We’ve got a new datasource for you! In case you missed it, we recently added Infusionsoft to our list of integrations that you can connect with. Infusionsoft is a tool that helps you with your marketing needs. When you pair it with BrightGauge, you’ll streamline your marketing efforts so that you can create more opportunities with your customers.
With Infusionsoft, you can organize all of your customer interactions, automate your CRM marketing activities, score and prioritize your lead list, send customers personalized emails, and more.
BrightGauge takes it one step further by giving you a birds-eye view of your campaigns at any given time, in one simple place. If you’re ready to kick your marketing up a notch, it’s easy to get started.
If you’ve already got a BrightGauge account, then you know it’s pretty simple to connect to new and existing datasources. Just visit your BrightGauge homepage, head to the datasources panel to find Infusionsoft, and enter your credentials. If you need more help, no worries. Our support team has put together a step-by-step guide for connecting.
With every new integration we bring into our family, we make every effort to make it easy for you to view your data as soon as you connect. We talk to customers like you, find out which key performance indicators (KPIs) matter most, and pre-build gauges, dashboards, and reports to reflect those findings.
With Infusionsoft, you’ll get 51 gauges, five dashboards, and two report templates right out of the box. Need a more complicated and detailed build-out? Our support team can help you with that.
When it comes to marketing and CRM, what are customers like you looking at? Our 51 default gauges help you visualize important data like Contacts Created This Week, Emails Sent This Week, Published Campaigns, Opportunities Won This Week, Emails Opened Rate, and more.
Five default Infusionsoft dashboards compile your important KPIs into one, easy-to-view screen. Rotate between Contacts, Email Open Rates, Opportunities This Week, Opportunities Today, and Tasks so that you never miss a good opportunity. If needed, you can drilldown to get more details.
Business owners and managers know that it takes a lot of work to build long-term client relationships and that those relationships are based on trust and transparency. Reports are a powerful tool to build on that trust because it doesn’t get more transparent than showing the facts and figures that are a result of your work.
BrightGauge makes it easy to to set up a report once and then schedule it to go out on a recurring date and time of your choice, to the clients you want. Try it with the two report templates we’ve built out for you (Weekly Summary and Monthly Summary), and then give it a whirl on your own!
If you’ve integrated with Infusionsoft, this is a great opportunity to take advantage of our Goals feature, which can motivate your team and encourage a culture of accountability. Each person on your sales and marketing team can create goals based on overall KPIs and then track them each week (for example, have enough leads been generated this week?). Get ready to be more productive!
There’s a lot you can do with BrightGauge + Infusionsoft, so if you’re ready to upgrade your plan to include this datasource (or others), please reach out to our Success team. As always, let us know what you think!