How A Skin Care Clinic Automated Their Business Seamlessly With Infusionsoft

Businesses, whether large or small, often struggle with processes and operations – especially in their implementation. As businesses grow, so do daily functions, and many struggle to keep things running smoothly while still continuing to grow. While this may sound challenging initially, we have learned just how beneficial automation is for long-term and short-term success.

A perfect example of this our ongoing work with a skin care clinic to automate their business, and help them sustain their growth. Prior to our services being engaged in March 2016, this clinic had a few systems in place.

However, none of them were integrated and that made it hard for them to keep up with their rising growth. They continued to receive order notifications at an unprecedented amount… but all of their order notifications went straight to their email inbox. While an inbox is great for email, it is not really an efficient system for tracking order fulfillment.

But the skin care clinic kept growing, as did their orders. Their acne program continued to gain consumer attention, especially since they were catering to a niche market. A simple Google search for natural acne treatments was leading customers straight to their website, but the clinic was having trouble keeping up with that level of demand.

Our ultimate goal was to help this skin care clinic automate their business with Infusionsoft. But we needed to establish baseline measures, and really get to the core of what they were hoping to accomplish by doing this.
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More On Connector Apps: Scheduler Link Connects Acuity Scheduling to Infusionsoft

One aspect of our business that is of continued importance to us is creating seamless, integrated solutions for our clients. Though sometimes it is tricky to design apps and other methods that allow for increased connectivity, our overall goal is to create an experience that is easy and convenient, while solving our client’s business needs.

One method through which we accomplish this is through connector apps. You might be wondering what that term means, but it is simply creating an app that connects two solutions and allows for better integration between different systems. One example of this is our app, Scheduler Link. Scheduler Link connects Acuity Scheduling to Infusionsoft, and provides connectivity and integration between the two.

InfusionSoft is a CRM with e-commerce and marketing automation functionality, and is tailor-made for making business operations error-free and smooth throughout the process. Acuity Scheduling is a booking app, making the appointment process far more streamlined and easy to navigate – they also have great customer service.

The idea came to fruition when we working with a skin care client last year. Our client was using InfusionSoft, and wanted to use Acuity Scheduling for booking appointments.

At the time, there was no way to accomplish this, but we found a way. Without a connector app, our client would need to manually add the information to the CRM… each and every time. Realizing how cumbersome this would be, as well as the likelihood of errors and omissions, we decided to create a custom solution.

We created a connector app that is now available in the Infusionsoft Marketplace, for everyone to use.

How does Scheduler Link work? When an appointment is scheduled in Acuity, the contact information is sent to Infusionsoft. The appointment is also created in the Infusionsoft app as well. The integration is smooth, seamless and most importantly, reduces the amount of manual work and data entry that would be needed otherwise.

It creates an easy to follow way for our client to make and schedule appointments, and carry out marketing functions without extra steps getting in the way. It is also easier to track past and present appointments customers have booked out, and carry out appropriate marketing functions accordingly.

More information on Scheduler Link is available here. We currently offer a 14 day free trial, and provide more information on its great features, as well as more information on how it has made life easier for many customers and clients.

Client testimonials are available in the link provided, but here are some other examples of how Scheduler Link has carried over to other client solutions to help provide a quick snapshot of how versatile Scheduler Link really is for different business operations:

  1. Business coaches are saving time by enabling their clients to book appointments with Acuity. Scheduler Link helps by applying tags that trigger Infusionsoft campaigns. This helps them use automation functions to send additional information to clients to help them prepare for their coaching session.
  2. An auction business is currently using Scheduler Link to send new contact information to their Infusionsoft app. This enables them to configure Infusionsoft campaign to market to these contacts about their future auction events.
  3. A health coaching business is currently using Scheduler Link to gather information from their prospects and share it with their coaches using Infusionsfoft campaigns.
  4. A mortgage loan office uses Scheduler Link to send appointment information from Acuity to their Infusionsoft app, and trigger campaigns to automate business processes that saves them time

We have helped our clients configure tag strategy and field mapping using an intuitive, user friendly user-interface. What do you need? Do you need a connector app? Reach out to us to see how we can streamline your business process and help drive further success for your business.

Why Pipedrive CRM for a Distribution Company?

John is the owner of a Colorado based distribution company. He recently hired Mike to help him with sales. Mike lives in Kansas. With a growing sales team, John wanted more visibility over how sales activities are progressing.

In small organizations, when the sales team hears that now they will have a CRM, their first instinct is to resist, because they worry they will be micromanaged.

This was not a problem in John’s organization. Mike used a CRM in his previous job. He understands that tracking sales activities in CRM would give John visibility over his workload. It would also enable John to be proactive, and take action to support Mike in his role when necessary.

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International Travel Agency Using Insightly: Integrating the Cloud and Automation

You’re probably reading a lot about how the cloud and software automation continue to make businesses run more efficiently. What you maybe didn’t know is that there are a lot of cloud systems that provide automation for small businesses. These two together add a lot of value to small business owners who use customer relationship management (CRM) platforms.

CRMs have become some of the most useful tools for customer communication, data organization, and automation services.

One CRM like this is the affordable and powerful Insightly, a program we’ve integrated into numerous businesses. We want to tell you a story about how Insightly helped a travel agency in Colorado, Chalets USA, that targets European tourists coming to the U.S. during ski season. This story should give you insight into how automation and the cloud integrate to aid many tasks otherwise taking hours to do.

© Can Stock Photo / swisshippo

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Got Business Cards? Awesome CRM Business Card Scanning Apps will Get You Organized

If you do any amount of face-to-face networking, you know how business card quickly pile up. Once your wallet or organizer fills up, you dump the business cards you’ve collected in a file or drawer. Or maybe you wait until you have enough cards to wrap them with rubber band and store in a cute box, like this one!

Box with business cards

Sure, it’s good to have those cards lying around for when you need to get in touch with a contact. But with so many cards, can you reliably find the contact you’re looking for in a timely manner? Unless you are super organized, it’s tough to find the card you need at the moment you need it.

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CRM Spring Cleaning for Small Business

Garbage In, Garbage Out

CRM Spring Clearning

Tips to keep your CRM data sharp!

No doubt you’ve heard the old saying, “Garbage in, garbage out.” Well, it couldn’t be truer when it comes to managing your business data. A cluttered CRM will hinder your business processes and your customer engagement.

Your Challenge

You’ve worked hard to get your CRM configured just right for your business! It serves you well, and you’re growing–Congratulations! Now you’ve hired additional people, and they’re all working hard, adding new contacts, new companies, and new opportunities. As you may have already experienced, things can get really messy really fast if you don’t have some processes and guidelines in place to keep your information clean.

CRM Spring Cleaning Steps

We have some tips for you on how to clean and maintain your CRM data. In the spirit of spring, begin now! Moving forward, if you adopt this mindset and establish good habits, from now on spring cleaning won’t be so daunting.
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Have you ever met with a SCORE Mentor?

I’m excited today to share an educational opportunity with you, but first let me ask you a question: have you heard of SCORE? It doesn’t have anything to do with basketball or your credit, but it has everything to do with an often overlooked wealth of knowledge for small business owners.

SCORE was previously known as the Service Corps of Retired Executives, but is now recognized as SCORE, “Counselors to America’s Small Business”. They are one of the main reasons why I’m business today. Here’s my story of the crucial role three SCORE volunteers have played in my own business development.

Back in 2013 when I was a student at DU, I met Jim Skagen (blue shirt on the photo). His words of encouragement gave me confidence to start my own business.

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A Small Business Software Puzzle!

Small business software puzzle

© Can Stock Photo Inc. / AnsonLu

The Vision

You are a small business owner. You started your business, got a website, and then after a period of time, you realize your business is growing, and you need more than just a website!

  • You need a way to track your interactions with your customers.
  • You need to automate some of your tasks.
  • You want to have better data about your customers, so you can send them information and coupons for products and services they are interested in.
  • You want to streamline your process to ship your products.
  • You want to make sure it is easy for your team to locate information about your customers orders.

You are not alone! There are several business owners in this situation.

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A Small Business Journey Into the Unknown with New Software


A Small Business Journey

I am ready to move on with a new system, but what happens now?

First you realize, “This business is growing, and we need a better system!”

Your business is growing, and you know you need better systems in place to scale it. You have done some research, and now you are ready to move on. What happens in this process? What should you expect from it?

The topic of this post is not the process. Here we will talk about the different emotions you go through during the life-cycle — the journey, if you will — of an implementation project.

Think about the last vacation you took. There was the excitement of planning the trip, the details to make it happen, the last-minute glitches, the amazing moments, and the realities: delays, miscommunication, and the hard work of travel — it’s a journey, after all. And so is taking on a big project like software implementation.

It’s worth it, though.

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I’m a Small Business Owner: Do I Really Need a CRM?

Do I need a CRM?

© Can Stock Photo Inc. / Elenathewise

It’s Monday morning, and you’re staring at your computer, waiting for the coffee to kick in. Your inbox has 3,700 emails, and 152 of them are unread. You’ve got three hundred or so contacts in Outlook (or is it Gmail?) and a stack of business cards on your desk.

What do you really know about the people your business serves? Your email contacts and spreadsheets with notes (and that pile on your desk) have some useful customer information, but you don’t have a system to help you dive into your work this morning. Which leads should you contact first? Which customers need attention right away?

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