Infusionsoft Cookbook

Over 88 recipes for effective use of Infusionsoft to mitigate your CRM needs, marketing automation, conducting online business optimally

About This Book

• Maximize client engagement by automating lead capture and follow-up
• Collect information and set up lead scoring in Infusionsoft to enhance your marketing interactions to build more clients
• Set up online shopping carts, manage your online store, and enhance user experience

Who This Book Is For

If you want to excel in the use of Infusionsoft to develop a set of common applications or project types and solutions effectively, this book is perfect for you. This book will empower you to provide better results for your clients, faster! It is assumed that you are familiar with and use Infusionsoft.

What You Will Learn

• Set up and configure features that will enhance new user creation using Infusionsoft
• Attract leads and build your list efficiently
• Understand the different strategies to sell and get paid
• Create amazing customer experiences by following up and automating messages
• Master techniques to use Infusionsoft for internal administrative functions
• Make better business decisions by mastering the reporting functionality
• Save time and simplifying day-to-day usage using Infusionsoft
• Get to know the Ninja hacks while working with Infusionsoft efficiently.

In Detail

Infusionsoft is an all-in-one software-as-a-service (SaaS) for small business sales and marketing. It empowers businesses with the same level of automation and personalization that were previously only available to large corporate enterprises with deep pockets. You can easily manage customer relationships, target communications in an automated manner, and sell their products/services online effectively.

Starting with recipes on the general setup and core competencies related to Infusionsoft, you will then learn about tools to enhance user experience. Further on, you’ll dive deep into different strategies to attract, sell, and wow your customers.

You’ll also explore different ways to manage administrative tasks and reporting, which are crucial to perform better workflow management. Later, you will become proficient in lead generation and lead management, referral management, report generation, and working with the campaign builder.

Finally, the book closes with unsupported ninja hacks to take your business strategies into the stratosphere!

Style and approach

A recipe-based guide that covers real-life scenarios on optimising marketing automation, lifecycle management, lead generation, inventory management, and adding ecommerce functionality

Table of Contents

Chapter 1: Pre-Flight Checks
Chapter 2: Critical Tools for Mastery
Chapter 3: Attracting Leads and Building Your List
Chapter 4: Selling Products Online and Getting Paid
Chapter 5: Selling with a Sales Team
Chapter 6: Wowing New Customers with Great Experiences
Chapter 7: Wowing Existing Customers with Great Experiences
Chapter 8: Administrative – Conquer Internal Chaos
Chapter 9: Your Dashboard and Reporting – Make Better Decisions
Chapter 10: Pushing the System with Hacks