionsoft pricing starts at around $199 / month per user. There’s also a $2K Kickstart fee which covers your training and personal consultant (and is well worth this money). The comprehensive training means that you learn how to use the software in your business as you go so your first few campaigns are set up through the training.

Want to find out more about which software will work best for your business? To talk through all your options, book a free Business System & Strategy Consultation with our experts today.

Which One Should You Choose?

The answer to this question depends very much on what you need for your business – both in the short and the medium term. Are you looking for a CRM that can handle a few low-key marketing campaigns? Are you after a sales and marketing automation system, with effective CRM capabilities? Have a good think about your business goals. Consider where you’d like your business to be in the next year. Five years? Ten? Look closely at the systems you’re considering, and assess their flexibility. You won’t want a system you’re going to have to replace in a few years. Replacing systems mid-growth phase is expensive and costs more than just money while processes fall over and leads dissipate.

There are dozens of CRM options out there, but they won’t all give you what you want. Talk to an expert – one who has worked with small businesses over a range of industries. Our expert consultants have tried and tested just about every small business system out there. Contact them for a free Business System & Strategy Consultation today.


Infusionsoft Vs. Salesforce

Salesforce Overview:

Salesforce was created as a cloud-based Client Relationship Management (CRM) software platform. It has been designed to make a difference in your everyday client-related business activities. It is best for medium to large organisations as it doesn’t have the flexibility of Infusionsoft, nor is it as customisable.

While Salesforce includes features to enable sales and marketing campaigns and their automation, this is not the primary focus of the software system. It is used mostly to collaborate with an organisation, and to keep communications through client-facing channels consistent.
Any business with a marketing team will find this application useful for sharing information and enhancing overall company performance.Salesforce is basically a business management program designed to organise tasks and follow-up of clients throughout your business – in the most efficient and effective way. There is also a social media plugin available although this is not included out-of-the-box.

Salesforce Best Features:
Salesforce offers extremely flexible CRM functionality, and makes a difference in the following areas of your business:

·         sales and marketing automation

·         customer service

·         knowledge base management

 

It is not suited to assist businesses where call centres or help desks are part of your client-facing channels. It is also not suitable for non-profits and only some of the available versions include the functionalities that a business running on donations will require – and these cost extra to deploy.

Salesforce’s CRM software offers up a variety of cloud-based features such as Marketing Cloud, Service Cloud and Sales Cloud. While this means you cannot access the system while you’re offline, it enables you to target your ideal customers and manage your leads quickly and effectively. It is a great benefit to have some lead follow up processes automated. Salesforce also supports lead tracking,monitor sales, and is capable of driving marketing strategies, including those which encompass social networking.

Best Features include:

  • AppExchange making this software an effective and comprehensive CRM platform
  • Being web-based and not installed on your computer, you will not have to constantly be upgrading your software
  • This software platform integrates easily and well with most of the common applications including Outlook and Google Apps

Salesforce’s modular structure is similar to Infusionsoft’s in as much as the platform permits your business to select the best features of those available and more or less customise your infrastructure to suit. That said, Salesforce does not offer the range of intuitive tailoring that Infusionsoft has available.

Salesforce Pricing:

With the modular tailoring available to you, Salesforce offers a range of different editions to choose from, including:

  • Contact Manager
  • Group
  • Professional
  • Enterprise
  • Unlimited

 

Pricing for Salesforce starts at $5 and you are charged for the version you want, and any customisable add-ons you require.
Is Salesforce the system for you? It may be – but have you considered allyour options? Whether you’re looking for a CRM system or a better way to manage your sales and marketing programs for your business, our consultants can help you.To talk through the available business system options, book a Free Marketing Automation Strategy Session with our experts today.

 

Infusionsoft Overview:

Designed specifically for small to medium business owners looking for one system that offers an integrated sales and marketing solution, Infusionsoft is also a highly effective CRM platform. It is delivered online and enables the automation of many of your sales and marketing processes. For many business owners, this is a huge time saver, allowing them to focus on other areas of their business – like growth. Infusionsoft focuses on improving the length of the customer lifecycle relationship. It is designed to make a measurable difference to your business in the following areas:

  • Channel Management
  • CRM
  • Self-Service Portal
  • Marketing Automation
  • Project Collaboration

 

Infusionsoft works as well as Salesforce as a CRM system, but it offers greater flexibility as a sales and marketing automation system than Salesforce is designed to do. The benefits Infusionsoft delivers to your business as a sales and marketing tool – particularly in the area of sales and marketing campaign automation – are where you will realise some gains. Over 23,000 small business owners use Infusionsoft to keep themselves organised, save heaps of time in their business, and grow profitability over the long term.

Having your sales, marketing, and CRM all within the one system means there is little to no chance of having to deal with multiple system chaos – also known as every small business owner’s nightmare. You don’t need a separate CRM or ERP. All these functionalities are already built in to the Infusionsoft software offering – and the fewer systems you need, the better for you. Infusionsoft is a well thought-out solution to multiple system chaos.

The online marketing functionalities include just about everything you need, and incorporates ocial media marketing campaigns and shopping cart functionalities. You can certainly automate your lead capture, nurture, and follow up / follow through programs. This adds to client engagement and pays dividends in terms of increasing client spend and bottom line returns for your business.The ease of sales and marketing automation is the main reason why this platform is so popular.

Infusionsoft offers excellent opportunities for customising your marketing as well. Being able to personalise your promotions in response to the interests and behaviours of your prospects enhances sales – and client profitability. Infusionsoft makes it easy to optimise your campaigns for this level of client contact.

 

Best Features of Infusionsoft:

Infusionsoft’s best features include:

  • Contact Management
  • Customer Service
  • Marketing Automation
  • Sales Automation
  • Campaign Management
  • Campaign Performance Reports
  • Email Marketing
  • Email Triggers
  • Lead Management
  • Lead Tracking
  • Marketing Automation
  • Sales and CRM Integration
  • Social Media
  • Web Analytics
  • Collaboration Centre

 

Infusionsoft Pricing:

Pricing for Infusionsoft starts at around $199 / month per user. There is also a $2K Kickstart fee. This upfront cost covers your training. The training program is effective and comes with a personal consultant who walks you through the initial stages of setting up the software for your business, and the creation and launch of your first few campaigns. The software is flexible and intuitive so having a personal expert hold your hand as you navigate the many options available to you through the Infusionsoft platform ensures you will get the best out of your infrastructure investment.

By the time you’re done with your training, you will be across the software and how to use it in specifically for your business. Infusionsoft does not offer any free trial period.

Think Infusionsoft might be the automation program for your business? You could be right. To talk through all your CRM and business automation options, book a Free Marketing Automation Strategy Session with our experts today.

 

Which One Should You Choose?

Salesforce is not actually designed to behave as a sales and marketing automation system and while it performs these functions quite well, it is actually a CRM platform. It can help you to organise your account management better, and to standard customer communication across your business. If however, you’re looking for a system that automates your sales and marketing campaigns and performs as a CRM system – also from an automated platform, then Infusionsoft is the better offering for your business.

Of the two systems, Infusionsoft is the more flexible, and comes with more support as well.

It is also easier to scale campaigns in Infusionsoft and this will be important as your business grows. Once you invest in sales and marketing, your business will grow and you’ll want your systems to support this, rather than have to limit or restrict your business to stay within the bounds of what your systems can handle. A system you’ll need to replace in a few years as your business outpaces it may not be the best investment, even though the economics seem to make the most sense right now.

It’s worth discussing exactly what your business needs are – both in the medium and longer term – with an expert. After all,there are dozens of software options out there for small to medium businesses – but do they all deliver what you want? Contact our consultants for your Free Marketing Automation Strategy Session today.


Infusionsoft Vs. Zoho image by Think Big Online

Infusionsoft Vs. Zoho

Finding the right Client Relationship Management (CRM) system to support your business is important. What supports your business also supports you –an important point that many business owners overlook. The point of purchasing a CRM system is to save you time and make more money. How you – and how your business – operates in regards to making sales and using time is the most important part of this equation. The comparison between Infusionsoft and Zoho is a little unfair because while both operate as CRM systems, Zoho is not designed as a sales and marketing automation platform – and for many business owners operating in the online space, marketing takes up a great deal of their time and anything that automates all or some of these processes is worth considering. However, Zoho is an easy-to-use CRM system with a limited degree of automation and a very low price point so if that is what you’re looking for in your business, it could be the platform for you.

 

What can Infusionsoft do for my business?

Infusionsoft operates as a one-stop-shop for all your sales and marketing systems and processes. It combines CRM, marketing and sales automation, and ecommerce functionality.

 

What can Zoho do for my business?

Zoho is a CRM software program, plain and simple. You will most likely require a different tool for managing your sales and marketing campaigns. If you are in the kind of business where you do not need to communicate regularly with your clients, then Zoho may well be a good solution.

 

A comparison of the main function areas for each platform is detailed below. To talk through your specific business needs, use this form to book your free marketing automation strategy session today.

 

Customer Relationship Management:

Both Zoho and Infusionsoft offer you the opportunity to see all your client information in one place. This includes call logs, file notes, and lead scores. This information can be shared with other members of your sales team and your sales staff can then back each other up accordingly. This enables your team to focus their time and attention on your ‘hottest’ or most likely sales conversions. This functionality is pretty much the same for both systems.

 

Marketing Campaigns:

Again, Zoho is not designed to be a sales and marketing campaign management tool – nor does it purport to be so. To actually plan, execute and optimise your sales and marketing programs, Infusionsoft is the platform over 10 million business owners choose – and with good reason. It is intuitive and highly customised. It is also makes it easy to automate and scale promotional campaigns.

Zoho can be used for email marketing but it is rudimentary in terms of functionality. While you can set up a ‘chain’ of emails to run, you cannot segment and adjust the ‘flow’ of client communication in reaction to your clients’ responses. Infusionsoft allows you to do this. The key is the tags attached to every click point your client has with your marketing and on your website.

Once all your email chains are loaded in Infusionsoft, and your client decision paths have been mapped, you can automate almost the entire campaign to run as set. This is a huge time saver for you – and it has been proven to be a big winner when it comes to making sales.

 

Marketing Automation:

The value of automation is touched on above, but below you’ll see the difference between a simple CRM system like Zoho, and the customisable marketing automation software that is Infusionsoft. Again, compare this against what you actually need and want in / for your business. Infusionsoft is by no means the cheaper option here so think carefully about what your business needs and consider the scenarios below:

 

Scenario 1 (Infusionsoft):

You schedule 7 emails to promote your product and nurture your prospect towards the final sale.

Your prospect purchases your product after the 3rd email.

Your prospect receives a thank you email and / or upsell offers.

 

Scenario 2 (Zoho CRM):

You schedule 7 emails to promote your product and nurture your prospect towards the final sale.

Your prospect purchases your product after the 3rd email.

Your prospect continues to receive the rest of the promotional email chain encouraging them to buy something they have already purchased.

 

See the difference? When you add in the fact that the adaptive marketing in Infusionsoft can actually be pre-set and automated you begin to see the real value of a system that operates above the level of a simple CRM. This detailed level of automation means that you can automatically adjust your communications based on the actions of individual prospects. Infusionsoft allows your prospects to effectually segment themselves before your pre-programmed (seemingly) tailored marketing funnels go into effect. You can customise each and every email you send to match the needs of your prospect, based on what Infusionsoft learns about their behavioural responses to your marketing, and their click-paths on your website. Once your campaigns are established, all these steps are automated – and therein lies the beauty and the power of Infusionsoft for your business.

With Infusionsoft, you can follow up a prospect like this:

  • Email Prospect with a meeting request
  • Once your meeting is booked in, you can send a confirmation email
  • After you’ve met, you can email Prospect a thank you
  • You can follow your thank you with meeting notes and / or a quote or estimate
  • Once Prospect is on board you can email them an acknowledgement
  • After the work is complete you can email out a request to complete a client survey
  • Following this you can contact Prospect with a request for a testimonial or any further feedback

. . . and so on and so forth, thus building a long-term and enduring relationship with your new customer via a continual program of engagement and ‘discussion’. This is all, of course, automated through Infusionsoft – and it has been proven to be very effective for many up and coming businesses looking to optimise client spend and extend their customer relationship lifecycle.

It is quite possible to design, set up and run email marketing campaigns using the Zoho CRM – it is just less flexible than using Infusionsoft and you cannot automate as much of your process.

 

Interested in finding out more about marketing automation and how it can benefit your business? Book in for our free marketing automation strategy session today.

 

What about other kinds of marketing?

Good question; contrary to what some digital marketers will have you believe there are other ways to market to your list than simply using email campaigns. That said, Zoho does not really lend itself to any of these others. It cannot, for example, do any of the following:

  • Voicemail marketing
  • Text messaging
  • Letter creation (what used to called ‘direct mail’ in the old days)
  • Direct mail communications, including birthday cards, gift cards for seasonally-based campaigns, etc.

Not only can all of these marketing campaigns be designed and run through Infusionsoft, but they can be set up to proceed automatically – so you as the business owner can actually have a go at booking a Christmas family vacation and still make sales over this period. There’s that time / money equation again – and while family time is valuable to everyone, regardless of how many sales could be made over that period, wouldn’t it be great if you could do both?

 

Tasks and Reminders – the bare bones of CRM:

Managing client relationships is the basics of good business – and organised tasks and timeframes are key to maintaining these important relationships.

Both Zoho and Infusionsoft allow you to create tasks and reminders for you and your staff in relation to follow ups and action points regarding client accounts and projects. Following up quotes or adjusting job specifications for example, are tasks both systems can log and remind you to complete by a due date. You can also delegate these to your staff via your CRM system (both Infusionsoft and Zoho allow you to do this). These features help you to optimise the opportunities from each and every lead.

You can schedule a limited number of tasks using Zoho. After you secure a new client the Zoho system can automatically send you tasks and timed reminders regarding the actions you need to complete. However, you need to be aware that these tasks do not change based on actions the contact takes or emails you have sent. Zoho is simply not designed that way.

On the other hand, Infusionsoft’s CRM is connected to its sales and marketing platform so it can be more intuitive and flexible. You can actually automate task lists and reminders based on what your prospect has received and what they need next. You can connect your task list to your other marketing efforts; for example, you can set a task to call a prospect after they have read your new sales email, create a fulfilment list for your sales team to complete based on which clients have ordered what, and even pre-set reminders to call a contact on their birthday.

 

Price:

This is a pretty big differentiator for most business owners. The fact is that Infusionsoft’s $2K start up price tag, plus the ongoing monthly fees of $199 (at least) do seem scary. You must balance this against what you believe your CRM system will save you in terms of time and money; as the business owner you are in possibly the best position to make that call.

Zoho is free if you have 3 or less users, and only a small client list. From there the costs increase until you’re paying anywhere from $60 to $600 per month depending on the size of your sales force and / or the number of records on your client database.

Again, for both systems, if you want to add specific features and functionalities that do not come standard out-of-the-box, then you pay additional fees for these. All of this ought to be taken into account when you conduct your analysis to work out your desired Return On investment (ROI).

For an in-depth analysis on the value of each system to your business, and to talk through what kind of ROI you can expect, book in for our free marketing automation strategy session today.

 

Customer Support:

In terms of client service and training support, Zoho and Infusionsoft both only offer have customer support to paid members. You can also access Infusionsoft’s 24/7 chat help which is very useful as most marketing and sales programming is done out of hours. There is also a large online user community that can be very helpful in finding new and innovative ways to optimise the value from your investment in Infusionsoft.

 

Which System is Best?

Infusionsoft is clearly more than a simple CRM. However, if a plain CRM system is all you think you need for your business now and into the future, Zoho can be the way to go. It is certainly cheaper. Infusionsoft does much more than manage your CRM – but then it is also a greater investment. As always, the choice is your own and depends on your business requirements.

For expert advice that can help you decide on the best CRM system for your business, book in for our free marketing automation strategy session today.

 

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Infusionsoft Vs. Act! image by Think Big Online

Infusionsoft Vs. Act!

Act! (formerly Sage ACT!) is an extremely effective Client Relationship Management (CRM) system for most small business owners. Comparing ACT! with Infusionsoft however, is difficult because they are not both designed to perform the same function. Still, we do field quite a lot of client queries about the benefits of ACT! CRM and whether or not it is as good for CRM as so many users say it is. So here goes:

 

ACT!:

ACT! is, first and foremost, a CRM system and this is its strength. The software makes managing your contacts, clients and calendar simple. It scores your leads and enables your sales team (or yourself, depending on the way you work) to focus time and effort in the most efficient, effective way in order to maximise sales, earnings, and profits. The focus is on workflow management and centralisation of client information for medium to large businesses. It may be a little cumbersome for micro-businesses like freelancers. It is not, however, designed as a sales and marketing platform, nor is it easy to automate these tasks using Act! In addition, while it is possible to integrate ACT! into some social media platforms in order to run lead generation campaigns, this is not easy to do – or to automate.

The main benefit of ACT! is that businesses find efficiencies in delegating and executing daily tasks. Staff can also access client information quickly and easily while meeting with customers and prospects, so it gives a very seamless look to your sales and fulfilment processes. Most of the client information is displayed via browser-based dashboards. This information is available via a variety of interfaces (smartphone, tablet, and browser). It is very easy to escalate tasks and manage workflow using ACT!’s dashboards – especially as you can enter information directly into the dashboards. This means you don’t always have to go back to the clunky backend database to access detailed client information.

While you do have access to some of the task management functionalities you might like (e.g. colour-coded calendars for multiple team members), you do need to access third party add-ons to use these – and this can cost extra. It is also not possible to action work tasks via mobile devices – you can check your dashboard, but to actually execute the work, you need to be desk-based. While this is a common feature of most CRM systems, it is also a limitation. The richness of the data displayed in ACT!’s easy-to-access format is impressive, but the data itself does take some time to load. As a business owner on the go, these are points you may want to consider. It depends how you like to work of course, but the mobility limitations and slow upload speeds may be an issue if this impacts your client deliverables.

 

Is ACT! the CRM system you’ve been looking for? Are you sure, or would you like to find out more? To talk through all your CRM options, book a free CRM System Consultation with our experts today.

 

ACT! Price:

Starting from: $25 / user per month ACT!’s initial pricing seems very reasonable although it be as high as $45 / user per month (depending on whether you use the basic cloud-based package or the onsite one with more inclusions). There is no setup fee.

Pricing model: One-time Licence

Freemium: ACT! do offer a free trial period.

 

Key Features of ACT!:

Act! is like a command centre for your business. The system delivers relevant data regarding your clients, and connects to important scheduling and planning services – like the entire Outlook suite of products, and gmail too. Some of the key features of ACT! include:

  • Contacts, groups, and companies
  • Activity management
  • Seamless integration with Outlook and Gmail
  • Lead scoring (also known as Opportunity Management)
  • Dashboards and reporting
  • Standard security settings
  • Some training and personalised support included

 

Infusionsoft:

Infusionsoft on the other hand, is designed to behave exactly like a one-stop-shop integrated sales and marketing solution for your business. With everything you need delivered via their online system, much of your sales and marketing processes can be automated to save you time and allow you to focus in – and on – other areas of your business. The focus is on customer lifecycle marketing – with a specific emphasis on small to medium businesses including freelance microbusinesses (providing they have the budget). Infusionsoft software is designed to impact your business in the following areas:

  • Channel Management
  • CRM
  • Self-Service Portal
  • Marketing Automation
  • Project Collaboration

 

Infusionsoft can be used as a competent CRM system, but to only use it in this way would be to overlook the great benefits it offers as a sales and marketing tool – particularly in the area of marketing campaign automation. With over 23,000 small business owners using Infusionsoft to get organised, save time, and grow profits (and obviously, your business) you may find you need fewer other systems in other areas of your business. The fewer systems you need to learn to master the better for you. Multiple system chaos is not pretty, and it is something every small to medium business owner deals with at some stage of their business growth. Every now and again, you need to sit down and rationalise a way forward by streamlining your systems and processes – or you’ll find profitability stagnates and begins to fall away altogether.

Infusionsoft is a pretty complete solution to this problem. It covers off almost everything you need, including digital newsletter creation and marketing campaign strategy (including email marketing). You can automate most of your lead capture, nurturing, and follow up / follow through campaigns – and also your reporting analytics. This in itself can be a big time saver for business owners and one of the reasons why this platform is so popular.

‘Customisation’ isn’t just the marketing buzzword of the day; it’s a fact that being able to tailor your promotions to the interests and behaviours of your prospects makes more sales and increases client spend. Infusionsoft allows you to do this with ease – although you do need to learn how to use the software in order to optimise your campaigns to this level of client contact.

 

Infusionsoft Price:

Infusionsoft is not the cheapest option when you’re shopping around for a new CRM. Costs start at around $199 / month per user, and that’s after the $2K Kickstart fee which covers your training and personal consultant (and is well worth this money). The training is effective and by the time you’re done, you will be across the software and how to use it in – and on – your business. Infusionsoft does not offer any free trial period.

Think Infusionsoft’s the one for you? You may be right. To talk through all your options, book a free Business System & Strategy Consultation with our experts today.

 

Key Features of Infusionsoft:

Infusionsoft’s main features include:

  • Contact Management
  • Customer Service
  • Marketing Automation
  • Sales Automation
  • Campaign Management
  • Campaign Performance Reports
  • Email Marketing
  • Email Triggers
  • Lead Management
  • Lead Tracking
  • Marketing Automation
  • Sales and CRM Integration
  • Social Media
  • Web Analytics
  • Collaboration Centre

 

Which One Should You Choose?

Are you after a sales and marketing automation system, with decent CRM functionality? Or are you looking for a CRM that can handle a few low-key marketing campaigns? To make this decision, I encourage you to examine your business goals and think through where you want to be in one year. Five years? Ten? It is worthwhile thinking through the flexibility of the systems you’re considering. A system that you’re going to have to replace in a few years as your business outpaces or outgrows it may not be the best investment, even though the economics seem to make the most sense right now.

Talk to an expert about what you need – because while there are dozens of CRM options out there, they won’t all deliver to your requirements. Our expert consultants have tried and tested just about every system for small businesses that is out there. Contact one of them for a free Strategy & Systems consultation today.

 

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Infusionsoft Vs Netsuite CRM image by Think Big Online

Infusionsoft Vs Netsuite CRM

NetSuite CRM:

NetSuite is an award-winning Client Relationship Management (CRM) system. The software has been helping businesses to improve their performance and process implementation for the best part of a decade and won the award for Best Cloud Application (2010).

That said, it is the Enterprise Resource Planning (ERP) functionality of NetSuite that is the most impressive component for over 10,000 business owners worldwide. The sales and marketing component is fairly rudimentary and there is no included social media marketing component.

When it comes to ERP though, NetSuite is a very good tool for ensuring client account information is easily accessible across your entire business. This helps you give a very professional impression to clients and saves a great deal of time when it comes to streamlining accounting and customer service practices. Most of the savings and efficiencies gained by the businesses using NetSuite were found in this part of the business.

The software was also in useful in assisting businesses in managing their sales teams more effectively. This is where the bulk of NetSuite’s automation functionality is concentrated. It is a useful cloud-based CRM solution but it lacks a simple user interface. While you can run basic email marketing campaigns using NetSuite, it is not designed as a sales and marketing automation platform. While there are ways to customise aspects of NetSuite’s features and functionality, this is not easy to do and many companies using this software employ external agencies, as NetSuite’s customer support is limited.

NetSuite CRM handles sales forecasting and pipeline management for new prospects. In terms of Opportunity Management, NetSuite mines your client list for data, and provides your sales team cross-sell leads as well as up-sell opportunities. The platform also supports partner relationship management so that you and / or your staff can handle multiple selling channels. In addition NetSuite includes analytics tools such as dashboards and scorecards in order to track sales and service metrics so that you can identify opportunities for improving processes and revenue.

 

NetSuite CRM Price:

Subscriptions start at $129/month, although customised features and add-ons will incur additional costs. Client support is an extra charge, and not included in the basic out-of-the-box solution.

 

NetSuite CRM Features:

NetSuite CRM offers more than basic CRM automation. Being a cloud-based solution, it saves on IT costs and there is no doubt your business will make cost savings in accounting and sales management. It offers accurate real-time views about live accounts across your business so that all staff can access client information easily. This saves double handling and ensures less goodwill is lost, grounding client relationships and keeping your customers happy in the knowledge that you are across their needs. It has been linked to a 15% improvement is sales revenue because sales team follow-up is so seamless.

NetSuite’s sales force automation allows you to handle your clients consistently across your whole business, so they feel well looked after – and this pays dividends. It also offers the following key features:

  • Mobile phone support so that you (and your staff) can manage your business on the go.
  • Integration with other media tools, like Google Apps, and many more – although please note this is not an out-of-the-box feature.

 

This NetSuite’s the system for you? You may be right – but have you considered all your available options? To talk through all your CRM and business automation options, book a Free Business Automation Strategy Session with our experts today.

 

Infusionsoft:

Infusionsoft is designed as the business owners’ one-stop-shop integrated sales and marketing solution. The system is delivered online so a lot of your sales and marketing processes can be automated. This saves you time and allows you to turn your attention to other areas of your business. Infusionsoft is designed specifically for the small business owner in mind, and targets enhanced customer lifecycle marketing. Infusionsoft makes a measurable difference to your business in the following areas:

  • Channel Management
  • CRM
  • Self-Service Portal
  • Marketing Automation
  • Project Collaboration

 

While Infusionsoft is an excellent CRM system, to use it only in this way would not be makingnthe most of your investment in this piece of infrastructure. The benefits Infusionsoft delivers to your business as a sales and marketing tool – particularly in the area of marketing campaign automation – are where you will realise some gains. Over 23,000 small business owners currently use Infusionsoft to get organised, save time, and grow profits.

It is also a great solution to Multiple system chaos – you don’t need a separate CRM or ERP because all of these functionalities are already integrated into Infusionsoft’s offering – and the fewer systems you need, the better for you. Multiple system chaos is something every small to medium business owner deals with at some stage of their business growth. Every so often, you need to sit down and rationalise your systems and processes – or face stagnating profitability and restricted growth.

Infusionsoft is a well thought-out solution to this problem. The digital marketing components cover off almost everything you need, and incorporate electronic newsletter creation as well as promotional campaign planning (including email nurture campaigns). Automating most of your lead capture, nurturing, and follow up / follow through campaigns is a huge boon for small business owners. This can be one of the biggest time saver for business owners and one of the reasons why this platform is so popular.

Infusionsoft also assist you when it comes to personalising your marketing. Being able to customise your promotions to the interests and behaviours of your prospects increases sales – and client profitability. Infusionsoft makes it easy to optimise your campaigns for this level of client contact.

 

Infusionsoft Price:

Infusionsoft prices at around $199 / month per user, after the $2K Kickstart fee which covers your training and personal consultant (and is well worth this money). The training is effective and by the time you’re done, you will be across the software and how to use it in – and on – your business. Infusionsoft does not offer any free trial period.

To talk through all your CRM and business automation options, book a Free Business Automation Strategy Session with our experts today.

 

Key Features of Infusionsoft:

Infusionsoft’s main features include:

  • Contact Management
  • Customer Service
  • Marketing Automation
  • Sales Automation
  • Campaign Management
  • Campaign Performance Reports
  • Email Marketing
  • Email Triggers
  • Lead Management
  • Lead Tracking
  • Marketing Automation
  • Sales and CRM Integration
  • Social Media
  • Web Analytics
  • Collaboration Centre

 

Which One Should You Choose?

This depends on what you’re looking for. If you’re after a CRM system with limited marketing functionality, that streamlines your team management and accounting practises, and standardises your responses to customers across your business, then NetSuite CRM could well be the package for you. However, you may want to consider what your business needs are in the longer-term. In order to grow your business, an investment in sales and marketing is required – and you’ll want a system flexible enough to grow with you. It is worthwhile thinking through the flexibility of all of the systems you’re considering. A system you’ll need to replace in a few years as your business outpaces it may not be the best investment, even though the economics seem to make the most sense right now.

Talk to an expert about what you need – there are dozens of CRM options out there but they won’t all deliver what you need now and into the future. Our consultants have tried and tested just about every system available for small businesses. Take advantage of our offer for a Free Business Automation Strategy Session today.

 

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Campaign Monitor Vs Infusionsoft image by Think Big Online

Campaign Monitor Vs Infusionsoft

Purchasing a new system for your business is an important decision – and an investment in your future and the future of your business. It’s likely you will do this slowly, over time. When your client list reaches a certain point, and business revenues achieve certain thresholds, it’s time to look at your processes and systems. This is an exciting time for any business owner because it means what you’re doing is working – and now you can find ways to optimise your best practices and prune some out dated ways of operating that may take more of your time and focus than you’d like.

The purchase of new business infrastructure is an investment, software included – and all investments should show a positive return over time. Only you can define the best way to optimise your business profits and it is important to be clear about this before you pay good money. Some platforms offer Client Relationship Management (CRM) systems that don’t do lead capture and nurture; others do wonderful things with email marketing but don’t offer much when it comes to social media. The key for you, as the business owner with the money to invest, is in knowing your end-game.

 

Overview of Campaign Monitor:

If the bulk of your marketing activity is based around email marketing campaigns, then Campaign Monitor is certainly a system worth considering. It offers an email marketing platform with quite a wide range of opportunities for customisation, and includes a reasonable level of analytics and reporting. It also includes a range of innovative design templates for email and electronic newsletters. While not specifically designed for small businesses, Campaign Monitor has a range of versions, some of which suit smaller enterprises and others that are designed for much larger organisations. Over 100,000 companies across the world – from microbusinesses to big businesses – utilise Campaign Monitor for email marketing. The structure of Campaign Monitor is more flexible than most other email marketing software out there; not only can you create, execute and launch email marketing campaigns quickly and easily, but you can also automate much of this process.

Price for Campaign Monitor:
This is difficult to determine because Campaign Monitor is actually available in 14 different versions – now that’s a flexible market offering! That said, working through each option can be confusing so it helps to know exactly what you need. The prices range from $9 for the most basic version, up to $699 for their most advanced version.

 

Best Features of Campaign Monitor:

  • Over 1,000 free email templates for running different kinds of promotional email campaigns are included.
  • Ability to integrate with popular Content Management Systems such as WordPress, Drupal, etc.
  • Ability to create event-based ‘trigger’ email marketing campaigns quickly and easily.
  • Custom designs for your promotional campaigns can be uploaded easily with a single click.

 

Campaign Monitor allows you to create highly personalised email marketing programs for your list. It’s well-known that the more customised your marketing, the better your sales – and the ‘stickier’ your clients. Personalising your communications to customers has been shown to increase client spend by 10-15% each time your customer buys from your business – and this is all money in your pocket. Not only can you personalise your email templates for your business and for specific campaigns targeting groups of clients, but it is also possible to optimise your emails for mobile devices. In terms of list management, the software includes preferences management, opt-in forms, and multiple lists and segments.

You should be aware however, that Campaign Monitor is not designed to handle any other kind of marketing. If you plan to run customer engagement programs via social media, or to integrate any offline promotional activities with your online email marketing activities, this software will need other applications in order to achieve the right result for your business from those activities. You will need to check with your website developer regarding whether or not this is likely to cause a problem for you – there is no point running wonderful lead capture campaigns that work and rake in warm prospects if you cannot get those details into your backend list quickly and easily for follow-up nurture campaigns.

To talk to an expert more specifically about your business needs regarding automation, CRM, and marketing campaign strategy, book a free Business Automation Strategy Session with our experts today.

 

Overview of Infusionsoft:

Infusionsoft CRM is an integrated sales and marketing solution for your business. With a well-organised Client Relationship Management (CRM) component built-in, and a highly intuitive marketing platform, it can be tailored almost to the individual client level – or at least it can deliver this impression pretty strongly to your clients and, as covered above, this does pay dividends when it comes to profitability.

Infusionsoft is designed specifically for small businesses, so automation is one of the features it delivers in spades. Infusionsoft’s focus is on customer lifecycle marketing and it is designed to add value in the following areas of your business:

  • Marketing Automation
  • CRM
  • Channel Management
  • Self-Service Portal
  • Project Collaboration

 

Over 23,000 small business owners already utilise Infusionsoft as both the highly customisable CRM that it is, as well as the best way to segment their lists and automate their sales and marketing programs. Infusionsoft was developed as an antidote to the nightmare of Multiple System Chaos – something every small to medium business owner deals with at some stage of their business growth. It is an effective and efficient solution to this problem. The platform includes almost everything you need, including electronic newsletter creation and campaign strategy. Lead capture, scoring and followup can not only be done using Infusionsoft – and done to an impressively specific degree – but automated as well. This is a huge time saver for business owners and just one of the reasons why this platform is so popular. Infusionsoft also allows you to tailor your campaigns to the interests and behaviours of your list – and to do this with ease.

 

Price for Infusionsoft:

Infusionsoft pricing starts at around $199 / month per user. There is also a start-up fee of around $2K. This kickstart fee covers your training and your one-on-one personal consultant (and is well worth this money).

 

Best Features of Infusionsoft:

The training Infusionsoft offers is an excellent way to hit the ground running, and considered by many as one of the best features of the program. Your consultant walks you step by step through the setting up of the software for your specific business needs; the platform is flexible and intuitive so you may not need everything it offers right away – but it is designed to be scalable and grow with your business. Infusionsoft also includes a shopping cart functionality, as well as a social media marketing component. This way, you do not need to purchase any other systems, or worry about how to ‘graft’ external software onto the platform for which you have already laid out your cash – another win for busy business owners.

Infusionsoft’s main features include:

  • Contact Management
  • Customer Service
  • Marketing Automation
  • Sales Automation
  • Campaign Management
  • Campaign Performance Reports
  • Email Marketing
  • Email Triggers
  • Lead Management
  • Lead Tracking
  • Marketing Automation
  • Sales and CRM Integration
  • Social Media
  • Web Analytics
  • Collaboration Centre

If you think Infusionsoft’s the one for you, contact one of our experts to talk through all your options. Book a free Business Automation Strategy Session with our experts today.

 

Which One Should You Choose?

This is a hard question to answer because Infusionsoft and Campaign Monitor do not really do the same thing. Whereas Campaign Monitor is an excellent email marketing solution for just about any sized business, it isn’t a CRM nor is it designed to behave as one. If your business requires any other form of marketing at all that you’d like to track and around which you’d like to create lead capture, nurture and follow-up campaigns, then Campaign Monitor is not going to give you that.
If you’re after a sales and marketing automation system, with efficient CRM functionality, that can handle multiple campaigns run across a variety of media, including email marketing promotions, then Infusionsoft may be your answer. It’s a good idea to think carefully about the flexibility of both systems – and the scalability you will require as your business grows. You don’t want to purchase a system you’re only going to end up replacing in a few years, even if the economics seem to make the most sense right now.

Talk to an expert about what you need – because while there are dozens of digital marketing options out there, they won’t all suit your business. Our expert consultants have tried and tested just about every system for small business that’s out there. Contact an expert for your free Business Automation Strategy Session today.

 

 

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ActiveCampaign vs Infusionsoft image by Think Big Online

ActiveCampaign vs Infusionsoft

What is ActiveCampaign?

ActiveCampaign operate as both a Client Relationship Management (CRM) system and an email marketing platform – and includes quite a good level of automation for auto-responders and event-based email marketing campaigns. The software really does try very hard to operate as a sales and marketing automation program; it even allows you to manage your list and score your leads so it goes some way to enhance your customer lifecycle marketing.

 

Best Features of ActiveCampaign include:

Contact Management – this includes intuitive tag management and automated email sequences. It also offers a level of segmentation which many other systems in this arena do not do. It is however, limited in the way it allows you to manage your data segmentation as it is list-based.

Opportunity Management – you can customise your sales funnel quite specifically to your business offering. It’s simple to set up and uses a drag and drop functionality that is easy to get your head around. This part of the software can also track tasks, emails, and notes on client interactions. It can also connect up to gmail and outlook, etc. However it is not so easy to automate in this area, and can not link outcomes to new automation sequences.

Email Marketing – this is very easy to do in ActiveCampaign, especially for electronic newsletters. You can also customise the e-newsletter content so that one client can receive different copy to another, based on how they are tagged in your list. This is a great feature for personalising your marketing.

Automation – you can design the ‘flow’ of automated activity and it is fairly easy to step out and program. You can also use SMS marketing in your automated marketing campaigns, and automate your social media updates for Facebook and Twitter. It isn’t easy however, to version one campaign from another, or to use the same email across a range of automated email sequences. Setting up automation sequences triggered by active responses from prospects is also not simple to do, and some users have found it to be unnecessarily complex.

Support – ActiveCampaign offer 1:1 training sessions, as well as live chat, email support, and searchable help documents. However, their support is not based locally, so their team is not often available during local business hours for Australian businesses.

 

ActiveCampaign Price:

The pricing for ActiveCampaign is reasonable and starts from around $49/month if you’d like the CRM functionality included. You can also get a free trial of the software.

Interested in finding out more about ActiveCampaign? Find out more about the systems and software available to automate the marketing and sales for your business by speaking with one of our experts. Book a free Marketing Automation Strategy Session today.

 

What is Infusionsoft?

Infusionsoft is more than just a well-organised Client Relationship Management (CRM) system. It is also a marketing automation platform, with an included sales component and shopping cart. As a highly intuitive marketing system, it can be tailored almost to the individual client level – or at least it can deliver this impression pretty strongly to your clients and this does make a difference to your profitability. The software is intentionally designed with small to medium businesses in mind, so the automation features are excellent. Infusionsoft’s Campaign Builder focuses on automating customer lifecycle marketing and this has been shown to pay dividends when it comes to your business bottom line.

Over 23,000 small business owners use Infusionsoft to tailor their CRM and segment their lists. Almost all of this activity can be automated in Infusionsoft which saves you buckets of time. It is also extremely beneficial to have all your sales (including your sales team management and shopping cart functionality), marketing (including your social media campaigns), and CRM handled within the same system. Infusionsoft was developed as an antidote to the nightmare of Multiple System Chaos – something every small to medium business owner deals with at some stage. The software is an effective and efficient solution to this problem.

Infusionsoft includes pretty much everything a business owner needs, including electronic newsletter creation and campaign strategy planning. Lead capture, scoring and followup can be done fairly easily using Infusionsoft – and done with an emphasis on tailoring it specifically to your own business. This can also be automated to save you time. Infusionsoft also allows you to customise your campaigns to suit your business and the kind of clients you’d like to attract – and to do this with ease.

 

Price for Infusionsoft:

Pricing for Infusionsoft begins around $199 / month per user. There is also a kick-start fee of around $2K. This covers your training and a personal consultant (and is excellent value – by the time you’ve done your training your first few campaigns can be up and running).

 

Best Features of Infusionsoft:

Infusionsoft’s included training is the fastest way to get your sales and marketing automation underway, and is one of the best features of the software. Your one-on-one consultant steps you through setting up your backend and planning, executing, and tracking your early campaigns. The flexibility of the platform means getting the right guidance to hold your hand while you establish the system and integrate it into your business processes is a good idea. Infusionsoft has a wide range of functionalities to choose from and you’ll get the most value by tailoring the system to best serve your business. Then you can adjust this as your business grows. Infusionsoft is designed to be scalable and grow with your business.

If you think Infusionsoft is the system you’ve been looking for, contact one of our experts to talk through all your options. Book a free Marketing Automation Strategy Session now.

 

Which One Should You Choose?

ActiveCampaign works best for small, service-based businesses that use a wide range of online marketing media and wish to automate as much of their digital marketing activity as possible. If however, you’re looking for a fully functional CRM tool that also covers sales and marketing automation – and includes a shopping cart – then Infusionsoft is likely to be more of a fit for you. It is also the better choice if you have a sales team to manage. The prospect tagging and lead scoring are also more specific, plus the range of plugins and third party add-ons you can access is greater which means you can build exactly the system you want for your business – and you won’t need to ‘graft on’ any others.

It’s often helpful to discuss your business needs with an expert – there are literally dozens of systems available to small business owners and you’ll want to get very clear about what you’re looking for right now, and for the future as well. Our expert consultants have tried and tested just about every small business system that’s out there. Contact an expert for your free Marketing Automation Strategy Session today.

 

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Infusionsoft Vs. OnContact image by Think Big Online

Infusionsoft Vs. OnContact

Once your business reaches a certain size, you’ll need to consider the best way to manage your client list. It can be surprisingly difficult to handle even a hundred or so customers well on your own without some sort of systematic plan. Once your numbers get above that you’ll want to seriously consider investing in a Client Relationship Management (CRM) system – and there are a lot to choose from. It really comes down to how you run your business and what system out there can best integrate with your business in the present, and into the future.

It is a good idea to get some help to walk you through the various systems and options out there; to really sit down with a consultant and discuss exactly what your business requirements may be. You may not even have thought through your current and future marketing and sales plans and a sounding board is always a good idea. To talk with one of our expert Consultants about this very issue, contact us now – your consultation is completely free and will help you define what you’re looking for in a CRM.

 

What is OnContact?

OnContact is a Client Relationship Management (CRM) platform. It is designed to help companies communicate with clients quickly and effectively. It works best for small to medium businesses with a sales team to manage and most of its functionality is based around this premise. It is also quite popular with start ups.

OnContact assists sales staff by streamlining your sales processes, beginning with nurturing prospects and right through to upselling existing customers. The software improves sales efficiency and smooths out existing customer service practices.

The system works well for small to medium business owners, and business entrepreneurs. Any organisation wanting a solid CRM solution for centralising client information and contact points across their business will find OnContact an effective solution. This is because OnContact offers a 360 degree customer view, seeking integration of all sales and service information relating to every product and client. This information can be made available throughout the business, enabling your organisation to better service a particular customer’s requirements. With their 360 degree view staff can access detailed sales, marketing and service histories for your clients. They can also find out customer preferences and key characteristics, allowing a level of list segmentation. Business owners can then create marketing campaigns and monitor effectiveness, schedule promotional campaigns, track lead generation, and monitor sales with the use of the built-in marketing automation tool.

Users can track incidents and escalate and assign cases using the customer service module. The contact management tool supports tracking activities, managing contacts, searching data, viewing reports quickly and sharing information with others. Most of the daily activities are automated which means it reduces the amount of time users spend on administrative tasks. 

 

Price:

Depending on which way you like to work, OnContact could be considered almost cheap. The cloud version is available for $49.95 per user per month and the on-premise CRM is available for $995 per user. With these kinds of start up costs, OnContact is not exorbitant and can make a substantial difference in your business in the following process-based areas:

  • Call Centre
  • CRM
  • Customer Service
  • Customer Support
  • Help Desk

 

Special Features:

OnContact’s main features include:

  • Customer Service
  • Email Marketing
  • Marketing Automation
  • Sales Automation
  • Collaboration Centre

 

OnContact can be purchased as either an on-premise or cloud based solution. It also includes analytics and reporting features. The software also allows remote access so staff can access, review and modify information offsite. You can integrate OnContact with Microsoft Outlook as well.

If you’d like to discuss whether or not OnContact is the right choice for you – and get an overview of all your CRM options, book a free consult with our CRM experts today.

Infusionsoft

What is Infusionsoft?

Infusionsoft is designed as a complete sales and marketing package; it delivers everything you need in one single online system, and can be automated in order to simplify your sales and marketing processes. The idea is to save you both time and money in this area of your business. The focus is on customer lifecycle marketing.

 

Price:

Starting from $199 per month/user, Infusionsoft also comes with a hefty start up fee (around $2K) which sets you up with their training program – which you will need. It is an excellent program though and you will be well-versed in the software by the time you’ve finished the training. Infusionsoft is designed to impact your business in the following areas:

  • Channel Management
  • CRM
  • Self-Service Portal
  • Marketing Automation
  • Project Collaboration

Special Features:

Infusionsoft’s main features include:

  • Contact Management
  • Customer Service
  • Marketing Automation
  • Sales Automation
  • Campaign Management
  • Campaign Performance Reports
  • Email Marketing
  • Email Triggers
  • Lead Management
  • Lead Tracking
  • Marketing Automation
  • Sales and CRM Integration
  • Social Media
  • Web Analytics
  • Collaboration Centre

 

With an online solution that combines CRM, online marketing and e-commerce, Infusionsoft can cover every aspect of your lifecycle marketing strategy. The software is utilised by over 23,000 small business owners who use it to get organised, save time and grow sales. The software can do just about everything you need, including newsletter creation and planning your promotional strategy. Once properly set up, much of the campaign activity and reporting can also be automated which is a big time saver for business owners and one of the reasons why this platform is so popular.

While Infusionsoft includes templates in its start up package, it also makes it easy to customise your marketing with a wide range of tools and plugins available to help you personalise your landing pages, auto-responders, etc. If you’re looking to build – and keep – an online following for your brand and/or product/s or business, then Infusionsoft should definitely be in your shortlist for CRM purchasing considerations.

Think Infusionsoft’s the one for you? You may be right. To discuss all your CRM options, book a free consult with our experts today.

 

Which One Should You Choose?

Again, this depends on your current and future business needs, goals and requirements. It is a very good idea to talk your options through with an expert because there are dozens of CRM options out there – they won’t all deliver to your requirements though and you may well not have the time to go through them all. You have a business to run too – and if anyone understands that, we do, being a medium-sized business ourselves. Contact one of our CRM system experts to take advantage of our free consultation offer today.

 

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Infusionsoft Vs. Ontraport image by Think Big Online

Infusionsoft Vs. Ontraport

It’s All About You.

Find Your Customers

Look After Your Customers

Keep Your Customers

 

While the basic principles of business success remain unchanged, there is no doubt that CRM has changed a lot – and for the small business owner things couldn’t be better. Or, seemingly, more confusing. There are so many ways to market your business and track your client behaviour these days, that it can be difficult finding exactly the right system for your business.

 

We’re not here to push a particular product on to you. We’re here to work with you to achieve results-focused solutions for your business – and every business has its own unique needs and operating style.

This is your business.

These are your customers. 

No one knows them like you do – so consider the comparisons below with care.

 

Speak with one of our Consultants for free advice and insights. They’ve used both CRM systems and can help you work out which one best meets the needs of your business now – and into the future.

Below you’ll find a breakdown of the two products – and the types of businesses for which they’re most suited. Have a look, keeping in mind what you want for your business – now, and into the future. Remember, when selecting the best CRM for you and your business, it really is all about YOU.

 

CRM Setup and Costs:

Infusionsoft: 

Consultants are offered – and required – to help with your personalised Infusionsoft setup. Infusionsoft’s biggest advantage is how customisable the software is to your business – and it’s this very flexibility that is the reason you’ll want some help to get your setup just right. With so many options and such a wide range of choices when you set up your systems, you will need assistance if you’re to get the most out of your CRM investment.

The Kickstart fee is around $2000, and ongoing monthly fees range between $199-$379 a month. These include:

  • A business needs analysis.
  • 1:1 consultation to get you up and running for your first month.
  • Step by step implementation guide that lays out a plan for your first 2 months.
  • Assistance in activating the components of your CRM that will give you the most bang for your buck right out of the gate.
  • Help in setting up your database and dashboard configuration – getting this right is crucial as it forms the backbone to all your successful sales and marketing programs.

 

Ontraport:

No setup fee already makes Ontraport more attractive to small business owners, although the ongoing monthly fees (ranging from $279-$579) can actually be higher. There is also a much shorter lead time from purchase to setup. You get an Account Manager (your ‘Hero’) and a complementary 2 hour setup session which covers:

  • An overview of Ontraport’s key features and how they work.
  • Ontraport how-to session with an Implementation Specialist.
  • How to set up processes automated specifically for your business.
  • Actually setting up some of your sales and marketing processes while they hold your hand, so you can get going right away.
  • A focus on the specific features and functions of Ontraport that your explicit business model requires.

 

Traning and Support

Infusionsoft:

Lead time to launch: 4-8 weeks

Infusionsoft takes longer to get up and running than Ontraport – and this is mainly due to the Kickstart training program that they offer to you. However, while the training period is long, you will be working on your setup as you do it, which you will have to do anyway so it’s not like you have to learn it, then do it. You’ll be setting up as you go – and working one on one with your personal consultant as you tailor Infusionsoft to your business.

Once your setup and training period is complete, you will likely be well equipped to hit the ground running. Not only will you know your way around Infusionsoft well enough to get your sales and marketing programs underway, but you’ll be able to start automating some of your business systems and processes, and planning more long term options for automation.

You will also have access to Infusionsoft’s user community – and this can be invaluable. Thousands of business owners posting what’s worked for them, and how – and what hasn’t – is a big bonus and can save you time and money as you grow your business, automate more and more of your processes and improve the effectiveness and efficiencies of your sales and marketing programs. Infusionsoft also offer workshops, training, and information sessions both in person and virtually, including events where you can meet other business owners and attend mastermind groups to find out innovative ways of making the most out of your CRM investment.

The 24/7 chat support is a good feature for any busy business person who might be doing a lot of their sales and marketing program setups in the wee small hours. They also have live phone support.

 

Ontraport:

Lead time to launch: 1-4 weeks

Ontraport is definitely easier to set up than Infusionsoft. The training is faster because the software is simpler and more intuitive. You have your own consultant to help you with this as well, although there are only a dozen or so of these staff members. As you can imagine, many of their support calls are very involved and can take a long time – which, if you’re the next client waiting for assistance, can be a test of patience. You can hire someone to assist you with moving your client records across to the new system, and also to do the initial setup if you are time poor.

While Ontraport also have live chat and phone support, neither are 24/7. Their online training videos and help pages are easier to use and navigate than Infusionsoft’s. Ontraport is a newer software and has not got quite the same sized user base, although this may change with time. It is an entirely less ‘scary’ system to look at using, although it is not as flexible in some areas as Infusionsoft and it does not have the community following.

 

CRM Features:

Infusionsoft:

Tagging and Leads:

Infusionsoft’s tag management is good – you can track just about any action users take on your site, and link these to automated followup marketing programs. You can tag information that comes from opt-in forms, surveys, site visitor actions, and during check out. Tagging whether or not a site visitor has attended a live event, viewed a webinar, or even clicked on a portion of a video (and which portion) is useful information for clever marketers and competitive salespeople. Infusionsoft’s 100 custom fields per record offers the opportunity for a great deal of information per client.

You can also utilise the lead scoring system in Infusionsoft to assist your sales team (if you have one) in making the best use of their time. This feature allows you to quickly and easily identify which leads are warm so your team can close those sales.

There is a tight focus on keeping your data clean and deleting repeat records – something over which every marketer grinds teeth. Infusionsoft’s data also allows you to keep B2B clients distinctly separate from B2C customers. This is not always necessary for every business but it is a featuire that most CRM systems for small businessowners do not offer.

Sales Management:

If you do have a sales team – or even part time representatives – Infusionsoft’s sales pipeline management is a very useful feature. You can assign tasks to sales teams – including leads – and update product information rapidly and easily to your sales force. You can also recommend products for specific clients via their salesperson. Ontraport does not offer this feature.

 

Ontraport:

Tagging and Leads:

Ontraport does have a tagging and lead scoring system that you can customise to suit your business, but it is difficult to automate this part of your sales process. The number of tags and lead scoring per record is less sophisticated than Infusionsoft’s, but it still offers some kinds of businesses more than enough to work with. For example, Ontraport offers 150 fields you can customise for your list breakdown. However, keeping your list to unique contacts only is a manual process in Ontraport.

 

Social Media Integration:

Ontraport:

Ontraport’s Facebook integration is very good for lead capture and will cost you nothing extra to set up and use. The client record is created as the leads come through from your Facebook advertising, so it is simple, automated – and included right out of the box.

 

Infusionsoft:

Infusionsoft on the other hand, offer a plugin that works extremely well, but is only available for an extra monthly fee.

 

Membership Sites:

Ontraport’s membership site plugin for WordPress is both free and simple to use. This makes Ontraport the top choice for information marketing businesses. While you can get a plugin for Infusionsoft that does this just as well, again, it comes at an extra monthly cost.

 

Scalability:

While both Infusionsoft and Ontraport offer excellent plugins that allow you to create landing pages, online forms and membership sites relatively rapidly and hassle-free, it is the huge number of third party plugin creators that gives Infusionsoft the edge here. Their connection with this marketplace ensures you will be able to addon almost any functionality you may require as your business grows. Ontraport’s capabilities in this area are sufficient – but limited.

 

Marketing Programs – and Automation:

Aside from sales and list building, the other components every business owner looks for in a new CRM are:

  • The ability to create customised marketing programs.
  • To automate as much of this as possible once initial setup is complete.

So, how do these two CRMs compare:

 

Infusionsoft:

Web pages:
Includes a webpage builder that allows you to create simple landing pages with drag and drop functionality. There are a range of available templates you can use and once your training is complete, this is easy to do. If you prefer to create your web pages exactly the way you want them rather than using the templates, you can do this as well but it takes longer to do and can be tricky.

Emails:
Templates are provided for these too. Easy to use and format, Infusionsoft’s email templates are well done. You have the option of adding other functionalities to your client email campaigns, and you can personalise them for your clients as well. You can also tag contacts from any links clicked on in your emails.

There is no split test function though – and this seems to be quite an oversight, given the excellent Campaign Builder and the marketing focus of Infusionsoft’s CRM system overall.

Campaign Builder:

Hands down the best one on the market for small businesses – the kind of campaign builder usually reserved for huge organisations with millions of clients on their lists. You can plot out every facet of every action as your customers enter and leave your sales funnel. You won’t miss any touch points and can have a plan and program for each and every customer entry and exit point on your site – now that’s a marketing plan!

Then – wait for it – you can automate those touch points. Create your email chains (or whatever), set it all up – and let it run. It is widely acknowledged as the best marketing automation tool available at this level.

 

Ontraport:

Webpage Builder:

The page builder in Ontraport is less intimidating than Infusionsoft’s – it’s also easier to customise. You’ll find this is also the case with their online order forms, landing pages and print-ready postcards. Ontraport also offers Personalised URLs (PURLs) which gives your marketing a very personal touch as your clients can logon using their own name. The PURLs offer up unique stats and information that give the impression you really know your client – it’s all automated of course.

Campaign Builder:

While Ontraport’s campaign creation tool can’t hold a candle to Infusionsoft’s (it’s nothing personal – Infusionsoft’s is simply the best out there right now) they do have one. It is easy to use and simple to create if-then marketing programs. In terms of automation, it is very effective and quick to do. You also can split test easily in Ontraport, and adjust your marketing programs accordingly. This is a great time and money saver and something Infusionsoft lacks.

 

E-Commerce Functionality:

Infusionsoft:

Infusionsoft offers a multiple item cart, with buttons to move the buyer through the checkout process. You can tag every part of the client’s actions throughout this process, and gain useful information for building in upsell or downsell programs. Using this feature together with your Campaign Builder results in powerful sales revenue.

 

Ontraport:

Ontraport doesn’t offer any e-commerce functionality, although you can purchase third party plugins if your site requires shopping cart functionality.

 

Affiliate Centre:

Infusionsoft:

Infusionsoft has a hosted affiliate centre that is out of the box and ready to go. The work required by you to set this up is minimal.

 

Ontraport:

Ontraport’s self-hosted affiliate option requires you to build your own affiliate site via a third party plugin. It may end up more tailored but it certainly takes more time to establish.

 

Third Party Plugins

Infusionsoft:

The third party community is forever creating and launching new functionalities for various types of businesses and Infusionsoft’s connection to this community is a big plus. Whatever feature you want, you stand a good chance of finding a provider who has it. This is however, simply a result of Infusionsoft having been in business longer than Ontraport.

 

Ontraport:

Ontraport simple does not have the third party network that Infusionsoft offers. This may be something that the younger organisation can improve over time. Still, if you’re scaling up your CRM you want it sooner rather than later right?

 

Analytics and Tracking:

Infusionsoft:

Infusionsoft has standard reporting functions that you will likely want – and need – to customise. With such dynamic sales and marketing programs, you will need specific reports. It is possible to find third party analytics tools for Infusionsoft and you may find these preferable. You can never have too much tracking.

 

Ontraport:

Ontraport’s analytics, on the other hand, shows what activities visitors engage in when they land on your site. Their reporting tool is easy to use and highly visual, which is a distinct plus. You’ll get data and charts telling you where they clicked, on what, and which pages they spent more time on. You receive reports on your split testing too – on data and chart formats. The same for your PURLs; this kind of easy to see information makes deciding on campaigns quick and easy.

 

The Verdict?

Which CRM system is best depends on what you want it to do for your business – now, and into the foreseeable future. It really is all about you and what you need.

The bottomline is that if you work with a sales team, or run a business with a physical product, Infusionsoft is likely to be the better CRM for you. This is probably the answer for most companies.

However, for microbusinesses, consultants, information marketers, speakers, and authors, Ontraport seems like it has more of what these businesses need.

There is no doubt however, that Infusionsoft offers more future scoping at this stage. It’s much easier to scale your business campaigns up – or down – in Infusionsoft. The software is designed to be dynamic, and grow with your business needs. That said, Ontraport is newer and has a lot more still to come. If you can wait it out, it could be a case of Watch This Space. As always, the choice is yours’.

 

If you’d like to talk your business CRM needs over with one of our trained consultants:

 

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