– Pat Patterson Corporate Workflow Solutions
C-R-M stands for Customer Relationship Management and is a software that allows a business to store information on its clients and prospects for the purposes of “managing” the relationship. Early CRM systems like ACT! or Goldmine were database programs that allowed companies to store notes, files and information on customers and communications, and organize their list into intelligent groups for marketing purposes. As CRM systems evolved, they became more sophisticated by allowing e-mail broadcasts and fax broadcasts, and incorporating other online tools for social media.
Marketing automation systems are the next generation of CRM, providing more sophisticated list segmentation, tracking and reports as well as the ability to implement sophisticated “if-then” logic in campaigns. For example, we can build campaigns that trigger once a lead opts in on your website or a person registers for a webinar. Such campaigns can automatically send e-mails, set up tasks for your sales team to call or your marketing team to mail information, and provide reporting on the entire process. Other campaigns can trigger appointments to be scheduled automatically by your client or prospect, and then continue to send e-mails or send your sales team alerts if the client or prospect does NOT take that action. It can also remove people from campaigns once they’ve completed an action you’re driving them to do, such as registering for a seminar, downloading a free report or scheduling a consultation.
Our MAP program is a combination of CRM and marketing automation, AND the actual campaign blueprints pre-built, pre-written and ready to go for an MSP that wants to get more clients and sell more to the clients they already have.
If you want to communicate INTELLIGENTLY with clients and prospects WITHOUT massive manual labor, making sure they are getting appropriate communications based on their actions and preferences, you need a marketing automation software, not just a CRM.
Infusionsoft recently changed its company name to “Keap.” They also renamed their entry-level application to the same name (Keap), which is essentially “Infusionsoft lite.” Therefore, Keap is the company that makes Infusionsoft AND is also the name of their pared-down version of Infusionsoft. The Keap software is a very basic CRM designed to help early-stage businesses organize their list. Infusionsoft remains Keap’s flagship product, featuring advanced CRM and marketing automation capabilities, which is the version we recommend to our MSP and IT services clients.
Infusionsoft is the system WE use at Technology Marketing Toolkit. We have used and investigated dozens of CRM systems and marketing automation platforms and chose Infusionsoft simply because it offered the most robust features at the best price.
No! The Infusionsoft license actually costs less when purchased through our Marketing Automation Platform (MAP) than if you purchased it directly. Because we are Keap’s #1 Producing Partner, we have been able to secure a discounted rate unavailable anywhere else. Additionally, customers that purchase directly from Keap are required to sign a one-year contract. Our program remains month to month.
Additionally, if you’re an MSP or IT services firm that wants to implement the Toolkit, enrolling through us ensures you’ll get Robin Recommended campaigns and support that you cannot get anywhere else. Here is what Keap has to say about our program saving you time and money:
“An MSP’s success is enhanced when they are connected to the team at Technology Marketing Toolkit. We have seen Robin’s MAP save clients thousands of dollars and hundreds of hours, drastically reducing the time it takes to see real results. When we are contacted by a prospective client who is in the IT services industry, we recommend that they connect with the team at Technology Marketing Toolkit.
If you are an IT services company and you are finally deciding to get serious about growing sales and saving time, look no further than the team at Technology Marketing Toolkit.”
Vice President, Keap
No. List building, qualifying and cleaning IS a campaign we provide you in our MAP. If you wait, you’ll do everything with spreadsheets, which will then need to be imported into Infusionsoft later. Save yourself the extra work and just start with the tools in place to save extra work later on. Further, even with a small list you need INBOUND marketing systems to handle leads coming in on your website (and that will do it PROPERLY), referral tracking, follow-up drip marketing campaigns and client campaigns.
Not a problem! We have a simple process established with Infusionsoft (now Keap) to transfer ownership of the app to us so we can publish the Marketing Automation Platform into your application and provide support. You then pay us the monthly instead of Keap. We will facilitate the entire transfer process.
No. The campaigns we have developed and will continue to develop are exclusive to this program and will not be offered anywhere else.
We currently have 55+ built out, and they range from $49 to $199, depending on the complexity of the campaign and your membership level. It’s a one time investment in the campaign workflow, and you can reuse it as many times as you want. NOTE: Only those at Implementer level and above can get these campaigns. Builders need to upgrade if they want to add campaigns.
No, but you can EASILY add that if you want that functionality, as well as other tools, such as an online calendar that integrates with your Outlook to allow prospects and clients to self-book appointments. We don’t offer these tools standard because not everyone needs or wants those features. Infusionsoft has an open API, so it can integrate with MANY third-party add-ons, such as a dialer. We have a list of recommended add-ons if you choose to build out your Infusionsoft.
This is a month-to-month program. You may cancel the program at any time.
Of course, just like you could buy all the parts to a car and build it yourself. But if that’s not a hobby and you are only going to do it once, why wouldn’t you save yourself an enormous amount of time and money and buy a program that will get you up and running fast (give you the car)?
In the long run, that path would very likely cost you much more and soak up HOURS of time. Our team has put hundreds of hours into the development of our Marketing Automation Platform and have implemented this with close to 500 MSPs and IT services firms. It is proven and effective. Building a program similar to what we have designed would take significant time to design and strategize, and weeks or months to build, and the fine-tuning to test and prove the system is an ongoing endeavor.
Learning to use a tool like Infusionsoft will have a natural learning curve. However, the learning curve for setting up the tool and building the campaigns yourself is notoriously steep! We have all heard the term “Confusionsoft” – the vast majority of the time that nickname is used by companies that started with a blank application and no personal coaching or templates and attempted to design and build it from the “ground up.” Robin’s Marketing Automation Platform is designed specifically for IT services companies and will save you hundreds of hours and thousands of dollars in the long run.
Technology Marketing Toolkit’s MAP replaces those tools! You don’t have to use MailChimp or another e-mail tool anymore because all your e-mail broadcasts can now be sent through Infusionsoft, which will track those campaigns in each client or prospect record.
Further, you’ll get the same (or better) reporting on open rates, clicks and deliverability. Infusionsoft also has a very simple WYSIWYG (What You See Is What You Get) editor to create e-mails to broadcast, and we give you a series of preloaded templates you can use. This allows you to keep your lists, reports, marketing campaigns and notes all in one place, and tied to each contacts record.
We customize each client’s MAP to their specific situation, budget and needs; therefore it’s best to schedule a call with one of our MAP Consultants who can answer questions and build your program for you.