Malcolm asked about marketing automation and follow-up:
Email campaigns based on purchases
Generate a “send person A written Thank You card″ or something like that.
I have no e-commerce or web-based sales… I just want something to manage email and real mail campaigns based on clients’ potential interests or recent purchases or referrals.
I’d also like to provide people the opportunity to “request information” off my website so I can (A) send them info, and (B) capture their contact info for additional contact later to try to win them over as a client.
Once you DO get someone as a client, how do you track their change in status?
Much of our business is run off a SQL database kinda program I suspect there would be a lot of manual data entry or updating as our clients buy things or refer people or what have you.
Since much of my business is run on a different program, I wonder if automating my email and regular mail campaigns is kind of like looking for a unicorn.
In another post, I explained Email Marketing & Lead Nurturing to Grow Your Sales -- This is really a strength of Infusionsoft! This post goes into detail on how you can define customer follow-up sequences that:
But
also raises another question. What if you already have a customer database you're using to manage your business? Depending on your situation, there are two fundamental options:Infusionsoft will only email contacts that are imported into your Infusionsoft application. So, you can't avoid keeping all your contacts in Infusionsoft.Either way, giving people the opportunity to “request information” off your website is simple. You just create an Infusionsoft web form and put the code on your website. Then, the propspects information is automatically captured in Infusionsoft.
For more information, see our special report: Infusionsoft: 7 Keys to Top Results.
And, thanks again for the great question, Malcolm!