Do I need an Infusionsoft Consultant?

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infusionsoft consultantDo I need an Infusionsoft Consultant?

Hiring an Infusionsoft Consultant or Keap Consultant: Should You Do It to Help With Your Marketing Automation?

You may be asking yourself this question – do I need an Infusionsoft Consultant?  (FYI-Infusionsoft Consultants are officially it is called Infusionsoft Certified Partner.)  This has been asked by many, especially as they get started on the journey to set up their systems and start running across issues.  We’ll help you answer this question on whether you should hire an Infusionsoft Certified Consultant.  Take a look at some of our Infusionsoft Case Studies here.

If you have been using Infusionsoft for very long, you know that it can be a little harder than it originally sounded.  There is a learning curve.  And depending upon your business size, and what you hope to accomplish, this can be a huge challenge.  Many start, then put it off as they don’t have the time or knowledge to move forward.  This is where an Infusionsoft consultant can help you.

Whether you need to hire help will depend upon a few things:

  1. Your level of technical ability.
  2. The amount of time you have to devote to setting it up.
  3. The time and technical ability to troubleshoot any issues.
  4. Your knowledge base on how you want your system set up – such as
    • what information you need to capture,
    • the campaign building knowledge to set it up,
    • your marketing campaigns strategy knowledge,
    • your WordPress Infusionsoft plugin integration,
    • or even how to set up your Infusionsoft form

There is a lot involved to set up this system successfully.

email marketingHow to decide if I need an Infusionsoft Agency or a dedicated Infusionsoft Consultant

If you are having issues with setting your business up in this system, you may need an Infusionsoft expert.  There are so many issues that can come up when setting up or running your platform.   Having Infusionsoft support can save you a lot of time and money in lost sales.  Having your own Infusionsoft partner can help you solve issues quickly and get you back on track, or even just up and running.

Infusionsoft known issues

The problem with Infusionsoft is that it does take some technical savvy to figure it out.  It is not a “plug and play” platform.  For example, the campaign builder – you open it up and it is a blank canvas for you to build whatever you want.  But most people need instruction – they are business owners, not marketing experts.  And with the Infusionsoft cost, you don’t want to be wasting time and money.  This is where an Infusionsoft consultant can help you.

Infusionsoft does offer chat support, a help center, and a user community, but you can find this time-consuming when you just want to get up and running.  You have to decide where your time is best spent.

Infusionsoft consultant
from Keap.com website

What is Infusionsoft and what is it used for?

Infusionsoft (now called Keap, Infusionsoft Keap), is an Infusionsoft CRM platform for business use.  The purpose of Keap Infusionsoft is that it is designed to help small businesses save time and grow revenue.  It does so by bringing automation and organization to their sales and marketing activities.

There are many functions in the platform and there are many things you can automate with it.  It will help you organize the clutter of your customer contact information.

Infusionsoft is a powerful tool when set up properly to automate your campaigns.  Some of the great benefits:

  1. Infusionsoft campaigns are powerful tools when set up properly, which is why business owners usually choose to hire an Infusionsoft consultant.  They want to make sure it is working correctly from the start, which is why they want Infusionsoft consulting.
  2. Infusionsoft email marketing is automated, therefore saving you time and money
  3. No more missed opportunities when you have your follow-up system set up properly.
  4. Convert more leads with automated follow-up – Close more sales with optimized lead generation!
  5. Integrate tools and apps to trigger automation in Keap, using Zapier – read more here on Zapier Integration.

Infusionsoft by Keap also helps you capture your new contacts and organize your current contacts with lead capture with Infusionsoft landing page building.  Infusionsoft landing pages are a great tool for gathering information from your potential clients!

The platform lets you store a multitude of unique business information on your clients – their favorite items and interests.    It lets you view the buyer’s journey in real-time.  It is a great marking automation tool.  They even offer an Infusionsoft app to help you stay connected on the go.

Infusionsoft Integrations

Infusionsoft can be integrated with your other CRM tools to work together seamlessly.  You will save time by connecting your platforms.  Connect your data, your applications, and devices throughout your business and become more productive.  It is great for marketing, customer retention, and tracking.  There are a lot of options to connect to Keap.

Infusionsoft Plugins

Most businesses need an Infusionsoft WordPress plugin, and Infusionsoft offers this free to connect from your website to Infusionsoft to integrate your marketing with your WordPress site.

Why hire an Infusionsoft Consultant?

Example of Automize’s Infusionsoft certification expertise and why it is good to hire an Infusionsoft Consultant

Infusionsoft consulting – We help you solve Infusionsoft problems.  One of our clients, a premier showroom in their area, was getting a lot of traffic, both in-person and online. But a few months into using their new Infusionsoft application, they noticed that a lot of their leads that said that they were interested in specific items completely dropped off when it came to email engagement and never went on to make a purchase.

An enterprise-level Infusionsoft agency had built their opt-in campaigns for them, so they had to be working properly… right?  Well, it turned out this was not the case.

Automize, as an Infusionsoft consultant, was hired to figure out the issue, and it was that there was a serious flaw in the agency’s campaign that simply didn’t allow leads to flow through.  Everyone who filled out the opt-in form fell out of the campaign less than an hour after entering it.  No one saw the interest-specific follow-up emails, so no one was inspired to buy.

This was a marketing and sales nightmare!

400+ leads that had been dropped out of the campaign due to the faulty logic, each lead worth at least a thousand dollars each,  Automize pushed those leads back into the campaign. This allowed the gallery sales reps to follow up on the stagnant leads and recoup tens of thousands of dollars in potentially lost revenue.

Automize was able to solve this issue for them.   We specialize in working on your Infusionsoft platform by setting it up properly or solving any issues you may have with your existing setup.  As an Infusionsoft Certified Partner, we specialize in helping you grow your business.  Let Automize be your Infusionsoft Consultant,  providing top-of-the-line Infusionsoft services and helping you solve your Infusionsoft problems.  We are Keap Max / Infusionsoft Consultant – and Infusionsoft Systemization Expert.  Next, we answer – what is a consultant?

What is an Infusionsoft Certified Partner?

Infusionsoft Certified Partners, also known as an Infusionsoft Certified Consultant, have gone through the process of learning the platform and taken the exam to prove their knowledge.  Look for the certified partner badge on their website.  We are a certified partner, but in addition to this, we have had many years of experience helping our clients solve their issues.  When you need issues solved, look for an Infusionsoft expert aka an Infusionsoft consultant.

active campaign partnerInfusionsoft Alternatives

Infusionsoft competitors are many, but not all are created equal. If you have looked at Infusionsoft and are now asking:  What are some cheaper alternatives to Infusionsoft, and how do they compare?  If you are looking for an Infusionsoft alternative, take a look at:

Infusionsoft vs Activecampaign

These two programs have their pros and cons.  Both are two of the biggest players in the CRM and automation space.  And both are great tools and offer similar features.  They both offer customer relationship management, email marketing, sales tracking, and automation of the sales process.

Infusionsoft seems to make searching and editing contacts quick and simple using their quick search and in-line editing feature, along with Infusionsoft tags and Infusionsoft internal forms feature, something that ActiveCampaign does not have.

Infusionsoft is less rigid with its structure, so you can be more creative and organized with the way your structure flows.  It also has better reporting for automation.  Infusionsoft lets you have access to the data in the system to sift through and export to Excel for deeper analysis.  This will make Infusionsoft tasks more informative.

Activecampaign vs Infusionsoft

If you have a sales team, Active Campaign lets you create multiple pipelines for different products or services.  This makes it easier to use for sales teams.  It offers a drag-and-drop interface for managing leads.

ActiveCampaign is easier to use at first for the newcomer.  It also has a few more options for automation for the business.  Active Campaign is easier to set up and is better for the non-technical person.  It is also less expensive for small businesses with fewer contacts.  However, if you need an Infusionsoft consultant, Automize can help you.

ActiveCampaigns email designer has more features, making it easier to use.

We have written this article – click here – if you would like more information on ActiveCampaign.

Infusionsoft Reviewinfusionsoft api infusionsoft api tutorial infusionsoft review

There are many Infusionsoft reviews out there, and they can be very favorable, or downright negative.  The same can be said for the Infusionsoft help and Infusionsoft customer service.

There are many companies and websites out there that specialize in Infusionsoft training including Infusionsoft basic training, Infusionsoft online training, and Infusionsoft tutorial help.  This is a good alternative for the business owner (or staff member) who feels they can take on learning and successfully setting up the platform.  You need to make sure you have someone fully trained in your business to be able to offer Infusionsoft deliverability and Infusionsoft coaching and be able to share with other staff members.

infusionsoft vs activecampaign infusionsoft com infusionsoft api documentation
Photo by Christopher Gower on Unsplash

Infusionsoft Developers and Infusionsoft Consultants

Why do businesses need technology consulting?  Mostly because setting the platform up properly can be overwhelming to the average business owner.  An Infusionsoft developer and API Infusionsoft work are projects that help you connect to other tools for your business.

For example, you might want to connect your preferred tool for managing your clients and projects to your Infusionsoft sales, marketing, and automation.

A developer can help you connect your existing tools to your Infusionsoft platform, and even enhance it with some custom scripting.  Contact Automize to be your Infusionsoft consultant.

Need Infusionsoft Help – Infusionsoft Consultant For Hire

You can get Infusionsoft help and save time.  You can search through the Infusionsoft marketplace, or just hire the best – AUTOMIZE for your Infusionsoft services.  We are a Certified Infusionsoft / Keap Consultant, a Keap Expert.  Automize has over 12 years of experience, and we can boost your business with Infusionsoft as your Infusionsoft consultant.  We can help you with solutions to the issues you are having with your software.  Click on the link below to contact us.

Automize sometimes earns affiliate links when you click through the affiliate links on our website. There is no extra cost to you. Thank you for your support!

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