InfusionSoft CRM provides opportunity management and displays all the opportunities available in the pipeline in an intuitive interface. This CRM stores and manages all contacts in one place capturing demographic, geographic, behavioral and transactional information of all individual contacts and opportunities. This lets sales reps segment these opportunities within the system. The solution also attaches communications, orders and activity history to each contact record, enabling managers to get real-time status of the prospect.
Infusionsoft’s AppointmentCore allows users to schedule meetings with customers and prospects by displaying available time slots to both parties, creating the appointment and emailing all parties the meeting information automatically. If a customer schedules a meeting with AppointmentCore, the meeting is added to Infusionsoft, and due to its integration with Google Calendar and Outlook, the appointment can be accessed from any of these calendars. Salespeople will never have to manually manage their appointments with clients again!
Infusionsoft also allows sales managers to track goals against the set targets by highlighting the following metrics through its reporting and analytical tool:
- Sales reporting (revenue, pipelines and goals)
- Campaign reporting (email, landing pages, lead sources)
- Customer reporting (buying patterns, demographics/firmographics, profitability)
These metrics help managers get detailed insight into sales performance, both individually and at large.
Infusionsoft’s opportunity management module
Infusionsoft automatically scores leads based on the following criteria:
- Tags applied
- Webforms submitted
- Links clicked
- Emails opened
On the basis of each prospect’s score, Infusionsoft can automatically push the leads into a pre-determined and defined sales bucket and/or assign it to a rep. This sales team software also allows them to track deals through websites with their web analytics and tracking tool. Sales teams can get customer details through Infusionsoft enabling them to start nurturing campaigns based on the prospect’s behavior.