Setting Up Your Sales Pipeline In Infusionsoft
The Infusionsoft Sales Pipeline helps you and your salespeople manage leads, organize notes and next action steps, and track sales stages, all via the Opportunity Record. Here is an example of the stages of a sample pipeline: New Opportunity Demo Scheduled Demo Presented Working Agreement Sent Signed Agreement Received First Payment Received Lost The idea…
Getting Infusionsoft to Automatically Email You the Reports You Need
This is a guest post I wrote a few months ago for my friend and colleague, Jessica Maes. It’s so important to get the reporting you need from your Infusionsoft – when you need it, so I didn’t want you to miss this one. If you’ve ever wondered how to automatically email yourself Infusionsoft custom…
Setting Up Fulfillment Tracking in Infusionsoft
I recently wrote on the Maes Consulting Group blog about how to set up a sales pipeline process in Infusionsoft. A little known (and if actually know, still largely unused) fact about the sales pipeline is that it can also be used for tracking fulfillment processes. This is especially handy when you have a lengthy…
How Lifecycle Marketing Plugs the Holes in Your Business
What is lifecycle marketing? It is a framework for managing your client process and relationships through every phase of their different interactions with your company. Doing business is about building relationships with leads and prospects, eventually turning them into customers. The most successful businesses continue to maintain and nurture their customer relationships, leading to repeat…
The Basics of Setting Up Your Infusionsoft Dashboard
Rather than scurrying from place to place in the app trying to piece together the important data you need to effectively run your business, why not have it readily available each time you log in? Your Infusionsoft dashboard can serve as your command center – a place where you view the key performance indicators (KPIs)…
