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More Than Just Marketing

Discover the world's smartest workflow automation tool that streamlines tasks, reduces confusion, and saves time for you and your staff. Automate follow-ups and manual tasks effortlessly with Infusionsoft.

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More Than Just Marketing

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  1. More Than Just Marketing

  2. Opportunity Module The World’s Smartest Workflow Automation Tool

  3. Current Tools Take too much time Confuse you and your staff Make you use something else

  4. Time and Sanity How much time does it take you to… Send an email after you leave a message? Schedule a follow up call? Look through your sticky notes to create a call list Keep organized notes on each opportunity Send an email 3 days after you leave a message?

  5. Time and Sanity What would you do with all that time?

  6. What is Workflow Automation? • Automating follow up behind manual tasks • Makes manual tasks easier and less intensive to do • Can do anything an Action and Follow Up can do

  7. How Is Infusionsoft Different? It’s like having an army of Minions

  8. How can you use it? • Note templates • Completion Scenarios • Internal Webforms • Queued Fulfillment Lists • Letters

  9. All Areas of Your Business Can Benefit • Sales • Phone call reminder tasks • Left voice message • Start nurture sequences • Send promo materials • Administrative • Customer phone call tasks • Completion scenarios for customer calls

  10. All Areas of Your Business Can Benefit • Customer Service • Unhappy customer note template • Start / Stop customer sequence note template • Automated tasks from sequences • Billing and Collections • Tasks to call to collect • Completion scenarios on tasks • Start / Stop billing sequences

  11. All Areas of Your Business Can Benefit • Marketing • Promotional material fulfillment note template • Lead entry from events • Testimonial review tasks

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