Our Infusionsoft Review — Is It Really The Perfect Marketing Partner?
The Software Top Online Marketers & Small Businesses Are Using To Interact With Their Customers
If Infusionsoft were a person, it would be that jack-of-all-trades marketing guy.
Rather than the multitude of people that approach you explaining how they can help one aspect of your business such as building leads, handling your payments, sending your mail to current and prospective clients, or automating one or more of your processes, this guy (Infusionsoft) says, “screw that, I can do it all while you hit the bar for a couple of hours.”
You see, most customer relationship management software (CRM’s) only handle one small part of your business. Most people have to go out of their way to manage all the other aspects such as finding an adequate shopping cart for your online business as well as a merchant account that links up to it.
Then, of course, you have to find a system that handles and automates your email campaigns, builds leads, and provides lifecycle marketing plans. After that, you have to track all of those individual areas of information, which can be mind boggling for even the most proficient analyst.
That old saying, “don’t put all your eggs in one basket” does not apply to online business at all.
What Infusionsoft does is puts all that stuff in one place for you. Rather than you needing to find a specific service for each part of your business – such as the aforementioned areas – Infusionsoft has it all in one centralized location and, furthermore, streamlines and automates the process for you, which leads to less freaking out on your end. And when it comes to your business, the less ‘freaking out’, the better.
A Little About Me
I have been in the internet marketing industry for close to 7 years myself, and I have always loved software and tools that make my job easier. Not to mention as well as increasing our companies revenue. When Epic Marketing first started we used plenty of tools to keep our business up and running. At the time we were using a combination of Aweber, MS Excel, and a ton of sticky notes on our desks!
Infusionsoft Sales and Setup
No Infusionsoft Review would be complete without touching on the process you have to go through to actually get the product. If you’re new to business it can seem a tad overwhelming.
You can’t just buy Infusionsoft’s product by visiting their website and clicking a button. You actually have to talk to a sales representative. The reason for this is a simple one. When Infusionsoft defined their ideal client, they pinpointed small businesses that are used to a simple sales process.
The good news is that Infusionsoft hires top quality people who actually want to help you succeed.
To actually purchase Infusionsoft, you’ll have to either register for a demo (something I highly recommend even if you’re just browsing or doing research) or call them up. Either way, you’ll be paraded through a few different options.
Remember though, these guys are Sales Reps. They do want to help you, so make sure you give exact details as to what you’re looking for and they’ll find a solution that perfectly fits and works for you.
If you shoot me an email at the bottom of this page, I can put you in touch with my guy over there. I had one of the best sales experiences and got exactly what I needed.
A Little Infusionsoft Background
Infusionsoft first began back in 2004 by building custom software for small businesses. After dealing with so many business owners’ individual needs, the founders at Infusionsoft started to see trends and patterns in customers’ needs – they were all using multiple systems to manage their sales and marketing.
The problem they found was most of those systems don’t integrate with each other. Your email campaign provider doesn’t link with your shopping cart, which doesn’t link with your analytics tool, which doesn’t link with your merchant account, and so on.
The solution is pretty simple – put it all together. The only thing was, no one else was doing that, so Infusionsoft decided to do it themselves. They created a solution to help small businesses “conquer the chaos” by combining intelligent automation with CRM, email marketing, e-commerce solutions, and social media tools.
But, for a while there, it was really tough for Infusionsoft to actually label themselves. People wanted to know are they a CRM? A shopping cart? An email marketing tool? Finally in 2011 they declared themselves as a marketing automation system for small businesses, which is pretty much the perfect description.
As of the time of this post, Infusionsoft serves over 10,000 small businesses and a whopping 39,000 users worldwide and those numbers are growing every day.
They have also been featured in Forbes Magazine, Business Week, Fast Company, Wall Street Journal, Entrepreneur Magazine, are a fortune 500 company, and just acquired GroSocial a Social Media Marketing company.
The Infusionsoft Rundown
Do People Actually Benefit From Using InfusionSoft?
Now, Infusionsoft is by no means a one-size-fits all system perfect for every kind of business. If that were the case, they wouldn’t have any competitors and all the business management problems in the world would be a thing of the past.
The truth is that Infusionsoft is a dramatically powerful tool and is ideal for particular types of businesses, but it also harbors a pretty hefty monthly fee depending on which type of membership plan you’re going for. Truth of the matter is that not everyone starting out has that kind of money and not every kind of business has a NEED to spend that kind of money.
Infusionsoft’s monthly pricing structure is as follows:
Depending on your needs as a business, how many users you have, how many contacts are on your list, and how many emails you plan on sending out each month, will determine the amount of money you will be paying.
But, let’s look at the standard bottom-tier option. This comes with the capability of three users, 2,500 contacts, and 12,500 emails per month. Additional features include the following:
- Landing pages & web forms
- Social media tools
- web analytics and tracking
- visual campaign builder
- 99% email deliverability
- multimedia marketing
- lead activity and behavior tracking
- precise segmentation
- appointment and task manager
That’s the bottom-tier and you’re getting a lot. From there it goes up and the perks get better. But let’s say you’re a small online business that is just getting started. You probably don’t need all of that. First of all, you probably don’t have 2,500 solid email subscribers yet and you’re definitely not going to be sending anywhere near 12,500 emails a month.
But if you’re sending off quite a few emails a month and are blown away by the features like I was, you’ll definitely want to schedule a demo to get a walk through. It’s fantastic.
What Businesses Are A Good Fit For Infusionsoft?
Now, when it comes to a business that will benefit from Infusionsoft, it is usually small businesses who have been operating for a little while. They’ve built up a good number of leads, they have a small team of dedicated people (this means at least more than one) and they’re looking to streamline a sales and lead generation process that is ALREADY in place because it’s time for them to concentrate on management/cultivation of the business and not spend all their time on marketing.
Basically, if you…
- Are a B2B or B2C company
- Have less than 20 employees
- Offer professional services such as software/technology, sports/fitness/ education, information products, you’re a super affiliate marketer, consultant, have an online retail business, do real estate and so on.
- Your sales process includes selling/buying through email and online purchase or you use email marketing as a way to obtain direct sales leads for your team.
- Have someone on your team dedicated to the marketing end of things
- Have had list management/segmentation problems in the past
- Have multiple systems such as email autoresponder provider, CRM/contact management, shopping cart and so on and it’s getting impossible to manage all of them.
If you’re a newbie in any kind of niche, you probably won’t have a need just yet for Infusionsoft. If you’re in the process of growing and you need a tool to keep up with that growth in order to streamline your multiple processes, then Infusionsoft is definitely for you.
So, to reiterate, Infusionsoft is NOT for you if…
- You have no revenue or cash reserves in your business yet (remember that hefty monthly fee)
- You don’t have anybody on your staff willing to really dig in an learn the software
- You don’t have anywhere near 2,500 quality subscribers to your email list
- You’re looking for some kind of system that will do everything for you while you do absolutely nothing (yes, this system will automate your marketing, but if you don’t have a sales process to begin with then it’s not going to help you).
If you find yourself sitting in the “cons” when trying to decide about infusionsoft, know that just because your business isn’t quite there just yet doesn’t mean you can’t get there quickly. I’ve seen internet businesses literally explode over night. If you’re genuinely interested, scheduling a free demo is never a bad way to start exploring your options and planning for the day you are ready to start.
Here are a few Infusionsoft Screenshots
Features, Features, Features
Infusionsoft has a ton of awesome features, but if you’re jumping into it fresh it can seem all a little confusing. So, let’s break down each key feature for you and explain it just a little. This part of our InfusionSoft review can get a little heavy, so strap in and hang on!
SFA – sales force automation for B2B sales and pipeline management.
Shopping Cart – They have a great shopping cart system that is easy to setup and maintain.
Affiliate Management – This is a big one, especially for people who are successful affiliate marketers approaching that “super affiliate” mark. Easily track leads, sales, and commissions generated by partners and affiliates.
Reporting – Get detailed reports of all this stuff so that you can analyze how your efforts are going on a month-to-month basis.
API – Infusionsoft has an open API that enables integration with a myriad of popular third party systems.
Pros And Cons
Lets be honest, this is the real reason you are here reading this InfusionSoft Review. I’ll tell you what I love and hate about InfusionSoft and show some examples of how it has worked for other businesses.
If your industry isn’t shown here or you have questions about how Infusionsoft could help you, just hit me up and ask me.