Infusionsoft Releases Trifold System Upgrade

Software company Infusionsoft has debuted new social media and sales CRM features for small businesses, along with a comprehensive overhaul of the Infusionsoft E-Commerce platform.

The Phoenix-based sales and marketing software company introduced key features that give users the opportunity to broadcast hosted emails and Web forms through Facebook and Twitter; they can create landing pages utilizing the Drag & Drop Web Form Builder and then publish them through social media accounts.

According to Rebecca Sprynczynatyk, product marketing manager for Infusionsoft, the system incorporates a social reach report, which is automatically updated every 10 minutes and incorporates key metrics like opt-ins and likes. The Snippets function (a platform of icons) "has been part of the Drag and Drop Email Builder for about a year, but the Social Snippet is new, and we're giving [users] the ability to share specific content," Sprynczynatyk adds.

By clicking on a Social Snippet button, users can track where content is shared and subsequently follow up with the customers that shared the respective information through triggered automation of follow-up action.

Infusionsoft has also introduced Interactive List View and Inline Editing features for sales CRM users, allowing sales reps to send an email, kick-start a campaign, add a note, schedule a sales call with a single click, and keep abreast of leads through an opportunity tab.

"Sales reps are concerned with closing deals as quickly as possible," Sprynczynatyk says. "It's 'I really don't want to spend my time in my CRM system [figuring out] how to leave a note.'"

The third installment of the Infusionsoft software and solutions package includes an upgrade in functionality and usability to the E-Commerce Platform.

"Research shows a lot of small businesses were using separate tools for e-commerce, sales, and marketing," Sprynczynatyk says of wedding the three areas and eliminating manual data entry of list exports.

Local service providers, one of Infusionsoft's primary clientele bases beyond small sales teams and individual speakers and consultants, used to market heavily through direct mail and even word of mouth. That's changing. Sprynczynatyk says those clients are now trying email, social, and online marketing campaigns with an eye to "automate sales and marketing so they can focus on delivering services."

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