© 2009 infusionsoft. all rights reserved. more than just marketing

© 2009 Infusionsoft. All rights reserved.

More Than Just Marketing


Opportunity Module

The World’s Smartest Workflow Automation Tool


Current Tools

Take too much timeConfuse you and your staff

Make you use something else


Time and Sanity

How much time does it take you to…

Send an email after you leave a message?Schedule a follow up call?Look through your sticky notes to create a call listKeep organized notes on each opportunitySend an email 3 days after you leave a message?


Time and Sanity

What would you do with all that time?


What is Workflow Automation? Automating follow up behind manual tasks Makes manual tasks easier and less intensive

to do Can do anything an Action and Follow Up can

do


How Is Infusionsoft Different?

It’s like having an army of Minions


How can you use it? Note templates

Completion Scenarios

Internal Webforms

Queued Fulfillment Lists

Letters


All Areas of Your Business Can Benefit Sales

Phone call reminder tasks Left voice message Start nurture sequences Send promo materials

Administrative Customer phone call tasks Completion scenarios for customer calls


All Areas of Your Business Can Benefit Customer Service

Unhappy customer note template Start / Stop customer sequence note template Automated tasks from sequences

Billing and Collections Tasks to call to collect Completion scenarios on tasks Start / Stop billing sequences


All Areas of Your Business Can Benefit Marketing

Promotional material fulfillment note template Lead entry from events Testimonial review tasks

© 2009 infusionsoft. all rights reserved. more than just marketing

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