gears

01.28.2019

Growth  |  3 min read

Automation: The Great Game Changer for Small Business

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Clate Mask

The first pillar of small business success is leadership, which is where success starts.

The second pillar of small business success is strategy, which is how you sustain success.

The third pillar of small business success is automation, which determines how big your success is.

Automation separates the good businesses from the great businesses. The more you automate your business, the more efficiency (read: PROFIT!) you have in your business. And when you apply automation to your sales and marketing process, not only do you get more profit, but you get more leads, more customers, more repeat customers. Simply stated, when you apply automation to your sales and marketing, you save time, grow sales, and increase profits.

The topic of sales and marketing automation is the heart of what we’ve been doing at Infusionsoft for 14 years. During that time, sales and marketing automation has gone from a black art that few small business ninjas could employ to a standard practice that all modern small businesses should employ.  And the results are astounding:

  • We have about 30,000 customers who are automating their sales and marketing to grow fast
  • We get reports every day of their improved efficiency, sales, and profits
  • Every month we talk to thousands more who want to get these benefits in their business
  • Over 1,200 new businesses each month are signing up with us to automate their sales and marketing
  • Business owners employing automation can take vacations, sleep better at night and grow the business without growing tired of it

We started on our “Everest Mission” nine  years ago to be the undisputed leader in sales and marketing automation for small businesses. Back then, hardly anyone knew what sales and marketing automation was. It’s fun to see the small business world begin to understand it.

Today we are, indeed, the undisputed leader in sales and marketing automation for small businesses.  But don’t get me wrong—I’m not bragging about Infusionsoft.

The reason it’s fun to see sales and marketing automation take hold in small business is simple: it helps small businesses succeed. We get to watch tens of thousands of business owners (and their employees) grow sales, save time and enjoy life. That is reward enough for me. I love seeing businesses apply automation. And I know we’re just scratching the surface of what’s possible. Here’s to another 14 years of helping small businesses succeed by applying automation.

SBS Idea of the Day: Notice one thing, one process, one task or one email that you do over and over and over. Stop wasting time on this mundane, repetitive task. Put a computer to work for you and automate it!


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Infusionsoft is now Keap. That’s weird to write, but it’s also exciting.

In 2001, trying to get Infusionsoft off the ground, there were many times when I wanted to quit. I’ll never forget my wife, after two years of struggling to survive, hugging me and saying, “Keep going.”

Over the last two years, we’ve talked with thousands of small business owners to get a deeper understanding of their unique challenges in today’s market. We learned that it’s harder than ever to succeed in small business. Customers expect more. On-demand is the rule. There’s no shortage of platforms on which to complain. A failed job or two can be damaging to your business.

Keap is our signal to the world—and to ourselves—that it’s time to make it easier to succeed. We’re on a mission to simplify growth for millions of small businesses. Our new name is a nod to the tenacity of the small business owner and encompasses everything we know to be true when it comes to success: keep going, keep serving, keep growing.

Along with a new name, we’ve expanded to two products. Keap, our newest product, is smart client management software that helps service businesses progress leads to satisfied clients. Infusionsoft by Keap is powerful CRM and sales and marketing automation software for advanced business needs.

Both are designed to make it easier than ever for more small businesses to get organized so they can deliver great service and close more business.

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To your success,
Clate Mask
CEO + Co-Founder