Really good marketing software

What are the best aspects of this product?

1. The Infusionsoft Campaign Builder is a marketer’s best friend
I’ve used several knock-off versions of Infusionsoft’s campaign builder and as of this writing, Infusionsoft is still my favorite to use. It’s completely drag-and-drop, which allows you to set up your flow in a way that makes sense to you and your business. Most other tools are very rigid when it comes to setting up flows.

2. Beautiful Segmentation
I recently tried to send an email to multiple lists from a client’s MailChimp account and was amazed at how difficult this seemingly simple task was. In fact, it was near impossible without creating new lists or copying contacts from one to the other.

Infusionsoft, on the other hand, makes this a breeze. If you want to send to all your lists (tags), it’s super simple. If you want to send to one list, but exclude people that could be part of another list, again it’s super easy.

You can even go as far as segmenting people by how much money they’ve spent with you when the last time they engaged with an email (opened or clicked), what their lead score is, or when the last time they were added to a list or purchased something. I can’t recall a recent experience where I couldn’t find the exact list I was looking for.
What’s more is that you can automate the segmentation process in the campaign builder. A great example is if you ask your prospects what their biggest challenge is when they opt into your list, you now have the ability to automatically send them to different campaigns based on their answers.

What aspects are problematic or could work better?

wishlist here:

1. Visual Reporting for the Dashboard and Campaign Builder
Right now, you can look at a few stats in the campaign builder, but it only reaches back 24 hours or 30 days. The current solution seems half-baked and Infusionsoft could certainly do a better job at letting me know how my campaigns are performing.

2. No split testing
As a leader in the marketing automation space, Infusionsoft should have introduced this feature years ago. In fact, it amazes me that it hasn’t been released yet. The good news is that there are workarounds and 3rd party tools to implement it, but I’m hoping for a native release very soon.

What features/services would you like to see in future versions of this product?

Update the CRM UI/UX

In all honestly, the CRM UI/UX is okay. It isn’t horrible, but for the most part it takes way too many clicks to do basic things within the CRM. Adding a note to a contact for example, can take 3-4 clicks. I know it sounds like I’m splitting hairs, but those clicks add up.

It’s not just notes though. Adding tags, tasks, etc is a similar experience. What’s more is the current full contact record layout is outdated and not customizable. It would be great to move tabs and fields so that you see a more relevant picture of your contacts.

Related to the CRM is a poor opportunity management UI. Getting sales reps excited to use the opportunity module to track their prospects and sales inside Infusionsoft is difficult because it’s really clunky and hasn’t been updated in years.

What specific problems in your company were solved by this product?

Lack of CRM and the a bility to see an entire picture of our contacts.

Are you a current user of this product?

Yes