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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/

About the Company:

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

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

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

For a good introduction to the Infusion team, see:

http://www.infusionsoft.com/company/general/overview.html

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

About the Product:

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

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

Marketing Automation

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

Sales Force Automation

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

Email Management

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

Contact Management

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

Affiliate / JV Programs

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

E-Commerce, Shopping Cart & Offline Ordering

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

Billing & Accounting

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

Price:

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

In-Depth Review:

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!

Have a question about this program?

Then please just email me your question! If the answer is short & sweet, I will pop you back an answer. If the question requires further research, I will look into it and post the reply on my blog, AskRichBohn.com, to share with others. As always, you can email me at rich@sellmorenow.com !

Executive Summary:

We recently honored this program with our Willy award 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

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.