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You’ve got a list and they need to hear from you! But first, you’ve got to get that list into Infusionsoft. Great news: it’s neither very hard nor overly time-consuming. Here’s how to import your contacts to Infusionsoft.First, make sure your list of contacts is in a .csv file format. This is a great time to make sure you’re importing the best list you have by cleaning out your list. If you have a large list that you haven’t managed in a while, this step may take you a while. Here’s a checklist of things to do to clean up your list before you import:
Automation is great for email follow up and keeping your business organized. But, it can do so much more! Check out six ways to use automation, including customer surveys.
Digital marketing is the most powerful way your small business can connect with customers and leads today. As your business matures, you’ll adopt software tools to help you improve your sales and marketing strategy. One very powerful tool in your tech stack you’ll consider is Customer Relationship Management (CRM).
Partner Edition was built for the Infusionsoft Certified Partner community to help effectively managing and supporting Infusionsoft clients, acquiring new Infusionsoft clients, getting them to measurable value faster, and scaling the Partner’s business to serve more clients more effectively It has hours of data and research into how Partners manage their clients and campaigns on a day-to-day basis.
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.
To your success,
CEO + Co-Founder