A feature-packed solution is worthless unless the features drive value in the form of cost savings and/or profit.  Infusion CRM will do both... quickly.  We regularly hear success stories from our customers describing how Infusion CRM cuts costs, makes more revenue, and frees up time. 

In an attempt to "make the software real" for you, these are examples of just a handful of benefits that come with Infusion CRM...

Amazing Client Services. From the initial welcome call, through long-term support, you'll notice a big difference as an Infusion client! Our client services team members are extremely passionate about what they do, which is to help customers solve problems. We offer an extensive knowledge base, hundreds of articles and online videos, regular training webinars, consultations, and more. As part of the regular monthly membership fee, customers have unlimited access to ongoing technical support.

All the data you need. At any given time, look up a customer or prospect and see what information he has requested, what he has purchased, what campaigns he received in the past, what he is currently receiving, what web links he has clicked on, what communications you've had with him and much more. 

All-In-One Solution. No more double, triple, or quadruple keying or exchanging data across different systems. Shopping cart and sales transactions, auto-responders, product information, customer details, order history, payment plans, marketing sequences and responses, lead tracking and progression, and a myriad of other information is tracked in ONE consolidated easy-to-use system.  

Peace Of Mind. Infusion CRM is a time-tested, ultra-reliable, and highly secure solution. We host the system and your data in one of the top data centers in the world (a Tier 4 facility). Multiple firewalls, encrypted data, nightly onsite & offsite backups, 128-bit encryption, performance monitors, and a secondary back-up facility provide total assurance.

Saas, Security and Hosting- White Paper

Anywhere, Anytime Access. Access Infusion CRM real-time from anywhere in the world. Multi-location businesses, virtual organizations, remote sales members, at-home workers, and vacationers can effectively work and collaborate using the system simply through a web browser. 

Pull ULTRA-TARGETED lists based on any number of parameters. For example, you may want to send a promotional e-mail or a multi-step sequence that sells Product X to all people in your database who: 1) purchased Product Y; 2) during the past 6 months; 3) attended a seminar; 4) do not belong to your XYZ group; and 5) live in Florida. Point is, the possibilities are virtually endless. Just set the parameters, pull the list and select the desired blast or campaign. The software does the rest.

Assign and track leads. You can automatically assign leads to reps, track them through your funnel or pipeline, automatically perform e-mails, tasks and sequences at any point and measure the rate of conversion by company, individual, time period, lead source, etc. 

Processing leads and orders. Gather leads and orders online or offline and automatically move prospects and customers into and out of Groups and Campaigns. This allows you to automatically charge credit cards, follow-up, automate workflow and fulfillment... all while keeping your lists straight and properly organized. Best of all, it's all done AUTOMATICALLY! 

Tracking communications and interest level. The system will automatically track everything--e-mails sent & received, faxes sent, direct mail sent, etc. It will also track when prospects or customers click on a trackable link that you create. The system also tracks all incoming e-mails through POP e-mail and automatically attaches the e-mail to the contact record. You can put notes of conversations in the system and you can track all tasks or activities related to your contacts.

Create as many multi-step sequences as you want, including steps for direct mail, fax, e-mail, voice broadcasts, and phone calls. The software keeps track of everything--who needs to receive particular marketing pieces and when. Plus, the software automatically sends your faxes, voice broadcasts, e-mails and creates tasks for phone calls that are part of your campaigns. Direct mail pieces are executed by the software using Fulfillment Lists (see below). You can use these mult-step sequences in so many ways, it's scary--order fulfillment, lead follow-up, continuity delivery, teleseminar reminders and more, customer service campaigns, lead warming, and more.

Fulfillment lists for direct mail. Here's how it works. The system sends a Fulfillment e-mail to the person responsible for stuffing the envelope. The body of the Fulfillment e-mail contains instructions of what to do (e.g., "Print on goldenrod, with pink testimonial inserts, yellow order form and stamp "2nd Notice"). There are two attachments to the Fulfillment e-mail: the marketing piece that needs to go out that day and an Excel spreadsheet containing the names and addresses of all people who are scheduled to be mailed the piece(s) that day. Your fulfillment person does a Mail Merge to personalize the marketing pieces, prints the pieces and mails them off. (We have a 2-minute online tutorial on doing mail merges if your person doesn't know how to do that.) Your fulfillment person will get an e-mail each day for every different piece that needs to go out that day.  You can also provide your direct mail house a special login so they can better manage the jobs they need to fulfill.   

Track your marketing. You can look at your "Marketing Dashboard" that shows a summary of all marketing activities that have gone out or will go out during a specified date range AND track responses to your marketing.

Affiliate Management. Set up affiliates with commission rates and give them unique tracking links. Maintain a ledger of the amount owed to affiliates.