A successful business depends on good marketing. But how should you market your business’ product or service? First, several marketing courses teach basic techniques. And for help implementing those techniques, there’s Infusionsoft.
Whether you want to own a business, already do, or are interested in marketing for others, Infusionsoft can help. Keep reading to discover what Infusionsoft is and how to use it.
What Is Infusionsoft?
Infusionsoft by Keap is cloud-based software designed for sales and marketing automation. The program can send emails, texts, voicemails, and letters to consumers of a target market. It’s also a customer relationship management (CRM) system that can track interactions.
For example, if you own an educational training business, Infusionsoft can tell you if a customer is more interested in free training or wants a paid course. That information lets you personalize your marketing strategy.
What Is Infusionsoft Used For?
Infusionsoft is mostly used by small businesses with under 25 employees to deliver customized marketing. It offers all the marketing tools needed and helps organize and manage tasks. Keep reading to discover this software’s features.
- Analytics. Customer data provided by Infusionsoft allows you to design a better user interface (UI) and user experience (UX). Its cloud platform gives analytics information for every customer interaction, transaction, and task.
For example, the program records how many times a marketing email was opened. A customer’s interaction history can help you personalize your marketing strategy.
- Content management. Infusionsoft is also used for content. It includes tools for time management, task organization, and automation.
The CRM system ranks leads based on customer behavior, interactions, and demographics. And it collects contact information, website activity, orders, account balances, and task history. You can use this data to manage content based on your most engaged contacts.
- Marketing and sales automation. Infusionsoft makes marketing and sales easier. It can send automated and customized marketing emails, texts, and voicemails to your target customers.
It also records data on behavioral triggers, responsive landing pages, and the customer journey to improve your campaign strategy. And the software manages your sales pipeline and creates automated one-click payments and invoices.
- Integration and application programming interface (API). Infusionsoft can integrate with popular software like Gmail, Outlook, Zapier, WordPress Plugin, PlusThis, and many more.
Its API allows you to sync appointments and tasks and create forms and pop-ups using multiple interfaces.
- eCommerce. This is another crucial component of Infusionsoft. You can sell your services and products using the software.
Their payment system is accessible at no additional cost. And the eCommerce module has distraction-free order forms for your prospects. The software can also help you calculate taxes, set up a promotion, offer special offers and free trials, and provide an invoice status.
Learning Infusionsoft
Infusionsoft can be a great asset to any business or marketing team. But the software can be intimidating at first.
One of the best ways to learn the program is by simply exploring the platform. Use a free trial to get acquainted. After that, there are plenty of courses, books, videos, and other resources to help.
How Long Does It Take to Learn Infusionsoft?
The time it takes to learn Infusionsoft depends on your background and learning techniques. It would speed up the process if you already knew cloud computing, CRM, or the most useful digital marketing types for businesses.
It is essential to have some knowledge of business management technology while learning Infusionsoft. You can enroll in a short-term or long-term course to help. Remember, time and dedication are key to master this software.
How to Learn Infusionsoft: Step-by-Step
- Sign up for the free trial. The first step is to sign up for the free Infusionsoft trial. Watch the demo, read the manual, and watch the provided videos.
- Take courses, read books, and watch tutorials. Now that you have the software, you should search out resources to help you navigate the platform.
- Practice. This is a key step to mastering this powerful tool.
- Get certification. For those wanting to apply for Infusionsoft-specialist jobs, earning a certification is a must. It’s essential to prove you know how to use the software and successful marketing techniques. Besides, it looks great on your resume for some of the best business careers out there.
- Apply for jobs or start growing your business. With knowledge of Infusionsoft, start growing your business or applying for jobs that require this skill. There are many different careers you can pursue including digital marketer and freelance Infusionsoft developer.
The Best Infusionsoft Courses, Books, and Training
Learning Infusionsoft is beneficial for anyone that works in marketing. There are many ways to learn about the program. Career Karma has picked some of the best options to consider.
We have also included books and other resources you can use to start learning this software today.
Best Online Infusionsoft Courses and Training
Learning a cloud-based platform online is a great way to get hands-on experience. You can learn and practice with hundreds of courses from the comfort of your own home.
Get Started Quickly (and Easily) With Infusionsoft
- Provider: Udemy
- Prerequisites: None
- Price: $9.99
- Time: 5.5 hours
Udemy offers some of the best information technology courses out there. This course is currently offered at a discounted price and is great for beginners. It will teach you the basics like how to navigate the platform, CRM, marketing, and e-commerce tools.
The course recommends having access to the software. However, you can use the sandbox application to also learn the course.
MMMastery Infusionsoft Training
- Provider: MMMastery
- Prerequisites: None
- Price: $197/month
- Time: Self-paced
MMMastery provides in-depth training on everything you need to know about Infusionsoft. You’ll learn how to fully utilize the software through video tutorials. Although a bit expensive, you can share the account membership with four of your team members.
Master Class in Infusionsoft
- Provider: Udemy
- Prerequisites: Infusionsoft account
- Price: $9.99
- Time: 5.5 hours
This is another great introductory course offered by Udemy. Use it to master all of the features of Infusionsoft. You will learn how to create marketing campaigns, grow a successful business, get a better return on investment, and much more.
It is great for budding entrepreneurs and business owners looking to implement automated marketing systems. You are required to have an Infusionsoft account for this course. You can also earn a certification upon completion.
Best Free Online Infusionsoft Resources
You can learn Infusionsoft with many free resources too. These options are great for anyone who wants a beginner’s background in the software.
Keap
- Provider: YouTube
- Time: Self-paced
- Prerequisites: None
- Price: FREE
One great way to learn is through video tutorials. Keap has a YouTube channel with many videos for you to learn from. They teach the basics of Infusionsoft, CRM, and how to use the software to close more deals.
The channel also has content about general sales and marketing improvement strategies for businesses.
Keap/Infusionsoft Tutorial: Ultimate Webinar Campaign (Campaign In A Day-Box Out Marketing)
- Provider: YouTube
- Time: 6 hours
- Prerequisites: None
- Price: FREE
This resource will teach you how to make a successful webinar campaign. And it provides a step-by-step guide on how to maximize the benefits of the software. The course is taught by the former VP of marketing at Infusionsoft. And the best part is that it’s free.
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Blick Digital
- Provider: YouTube
- Time: Self-paced
- Prerequisites: None
- Price: FREE
Here’s another great channel with many videos explaining Infusionsoft. It will teach you tools of the software like how to resend emails to a specific customer, how to create an effective email engagement, and whether it is necessary to hire an Infusionsoft consultant. This is great for anyone wanting to learn the program on their own.
Best Infusionsoft Books
Check out our favorite Infusionsoft books below.
Infusionsoft for Beginners: A Step-by-Step Guide to Marketing Automation and Building Your First Campaign Justin Jacques
Those who aren’t tech-savvy may run away from programs like Infusionsoft. If that describes you, then check out Jacques’ book. It covers the details of an optimal marketing and sales campaign in simple and straightforward language.
The Definitive Guide To Infusionsoft: (Volume 1) Wes Schaeffer and Cindy Zuelsdorf
If you want to learn from real-life examples, this book is for you. It’s comprised of case studies, tips from successful Infusionsoft users, and a complete guide on using the software. It also discusses the program’s ability for automation and integration.
You’ll learn how to increase leads, sales, e-commerce, traffic, and much more. It’s helpful for both business owners and soon-to-be Infusionsoft specialists.
Infusionsoft Cookbook: Over 88 recipes for effective use of Infusionsoft to mitigate your CRM needs, marketing automation, conducting online business optimally Paul Sokol
Sokol’s book has recipes for success in user experience, sales, marketing, and campaign strategies. Learn how to attract and wow your customers using Infusionsoft with this book.
It also explores managing tasks using Infusionsoft for better workflow.
Other Infusionsoft Resources
There are many other resources you can use to learn and practice Infusionsoft. Below are our two favorite options.
Sandbox Application
Infusionsoft software is a bit pricey. So Keap offers a sandbox application. You can use this free resource to learn the tools of Infusionsoft. It will help you understand the platform better before you buy it.
Marketing Blog
Another great resource offered by Keap is its blogs. These feature success stories, lead captures, and tips for navigating Infusionsoft. They are a great way to understand how marketing and sales work using Infusionsoft.
Should You Learn Infusionsoft?
It is very hard to run and maintain a successful business without proper exposure, especially for small businesses without access to powerful marketing tools and platforms.
But with Infusionsoft, budding marketers and small-business owners have the same tools as a huge corporation. Infusionsoft provides the data, features, and strategy required for you to grow a business.
About us: Career Karma is a platform designed to help job seekers find, research, and connect with job training programs to advance their careers. Learn about the CK publication.
