Reader Question: What are the integration capabilities of simPRO with an email marketing provider like MailChimp. I’m interested in triggering emails to follow up quotes and then having the ability to identify when a lead/customer transitions through the different stages from lead to quote to customer to customer master mailing list. And then sending specific… Continue reading FAQs – simPRO email follow-up?

If you want to get the biggest bang for your buck when it comes to marketing, targeting to specific niches within your customer pool is essential. Your customers, when they receive communication from you, need to feel that you know and understand who they are and what they need, and believe that you are the… Continue reading Targeted Marketing to your simPRO Customers – the POWER of CRM Segmentation

More than just a monthly invoice… When you sell a security membership to your customers, it’s likely that the most correspondence they get from you is an invoice once a month. What if you did more than this, nurturing your customers so that they feel noticed and appreciated? Would they be more likely to renew… Continue reading Customer Nurture for Security Businesses

Turn your happy customers into raving fans! It doesn’t need to be a huge task to get more referrals from your existing customers. Using the Syncezy simPRO – Infusionsoft integration you can make sure your are wowing your existing customers and automating the process of gathering new customers via referral. The key to a referral… Continue reading How to get more referrals

What does it really cost to NOT integrate your business systems? It goes without saying that efficient business systems are valuable. When you use more than one type of software to manage different areas of your business, is it worth spending money to integrate them? There are two primary costs of manually maintaining data  between… Continue reading The hidden costs of inefficiency

The importance of list hygiene and double opt-ins in your Infusionsoft campaigns The key to maximum deliverability of your marketing emails to your database is to have a clean, trusted sender reputation. To make sure your sender reputation is squeaky clean, be strict with your list hygiene by ensuring the following: Quality is far more… Continue reading Email Marketing Etiquette