Our Experience With Infusionsoft

Infusionsoft is a SaaS CRM system that offers an “all-in-one” solution. While it’s not the “best of breed” in any one category, it provides standard, integrated tools for email marketing, marketing automation, segmentation, CRM, analytics, eCommerce, and event registration in a single package. Infusionsoft offers different services based on the type of plan you choose, accommodating businesses of all sizes, although they have specifically marketed to the small business sector.

One benefit to their tight commerce integration, which is similar to Bronto, is that customer info post-purchase appears immediately in the CRM. This allows you to do 30 - 60 day follow-up emails, send product-specific info, and so on. We have integrated Infusionsoft into the Drupal CMS (Content Management System) on occasion by having the product detail pages live in the CMS, and then cutover to checkout in Infusionsoft via buy buttons.

The Benefits

  • Easy Campaign Creator: Working from a simple user interface, you can analyze your workflow and build automated campaigns within Infusionsoft. You can set them to run automatically or you can revisit them for future customization. Specifying automation triggers, creating personalized responses, and building landing pages can be managed centrally from within the Campaign Builder. It’s a valuable resource for admin who prefer ready-made templates and a drag-and-drop interface.

  • Tools for Webforms and Landing Pages: Using Infusionsoft’s interface, you can customize webforms and landing pages to feature on your website without needing advanced technical programming ability. There are additional tools to support this, like A/B (Split) testing, free hosting, and easy drop-in codes for embedding your page on your website.

  • Website Analytics: You can keep track of the way that users interact with your website and support their experience with webforms, optimized landing pages, and other automated processes that you can configure within Infusionsoft. Infusionsoft provides a complete perspective with accurate data analysis, as well as tools for actionable responses.

  • Robust API: The Infusionsoft API can be configured to integrate your marketing automation system with any additional third-party tools, such as a CRM, analytics system, website, or email marketing service you may already have in place. In addition, Infusionsoft offers a wide variety of integrations that can be used to customize your automation system to your workflow.

When Do We Recommend Infusionsoft

Infusionsoft markets itself as a software service primarily for smaller businesses. It’s straightforward feature set and simple user interface make it easy for first-time marketing automation users to begin using the technology.

Infusionsoft places emphasis on giving marketers the ability to incorporate digital marketing without needing advanced technical knowledge. However, at a certain point it’s likely that customization work, using its robust API and available system integrations, will require a web development team.