Sales Automation

Close more deals faster

Leads are great, but paying customers are better. You could spend money hiring a huge sales team. You could make more cold calls. Or—for a fraction of the cost—you could use sales management software to get even better results. With the powerful Infusionsoft app running your sales machine from behind the scenes, there’s no stopping you from reaching your full revenue potential.

Automate how you score leads, and the hottest prospects will be distributed to your sales team in priority order

That’s right–you’ll never waste time cold calling again. Automatic lead scoring is an objective way of assessing a prospect’s level of interest based on how engaged they are with your marketing. Lead scoring allows sales reps (or you, if you don’t have a sales team) to focus on the hottest leads, and prioritize your daily call list.

In Infusionsoft, a score is automatically assigned to a contact record based on tags applied, web forms submitted, links clicked, and emails opened. Once enabled, the scoring process runs constantly in the background. When a tag is applied or removed, the score is updated in real time, adding and subtracting points from contact records based on the criteria you’ve defined. Plus, you can adjust the settings in your lead scoring process, so it’s totally customized for your business.

Imagine having the ability to send specific information to your leads—details that you know they’re looking for—before they even ask. With Infusionsoft, you’ll know which leads are ready to buy, and when to reach out with the information they need. You can truly anticipate their next question and speak to their specific level of interest. It’s the ultimate level of customer service.

The sooner you bring your sales and marketing systems together, the sooner you (or your salespeople) can update leads with scoring and sales cycle information—data that will be immediately available to the marketing side of things.

Quotes and orders

Create, manage, and share custom quotes directly from the Infusionsoft app. It’s like having another employee, helping you move and track customers through your pipeline.

  • Send email notifications to sales reps when quotes are accepted or declined
  • Allow customers to accept a quote with one click and pay online
  • Automatically convert quotes into orders and create a balance

Pipeline management

What if your sales process was streamlined, repeatable, and made you more productive? What if you knew how much revenue to expect every month, and which products were selling best? Infusionsoft sales management tools let you do that, without the manual work normally required.

  • Automate follow-up reminders to help your sales team reach revenue goals faster
  • View reports with revenue broken down by product, lead source, and dozens of other metrics
  • Train new sales team members with a scalable system already in place
  • Find confidence in accurate forecasts, knowing exactly which prospect needs what, and sales cycle trends that show you what works and what doesn’t

See Marketing Automation in Action

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How To Turn Leads Into Sales

Discover What Automation Can do for You 
In this e-book, you’ll learn steps to generate more sales from your leads.
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Written by John Doe, well versed writer at Brainstorm Publication.

25 Things to Automate Right Now

Discover how 80% of top performing companies are getting more leads and customers in less time—and how you can steal their secrets. This e-book will teach you how to: 
  • Follow up with every prospect, every time, in less             time
  • Increase your odds of qualifying a lead by 21x
  • Make sure your new customers stick around (and           buy more)
  • Recover 63% of abandoned merchandise revenue
  • Send automatic reminders for appointments,                   events, and more

Referential Treatment