Infusionsoft CRM for Small Business August Update

Infusionsoft CRM for Small Business August Update

This is the video and transcript for the Infusionsoft CRM for Small Business updates

Simplify and Connect – August Release Notes

We listen to our customers, and have improved the following software features.
0:00 – 2:56 – feedback from customers, Partners, and Infusionsites
2:56 – 3:48 Learn how to convert all old templates to the new responsive and easy to work with version
4:54 – New Features in this update

5:32 Campaign Builder Navigation

Get right to work with streamlined Campaign Builder navigation
Campaign Builder navigation has been refreshed.
Updated, modern look and function
Prominent, noticeable Publish button
Modern, easier-to-understand “breadcrumb” navigation replaces clunky “Back to campaign/list” buttons
New Actions button replaces confusing “Campaign” button

7:32 Invoice & Quote Updates

Make it simpler for your customers to pay you with modern, personalized invoicing and quotes
Updated look & feel, including updated international tax information
Expanded default setting options for both Invoices and Quotes
“From” Email Address; Email subject; Email body; Email closing
Terms & Conditions on Invoice or Quote page
9:20 – International tax settings to enable compliance with local tax laws in the US, Canada, UK, Australia, and New Zealand

11:10 – Contact Record

Connect in context. See each customer’s local time, language and weather so your team is ready to make a personal connection from the start.
Automatically capture a contact’s international time zone & language* any time they complete an Infusionsoft form or make a purchase through an Infusionsoft-hosted page
*Languages currently included are: English, Deutsch, Español, Français, Português

Customer Problems Addressed

– I already worked on several campaigns before I realized I could click on that button to find all these other options. It’s hard enough to figure out my marketing without things being hidden in plain sight.
– I clicked the Back button, because that’s what I’m used to doing – but then some of my work was gone. I forget to click “back to list” all the time because I can’t get to the regular menu.
– I can make my emails look clean and modern but my invoices are left looking old and outdated, not to mention that I have to go through a cumbersome process to build templates in order to make simple wording changes.
– It is so painful for me as an international Infusionsoft user. I have to make all kinds of manual changes to calculate taxes so I’m in compliance with my local government requirements. Not to mention that it’s irritating to not have access to global time zones on my contact’s records or even know what language they speak!