Recent Stats Canada results show that 86% of all Canadian businesses do not have an executive dashboard that can give them current or relevant business intelligence to make wise decisions. The Infusionsoft executive dashboard mines the data of your most important marketing and sales campaigns and delivers key performance indicators (KPI’s) that will help you to decide where to focus your advertising budget and other resources. The executive dashboard is 100% configurable for all campaigns including marketing, sales, fulfillment, HR and finance.

Example 1: Your marketing team decides to put $1000 a month towards Google Adwords and drive traffic to a lead capture page to watch a video demo of your product. On that page is an embedded Infusionsoft form which captures the customer data and starts and automated sequence. Your executive dashboard can tell you how many people opt in, how many people have downloaded the video demo, how many are waiting to watch the video, how many have watched the video and requested an appointment, how many people are waiting for an appointment, how many people have completed the appointment and purchased your product.

Example 2: Your marketing and sales team decides to send out a series of e-mails to invite past clients to book a 45 min. consult for your new products and services. Your executive dashboard can tell you how many people book appointments, how many people are waiting to have their appointment, how many people are waiting to be updated in the system after their appointment, how many did not show up for the appointment, how many are qualified for the new products and services, how many people could not be contacted, and finally how many people actually purchased your new product and service. The executive dashboard key performance indicators will tell you how successful the campaign is in real-time.

Have you ever wanted to sell a product or service online but didn’t want the hassle and cost of customizing an entire shopping cart and checkout system? With Infusionsoft you don’t have to. The Infusionsoft e-commerce package includes a shopping cart that you can customize, with an “easy to add products” interface. Getting products into your Infusionsoft store, setting prices and customizing purchasing options is as easy as 123. And Infusionsoft works with most merchant service providers which makes it easy to set up your payment system for all major credit cards.

Example #1: A potential customer visits a sales page on your website but instead of buying they opt instead for the lead magnet. Your enticing “no cost in money” and “low cost in time” offer is delivered to them through e-mail. With each link clicked the customer moves closer and closer to a buying decision. After a few e-mails, you embed a customized link which takes the client directly to your online store and within a few clicks the customer purchases your product or service. Once purchased, the nurture sequences stop automatically and fulfillment begins.

Example #2: You meet a potential client on day one at a training seminar. Because of the seminar you’re too busy to follow up with a client in any meaningful way. Instead, you take a picture of a business card with the “SNAP” app. A human verifies the contact details and puts them in Infusionsoft as a contact record. You add one tag called “Infusionsoft Demo – Start” to their profile which automatically starts the Infusionsoft Demo campaign. That campaign sends a series of e-mails prompting the client to watch the demonstration. Once the client has completed the demonstration, a series of follow-up e-mails are sent with embedded store links to purchase the software. Once purchased, the follow-up e-mails cease and fulfillment begins.

Marketing Automation is the “Golden Key” that unlocks new business!  Imagine a world where your leads never slip through the cracks. The Infusionsoft campaign builder is literally one of the most advanced marketing automation systems available on planet Earth and when it comes to capture and conversion it is second to none.

Pre-configured campaigns are the supercharged engine that makes the system hum. Here are a couple of examples of how the advanced campaign builder can automate your marketing, sales and even fulfillment.

Example 1: A potential client visits a webpage on your site and clicks a link to watch a video demonstration of your product or service. The link prompts them to fill out a quick form because you have set the price of admission as an e-mail address. When the form is filled out, a confirmation link is sent by e-mail automatically. Once that link is clicked, you now have 100% CASL compliant permission to e-mail them whenever you want. At this point, a series of e-mails are sent in order to get the prospect to click a link to watch the video demonstration. Then another series of e-mails are sent to prompt the prospect to book an appointment. Picture in your mind how many leads you will close with a system that never forgets to communicate.

Example 2: A potential client drops by your trade show booth and after a quick conversation the client agrees to follow-up meeting after the conference.  How many times have you forgotten to contact that person, lost their business card or have tried to contact them without success? With Infusionsoft it’s as simple as taking a photo of their business card with the “SNAP” app on your smart phone. The photo is then verified by a human being at Infusionsoft and 5 min. later you verify the contact details. Once verified, all you have to do is add one pre-configured “smart tag” to the contact record with your smart phone. That launches a series of e-mails to prompt the client to book an appointment based on your available times. If the client does not respond to the e-mails, it then creates a task for you to follow-up with the client by phone.