Optimize Your Sales and Marketing Processes with Automation using Odoo Infusionsoft Integration
As a business, you must have experienced how revenue growth is dependent on how successful your sales and marketing campaigns are. For this purpose, companies and their customer-facing teams spend sufficient time and effort on engaging their target market, generating leads, and converting them successfully to form their customer base. Sales and marketing, as we know, go hand in hand. Your leads are dependent on how good and engaging your marketing campaign, and it is not only for lead conversion. Marketing tools and campaigns are essential for companies to maintain their brand and products. And, marketing via different media, social media, Facebook ads, email marketing, newsletters, and the online website is part and parcel of any company’s revenue and growth strategy.
However, multiple processes involved in marketing and sales process like sales pipeline, lead management, follow-ups, quotes, and proposals, arranging meetings, and managing customer relationship management on top of leads and customers can be daunting. This is why software like Infusionsoft is used to streamline and provide you with marketing and sales automation. As part of the larger processes of CRM and enterprise resource planning, you would also need Odoo Infusionsoft Integration. Techloyce is offering consultants as a certified Keap partner for small businesses with seamless integration of their Odoo open-source cloud-based platform with the marketing, CRM, and sales tools in Infusionsoft.
Enrich your Business with Infusionsoft Tools
Infusionsoft by Keap offers tools for advanced sales and marketing automation in an all in one solution. It allows users to generate leads via landing pages of their online websites or forms on their store. In Infusionsoft, the lead generation process is automated because all leads and their contacts are directed to the advanced segmentation in Infusionsoft. The visitors and leads will also receive automated follow up for an appointment or meeting to discuss proposals. The email automation tool is unique as it allows users to segment leads so you can send specific messages. The emails sent can be customized as per their customer journey or query. Moreover, Infusionsoft also offers campaign builder so you can assign sales representatives with client tasks, add tags based on lead actions, and receive new leads.
Infusionsoft can also help you generate more sales by streamlining your sales automation process, and you can send follow up to your leads through Odoo. This will help you avoid repetitive tasks so your sales representatives can focus more on enriching leads for conversion and avoid excessive data entry. While you are using Odoo Infusionsoft Integration, this sales automation and Odoo CRM will be helpful as all contacts and leads will be synced automatically. Speaking of scaling your growth, once you have an interactive marketing campaign and sales automation, online payments will help you essentially run your business from this integration. The invoices and record of all closed deals will also be updated in Odoo CRM thanks to Odoo Infusionsoft Integration. You can look for invoices and their details in Odoo as well against which customers it is generated.
Why do you need to Integrate Infusionsoft with Odoo?
Odoo Integration with Infusionsoft will essentially help you streamline all your contacts, and their information will automatically be filled in the fields and custom attributes. Even for new leads and customers, Odoo Integration with Infusionsoft will perform bi-directional sync. For example, contacts in Odoo can also be seen in Infusionsoft for managing your sales pipeline and send them to follow up. Infusionsoft also provides eCommerce tools so you can manage your online stores. All of your invoice and billing processes in Infusionsoft can be synced in Odoo for you to manage your reporting dashboard and review your revenue growth quickly. Odoo Integration with Infusionsoft also will help you achieve your Kanban pipeline view so your sales team can manage their leads and expertly convert them. Adding tags or removing them based on the customer’s journey will prevent your sales rep from excessive data entry. All in all, you can benefit from Odoo Integration with Infusionsoft like all of our clients have, and Techloyce strives to help businesses in this journey.
