To close out this chapter on selling with Infusionsoft, we are going to implement a strategy ensuring that if someone is not ready to buy now, they don’t slip through the cracks and become a totally lost prospect. After all, just because they don’t buy now, doesn’t mean they can’t in the future. The high-level strategy behind a long-term prospect nurture is to reach out every once in a while with a small bit of value and make it easy for the person to request a phone call. For the context of this recipe, we are going to be building a six-month nurture that delivers three quality online resources. Of course, this recipe is easy to extend longer depending on the nature of our customer’s buying cycle.
Tag: CRM
Infusionsoft Cookbook – Chapter 5.8 – Automating Based On Lead Score Achievement
Once we have lead scoring set up, we can also automate based on a contact achieving a certain lead score. For this recipe, we are going to send the opportunity owner, in this case a sales rep, an e-mail notification when one of their leads achieves the highest lead score possible (5 flames).
Infusionsoft Cookbook – Chapter 5.7 – Setting Up Lead Scoring
For organizations that are opportunity heavy, it can sometimes be hard for sales reps to know whom they should reach out to first. This is especially true when a sales rep has a large number of opportunities with a next action date for today. To help identify which prospects are the most engaged, and so should be reached out to first, Infusionsoft has the ability to do lead scoring. For the context of this recipe, we want to be scoring leads based on the following activity:* Form submissions* E-mail opens* Link clicks* E-mail unsubscribes
Infusionsoft Cookbook – Chapter 5.6 – Merging Custom Opportunity Fields Into Emails
It is possible to merge opportunity field information into an e-mail communication. For the context of this recipe we are assuming a sales pipeline with a stage named Appointment Scheduled and we are going to send an e-mail with the opportunity’s next action date and time when a prospect is moved into that stage.
Infusionsoft Cookbook – Chapter 5.5 – Sending Automated Appointment Reminders
Scheduling an appointment with someone is useless unless the appointment actually occurs. We can improve our chances of the appointment occurring by sending automated reminders leading up to the appointment date.
This recipe is about building a workflow tool that can easily be operated after a user has put the scheduled appointment in their appropriate system of existence (online calendar, offline calendar, mobile device, and so on).
Infusionsoft Cookbook – Chapter 5.4 – Saving Time With FAQ Workflows
Quite often in business, there are Frequently Asked Questions (FAQs) that must be answered. A novel way to save time, get organized, and grow sales is by automating those types of e-mails. Normally, each time one of those questions is asked, someone has to manually type the answer and send it. A savvier business may have a swipe file of common answers that can be copied/pasted to save time. This recipe leverages the power of a note template to automatically trigger a pre-authored e-mail answering a common question.
Infusionsoft Cookbook – Chapter 5.3 – Using Round Robins For Sales Teams
Anytime there is more than one user working opportunities, creating a round robin can assist in the automated assignment of new opportunities. For this recipe, we are going to build a round robin for two sales reps that automatically assigns new opportunities one at a time when someone has submitted a web form on our website.
Infusionsoft Cookbook – Chapter 5.2 – Working Sales Opportunities
No matter what kind of process pipeline has been created, the act of “working” an opportunity record is the same every single time. By building this workflow into our habits, it ensures that nobody slips through the cracks and that there is a very clear digital paper trail of the actions taken to work the opportunity.
Infusionsoft Cookbook – Chapter 5.1 – Setting Up A Sales Pipeline
Having a system to reliably collect and distribute leads from inbound phone calls is critical for a well-oiled sales machine. This is also very important for any print media where the call to action is to call the company because it ensures easy ROI tracking. The context behind why someone might call is important, so for this recipe let’s pretend people are calling in to schedule a free consultation from an ad. Having a system to reliably collect and distribute leads from inbound phone calls is critical for a well-oiled sales machine. This is also very important for any print media where the call to action is to call the company because it ensures easy ROI tracking. The context behind why someone might call is important, so for this recipe let’s pretend people are calling in to schedule a free consultation from an ad.
Infusionsoft Cookbook – Chapter 4.7 – Building A One-click Upsell Or Down sell Chain
Similar to the previous recipe, we can create a series of one-click offers for additional upsell or down sell opportunities. This is a great strategy when we have a variety of complementary products/services that enhance the original purchase. Since this recipe is simply an extension of the previous recipe’s strategy (and to avoid a needless duplication of steps), we are going to begin with that existing structure and build from there. The strategic context of this recipe is to offer a payment plan on the initial upsell product if the customer declines the original upsell and offer a higher ticket item if they do choose the original upsell.