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Sales

Spark Friendly Competition and Drive Results with a Sales Leaderboard

Jarrod Morris

Spark friendly competition among your sales team with Sales Leaderboard gamification.

Marketing

A Simple Tagging System for Infusionsoft or Keap

Chett Coombs

Here’s the truth: Infusionsoft’s reliance on tags is amazing but also a kick in the pants. Using tags to segment data as well as firing automation gives you a lot …

Marketing

Email Marketing 101: The basic steps to growing your email marketing ROI

Chett Coombs

It doesn’t matter if you sell car parts on an e-commerce website, sell actual cars at your car dealership, or sell car-buying consulting (yes, that is a real thing), email …

KPIs

Keap (Infusionsoft): Create Dynamic Marketing Reports

Chett Coombs

So you bought Keap, or better yet, Infusionsoft. You have a sweet landing page for your webinar and you’ve created some sweet marketing automation that sends a few emails and …

KPIs

Keap (Infusionsoft): How to Create Detailed Sales Reports

Chett Coombs

Finding the right key to business success can be a lengthy discussion, but one thing is true: it’s a lot easier when you have money coming in the door. In …

KPIs

Keap (Infusionsoft) Reporting: How to calculate LTV & CAC

Chett Coombs

Years ago, at a different software company, we were interviewing VC firms with hopes of bringing on one as an investment partner. During an interview, one asked, how much are …

Updates

Export New Customers Report

Jarrod Morris

You can now export New Customer and New Customer Value reports to PDF format! Simply click the download icon in the top left corner of the widget. It will take …

Business

5 Business Metrics You Need to Track in 2020

Jarrod Morris

In an increasingly analytical world, you’ve got to know which metrics to pay attention to. As the leader of a young business, you’ve got to have the right metrics in …

Marketing

Taking a Look at ROI: How Are Your Marketing Efforts Paying Off?

Jarrod Morris

Marketing is an extremely important element of your business’ success. At the same time, marketing is changing all of the time, and digital marketing is difficult to understand if you’re …

KPIs

5 Important Sales KPIs to Track

Jarrod Morris

If you aren’t using KPIs then you’re probably living in the dark when it comes to your sales performance. Key Performance Indicators (KPIs) are metrics and tracking methods that your …

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