Top 5 Things You Should Automate

by Michelle Salater on January 16, 2013

Running a small business with lean marketing resources means time is a precious commodity. And it can often feel as if there’s never enough of time to follow up with prospects, close deals, nurture relationships with current customers, or make a dent in all the other things you have to do to keep your business turning a profit.

Yet there remains a persistent misconception that with a little gumption (and 80-hour work weeks), somehow more leads will manifest and enable you to grow your business.

Yes, working your tail off round the clock will produce results, but if you want to see big results, work smarter, not harder.

Fortunately, Infusionsoft gives businesses an easy and automatic way to streamline marketing efforts. Sales and marketing automation tools help small businesses save time, boost efficiency and drive sales, without having to increase overhead.

Start automating these 5 things to free up more hours in your day:

1. New Lead Follow Up. Studies show that people buy after seven “touches,” yet, most sales reps stop following up after the third attempt—leaving money on the table for the competitor. Infusionsoft allows you to set up an email nurture sequence that automatically goes out on a schedule. You can always step in later to re-route based on the actions of the recipients. Infusionsoft’s CRM allows sales reps to track the sales cycle, schedule follow ups, and store important notes all in one spot.

2. Nurture Relationships with Current Customers. For new leads and past customers alike, you can use an automated marketing campaign to “drip” nurture emails. If you consistently provide them with valuable content, keep in touch, and build relationships, you ensure prospects remember your company when the time comes to buy or refer.

3. Upsell Campaigns. Because Infusionsoft allows you to monitor and track your customer’s buying behavior, you can automate upsells based on what you know about your customers. Infusionsoft can easily communicate these offers automatically through highly targeted emails.

4. Thank You Notes. Don’t miss the opportunity to make a lasting impression on your customer right after the sale. Use Infusionsoft’s automation tools to drop a thank you note and keep in touch with new customers, and you’ll see customer retention and referrals soar through the roof.

5. Collecting Payment. Create a streamlined payment process with electronic order forms so you can sell online without a full storefront. Plus, you can set up automatic communications to inform customers of a failed charge or overdue balance.

 As Certified Infusionsoft Consultants, we know first hand how automation transforms small business. Come see for yourself.



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