Founded in 2001, Infusionsoft was originally a tech company that developed custom software for small businesses. After countless of interactions with many clients, the founders at Infusionsoft discovered that most systems that businesses used were not integrating with each other. For instance, entrepreneurs running online stores had to set up a shopping cart and link it with a separate merchant account. Then, there was the need for using different autoresponder and CRM (customer relationship management) systems that could handle and automate email campaigns, generate leads, and provide life-cycle marketing plans. Furthermore, businesses owners still had to track all those areas of information with an analytics program, which was mind boggling even for the most skilled analyst. After seeing the struggle of business owners struggling to streamline their sales and marketing operations, Infusionsoft came up with a simple solution. They created an application that integrates different business systems into one. So, for the first time, business owners would have a sales and marketing automation system that combines CRM, email marketing, and e-commerce solutions into one package.
Infusionsoft is often compared to email marketing services like Aweber or CRM systems such as Salesforce. However, this automation software is a bit more complex than that. As such, it comes with a host of features, and depending on your business needs, you can choose from 4 different plans. Size of email lists, number of allowed emails per month and supported users vary across the different plans. The starter plan is called Essentials, fearing only an email auto-responder and basic list management functions such as importing contacts, deleting duplicate emails, tagging and segmentation. Users that sign-up for the Deluxe plan can either choose to settle for an integrated e-commerce application or sales automation. Both of these features are included in all higher tier plans (namely, Complete and Team) and will be required if you want to take full advantage of Infusionsoft. The ecommerce function is ideal for online stores. It includes the Infusionsoft shopping cart that lets you build an online storefront that can handle secure checkout, create promotions or manage a referral program. Sales automation on the other hand lets you create unique contact profiles for lead scoring. With this feature, you can assign every contact scores based on web form activity, links clicked, emails opened and tags applied. Lead scoring allows you to know which contacts are ready to buy so you can focus more attention on them to boost conversion rates.
Templates and Forms
Web forms are indispensable tools if you intend to build a qualified subscriber list for your email campaign. In addition, you’ll need a web page to place them so that online visitors can easily sign-up to join your mailing list. Fortunately, Infusionsoft provides tools that can assist you in these two areas. First, they have a wide range of well designed and optimized for conversions template forms and an innovative backend triggering process. The form builder is very simple to use even for the average Joe with little computer skills. You can also use it to customize the colors, fields, style and layout of your pre-selected template with just a few mouse clicks. Infusionsoft also allows you to create landing pages where visitors can find your sign-up forms. The program offers drag and drop tools to design your landing page with ease. The design tools can create multi-column landing pages with videos, text and images included in the content. When ready for publishing, all you have to do is simply use Infusionsoft’s free hosting service to launch your landing page quickly.
Managing contacts with Infusionsoft could not be any easier. You can import all your contacts along with tags and subscription details via CSV file format. Infusionsoft’s “dup check” tool identifies matching contacts and cleans up your subscriber list. The Infusionsoft CRM system allows you to tag contacts for easier management of marketing campaigns. Tags are just searchable labels that segment contacts and track certain activity. Infusionsoft allows you to use tagging to send targeted email messages, signify goal completion or trigger a campaign sequence.
There are two ways to create emails with Infusionsoft’s email marketing system. Broadcast emails are usually created in the Template Library. Alternatively, you can use the Campaign Builder to compose, save and schedule delivery of promotional emails to be used in a campaign sequence. In both cases, Infusionsoft provides drag and drop tools that make it easy for anyone to create professional looking emails. You can even give your emails a consistent look and feel by adding logos and footer messages in the “Branding Center”. What’s more, Infusionsoft has a feature known as “code builder”, which lets you create email templates with HTML code. This option comes in handy for skilled users that want to create unique email messages.
Help and Support
At first, navigating your way through the Infusionsoft interface can be confusing. Fortunately, Infusionsoft offers great customer support right from the get go. Users interested in the automation software cannot just visit the Infusionsoft and buy it. First, you’ll have to call them up, arrange a call or register for a demo. After contacting Infusionsoft, a sales rep will follow up with you to offer assistance in choosing the best option that fits your business needs. Every new purchase comes with a four week personalized one-on-one training session with a coach who will walk you through the settings of your program. If you still require help after the initial training, Infusionsoft offers consultation services at an extra fee. Requesting for technical assistance or contacting support regarding sales issues is absolutely free. You can contact Infusionsoft via phone, email or live chat. The online help center offers a wealth of searchable user guides, video tutorials and help articles. Infusionsoft even has an active community forum, where you can post questions and get answers from other users who are well versed on using the system. You can also watch previously recorded basic training Webinars or register for new ones and participate in a live Q & A session with Infusionsoft expects. In addition, Infusionsoft maintains a knowledge center where they regularly post blogs, which can offer great insights about business and automation systems.
The Infusionsoft software processes and tracks a great deal of information from email campaign, to ecommerce sales, to social media engagement. On the plus side, you can use the system to generate various reports and gauge how well your business is fairing. For instance, the Goal Completion and Campaign Contacts reports will help you evaluate web form activity, landing page performance, reach, and overall campaign effectiveness. On the other hand, Email Statistics and broadcast reports record the number of emails you send for each campaign, how many contacts read them, clicked on links, and so forth. Sales team reports can help you track sales rep activity, or evaluate lead flow and pipeline effectiveness. There are also admin reports that provide summary level information about user activities within your Infusionsoft program. In addition, if you choose to use Infusionsoft’s social media and tracking tools, you can also view click through rates for links shared on Facebook, Twitter, or Google Plus. Furthermore, Infusionsoft can create a referral partner report if your business is running an affiliate program.
Pros and cons
Is Infusionsoft any good?
» The biggest advantage of Infusionsoft is the fact that it is an all-inclusive automated sales and marketing system. With one application, you can handle CRM, lead scoring, email marketing and manage online payments. » You can create web forms and landing pages using Infusionsoft without help from a webmaster. » The customer service resources are quite comprehensive, plus new users get personalized training on how to make the most out of Infusionsoft. » Newer version of Infusionsoft now comes with better navigation and a more intuitive interface. » Powerful reporting tools. » Intelligent tracking codes keep track of contact engagement and help with report generation.
» All plans impose email sending caps. » Split-testing is not included as part of the features in the email marketing system. » Infusionsoft is expensive since you’re paying for multiple automated systems to manage a business. There is also a prerequisite on-boarding service that offers one-on-one training with a coach to all new users, but an additional fee is incurred.
As with any software, Infusionsoft has its own set of flaws. However, the benefits of using this automated sales and marketing system far outweigh its disadvantages. There aren’t many applications that combine the functionality of a CRM, ecommerce software, and email marketing system into one package. So, even the relatively high subscription rates that Infusion fetches are understandable. Overall, Infusionsoft is a great solution for small businesses looking to integrate their systems. The best part is that you can register for a demo to at no cost to find out if this automated system is right for your business.
Infusionsoft plans & prices
Infusionsoft’s sales and marketing automation software comes in 4 different plans. The size of the email lists, number of allowed emails per month and supported users vary across the different plans. For more information and latest and most up to date prices visit infusionsoft.com website.
|Plan||Contacts||Free Trial||Monthly Price|
|Essentials Plan||2,500||Online demo||199.00|
|Deluxe (Automation) Plan||5,000||Online demo||299.00|
|Deluxe (Ecommerce) Plan||5,000||Online demo||299.00|
|Complete Plan||10,000||Online demo||379.00|
|Team Plan||20,000||Online demo||599.00|
Best Infusionsoft alternatives
People share their opinions about companies on Twitter each and every day. We monitor tweets about Infusionsoft and apply a sentiment analysis algorithm that classifies these tweets as positive or negative. Every review is from a real person opinion. We use this information and output an approval rating score, which is based on real people, positive and negative, opinions about Infusionsoft on Twitter
Infusionsoft Review on Twitter
Infusionsoft vs Competitor Ratings
Tyler Brandt (@7secondcoach)
It's Amazing how @infusionsoft thinks they know my market & list better than I do!! #joke #BS
Tyler Wise (@wisetyler)
I love mucking around with @Infusionsoft. I am a nerd twenty-four seven…and proud of it.
UK Hypnosis Academy (@ukhypnoacad)
@Infusionsoft Thankyou to Wes in Small business @Infusionsoft for support! Great work from him! Thank you !!
shane ridley (@shane_ridley)
What's going on with your support @Infusionsoft more money you get less support you offer #badservice #liftyourgame
Hal Golden Halladay (@hgoldenh)
Amazing peeps on @infusionsoft #Talent team making things happen in our Utah office https://t.co/oif16N5dhF
Lauren Robbennolt (@LaurenR8288)
Thanks to @kimrcase for a wonderful #SBSMKickstart at @Infusionsoft! Enjoy the @ryandeiss book I sent you! #SmallBusinessResources #smallbiz