How to Automate Your Business with Infusionsoft CRM
Back in 2004, I applied for a job at a small marketing company in Towson, MD. I was a senior in college at the time and had no idea what I was getting myself into. (Read Mint Media’s ‘About‘ page for more details) The part-time job was for your typical office admin and customer service roles. However, with any small business you quickly learn that taking on multiple roles and responsibilities is pretty much a requirement. So, this (tiny) company was managing their customers in a CRM (Customer Relationship Management) software called Infusionsoft. At the time, Infusionsoft was just as small… and we were their biggest customer!
You may be asking, what the heck is a CRM or Infusionsoft? Simply put, it is cloud-based software where you can manage you prospects, customers, and clients with a unique combination of record-keeping, accounting, email marketing, sales automation, e-commerce, and a robust shopping cart to sell your stuff online. Plus, about a million and one other items, I don’t want to explain with right now. To learn more, check this out. WATCH DEMO
Today, Infusionsoft is sitting on the Inc. 500 list, has been featured in the Wall Street Journal, Entrepenuer Magazine, BusinessWeek, and a ton of other publications.
Back in the early days, I often worked directly with Infusionsoft founders Scott Martineau and Clate Mask. To this day, I still think of Scott as one of the greatest web-based problem solvers I have ever worked with. Just a super-smart guy. Here is Scott and Clate talking about those early days:
For the next 6 years, I built and managed the Infusionsoft application for Dan Kennedy, Bill Glazer, and the Glazer-Kennedy Insider’s Circle (GKIC). I was the implementer, meaning the guy that mapped all the processes, managed all the campaigns, and fit all the square blocks into the round holes. I even was given the name “The Infusionsoft Guy” in a company that had grown from 4 employees to 35+ employees in those short years. Now, for those of you who know Dan Kennedy and Bill Glazer, you understand that those marketing campaigns were no easy task. 100% segmented, 100% personalized, and 100% effective. And we moved quickly, often with multiple overlapping campaigns running simultaneously.
When I decided to leave GKIC in 2010 to start Mint Media Agency and Unique 360 Tours, one of the first moves I made sure of was getting an Infusionsoft application for my own businesses. In addition, I proudly help about a dozen regular clients manage their Infusionsoft accounts, implementing custom API programming, launching marketing campaigns, and helping them fully utilize the software.
If you, your boss, or your company is using an out-dated system for tracking you prospect, customers, and clients… I urge you to check out Infusionsoft immediately.








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