Dasheroo Partner Spotlight: Infusionsoft

Jeremy Maher, InfusionsoftFrom time to time we like to introduce our Dasheroo customers to the partners we integrate with. This week we are delighted to focus our spotlight on Infusionsoft, the awesome CRM, sales, ecommerce and marketing tool that enables you to manage all of your important KPIs for your business.

Jeremy Maher, an entrepreneur and Infusionsoft’s Referral Partner Manager, was kind enough to answer a few questions for us! For more information about our partnership with Infusionsoft check it out, or watch the video.

Who is Infusionsoft’s primary customer?

Our primary customers are small business owners who are looking to get organized, remove repetitive manual admin tasks, make sure none of their leads slip through the cracks and utilize our marketing automation to get customer referrals on autopilot.

Why would you say customers like Infusionsoft more than a competitor you have?

Our software is unique. Another reason is our culture. We are known for amazing customer service because we align each customer with a coach offering free telephone and chat support. Our software is also very robust and allows small business owners to work ON their business and not IN their business.

What are your top 3 killer features?

1) Automate marketing follow-up so the business owner or employees don’t have to do all of it. We use intelligent behavioral marketing, so the email messages can change depending on how the client reacts. This gives the business owner the ability to send personal email without having to type them up all the time.

2) Keep everything organized so no one slips through the cracks and all the leads, prospects and client’s information is in one place. We have a full contact management system that keeps the database organized.

3) Ecommerce – Unlike most systems that only do the contact management, we also have an ecommerce platform. This allows business owners to provide invoices, quotes, recurring payments and allows the client to pay online. Infusionsoft is the ecommerce, contact management and marketing, so when that client pays online or through another channel, it can update the contact record and change the marketing. This way the client doesn’t get an email a day or two later asking them to purchase when they just bought a few days ago.

How much might someone pay to use Infusionsoft?

Our monthly amounts normally range from $199-$299/mo. We also provide a coach to implement and help with marketing best practices. The cost for that ranges from $699-$1699 depending on the business needs. We set up several things that we have found to be the most vital to small business success. To learn more feel free to call me directly at 480-499-6849 or email [email protected].

What’s awesome about working there?

We have an amazing culture here. I run a small business on the side and Infusionsoft not only accepts that, but encourages it. We truly care about small businesses and our culture shows that. I get to help small business owners every day.

What’s your hobby?

Living in Arizona makes it nice and easy to golf all the time : -)

P.S. Check out Dasheroo’s free trial of Infusionsoft metrics in your Dasheroo dashboards!

New Release! Infusionsoft CRM Analytics

This is by far our largest single integration with an app EVER! Bonus? We got help from the fine folks over at Infusionsoft to help with all of the KPIs we really need to be showing you in your Infusionsoft dashboard.

Infusionsoft OverviewDasheroo's Infustionsoft CRM: overview dashboard

The overview insight for Infusionsoft acts as a mini dashboard giving you a quick overview of the different high level insights
from your Infusionsoft account. This insight includes the following metrics:

  • Total leads
  • New leads
  • # of leads converted
  • # of orders
  • Total Revenue
  • Refunds

EcommerceDasheroo's INfusionsoft CRM dashboard: Revenue

Ecommerce Overview – Trending insight of total sales, net sales and refunds are plotted in this insight. Total sales, net sales, refunds, average revenue/sale are displayed as metrics in the insight.

Revenue vs. Refund – A pie chart comparing the net revenue and refunds for the given time period.

Subscription Revenue – Trending insight of the revenue from subscription plans in the given time period. This includes total revenue and number of subscriptions as metrics.

Subscription Revenue by Plan – Plot the revenues from specific plans in the given period of time to show any trends . The total sales/revenue from each plan is plotted in this insight. Choose up to 5 plans and compare the revenue from those plans in this insight.

Best Revenue Days – In the given time period, the days with the most revenue are listed and ranked. This includes both product purchases as well as subscription revenue

Product Leaderboard – Best performing products in the given time frame. The products are ranked based on the revenue generated.This will not include any subscription plans. Only products.

SalesDasheroo's Infusionsoft CRM dashboard: Contacts

Lead Source Leaderboard – View a leaderboard insight that lists and ranks the different lead sources in the your account based on the number of opportunities associated with each lead source.

Contacts by Lead Source – Trending insight of contacts growth filtered by the lead source chosen. You can chose up to 5 lead sources and compare the growth of contacts that are tied to those sources.

Top Sales Rep by Revenue – A leaderboard insight listing all the sales representatives and ranking them in the order of total revenue.

Opportunity Pipeline Funnel – This is an overview report of the your opportunities and shows the revenue generated by opportunities in the different stages of the pipeline.

Opportunity Revenue Forecast – Trending insight of the number of opportunities and the forecasted revenue from opportunities in a given time period.

Opportunity Sales – This is a trending insight of sales generated from opportunities. The line graph includes lines for total sales (revenue), total orders (number of orders), revenue from subscriptions.

Contacts by Tags – Trending insight of contacts growth filtered by tags chosen. You can chose up to 5 tags and compare the growth of contacts that are tied to those contacts.

Opportunity By Sales Rep – A trending insight of the opportunities by selected sales representatives. You can compare the performance of the sales reps.

Opportunity Pipeline Timeline – The average number of days an opportunity stays in a particular stage. The insight is displayed as a bar graph showing each stage and the average number of days opportunities stay in that stage. The stage with the lowest average number of days is displayed as “fast moving pipeline stage” in the graph

Contacts Growth – This is a trending insight of the number of contacts in the user’s Infusionsoft account.

MarketingDasheroo's Infusionsoft CRM dashboard: email markting

Email Marketing Engagement – Trending insight of open and click rate over time, similar to other email marketing app providers.

Email Marketing Complaint Rate – Trending insight of the spam complaint rate in Infusionsoft email marketing.

Email Marketing Bounces and Unsubscribes – Trending insight of open and click rate over time.

These awesome Infusionsoft CRM Analytics are available with the Dasheroo Grande ($19/month or Venti $49/month packages.