IN THIS ISSUE
President's Message
Service & System Update
Momentum 2007
Usage Thresholds

Outstanding Employees
Affiliate Program
New Release Features
Infusion CRM Bootcamp

Infusion Software Newsletter | June 2007 | Issue 8

Dear Friend,

As you know, my team and I hosted our Momentum conference in Scottsdale, Arizona a few weeks ago.  For the 100+ customers and all of my staff who attended, it was truly a superb event!  You can see pictures and get a little taste of the event by clicking here.

I think every customer was ‘wowed’ by the whole Momentum experience.  In listening to the comments from attendees, I heard things like:

  • I’m really impressed with the Infusion team
  • There are so many things I can be doing with the software that I didn’t know about
  • I love talking to other customers, getting their ideas and thoughts
  • It was great to hear about the new features and the direction of the product
  • I’m excited to get back to the office and do more with the software

At the end of the conference, after all of the content was presented and the sharing had occurred, our founder, Scott Martineau, challenged each customer to go back to their offices and begin trying the things that were discussed.

I want to issue the same challenge to you.  Even though you may not have attended the event, you can contact us to help you do more.  Are you getting the best out of Infusion CRM?  Even our power users who attended the event found they could do more.  And I’ll bet you can do more, too!

As you know, we’re always giving you more features, an easier interface and additional help resources.  We’ve increased our staff 50% over the past 8 months.  We are better equipped than ever to help you succeed.  All you need to do is make the decision to do more with the software… and we’ll help you so that you can grow your business quickly and profitably.

I know you’re working hard and making great things happen in your business.  My greatest takeaway from the Momentum event was that YOU are impressive.  We have a TON of great entrepreneurs as customers, people who are building great businesses, doing cool things and using Infusion CRM to help them along the way.  I love being a part of what you’re doing. I congratulate you and I encourage you to do more.

You can do it - and we’re here to help you!

Best of success to you,

Sincerely,
Clate Mask
President, Infusion Software

Marketing tool kit

Small Business Excellence Collection 2007
All the power of Momentum 2007 without the travel

Perhaps May 10-11 just wasn’t a good time for you to travel or be out of the office and you missed the best small business development and networking event Infusion has ever hosted. Lucky for you the entire two days of the Momentum 2007 sessions were captured on DVD – 14 DVDs to be exact - with incredible tips, insight, shortcuts and knowledge from many of the top small business owners, operators & coaches like Michael Gerber, Scott Martineau, Jory de Jardin, Jon McCulloch, and Eric Lofholm – just to name a few.

DVDs titles include: 18 Tips, Tricks and Best Practices to Master Your Follow Up, How to Transform Your Sales From Outbound Hunting to Inbound Harvesting, Motivating Your Sales force, Motivational Keynote by Small Business Guru and author of E-Myth Michael Gerber, Blogs – Your Virtual Calling Card & Megaphone, Writing Effective Ads, The Top 10 Tips for E-mail Deliverability, Business Process Automation, Infusion Product Updates and MORE!

Your Small Business Excellence Kit includes all 14 DVDs in a tri-fold folio and, for a limited time, we’ll also include the conference binder with the original handouts from each session so you can follow along with your DVDs just like you were at the conference - LIVE.

But that’s not all. Act now and we’ll also include your choice of ONE of these bonus offers – at no extra charge!

Bonus Option 1)
$300 off one admission to Infusion U CRM Bootcamp
If you have immediate or future Infusion CRM training needs for your company, this option puts $300 right back in your pocket PLUS gives you all the power of the Small Business Excellence Kit 2007. Space at future Bootcamp classes sells out fast and is limited to 10 participants! More more info on Infusion U, visit the Infusion U site.

Bonus Option 2)
Marketing Excellence 2006 Event-In-A-Box

DVD recording of the September 2006 Marketing Excellence event plus resource manual with tips, tricks, screenshots, strategies, etc.--all focused on using Infusion CRM to double your sales--see how other CRM users are leveraging the CRM – this kit originally retailed for $1,499 but comes free if you select this as your bonus. LIMITED QUANTITY AVAILABLE – when the last Marketing Excellence 2006 Event-In-A-Box is gone, so is Option 2!

You get your choice of one bonus PLUS the fresh off the press Small Business Excellence Kit for just $1,497 – but only for a limited time. You decide which option is best for you but don’t wait because this offer expires June 15th.

Order now so you don’t miss out on the bonus offer you really want plus this exclusive limited time bundle by clicking here:

https://crm.infusionsoft.com/saleform/niolhnat


Usage Thresholds

In order to ensure your CRM is working as efficiently as it can, we have established usage thresholds across the board for all of our clients, as outlined in the updated End User License Agreement sent out in March.

Usage thresholds will serve as indicators that it is time to upgrade your CRM or one of its related modules. The thresholds have been defined in conjunction with our development and systems experts, so that we could truly understand the point at which upgrades are not only beneficial but necessary to keep your CRM working the way it’s meant to.

Exceeding the usage thresholds may subject you to email overage fees and/or an upgrade to the Infusion CRM Enterprise edition, including upgraded email services.

  • Number of Contact Records: 150,000

  • Number of Concurrent Users: 25

  • Number of Emails Sent Per Month: 150,000

If you choose, you can of course manage your CRM in such a way as to stay below the various usage thresholds. This information is provided to you only in the event that you actually go over the thresholds.

Our Support team will be reviewing your CRM account against the thresholds, and will be in contact with you if it is necessary to upgrade.

As Infusion Software continues to grow and we have an ever increasing number of clients, you will see more initiatives like this one – designed to increase consistency and stability and strengthen our foundation so we can support huge growth over the years to come. We thank you in advance for your understanding and cooperation.

New Release Features

Remember, you may experience up to 2 hours of downtime on June 7 sometime between 9:00 pm to 3:00 am Pacific Time so that we can update the system with these new features. The next time you log into your CRM after 3:00 am, you will have access to the upgrades.

Here is the list of enhancements that will be included in this release:

    Usability Enhancements

  • Custom Records

  • New Custom Field Types

  • Basic/Advanced Search

  • Email Reports/Saved Searches

  • Scheduled Actions

  • Automation Enhancements

  • New Actions in Action Sequence

  • Rules on Action Sequences

  • Checkboxes on Web/Sale Forms

  • Order Management Enhancements

  • Continuity Program Management

  • Creating Taxable/Non-Taxable Products

  • IIF Export

  • Buyer Defined Product Options

  • Shopping Cart Skins

  • Continuity Program Retention Summary Report

  • Charge Back Dispute Report

  • Marketing Management Enhancements

  • Campaign Step Simplification

  • Opt-Out/Info Update Form Enhancements

  • Contact Click-Thru Percentage Report

  • Affiliate Module Enhancements

  • Affiliate Log In Center Enhancements

  • Affiliate Resource Enhancements

  • Referring Affiliate Merge Fields

  • Affiliate Commission Management for Recurring Orders

  • Forward Query String Through Affiliate Link

  • Set Parent Affiliate Through Action Sequence

  • Affiliate Mass Pay

  • Affiliate Global Overrides

  • Help Desk Enhancements

  • View Notified Users in Service Ticket History

With this release of Infusion CRM, we recommend the following Web browsers for the best user experience

Internet Explorer 7+

Firefox 2+

Client Services & System
Update

As always, we are proud to share the good news from the past month with you in terms of client services and systems and the impact they have on you:  

  • Average time it takes our Support team to answer the phone – 2 minutes

  • # of calls our Support team took last week: 371

  • Documentation rate: 87%

  • 99% of orders are processed the same day they are received from Sales

  • 99% of new CRM applications are created within 48 hours of order entry

  • 99% of Welcome Calls to new clients are done the same day as the CRM app is created

  • # of clients implemented in May: 31

Our goal is to make your Infusion Software experience extraordinarily positive and constructive.

We will continue to make advancements in these areas and communicate them to you so you are aware of all the great things that are happening over here.  

 The Z

Employee of the Month & ROWAN Award Recipient

On the first Friday of every month, we all get together here at Infusion Software for a brief company meeting, where we review department and strategic updates, success stories, hear from guest speakers and generally make sure we are all on the same page.

We learn a lot and have a great time, because during that meeting we also name the Employee of the Month and the Rowan Award Recipient. For background on the Rowan, check out this website: http://www.birdsnest.com/garcia.htm

Bottom line, both the EOM and the Rowan award winners are driven, motivated employees who lead others by way of example, are highly successful and worthy of recognition by their peers and Infusion executives.

We’d like to start telling you who these winners are, so you can get to know us all a little bit better. Our Rowan award winner for May was Brad Martineau and our employee of the month was Jordan Mauzy:

“My name is Brad Martineau and I have been with Infusion Software for a little over three years now.  I was the 6th employee hired and have had the privilege of watching the company grow to what it is today.  I have worked in Support, Implementation, Development, and Product Management (which is my current role).  I love working at Infusion because we are solving real business problems and because we are creating an awesome tool for small businesses to make a ton of money!”

“My name is Jordan Mauzy and I am the Client Services Manager here at Infusion Software. I was fortunate enough to be chosen as the Employee of the Month for May although much of that recognition should go to the great team of dedicated individuals that make me look good by providing the kind of service that our customers want and deserve. I have to admit that driving the Infusion Z around town for the month was something I could quickly get used to.
 
I have worked at Infusion for almost 2 years now and I am very excited to be a part of the success that comes to businesses as they build their business with the CRM. We help small businesses achieve success every day.”

affiliate

Calling All Affiliates!

So are you an Affiliate yet? I’m telling you, if you’re not then you’re leaving money on the table. All you have to do is talk and write about Infusion CRM when communicating with your associates and customers. When those people buy Infusion CRM, you get paid $500-$1,500! You can even earn RECURRING commissions on the monthly fees. It takes about 30 seconds to sign up so do it here: http://infusioncrm.com/affiliate.asp.

If you have questions or want more information, just contact Jeff Mask at 480-682-6761 – he is absolutely committed to cutting HUGE Affiliate checks!

P.S. Need copywriting? Web design and development? Need a good fulfillment house? Keep your eyes open for our upcoming Partner Resource Page.

Infusion U

Infusion CRM Boot Camp

boot camp (noun)  


1.   A training camp for military recruits.
2.   A correctional facility that uses the training techniques applied to military recruits to teach usually youthful offenders socially acceptable patterns of behavior.
3.   A covert course that arms small business owners with the necessary tools and secret weapons that will infuse their business and increase their bottom line.

Congratulations!  You have already taken the first step in jump-starting your business - you purchased Infusion CRM.

Step two: Sign up for Infusion’s CRM Boot Camp. This day and a half course is ideal for brand “new CRM recruits”, or for “CRM veterans” looking for a refresher on the basics.
 
CRM experts will discuss the basic settings and functionality of Infusion CRM to give users the “Battle Field Layout” (big picture) for how it will help them double sales, increase productivity and crush competitors.
 
Many times businesses continue to make the same mistakes over and over again because they were never taught how to make them better. Your experience at CRM Boot Camp will provide you with fundamental training that will help you effectively use your CRM.
 
Standard pricing for our CRM Boot Camp is $799.  However, we would like to offer you a one-time only special. Purchase your CRM Boot Camp ticket(s) during the month of June and receive $250 off each ticket.  Our next CRM Boot Camp will be held July 12 – 13, 2007.  As long as the discounted ticket ($549) is purchased in June, it can be redeemed at any time during 2007.
 
If you are ready to overcome small businesses barriers and obstacles, take action today.  Click here to sign up for Infusion’s CRM Boot Camp. Be sure to enter June’s Special Discount Code: J1984M.
 
Move fast – the code expires at 12:00am on July 1st!