Infusionsoft Help Shortcut Icons Are Visible On Every Page

When it comes to getting Infusionsoft Help fast, let’s take a closer look at the Dashboard including the layout options and the actual screen. To access the Infusionsoft Dashboard simply hover over the Home icon in the top right and select “Dashboard” from the Tools menu that appears.

How to access the Infusionsoft Dashboard from any page.

Like it sounds, the Infusionsoft Dashboard is a place where you can view all of your most critical information that pertains to the health and wellness of your business including:

• Active Opportunities
• Appointments
• Little Box o’ Stats
• Tagging Activity
• This Month’s Orders
• Invoices with Failed Payments
• And more with the Saved Search or Saved Report feature
• Email Stats
• Fulfillment Jobs
• Activity Feed
• RSS Feed
• Usage Stats
• Campaign Stats

Here’s how I have chosen to layout my Infusionsoft Dashboard:

Infusionsoft Dashboard Full Screen

When it comes to the layout of your Infusionsoft Dashboard there is no right or wrong. That is why it is customizable. Experiment with it. Make it your own. Then go forth and prosper.

Good Selling,

~Wes

WHAT DO YOU THINK?

Throw down some graffiti below along with your thoughts, comments, experiences and suggestions.

Wes Schaeffer is founder and owner of “The Sales Whisperer®,” the best dang sales training, social media marketing, copy writing and Infusionsoft Small Business CRM consultant this side of the Mason Dixon Line. He has traveled the world serving his country, selling high tech gizmos and gadgets and training business owners, entrepreneurs and professional sales people how to sell more, faster, at higher margin, with less stress and more fun. He even has a “Double Your Sales in 12 Months” guarantee. Contact him here today to start doubling your sales by tomorrow. When you’re done you can subscribe to his podcast on iTunes here.

Strategic Selling Tip - Leading With Methods Is Like Leading With Your Chin In Boxing

There are four things in this world that don’t last long:

• Dogs that chase parked cars.
• Pro golfers with 6 foot putts for par.
• Boxers that lead with their chin.
• Sales people that focus on “methods” instead of results.

A boxer’s chin is the weakest part of his body. Therefore, if he wants to win the boxing match he must protect his chin at all costs.

How you do what you do is the weakest part of your sales presentation with a prospect. It’s not sexy, it’s probably boring and it’s also probably similar to what your competitors do, which means it’s easy for your prospect to compare apples to apples. (When’s the last time you asked a surgeon what size scalpel he would use to make the initial incision or the size of thread he’d use to patch you back up after the operation?)

That is why you must get the prospect talking about their goals, their business issues, their desired outcomes. Then get them to put a cost or revenue goal on those results.

For example: I recently met with a business owner that has 4 sales people, multiple technicians and other staff that, among other things, offers a $2,000 training course that runs for two days and typically has 5-6 attendees per class. His goal is to conduct a class every week but he can’t always get enough to justify it.

If I can help him get 5 people every week or 6-7 people in every class every week that would add $100,000 to $200,000 to his bottom line every year for the rest of his life. (He has been in business 14 years so this is worth $1.4 to $2.8 million if he’s in business another 14 years!!)

In light of those numbers offering a $20,000 consulting package for 90 days of assistance is NOTHING. ($20,000 / $2,800,000 = .7% [that's 7/10ths of 1 percent!]).

Ok, I know. 20 grand isn’t chump change and he may not have it stuffed in the cushions of his couch but if just one of his offerings is generating that type of revenue – I haven’t even mentioned the other 20 things he does to make money – then you know paying $6 – $7k per month for three months won’t put him in the poorhouse.

But I wouldn’t have known this information if I had shown up and merely discussed my “methods” to help him grow sales.

When people ask me “can you help me?” my honest answer is always “I don’t know. Tell me about you; your people; your goals; your issues.”

Once I have those answers I can then address whether or not I can help them. Until they answer those questions I’m just tooting my own horn to a person that may be tone deaf.

So tuck your chin in behind your gloves and ask better questions up front. When done correctly your prospects will tell you what they want to buy, how they’d like to pay for it and when they can buy it from you.

Good Selling,

~Wes

P.S. He also paid me $300 to meet with him to ask him these questions. It took a little more work up front over the phone but wouldn’t you rather spend three hours on a paid sales call instead of three hours hoping your prospect might like what your offering?

WHAT DO YOU THINK?

Throw down some graffiti below along with your thoughts, comments, experiences and suggestions.

Wes Schaeffer is founder and owner of “The Sales Whisperer®,” the best dang sales training, social media marketing, copy writing and Infusionsoft Small Business CRM consultant this side of the Mason Dixon Line. He has traveled the world serving his country, selling high tech gizmos and gadgets and training business owners, entrepreneurs and professional sales people how to sell more, faster, at higher margin, with less stress and more fun. He even has a “Double Your Sales in 12 Months” guarantee. Contact him here today to start doubling your sales by tomorrow. When you’re done you can subscribe to his podcast on iTunes here.

Infusionsoft Help Shortcut Icons Are Visible On Every Page

Wherever you go there is your Infusionsoft help!

On the top right of every page are six icons that will become your best friend.

1. Home icon (Tools)
1. Dashboard
2. Inbox
3. Tasks
4. Calendar
5. Files

6. 

   Infusionsoft Tools or "Home" Icon

2. Recently Viewed
3. Your Favorites
4. Hi, You
1. Edit My Profile
2. Logout
5. Help
1. Old-New Guide
2. Page Help
3. Video Library
4. Submit a Support Case
5. Marketplace
6. User Community
7. Support Chat
6. Infusionsoft Search (enter the wildcard * then a space and the name or the name then a space then the wildcard *)
1. Contact
2. Company
3. Task/Appt/Note
4. Order
5. Subscription
6. Referral Partner
7. Opportunity

Your Infusionsoft Help Menu Options

Infusionsoft Search Options

Like the old saying “Wherever you go, there you are.” It’s true with the Infusionsoft Help menu that follows you from page to page helping you be more efficient, effective and profitable.

Good selling.

Wes

WHAT DO YOU THINK?

Throw down some graffiti below along with your thoughts, comments, experiences and suggestions.

Wes Schaeffer is founder and owner of “The Sales Whisperer®,” the best dang sales training, social media marketing, copy writing and Infusionsoft Small Business CRM consultant this side of the Mason Dixon Line. He has traveled the world serving his country, selling high tech gizmos and gadgets and training business owners, entrepreneurs and professional sales people how to sell more, faster, at higher margin, with less stress and more fun. He even has a “Double Your Sales in 12 Months” guarantee. Contact him here today to start doubling your sales by tomorrow. When you’re done you can subscribe to his podcast on iTunes here.

(Hint: We were taught the most persuasive techniques in the Bible.)

Give To Receive

In my sales training classes people always ask:

• “How can I be more persuasive?”
• “How can I overcome objections?”
• “How can I close more sales?”
• “How can I fight better during the negotiation stage?”

To which I answer, “Read the Bible.” (Not exactly what they were looking for.)

Jesus told stories. Jesus gave freely of himself. He focused on others. It was never about himself. He had “mad” persuasive skills. (As Randy Jackson might say.)

Are you holding on too tightly?

Are you approaching your prospects and your life with an attitude of scarcity?

Are you viewing (and treating) your prospects as “marks” with dollar signs in your eyes and on their foreheads?

In sales and in life it is truly better to give than to receive.

Selling is a calling. Serving is its purpose. Questioning is the process. And in the end, a sale may be the solution.

To improve your persuasive skills, which is a must in today’s world, start giving.

Good Selling.

P.S. Tell me what you think below in the Comments. Getting a little lively dialogue helps us all improve our persuasive skills.

AWeber vs Infusionsoft. Simple Email Auto Responder vs All-In-One Business-Builder.

I’ve been helping a friend that owns a local restaurant get proactive about marketing her restaurant, which means building a list, so I helped her decide AWeber vs Infusionsoft.

Since she is new to all of this we started updating her Facebook Fan Page and I recommended she create a Birthday Club to capture the pertinent info for her visitors:

• First name
• Last name
• Address
• Phone
• Birthday
• Anniversary
• Favorite meal
• Additional interests such as their catering, eating contests, daily deals, etc.

As you all know I’m a big user / promoter / supporter / trainer / consultant of Infusionsoft and have been since 2008. However, it is not for newbies so I gladly help clients get started with list building and email marketing with AWeber. AWeber lets you start for $1 and you only pay $19.95/mo until you get up to 500 names on your list so you won’t pay much to begin your email marketing efforts.

Cool Thing #1 About AWeber: Saturday Support via Chat! Infusionsoft has 24×7 chat during the week but not the weekends.

Bummer Thing #1 About AWeber: Naming Lists. Limited naming options for lists. I’m building a “birthday list” for my client so logic would dictate that I name the list….Birthday! Not with Aweber because some dude in Alberta or Tokyo or Riverside already has that name. (WTH?) Aweber has just one big database so if someone takes the name you are hosed. So now I have to name the list like an AOL username – birthday_102!@#$_money_list_with_a_happy_face. (Nice, huh?)

The AWeber tech support dude – who was very nice and prompt and knowledgeable, by the way – tells me:

Support: [10:18:03 AM] It needs to be a name that has not already be used by another customer.
Wes: [10:18:29 AM] What?
[10:18:35 AM] In the entire world?
Support: [10:19:40 AM] In our database.
Wes: [10:20:30 AM] So I can’t name my list of people that fill out my birthday form “Birthday” because some dude in Alberta Canada named his list Birthday first?
Support: [10:21:13 AM] It has to be a unique list name that has not be taken.
Wes: [10:21:37 AM] that’s the craziest thing i ever heard.
[10:21:38 AM] oh well
Support: [10:22:55 AM] The list names are specific an pertain directly to your campaign. If 1,000 people had the list name “birthday”, then a subscriber could not directly unsubscribe from your specific list because there are so many other lists with that name.
Wes: [10:24:26 AM] I’ve used Infusionsoft for 4 years and we name the list whatever we want. I only have one Birthday list. Who cares if Bubba in Montana has a birthday list? Amy Smith in Mississippi is not subscribed to Bubba’s birthday list. She’s subscribed to mine, therefore, she can unsub from mine.

Here is a little webinar marketing best practices tip for you. If you’ve ever tried conducting a GoToWebinar or GoToMeeting session using a Apple’s Keynote presentation tool and were frustrated with the inability to go into full screen mode try this.

Apple Keynote Preferences

From Keynote go to Preferences then Slideshow then make sure “Allow Expose, Dashboard and others to use screen” is selected. Then hit play and you are good to go!

Apple Keynote Slideshow "Allow Expose..."

Infusioncon 2012. You should be here to grow your business. Automate. Integrate. Dominate. Celebrate.

Will you be here for Infusioncon 2013?

All entrepreneurial roads lead to Infusioncon 2012. On Monday, April 2, 2012 the wise and the motivated will be heading north, south, east and west to arrive at the Biltmore for 3 days of brainstorming, networking, education and motivation.

Follow this link to register for Infusionscon 2012

Infusioncon 2012. Meet Infusionsoft Services Pros & Grow

Get the most out of Infusioncon 2012 (cont’d)

At 9:45 am on Day 1 you’ll get to see how two of the top marketers in the world use Infusionsoft to grow their businesses.

Infusionsoft users from around the world submit their ideas and examples of how they grow with Infusionsoft and the executives at Infusionsoft look through all of the submissions and choose the four best to present to everyone attending Infusioncon 2012.

Then the attendees pick the winner who gets a nice check and some priceless recognition to accelerate their growth.

As a longtime Infusionsoft Certified Consultant I’ve been fortunate enough to meet and brainstorm with most of the 12 prior finalists and in this, my fourth Infusioncon, you can bet I’ll be paying attention and kicking around ideas with this year’s four finalists as well.

What should you do next?

Here Is What You Need To Do Next

Education without action is worthless. A good plan executed today beats a perfect plan scheduled to be executed next week. The choice is yours.

If you’re an action taker—and are since you’re reading The Weekly Whisper—here’s what I encourage you to do next:

1. I want you to brainstorm how you can automate your sales and marketing efforts and write them down.
2. Whatever it is you want to automate but don’t know how to yet, commit to getting those questions answered at Infusioncon 2012.
3. Whatever cool thing you currently automate and/or want to learn how to automate at Infusioncon 2012, leave a comment and tell me about it below. I’ll do my best to help you here on the blog and I’ll also help you at no charge if you look me up at Infusioncon 2012.
4. Finally, if you haven’t subscribed to The Weekly Whisper, please do that now. I’ve got a new issue coming soon, and if you’re not subscribed you may miss it. And trust me, you don’t want to miss this one. It may be the best one yet.

All entrepreneurial roads lead to Infusioncon 2012. On Sunday, April 1, 2012 the wise and the motivated will be heading north, south, east and west to arrive at the Biltmore for 3 days of brainstorming, networking, education and motivation.

Follow this link to register for Infusionscon 2012

Infusioncon 2012. Meet Infusionsoft Services Pros & Grow

Get the most out of Infusioncon 2012

To get the most out of your time there be sure to start things off right by being on time to hear CEO Clate Mask kick things off with his keynote address at 8:30 on Monday April 2nd.

If you want to see what ethical leadership entails in 2012 you’ll see it with Clate Mask.

As a longtime Infusionsoft Certified Consultant I’ve been fortunate enough to get a sneak peek of the Spring 2012 release. You’ll want to remain in your seat after Clate Mask concludes his opening keynote address so you can get a glimpse of the Spring 2012 release by Richard Tripp, VP of Product Management and Strategy.

What should you do next?

Here Is What You Need To Do Next

Education without action is worthless. A good plan executed today beats a perfect plan scheduled to be executed next week. The choice is yours.

If you’re an action taker—and are since you’re reading The Weekly Whisper—here’s what I encourage you to do next:

1. I want you to brainstorm how you can automate your sales and marketing efforts and write them down.
2. Whatever it is you want to automate but don’t know how to yet, commit to getting those questions answered at Infusioncon 2012.
3. Whatever cool thing you currently automate and/or want to learn how to automate at Infusioncon 2012, leave a comment and tell me about it below. I’ll do my best to help you here on the blog and I’ll also help you at no charge if you look me up at Infusioncon 2012.
4. Finally, if you haven’t subscribed to The Weekly Whisper, please do that now. I’ve got a new issue coming soon, and if you’re not subscribed you may miss it. And trust me, you don’t want to miss this one. It may be the best one yet.

Proper Infusionsoft Tags Helps You Stay In Touch With Your Clients and Prospects

Setting up and cleaning up Infusionsoft Tags is just one of the 15+ ways I support my clients with my Infusionsoft Services offering.

Just like luggage tags or red tags at your favorite retail store, Infusionsoft Tags help you identify contacts in your Infusionsoft

database for the purpose of sending them targeted information such as sales offers, upsell offers, invitations to events and webinars, etc.

That’s a key concept: sending targeted information.

The key to growing in today’s over-communicated, always-on world is to send targeted, relevant information to people that have raised their hands and asked to receive more information from you. You know who has raised their hand by the Infusionsoft Tags you apply to their contact record.

Infusionsoft Category

To help with your organization of contacts, Infusionsoft gives you some default categories such as Prospects, Customers, Nurture, etc. Feel free to use them or delete them all and add your own.

They key is to build out your system in a way that is most conducive to your style of work and then use it daily! Personally, I run multiple entities out of my one Infusionsoft application so I will make a category out of one of my entities, such as The Sales Whisperer®, and under The Sales Whisperer® I’ll have Infusionsoft Tags such as Prospect, Client, Former Client (what were they thinking?), Affiliate, Workshop Attendee and more. (174 total Infusionsoft Tags just for the Category of The Sales Whisperer®.)

If someone fills out a web form they get one of several of my Infusionsoft Tags.

If they click a link I give them one of my Infusionsoft Tags.

If they buy, buy an upsell, refer someone or just contact me for more information I give them one or more of my Infusionsoft Tags.

Why all the Infusionsoft Tags?

Because people have different needs, wants and desires and the more closely I can match my offer to those needs, wants and desires the greater the likelihood I’ll make a sale, a fan and a client for life.

Let me explain.

In my Infusionsoft database I have a list of clients that are sales people for a major technology firm. These people are interested in topics such as cold calling, handling voicemail, reaching decision makers, setting firm appointments, getting their proposals accepted, hitting quota and navigating the complex sale.

They ARE NOT too interested in social media marketing, Facebook advertising, SEO or WordPress design. Nor are they great prospects for my Infusionsoft Customer Referral Program.

So rather than send out an offer to attend a workshop or webinar I’m hosting on SEO or Infusionsoft to these 740 contacts and risk alienating them and having them unsubscribe from my database I search for their Infusionsoft Tags and exclude them from my offers on topics I know do not interest them.

That’s the beauty of Infusionsoft Tags. Once you have a well-defined list you can then save it and it will be automatically updated with new names that are added or removed as they occur. No more list-scrubbing. No more duplicate data entry. No more lost margins or irate clients that receive a 10% off offer the day after they just bought from you!

Just apply the correct Infusionsoft Tags via Infusionsoft Web Forms or Infusionsoft Note Templates or even Infusionsoft Automated Links and let the system take care of the rest.

If you still have questions about ordering Infusionsoft for your business and would like to see Infusionsoft in action check this out.

If you’re ready to get started with Infusionsoft and you want to secure your over $2,741 in bonuses and savings by ordering through me please contact me now and I’ll help you secure your own Infusionsoft application today.

If you already have your own Infusionsoft application and need to get more out of it just pick the block of time for my Infusionsoft Services that fits your budget at my Infusionsoft Concierge page and get ready to get more leads, convert more sales and make more money…while you sleep.

Good Selling,