NEW CRM - Out performs all others:

Do you need help setting up your CRM and marketing automation?

Infusionsoft and Keap just got even more exciting.
Check out the new features:

The most powerfully integrated small business sales and marketing software on the market.

Simplify your day.

It’s time to simplify your day. Finally. Manage your contacts, schedule tasks and more—all from one system.

A better way to grow sales.

Grow sales opportunities and turn leads into customers with personalized, automated follow-up.

Leads automatically turn into buyers.

Close sales faster by identifying hot leads and automating your process. Sell more, earn more.

Streamline your sales process.

Create an online storefront to streamline your sales process. Plus, you’ll have a system in place to get repeat sales and customer referrals. Automatically.

For more information call 07 5588 3626

CRM = Marketing Automation + Leading Infusionsoft / Keap Certified Partner

What is CRM? CRM or Contact Relationship Management is a tool by which you can manage your relationships with customers, both existing and potential.

If you have worked with a database of contacts, then you have worked with a CRM. It allows you to focus on your relationship with people be it customers, service users, colleagues and suppliers.

Benefits of Using CRM:

Using a CRM helps your business grow by tracking history of customer interaction. It records all your dealings with each customer, from the time you met them and every transaction thereafter. It keeps each customer data updated so you’re assured that all your customer records are current. If you have an active sales team that always get inundated with data, a CRM will keep them organized. There are no more lost data, missed follow ups and meetings. A CRM also provides a common platform where you can store communication made via different means like phone, email, and others.

Infusionsoft’s CRM There are different CRM packages in the market. Using Infusionsoft’s CRM will give you an added edge. You will not go back to any other brand once you have tried it. Simply put, Infusionsoft’s CRM is a lot better because of the following features:

Management and Segmentation of Lists Infusionsoft’s CRM allows ease in management of your contacts database. With it, you can: • Easily segment your contacts by demographic, behaviour, interest, lead source and other classification you can think of. • Take advantage of the extreme flexibility of its segmentation feature. • Make use of the over 100 custom fields for custom values in classifying or segmenting your list.

Visibility of Contact’s Information Using Infusionsoft in handling your Marketing and E-commerce allows you to see the following about each of your contacts:

• Contact information • History of sales and marketing • Orders and account balance • Lead source and lead score • History of tasks and appointments • History of website activity

Workflow Management

With Infusionsoft’s CRM, you can manage responsibilities like tasks and appointments through My Day – a screen that shows appointments and tasks. It also allows you to pull up contacts and manage them all in the same screen. It makes your workflow quick and efficient. Gmail or Outlook Integration If you use Gmail or Outlook, you can access your account through the Gmail and Outlook sidebars. You can see your contacts’ information, tags and appointment history. You can also save a copy of all your email exchanges with a contact into his Infusionsoft record.

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