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In-Depth Review
Infusionsoft
Infusionsoft Inc.
2065 W. Obispo Avenue, Suite 103
Gilbert, AZ 85233
Telephone:
(480) 807-0644
FAX:
(480) 391-8177
Toll Free: (866) 800-0004
Email: sales@infusionsoft.com
Web:
http://www.infusionsoft.com/
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:
Product: Infusionsoft
Current Version: 5.0
Category: Small Business CRM
Sub-Category: Relationship Marketing
Client Platform: Web Browser
Server Platform: Software-as-a-Service (SaaS)
Database Platform: MySQL
Infusionsoft Upgrades Look and Feel of Its Automated
Follow-Up Marketing Software to Improve Usability and Sharpen Focus on the
Needs of Small Businesses
Extensive User Testing Results in a More Intuitive,
Easy-to-Use Interface and Layout, to Help Small Businesses Grow More Quickly
and Easily
PHOENIX, AZ (October 20,
2008)—Infusionsoft, the leader in marketing automation software for small
businesses, has completed the most comprehensive update to its award-winning
Automated Follow-Up Marketing solution thus far, providing customers with an
improved user experience that focuses on the needs of entrepreneurs and true
small businesses. Infusionsoft rolled out the update to its customer base of
more than 8,000 small business users over the last month, supporting the
update with video and text guides through the Infusionsoft Fusebox to bring
current users up to speed quickly. Major updates include a redesigned look
and feel and streamlined menus for faster navigation, all with the goal of
putting the most important tools at users' fingertips.
Infusionsoft undertook extensive user testing to ensure that the update
addresses the needs of small business users. In addition to a completely
updated interface and redesigned look and feel, Infusionsoft dramatically
streamlined the menu system. Current users will welcome the simplified main
menu that makes more frequently used items, such as sending a broadcast or
adding a new contact, more accessible. For new users, Infusionsoft created a
separate setup menu that dramatically shortens the time it takes to get up
and running. Infusionsoft also created a new pop-out menu for accessing
email, files, calendar and tasks as well as recently viewed items. Users can
save custom searches to the new pop-out menu for quick access to the
searches that they use most frequently.
Other updates to the Infusionsoft Automated Follow-Up Marketing solution
include:
-
Simplified terminology
-
Simplified/guided setup with
progress meter
-
Increased working real-estate
on the page
-
AJAX technology employed to
speed up searches, page displays
-
Enhanced calendar
-
Shortcuts to find a single
record
-
Search tool is updated and
enhanced
-
New reporting section with
dozens of reports (marketing, sales, orders/ecommerce,
affiliate/referrals, etc.)
-
Send a broadcast (email, fax,
direct mail, voice broadcast, etc.) more easily from any page in the
application
-
Built-in wizard to simplify
creation of follow-up sequences
"Before Infusionsoft, my company
would rely on marketing methods that were not as strategic as I would have
liked. Now my system does not only function strategically, it is on
autopilot! Infusionsoft eliminates so much additional work that I would have
had to do manually with another system," said Charles Mack, Jr., vice
president of V.I.P. Auto Appearance Center. "With the way today's economy is
suffering, I often think 'What would I do without Infusionsoft?' but it just
keeps getting better. The updated interface is faster and easier to
navigate, and for small businesses signing up for the first time, it will be
extremely easy to get started with the new startup guide and built-in
wizards."
Infusionsoft provides automated follow-up marketing software for
entrepreneurs and small businesses with anywhere from 2 - 25 employees who
need a solution to the all-too-common problems of unconverted leads, no
repeat sales from customers, and having to add more staff in order to get
things done. Unlike other software for "SMBs," Infusionsoft's Web-powered,
automated follow-up software was built specifically for today's small
businesses and entrepreneurs that want to grow quickly and profitably
without needing to add an extensive sales and marketing staff. The
Infusionsoft Software-as-a-Service (SaaS) delivery model allows Infusionsoft
users to enjoy a lower cost-of-entry, quick implementation, increased
security, increased productivity and price stability. Because the software
is accessed via the Web rather than requiring installation, existing
Infusionsoft customers receive the upgrade immediately and without any added
cost.
"Revolutionizing small business growth is our passion and caring for our
customers is at the core of what we do," said Clate Mask, president and CEO
of Infusionsoft. "The thought, time and effort we spend improving the
Infusionsoft solution on a daily basis is dedicated to empowering and
liberating entrepreneurs and small businesses so they can enjoy doing
business, wow their customers and better serve their families and
communities. Although this update is the culmination of months of careful
consideration and hard work, we're proud to continually push the limits of
available technology to put the best solution in the hands of small
businesses every day."
Infusionsoft's Automated Follow-Up Marketing solution goes far beyond static
SMB CRM solutions, providing small businesses and entrepreneurs with tools
to automate, streamline and centralize basic business processes from
marketing and advanced contact management to sales force automation,
e-commerce, billing and accounting and affiliate/referral program
management.
###
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.
-
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!
-
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.
-
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!
For pricing details, see:
http://www.infusionwebstore.com/
Infusionsoft provides a totally integrated CRM solution that weds basic
contact and relationship management capabilities with the vast power of Web
2.0 internet marketing capabilities.
This is an ideal solution for just about any small company devoted to
growing by taking great care of their customers!
Strategic Vision
The company's strategic vision is simple and straight forward:
To be the leading provider of CRM software for small businesses.
I think that they are off to a great start!
Tactical Execution
Infusionsoft is an impressive little company that is firing on
nearly all cylinders. Even though theirs is a small team, they are already
looking ahead to important standards like PCI compliance. They provide great
telephone support for their product; but fail to see that some customer may
prefer to interact via the web. By and large, I would say that these folks
have done a great job on a lot of the tougher capabilities not even
addressed by most CRM solutions. They just need to go back and fill in some
of the gaps!
Technological Foundation
Though still evolving, Infusionsoft has a solid technological foundation.
The company makes smart use of open industry standards wherever possible.
Core Capabilities
Though there are a few gaps in basic capabilities, like cloning a contact
and some basic Outlook integration, Infusionsoft does a good job of the core
contact management capabilities.
Total Relationship Management
This is another area where the company has done a great job on most of
the “hard stuff” and just needs to go back and fill in a few gaps. The
Infusionsoft marketing support capabilities, affiliate management
capabilities and shopping cart capabilities are very good. I would like to
see the opportunity management and sales forecasting capabilities beefed up
though.
Looking Forward
Infusionsoft is still very much a “work in progress.” But, I mean that in
the best possible way. The company has already blended an absolutely unique
set of capabilities into a dynamic internet marketing machine. Yes, they
might have missed a few things that I think are important. But, I can
confidently report that most of those features are already on their to-do
list for future releases. These things will get done. And soon!
I remain even more intrigued to watch this little company add powerful new
capabilities that most of us haven’t even dreamed of yet!
Finally, I must tell you, that there is one big down side to using Infusionsoft: Your family, friends and colleagues will think you are losing it! You
see, you will have an uncontrollable urge to chuckle to yourself all day
long. Don’t worry about it! This is a totally natural response to the
uncontrollable glee that comes from knowing that you know just exactly what
each of your prospects need to become totally delighted customers. And (and
this is the best part!) your totally automated drip-marketing system is
quietly delivering your marketing message to thousands of hot prospects!
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
Infusionsoft is unique among the many programs I have reviewed. Just five
of the ways Infusionsoft stands out include:
- Built for true small businesses
- A comprehensive solution that goes way beyond traditional CRM
- An automated solution – more like a robot than a data repository
- Marketing oriented – because marketing drives the growth of your
business
- Fully integrated in the Web to take full advantage of the Internet.
The program does a great job with the following:
-
Ease of Use
-
Technical Support
-
Implementation Issues
-
Marketing Support Capabilities
-
Sales Impact
-
eBusiness Support Capabilities
-
Affiliate Management
Capabilities
The program does an acceptable job with the following:
-
Company – Financial Condition
-
Company – Management Team
-
Sales & Marketing Strategy
-
Pricing
-
Credibility
-
Research & Development Strategy
-
Software Quality
-
System Architecture
-
Customization & Adaptability
-
Training Support
-
Interaction Capabilities
-
Account Management
-
Contact Management
-
Activity Management
-
Time Management
-
Reporting Capabilities
-
CRM Analytics
-
Field Sales Support Capabilities
-
Sales Management Capabilities
-
Customer Support Capabilities
-
ASP Support
-
Industry Specific Solutions
The program needs improvement with the following:
-
Application Integration Capabilities
-
Business Process Management
Capabilities
-
Documentation
-
Outlook Integration
-
Word Processing & Office Support
-
Knowledge Management Capabilities
-
Back Office Integration
-
Executive (C-Level) Decision Support
-
Third-Party Product Support
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!
Join the Conversation!
To see if this program is the best CRM solution for you just join into
the discussion thread on our CRM Community site. You can ask your questions
and hear what other users of this program have to say there!
Reminder: To post questions to the forum, you must
register first.
Don't worry, it's free!
Order In-Depth Review R1397 Price: $97.00
Get all the details on this interesting solution in my newly updated
In-Depth Review! This review covers Version 5.0
and is 109 pages long. This review was last updated in February-2008.
This review is available for immediate download - once your order is
processed!
Rich's Recommended Web Sites
Download some useful white papers here:
For a good "taste" of Infusionsoft, visit their QuickStart:
For another "taste" of Infusionsoft, watch their webinars:
You can check out the company's blog here:
Finally, you can visit the Infusionsoft Community here:
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