Download the top 5 E-Books for CRM and Small Business Marketing

CRM Spring Cleaning: How to Scrub and Polish Your List for Better Results

You clean out your closet every year—why wouldn’t you give the same attention to your CRM? It’s time to break out the digital pruning shears, trash can and buffing cloth and give it a good once-over.

Key Features:

  • Starting with a mess is good-as long as it gets tamed
  • Trimming tags and products can help you sell more efficiently
  • Keeping affiliate content fresh makes for more productive partners
  • Cleaning up custom fields helps clear up confusion
  • Reconnecting with neglected contacts can revitalize relationships

Your Game Plan

You don’t have to run a Fortune 500 company to harness the power of strategic planning. You just need to know how it’s done. Clate Mask, CEO and co-founder of Infusionsoft, makes it easy to get started.

Key Features:

  • Identify the purpose of your business
  • Understand how strategy guides planning
  • Establish a meeting rhythm for success
  • Involve and motivate your employees
  • Analyze results for continuous improvement
  • Turn your business vision into a reality with our Strategic Planning Worksheet

Master the Art of Upselling

Contrary to how many salespeople feel, upselling is not a bad word. It’s simply a matter of changing our perspective. Upselling is a way to provide broader solutions, add value to client relationships, and build loyalty.

Key Features:

  • View upselling in a positive, relational way
  • Ask the right questions to generate new leads
  • Recognize upsell opportunities by listening
  • Incorporate upselling into the buy/sell process
  • Use proven techniques tailored for success

Market Like the Ultimate Marketers

Every year, Infusionsoft holds a contest to find companies who are using innovative strategies and tactics to succeed in their sales and marketing.

Key Features:

  • The Lifecycle Marketing strategies The Rocket Company uses to be successful
  • Tips for all seven stages from the Lifecycle
  • Why free lead magnets are a great way to attract new leads
  • How to effectively nurture leads with personalized follow-up

Let’s Get Digital: How to Sell Online

In your store, your interactions with customers provide you with real-time feedback: the questions asked and body language used, as well as other forms of response that give you an idea of what customers are interested in buying.

Key Features:

  • How selling online can help you boost sales and find a new audience
  • How to identify the needs of your customers sell the benefits of your product
  • How to create product descriptions that sell
  • How to eliminate purchase anxiety with upfront information

Fill out the form to receive these five E-books

Privacy – We will NOT share your details with anyone.