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Sales + Marketing + Technology

The Sales Whisperer® blog is a compilation of podcasts—The Sales Podcast and The CRM Sushi Podcast—How-To articles and videos, inspirational posts, a little humor, and a whole lot of common sense. Subscribe here to have Wes Schaeffer's musings sent to your inbox for free from time to time. It's the best way to keep your sanity in this world of flash, gimmicks, and goo-roos.

Get More Out of Infusionsoft With macanta

Posted by Wes Schaeffer | October 27

Elegant Interface for Infusionsoft

"Open source, multi-lingual 're-skin' for Infusionsoft."

Stream below or right click here to download the episode. 

[ LISTEN NOW ON ITUNES ]

What You'll Learn In This Episode of The CRM Sushi Podcast...

  • macanta sits on top of Infusionsoft
  • Came out as a real-world assignment from a client of his
    • They had Infusionsoft and an enterprise billing system
    • They needed a single interface
  • Set permissions for users
  • Create Saved Searches
    • Contacts
    • Opportunities
    • Tasks
  • Lock Tags to limit mistakes by inexperienced users
  • Make recorded calls from inside macanta
  • Infusionsoft is contact-centric

Catch Up on Previous Episodes of The CRM Sushi Podcast

Support The Families of Our Fallen Navy SEALs Here

The Navy SEALs and their families need your help. Please donate to my Tampa Bay Frogman swim here to benefit the Navy SEAL Foundation.

Links Mentioned In The CRM Sushi Podcast

  • Get a two-week free trial of macanta

What Did You Think About This Episode?

Please share your appreciation by letting my guest and me know on Twitter and by leaving a 5-star review on iTunes. It helps more than you would think.

What did you think of this episode? Please let me know below.

Topics: Entrepreneur, Podcast, Social Entrepreneurship, CRM Sushi Podcast, Lead generation, Lead generation companies, Outbound Marketing, Macanta, Infusionsoft

Written by Wes Schaeffer

The Reassuringly Expensive, Ruthlessly Pragmatic pig-headed entrepreneur dedicated to discovering proven, transferable, effective tools for creating inbound sales so he can help you automate, integrate, and dominate your niche.

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Welcome to The Sales Whisperer®

Wes Schaeffer, The Sales Whisperer® helps you grow your sales. Sales | Marketing | Technology

Great marketing makes sales easy. Great selling makes great marketing possible. Great technology delivering great marketing and sales makes you rich. The World of The Whisperer is a community of doers, of action takers, of those who walk their talk. I'm thrilled that you are here. ~Wes Schaeffer

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