VIDEO: Infusionsoft CRM Software

Hello I'm Josh Bland with TechnologyAdvice and this is our product spotlight video. We're trying to educate, advise, and connect our viewers with different kinds of software and introducing them with vendors and having them answer a few questions. Josh: So to start this off we have Cameron Council here, Cameron do you want to say hello? Cameron: Hello. Josh: He's one of our excellent tech advisors. He's here to offer some insight with CRM here today, one of our favorite categories and joining us is Justin.

Justin, do you want to tell us a little about yourself? Justin: Hi guys. I'm the product marketing specialist here in Infusionsoft. So I do a lot of customer research and then I message all their products and also help architect the launch plans so that we share products out of the market. Josh: Awesome. So first question: If you could describe Infusionsoft in one sentence, what would it be? Justin: Infusionsoft is the leading sales and marketing software for small business owners that lets them get organized, grow sales, and save time.

Cameron: Different software providers offer different things. Where do you fit into the market and what separates you from the rest of the pack? Justin: I recall attention to 3 different things: automation, consolidation, and having a true passion for small business success. So we make it really easy for small business owners to: 1. Build sales and marketing strategy and help them map out each step with that. 2. Centralize up other customer interactions and daily activities.

3. Capture new leads and automate follow-up based on preferences and the needs of those customers. 4. Identify the best leads. 5. Close more sales faster. 6. Automate repetitive tasks that get going like follow up, contact management, billing and payments. So we know that small business owners don't have time to mend a probable chaos brought about by using multiple systems. But Infusionsoft started as a small business and over by half of the employees have owned or currently do their own business.

So that's really why we're different because our mission is to help small businesses seeing succeed. Josh: That's great so sort of lay off to that, who is your ideal customer? So can you sort of like paint a picture of who exactly the ideal Infusionsoft customer would be? Justin: So our ideal customer has over $100k in revenue because we found from our data analysis that companies who have been in business longer usually about 3 years and who have that kind of goal revenue probably have gotten over the hump and the difficulty of starting a small business and are they going to pay off.

But we're also targeting companies with less than 25 employees. Josh: How do explain your pricing model? Justin: So it's a tiered model but it's similar to a lot of others SaaS solutions. Right now we're spinning the 4 different packages. So we have the essentials package that's best for companies with basic marketing needs that's our $199/month. We have a deluxe sales package that's best for companies with sales teams who need the more advance CRM tools and that's priced at $299.

We have deluxe ecommerce package that's best for companies with the online store or who need to keep building the processing payments and that's also at $299 just like the other deluxe sales package. And then for businesses who need all of it, we have a complete package that's for those companies that have the online store, a sales team and that's priced $379/month. Cameron: Just one more question that I had actually, What's something that you offer in terms of training and support?

So one thing that we hear from a lot of our users is that they want a platform that can help them throughout the entire process and hold their hand. Is that something you offer? Can you describe your training in support process? Justin: Definitely, so right off the bat, we actually mandate that all of our customers go through a Kickstart Package. And that's because Infusionsoft is an incredibly powerful way for businesses to get organized, grow sales, and save time but to reduce the ramp-up time and also have our customers get that value faster.

We require Kickstart Package which is a series of phone calls with one of our consultants. And we'll help you load your list and make your first campaign, send your first broadcast. Josh: That's awesome. So just to have a little deeper into your products, do you have any sort of like limitations or if someone were to write a negative feedback on a review like what would that look like for you guys? Justin: Because we are built for small business success, businesses with more than 25 employees and a high volume of contacts or emails that they send out monthly will push the limits of our software.

We're trying to make improvements around getting started and making it easier for them to start with the software circling back on what I was talking about with our Kickstart Package. Josh: So to finish with some sort of like a fun, more fun question. If Infusionsoft were fruit, what fruit would it be? Justin: I would say an avocado. Mainly because it’s green and our company colors as I'm sure you've noticed are heavily green. But I also say that you can use avocados for any meal much like how our software can solve more than one problem and it also has a giant seed in in the middle.

It's the philosophy that grows that business owners will achieve from using Infusionsoft. Josh: Great. That's awesome. Well thank you so much for your time Justin, we really appreciate it. Thanks. Hope you have a great day. Justin: Good talking to you guys, thank you. Josh: Good talking to you too.