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7 Infusionsoft Campaign Builder Reports
Everything you ever wanted to know about campaign email performance.
2 Refinements, 1 Addition and a Product Roadmap
You asked. We delivered. Ever since we launched our Criteria Builder, users have asked us if in addition to filtering reports with contact record data (and more recently note|task|opportunity records) to also be able to select criteria from invoice and order records. Well now you can 🙂
4 New Ways to Measure Infusionsoft Appointments, Notes & Tasks
Do you have sales reps with call quotas? Do you have a customer service team with fulfillment tasks? Want to compare the performance of one user to another? Would you like to know how many appointments you had in any given date range?
Email Marketing Benchmarks
How do your emails stack up to other competitors in your industry?
Powerful Tools To Supercharge your CRM
You know Graphly, but do you know Parsey?
9 New Revenue Reports
Yup, you read that right. We released 9 new revenue reports over the past 9 days. If you haven’t noticed each report popping into the template library one-by-one, now’s your chance to discover all of them and how they’ll help you make better financial decisions in your business.
Claim Your Life Back II
Exciting news…we’re putting on another event sunny San Diego.
The New Criteria Builder for Infusionsoft Reports
“Version One is better than Version None.” – Me
Opportunities Won & Forecasted
Do you have a sales team? Do you use Infusionsoft Opportunity Records in your sales process? How would you like to know how much business has been closed as well as how much business is forecasted to close in a given timeframe? What if we could break that down by rep, stage and even new vs. existing customers?