In the Pipeline: Keep, Convert, and Close More Leads in Less Time with Automation

If you own or manage a small business, your sales process might go something like this: Leads come into your business, and some of them become customers (of course, or you wouldn’t be in business). But other times, leads disappear at various points of the process, for reasons you don’t always understand. Sometimes, you may even lose track of prospective customers before they get close to buying.

Many small businesses lack a consistent process for sales. Sixty-eight percent of business-to-business marketers have not even identified what their sales and marketing funnels entail, according to the research firm MarketingSherpa. Enter the solution: software. With a platform like Infusionsoft, which combines a customer relationship management (CRM) system with automation tools, small businesses can store information about leads and customers in a single database.

In this white paper, you’ll learn:

• How to solve problems with automation
• How to automate each stage of the sales process
• How one company quadrupled sales with automation
• And more!

The Small Business Office Automation Guide, Save time and money by automating administrative work.

In the not-so-distant past, offices had rooms filled with files and staff members dedicated to organizing them. Employees entered customer information into systems or spreadsheets, one word at a time. They spent much of their days typing e-mail replies, calling customers about appointments, and chasing paperwork to be completed. Plenty of offices still operate this way.

The manual work may partially explain why entrepreneurs say they spend 68 percent of their time managing daily tasks in their business instead of working on their business strategy and goals, according to a survey from The Alternative Board, a membership organization for business owners. But at the most successful small businesses, employees don’t do these tasks—not manually, anyway.

Instead, they automate the office, relying on software like Infusionsoft to manage routine communication, data entry, documents, hiring, and more. When repetitive, tedious tasks are automated, employees have more time to focus on strategy and personal interactions: the kind of work best done by people, not software.

In this white paper, you’ll learn how to automate:

• Routine communication
• Administrative tasks like data entry, billing, and paperwork
• Appointment scheduling and follow up
• Employee hiring and training