1. By Alex Philipose & Alessandra Schianchi

2. Infusionsoft is a CRM tool that automates our process to meet with executives.
What is it?

3. Why we use it? Allows us to automate our marketing efforts (BMC)
With Appointmentcore, it allows us to automate scheduling meeting #1’s
Allows storage of executives in the database
Why we use it?

4. Resume & Nurture Campaign

5. What the nurture campaign is for?
To qualify candidates for meetings with Gerald
Generate Deal flow from executives
What the nurture campaign is for?

6. How to create a new contact1
Click the plus sign near the search box 2
Select default add contact form 3
Input their information( first name, last name, etc.) 4
Press save.

7. How to export contact list1
Go to the reporting tab on the campaign 2
Click on last 24 hours or last 30 days if you want contacts for the last month. 3
Click the blue avatar on the right hand side 4
Check all of the names. 5
Click actions and export 6
Click title to deselect everything 7
Click the following tags: First name, last name, P&L, and phone number 8
Choose CSV 9
Click Process

8. Tie in with other teams
Social Media: Sends the link to executives, which enters them into the campaign
CRM: Makes sure the qualified execs are scheduling meetings properly

9. What we will show you? Resume and Nurture Campaign- Contact details-
Internal Form/External form
Report mode
How to export reports
Contact details-
Where to find attachments
Custom fields
Webforms/ s/tags
What we will show you?