Appointments for Quote and Manage your Prospects
March 22, 2016
Appointments for Quote and Manage your Prospects
Score 9 out of 10
Vetted Review
Verified User
Software Version
Standard
Overall Satisfaction with Infusionsoft
Infusionsoft is being used by our customer support and dales department for tracking the activities of our prospects and customers. The most impact it has is that we are able to organize our contacts and categorize our accounts according the behavior of our leads. We can categorize which ones are ready to purchase or need more nurturing and qualify them for our next upsell for our service. Also the automation makes it easy for our sales manager to have their leads scheduled based on their availability.
- Automation of our campaign emails according to the desired listing without too much involvement of another person to filter your list.
- API growing integration. A lot of developers are already involved in API so there are a lot of available new softwares that can interact to accomplish your desired outcoes such as appoinment score for appointments, Zapier, etc.
- Customer support 24 hours availability which is very handy when you are having problems or there is something you didn't know and you want to track for your campaign what the cause is of an unexpected result. There is some kinda loophole check.
- Task management and notes. If they could copy the process of foldered or creation of tasks with a subtask and reassign the users that it also shows history.
- Better tracking our accounts or have big visual activity of our accounts
- Increased productivity