Structured Data Video on an OptimizePress Blog Post

Structured Data Video on an OptimizePress Blog Post


If you are looking to get yourself a copy of OptimizePress please us my link below.

Any if you need a demo of Infusionsoft please use

In the demo I talk about how putting the structured video code seems to help the SEO of the main video.

The steps are grab the code, change the bits of info as the video. Description, URL for Video, Thumbnail URL, time of video, date of upload and the number of views. All easy to get off Youtube.

Hope you find this of use.

Please subscribe, comment and share.

Regards George


<script type=”application/ld+json”>
“@context”: “”,
“@type”: “VideoObject”,
“name”: “One Truth 818 Anti Ageing Skin Serum”,
“description”: “ Actor Katherine Kennard talks more about her year using One Truth 818 Anti Ageing Skin Serum.
So I am going to talk to you about One Truth 818 Anti Aging serum for about 6 months.
I liked to say about how happy I am about the Product.The main reason is the last two jobs that I did. Which was the first day that I used it. I was having rashes around my eyes. An issue I have had for the past two years.I know it is an internal issue, but I believe the One Truth has strengthened the skin around that area. Also I am no longer getting these rashes. And I could not be any happier!I really enjoy using the product. In the summer time I put a little around me eyes and loads around my neck and this area.I also put it on my hands. I am turning 45.I will not put it underneath Sun screen as that is a little too much.
I put a little on during the day on I put it on during night time.Either way its worked really well. In winter time I was putting it underneath other stuff.I now feel confident to put it on and go out with out any make up.My skin and I have had major issues all my life and so to be 45 and walking out feeling confident about my skin is Huge.Thank you to the guys at Chase – Chris and Rachael and I recommend it to everybody.
“thumbnailUrl”: “”,
“uploadDate”: “2016-07-07T08:00:00+08:00”,
“duration”: “PT3M05S”,
“contentUrl”: “”,
“interactionCount”: “565”

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Plumbers and Gasfitters CRM

Plumbers working on their own need just to look at a very simple CRM. However anything that uses a booking system and company contracts for service and maintenance should seriously look at using a good CRM system to maximise sales and minimise their costs.

Keeping client records and photos of installations of the installations and quotes for new equipment and then follow up is a great way to greatly increase the profit from a plumbing business. As well as cutting costs by knowing what was installed and needs to be fixed under warrantee or not.

Infusionsoft is a great sieve for this and can be used to track all types of information running through the business such as jobs, diary, email, client notes payments and other data. Clients can also be put into customer follow up campaigns and customer satisfaction surveys.

For a demonstration I recommend jumping over to their site and requesting a demo. Always best when doing this to have a clear clear idea of what you want out of a system. Such points as how many clients you have on record, what is your sales process like now and how do you want that to change. For instance from ad to phone call to quote then sale – changing to – from website or social media to online sale to phone confirmation of arrival time and then customer follow up and maintenance contract.

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Setting Up Your CRM System

Setting Your System Up

This is what we are going to look at now and will be the last slide before we start doing it. Infusionsoft have just implemented a new application, or rather a new look and feel to the application. So that was formally known as groups have become “tags”, contact type has become “person type”. We have within the application tags (groups), so we can put people into groups and later on we can start searching for people in groups.

The Person Type is often referred to as the Service Level Agreement. For a lot of people in the information marketing area, a service level agreement will be something like a platinum inner circle member, a gold inner circle member, a inner circle member, a starter pack via a newsletter person. The person (contact) type often refers to that in those terms in that way because it helps the people in your organization. It’s always on the front page of any CRM system and allows them to know that’s the way the person should be treated when they come through on the telephone. Or if they telephone a person they can see what type of level they are within their organisaiton. And that often relates to a service level agreement and a contract that they have with them.
There are other “fields” in the system that we will look at. All CRM systems, including Infusionsoft, are absolutely brilliant in that they allow you to change all the names of your contacts. For instance, in your industry (the beauty industry) we’ve called it “salon” rather than “business”. You can change it to whatever you want. I’ve set up a system for local government superannuation boards. They call theirs “super clients” and different clients. Those lexicons of words are very important sometimes to people. On your website you might call them different things to the standards. We will set some of these up.

“Lead Source” is very important. When you first start off you are probably just doing some things yourself, putting some data in that you’ve got from an excel spread sheet where you have been doing a bit of business already. You then start off a pay per click campaign using Google adwords. You don’t need to understand at that level straight away what your sources are. But as your business grows that will become very, very important. You need to understand where that lead is coming from because that lead represents where you are spending your advertising dollar. You need to know and understand what your return on investment is.

The rest of the contact types and information we will go through. When you set up any Infusionsoft system or CRM system, you need to set yourself up a “Profile” as well. You need to put in there who your company is; who you are; and to send emails out you always have to put an “Email” address in there. So that is what we are going to go and look at and do now.

So if you can just log onto your CRM system now. This is the front of Infusionsoft when you log in.

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Building Contractor CRM

Building Contractor CRM

If you are a home builder or apartment developer and do not want to rely on the Real Estate man selling your properties then you will need to implement a customer relationship system that captures leads, processes follow ups and helps you convert those leads into deposits, managed payments and finally sales.

Just depending on a sales person to do this can be very tricky in the building industry as most of them try to hold all the data about your clients to themselves.  You spend all the time and money on the ads, the printing and the open houses and then they do not document that into your system but keep it in their files.  Does that sound familiar.  A better way to go is to proceedurize the whole system.  Reduce the level of sales skill you need by breaking the sales down into a system that a bright happy person can follow and running all the contact processes including client calls through a great CRM system.

The increase in profit that can occur after the initial set up is tremendous and will allow you to really control your sales, cash flow and profits.

I recommend using something like infusionsoft crm.  If you fill out this form you will be contacted by the team there – tell them George send you and then will take you through a full demonstration.

Remember the better your ideas, thoughts and input is into setting up the right system the more control and better outcome you will get.

I hope this article helps you replace the unknown with a predictable sales system that puts you back in control.

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Infusionsoft Sales Forms with PayPal and Multi Currency

Many Infusionsoft users and small businesses want to sell products from their CRM. Using sales forms is one way. Fast and simple without need to set up a whole shopping cart.

Some also want to sell the same products in a range of currencies. If you are US based you may want to offer CAD and UK Pound. So on and so forth.

With the normal set up in Infusionsoft and some other CRMs you can only do one using their set up with Paypal. This video shows you the work arounds to do Paypal and multi currency with Infusionsoft Forms.

First if you have Paypal set up in the Ecommerce, Payment Types area of Infusionsoft and you want to do this then you need to turn the option off. First save all the info like the API key etc. Just in case you want to revert.

In the Product description of the product or the Product HTML outline what currency you are charging in.

Here is the code I promised in the Video – cut and paste it into the Footer HTM area of the sales form and change the paypal url, the picture url although the one there will work and change the alt tag.

Please post any comments below on this video

<h3>Or Pay With PayPal</h3><br>
<a href=”” target=”_blank”>
<img border=”0″ alt=”Paypal One Truth 818 Anti Aging Serum 50ml” src=”” width=”358″ height=”159″>

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CRM the term used for software that run Customer Relationship Management systems

The history of CRM comes from the direct marketing (direct mail) industry (contact management systesm), the utility companies, sales force automation (SFA) products and client name and address systems within the EPR (Enterprise Resource Planning) areana – namely Accounts Recievables, Manufacturing and Sales Order processing. Binging client information together into one place, called a 360 Degree view of the client, is the ambition of a modern CRM system.

Authors in this Area.

Not the first but probably the most noteworthy authors in this area with consideration to how the business in the new information era should use a CRM are Peppers and Rodgers. These authors really put the idea of the 360 degree view of the client and increased profits from lower churn and high resales. Other authors are George Slater, Infusionsoft Best of the Best, author or Better SEx (sales and extrodanary profits) with CRM along with Tom Sieble the aritect of Sieble Software (now owned by Oracle Corp).

Disperate CRM Software

This is where parts of the CRM software are not joined together by computer code or business procesess. This often happens in older organisations where there is great investment in old systems that do not “talk” to the newer CRM or Sales Systems.

Often information has to be exported and imported between systems to keep them up to date. Intergrated CRM Software This is where the CRM system is intergrated in part or in whole by computer code into itself and some outside systems.

For example with the online CRM application Infusionsoft they have a API (application program interface) that allows for intergration into outside applications such as Paypal, Ebay, Business Direcotries and Forums. This means that if one part of the information on a client is updated then all the other systems, with their own databases are updated at the same or near same time.

Enterprise Single Database

CRM Software This is CRM software that is completely intergrated into one enterprise software solution, such as Oracle or SAP. There is just one Database (or that is what there should be). This one database is accessed by many different software modules, such as accounts, payables, CRM and Manufacturing. The data is updated and because there is only one database that information if updated for everything.

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Amazing study on relevance of links in Google Ranking

This is a must watch video and read the study.

In short it shows/proves links and high quality links are one of two factors that drive your google Seoul. The other is quality content.  

Nb as I’ve said for years it’s always content , content and content. Text content, image content and video content. Delivered at the right time, I.e don’t talk about valentines at Christmas. Properly indexed. Yes that dies mean adding title, description, meta tags, alt tags and transcriptions and now structured data to your content.

Plus links 

See their video here they link to the study if you want the full mind bending stuff.

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Australian Government National Disability Insurance Agegency suffers extended CRM issues

Originally on by Justin Hendry

The Department of Human Services will upgrade network components underpinning the National Disability Insurance Agency’s CRM following a fortnight of “intermittent” issues.

The work, scheduled over the weekend, was prompted by an “increased level of outages” of the system over the past couple of weeks, the insurance agency’s deputy CEO Michael Francis told a Senate estimates hearing.

SAP CRM is one of the agency’s core business systems. DHS is responsible for the National Disability Insurance Agency’s (NDIA) technology environment.

The agency has offices in 14 regions across the country.

Francis was unable to say just how widespread the issues were, but said there had “not [been] a solid period of outage”.

Recently appointed CIO Ian Frew or other senior IT staff were not present at the hearing to answer questions.

But a statement provided by NDIA’s office of the CIO said it was working with DHS on this issue.

“The issue is believed to be caused by [Microsoft] DirectAccess 2012 and an associated software-based load balancing process,” the statement said.

DirectAccess is a remote access technology that is built into Windows Server.

“DHS is in the process of replacing this platform with DirectAccess 2016 and a hardware-based industrialised load balancing process,” the statement continued.

“This will provide greater capacity as well as more visibility of the workload.”

Francis said configuration of the upgraded network software would take place over the weekend, with testing to be undertaken on Monda,?y June 3.

“If user testing is successful DHS will transition an increasing number of DirectAccess connections into the new platform,” he said.

“This should tak the pressure off the existing platform, which will further improve overall connectivity.”

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Spending On CRM Apps Predicted To Soar In 2018

Posted by Louis Columbus of

59% of technology C-level executives said they plan to invest more with Salesforce on integration projects following its acquisition of Mulesoft.

Sales & Marketing are the top two spending priorities in SaaS, suggesting that demand remains strong for Salesforce (NYSE: CRM) and ADBE (NASDAQ: ADBE).

– 76% of C-level technology executives expect budgets for Microsoft Business Intelligence (BI) and analytics tools to increase the most in 2018, leading the category.

– 39% of C-level technology executives said they plan to initiate investments in Blockchain in 2018, and 34% are currently evaluating it/doing a proof-of-concept. That amounts to a very high 73% of technology C-level execs exploring Blockchain.

These and many other fascinating insights are from two research notes from Cowen published on May 29th, Cowen IT Spending Survey: Positive Momentum Continues and Takeaways from Cowen’s IT Spending Survey On Apps, Database, and Analytics (both client access reqd.) The Cowen IT Spending Survey was conducted during April & May 2018. It’s the largest the firm has ever completed, interviewing 157 senior IT professionals across key industries with material IT budgets. Respondents are limited to senior technology professionals with roles including CIO (31%), CTO (27%), Chief Data or Digital Officer (4%), and Senior IT Management (38%). In aggregate 62% of total respondents are in technology C-suite roles.

Industries represented include Communications & Media (34%), Financial Services (24%), Healthcare (10%), Consumer Packaged Goods and Retail (8%), Auto & Manufacturing (4%), Business Services (4%), Energy & Industrials (4%), Real Estate (3%), Food & Beverage (1%); and Other (6%). Please see pages 9 and 10 of the Cowen IT Spending Survey: Positive Momentum Continues and Takeaways for additional details on the methodology.

Key takeaways from the study include the following:

Sales & Marketing are the top two spending priorities in SaaS, suggesting that demand remains strong for Salesforce (NYSE: CRM) and ADBE (NASDAQ: ADBE). Cowen sees this as indicating companies are continuing to invest in front-office applications to drive customer-facing digital transformation initiatives. Cowen found technology C-level execs are most increasing their spending this year on Marketing, Service and Sales-related SaaS projects (all of which are in included in the CRM category of the survey). CRM is far and away leading all budget growth priorities in 2018. Salesforce Automation (SFA) moved from 3rd in the Cowen December 2017 survey to 1st in this one. Cowen found that technology C-level execs continue to place a high priority for innovation on front-office applications, particularly Sales & Marketing, with the goal of digitally transforming their businesses to sharpen the focus on top-line revenue growth strategies and plans.

Cowen IT Spending Survey: Positive Momentum Continues and Takeaways
59% of technology C-level executives said they plan to invest more with Salesforce on integration projects following its acquisition of Mulesoft. Cowen’s survey analysis found that the 59% of technology C-level execs will invest more with Salesforce is over 2x the 28% who said they plan to emphasize continuing the use of 3rd party tools for integration needs. APIs and integration tools are becoming increasingly important as enterprises build next-gen application architectures and integrate various cloud-based and AI-based services, and Salesforce is now in a position to capitalize on this with the acquisition of Mulesoft.

Cowen IT Spending Survey: Positive Momentum Continues and Takeaways
76% of C-level technology executives predict budgets for Microsoft Business Intelligence (BI)/Data Visualization analytics tools to increase the most in 2018, leading the category. Microsoft continues to dominate the BI/Data Visualization landscape with the company at the top of the list in each of the enterprise software surveys Cowen has conducted since May Cowen credits Microsoft with the advances they have made in key category products including their traditional BI stack platform (SQL Server), Azure Services and their interactive data visualization product, Power BI. Amazon’s AWS Quick Sight is in 2nd place, with 52% calling it a top investment priority up from 37% in the Cowen December 2017 survey, and 12% in the firm’s May 2017 survey.

Cowen IT Spending Survey: Positive Momentum Continues and Takeaways
Cloud-Native Databases and App Integration remain the highest priority in Data Management with technology C-level execs in 2018. 38% of technology C-level executives (up from 36% in the December 2017 survey) prioritized Cloud-Native Databases as a top spending priority. 35% (down from 47% in the December 2017 survey) highlighted Cloud API/Application Integration tools as a top spending priority to enable greater revenue growth in their companies. Cowen believes demand for Cloud API/Integration tools will continue to be strong as enterprises build next-gen application architectures and integrate their diverse cloud-based and AI-based services. Salesforce is now in a position to capitalize on these market dynamics due to their acquisition of Mulesoft and the opportunity to bring greater contextual intelligence and insight into every customer interaction and relationship.

Cowen IT Spending Survey: Positive Momentum Continues and Takeaways
Microsoft and IBM are preferred vendors by technology C-level execs for machine learning and Artificial Intelligence (AI) applications with Salesforce gaining ground in 2018. 33% of technology C-level execs indicated that Microsoft is the vendor they would be most likely to work with on machine learning and AI projects in 2018, overtaking IBM who has dropped in the Cowen survey. Salesforce jumped to 3rd place to 5th overtaking the Google Cloud Platform (GCP) and Amazon Web Services (AWS) with 14% citing the public cloud leader as their preferred vendor for machine learning and AI. Cowen finds these results track perfectly with their recent partner survey, 1Q19, Preview; Expect Solid Quarter; Survey Shows Very Positive Reaction to Mulesoft.

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What is CRM Screen Layout

This is the front of Infusionsoft when you log in.

New Infusionsoft Screen Layout
As you look at your screen you will see on your top right hand side tabs for: -Help Log OutFind A Person
-Help me with this page -Person
-Help me get started -Subscription
-View my service tickets -Affiliate
-View the Infusionsoft community -Find an Infusionsoft Certified

Coming across from your left hand side you will find tabs for: – Home- People – Company – Affiliates
-Add a Person o Add an Affiliate
-Find Peopleo Find Affiliates
-Add a Note
-Opportunities- Orders- Reports- Setup
-Add an opportunityo Add an ordero View All Reportso My profile -Find opportunitieso Find orderso Users
-Enter a paymento FollowUp Sequences
-Process a refundo Templates–Email/Fax
-Lead Sources
-Order Forms
-Web Forms
-Shopping Cart
-Subscriptions -Affiliate Programs -Affiliate Redirects -Affiliate Resources -Import Records / -Check for Dupes -Misc Settings

Finally you will find a rather large tab on the vertical left of your screen. Place the arrow there and the email tab will appear.
Going Through The Infusionsoft Screen Layout
What we are going to be looking at is “people”. But the first thing you come to on the front screen is a calendar; a list of tasks/things to do which is similar for virtually every CRM system; up here we are going to search for a person – for our example I am going to use me in the first instance.

You will get your “Infusionsoft Login” from Infusionsoft when you first start off. It will then take you through a wizard (my system is set up so I can’t take you through that wizard). But it will take you through a wizard to set up some of the data that I am going to show you. This is where the first contact record is. This is actually me – see list below.
George Slater (back to search results)

-Address -Additional Info -Person Notes -Survey -PayPal / Ebay -Logins
-Linked People

General Information
-First Name
-Last Name -Company -Company-Job Title

Person Type
-Please select one Prospect Client Competitor Personal Supplier

Lead Source
-Please select Coach In Charge
-Please select one

Billing Address
-Street Address1 -Street Address2 -City
-Postal Code -Country -Phone / Fax-

-AffiliateTracking -Orders
-Box File

Pending Task

Activity Log
-Recent Email History -Sent
-Click History

Looking at me we can see name, company, job title, the type of person I was talking about which is if they are a “client”, “prospect” or “competitor”. (So I’m going to put that in as a client.) The lead source that we talked about, so I will put it in as website and who the owner is.

One of the questions we had prior to the event was: “How can I look at data and I just want my own list? I don’t want everybody’s list.” It’s possible within the system to set it up so only a user can see the people that they are qualified to see based on the person in charge of that account. So, I can only see my clients, you can only see your clients. For example: Your coaches for instance can only see their clients. They can’t see everybody else. They can only see two hundred clients that’s all they can see. As they change, as the listing is changed, automatically their view changes.

Q.`That is set up how?
A. Using the “owner ID”. You can change it to a different name so you can, for instance, put it in where a mask goes over the top. So we can change that name if you wanted to “person in charge” or “coach in charge”.
Q. Are there parameters you can set for that?
A. Yes.

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