Hi, Michael here.
Thanks for visiting my site, you’ve come to the right place if you’re looking for a comprehensive review of Infusionsoft’s Marketing Automation Suite which is the core product offered by Infusionsoft company, a leader in marketing automation for small businesses.
First off, I just want to clarify I will be giving you complete, unbiased and honest review of Infusionsoft. I am going to give you all the ESSENTIAL details you need to know before buying the product for yourself – read this entire review before you purchase.
This is a review post: Click here to visit the Infusionsoft official website
Infusionsoft Marketing Automation Suite
Infusionsoft is a complete marketing automation suite, a combination of fully integrated systems, that gives small businesses the ability to capture more leads, manage and convert the leads into customers, and develop long term, profitable relationships with them. At first glance it appears to be a customer relationship management (CRM) system with email marketing capabilities plus ecommerce capabilities. Infusionsoft does include all of those parts, but that is just the core components; how the pieces work together is where the company has stitched in all the automation functions.
When I first started using Infusionsoft several years ago, I was intrigued by the fact that everything was in one place. It’s a different way of thinking – kind of reminds me of moving from a PC to a Mac – it requires a shift to a holistic mindset. It was no longer necessary to log into a separate contact manager then into another autoresponder program, etc. A different way to think about marketing systems.
Nuts and Bolts
Infusionsoft contains multiple capabilities in the overall system. Most are included in the main system, but some like the affiliate module are still add-ons that you can purchase when you need it. They offer different levels and pricing, from entry level all the way up to a level that includes 500,000 contacts and 20 user accounts. I guess if your company has half a million customers and live prospects in your contact list, you probably need 20 accounts for sales and support staff.
Infusionsoft caters to small businesses so the entry level is much more modest, and suited for the entrepreneur at the beginning of the growth curve. It includes what a business owner needs but doesn’t force a lot of features that wouldn’t be used at the entry level.
Here are the main parts, or areas of system expertise:
* Customer Relationship Management
* Opt-in emails
* Email marketing 2.0
* Multi-media marketing
* Marketing automation
* Sales pipeline management
* Orders and invoices
* Shopping cart
* Affiliate management
* Pre-loaded content and templates
* Customer support
* Marketing automation plans
* Training and expertise services
Customer Technical Support
For a product like Infusionsoft, technical support after the sale is of critical importance to business owners, so I wanted to make a couple of comments on this topic.
Even the lowest level package comes with access to full customer support and training videos. It’s not like some other companies that only give full support to the top customers or the platinum level products; owner. Every time I have used customer service, they have been professional, knowledgeable, and effective. I give the company high marks for their technical support. When I call with a technical problem, I get a US based professional live on the phone who can log right into my account and solve the problem with me.
Contact Management and Sales Pipeline
This isn’t a CRM review, but we’ve got to talk about the customer relationship management capabilities at the heart of the Infusionsoft system. The CRM database is the key to connecting everything together.
It acts as a full featured contact manager, storing all the data and details for contacts, customers, prospects, and companies. There are full search capabilities based on standard fields and custom fields. If you have a specific characteristic for your customers, you can use it to identify them; they are called tags in the Infusionsoft system.
The other side of the CRM is the sales pipeline piece. It allows for scheduling meetings, calls, follow-ups, and any other action item in the sales process. By using tasks, opportunities, and assignments it’s possible to not only track, but map out and manage your sales pipeline. The assignment aspect is for delegating or assigning a task to different users.
Infusionsoft calls it mastering the moment – being in front of your customer at the exact moment they are ready to buy. The CRM and sales pipeline smart systems help ensure that there are no orphaned leads and no forgotten customers.
Marketing and Automation
Marketing and automation are not separate components of the system, but rather the strategy and the behind the scenes stuff. The marketing is your marketing plan, or you can look over their shoulder and use one of theirs. The main point is that the system is capable of handling nearly every aspect of your marketing plan.
* email broadcasts and campaigns (obviously)
* letter broadcasting
* voice broadcasting
* SMS text
Infusionsoft designed it to meet the needs of the small business owner using online and offline methods, and there are a lot of choices inside the system itself; I even found a few I didn’t remember as I was scrolling through my account before writing this Infusionsoft review! You don’t have to use all these different methods, but if you already do, it may be possible to consolidate that function into fewer systems.
The automation aspect works in the background, of course, but includes a longer list of options than I have seen in other systems.
* API interface
* Follow up sequences
* Tasks and notes
* Smart Rules
* Marketing action triggers
The API is robust and is for interfacing with other computer systems; required for getting the financial end of the business working right.
Follow up sequences can have as many steps as you want and include much more than just a simple email series. Automating tasks and notes streamlines the sales pipeline process significantly and moves prospects along faster.
Smart rules sound complex, but really are very easy to use and don’t require coding. It’s a matter of building rules around ‘if, then’ scenarios. For example – if the prospect finished email series one and downloaded the ebook, then start email series 2 and assign to sales for follow-up call. You build the rule with a point and click interface with drop-down options.
Marketing action triggers are things that automatically happen in response to events that a prospect or customer takes. Infusionsoft calls it Motion Sensor Marketing and it’s all automatic, so once you set the action triggers, the next steps are done automatically.
Now is the time to think about watching a demo video so that you can get a good feel about how these features can be benefits for your specific situation.
Ecommerce and Affiliate Management
At the end of the sales pipeline, we all want a sale. That’s the goal, so having an ecommerce component is how Infusionsoft helps business owners create a seamless customer experience. Since it is integrated with the customer management and communications and marketing pieces, it enables a smooth transition from prospect to customer.
The shopping cart and order forms are easy to use, partly because they are well designed and partly because they are integrated, and you do not have any headaches with bolting on a separate system. I give this aspect high marks too. The last thing a business owner wants is for the cash register to not work when the customer is ready to buy. All transactions are tracked and fully connected with the customer database.
Affiliate management is a full scale affiliate program, complete with a tracking, multi-tier payment capabilities, and a back office site for affiliates. You manage your affiliate program from your main Infusionsoft system, including the signups, login IDs, and creating marketing materials and products they can sell. The affiliates log into their own sites to see the products, commissions, and marketing materials like banners, email templates, etc. The affiliate module is more robust than some companies offer that specialize in affiliate programs.
I want you to benefit from a complete Infusionsoft review and there are always bad things to report. So what is bad about Infusionsoft?
* learning curve
* migration to a new system
Change is hard and a complex system is more difficult to handle than a simple one. Infusionsoft is more complex than an email autoresponder system or your Outlook email system. And just like with any new software, especially CRM software, it will take a while to learn. Add to that what I said in the beginning about needing to think differently; that’s not all bad, but it is a real issue. You won’t be logging into four systems, but you will need to shift over to thinking in slightly different terms.
Migrating to a new system is difficult too, and in this case there are often multiple migrations going on at one time. Moving all your contacts from contact management and/or email systems and all your email templates and opt-in forms from an autoresponder into Infusionsoft takes time. Throw in the products and shopping cart and maybe an affiliate program and you have your work cut out for you.
The price for the Infusionsoft system is a little higher than some other systems that offer a CRM or CRM plus autoresponder, etc. As a business owner, it’s important to make a good assessment of the price, real cost, and value for your specific situation.
On the other hand, some strong benefits came through during my Infusionsoft review. So what is good about Infusionsoft?
* single system
* system migration support
* room to grow
* facilitates effective marketing
* fully integrated and enhances automation
The Infusionsoft Automated Marketing Suite covers so many aspects of small business marketing needs that the scope is clearly a strong suit, especially compared to other products that don’t have the same level of capability.
System flexibility is extremely high which means that every business can customize it to their needs; it is not limited to a specific business model. The fact that it is a single system is a powerful motivator for any business owner interested in efficiency. If Infusionsoft replaces 2 or 3 or 4 legacy systems, there a dollar savings from not having the old systems, but there is also an efficiency gain from needing to learn, maintain, and use just one full featured system too.
System migration support gets very high marks. Infusionsoft seems to recognize that moving from multiple old systems to their system is a difficult task for businesses – new users don’t have the time or expertise to do it well. They offer strong training and support resources, especially during the transition time, and they have added expertise services on a fee for service basis, so you can have them do it. Infusionsoft has addressed this potential issues in such a way that it is now a strength.
Offering multiple levels, from entry level to ‘big’ small business gives owners room to grown and ensures that they are able to stay with one system for the long haul.
Probably one of the biggest positives from a business owner’s perspective are that the system is designed to facilitate effective marketing practices. It includes all the tools to do the whole job of marketing, customer conversion, and customer retention, and to use industry best practices. Good marketing principles are really built right in.
A fully integrated system that makes it easy to automate workflow, marketing, and sales activities can really enhance both productivity and efficiency for any business. The total cost of Infusionsoft is probably much less than using multiple systems, especially when productivity and efficiency are factored in over time for most businesses.
Infusionsoft Review – What do I think?
Infusionsoft is a stable company that has been in business a long time and is considered a leader in the industry. They focus on helping small business owners accelerate business growth with an easy-to-use, all-in-one solution for lead generation, CRM, lead nurturing, order processing, and customer fulfillment.
In my opinion, this is the best system on the market for small business owners. I have not seen another product that offers a complete solution with the capabilities or effectiveness of Infusionsoft. I definitely believe you should try it for your business.
I hope this Infusionsoft review has helped you,