Infusionsoft Pros And Cons – Part One

Infusionsoft pros and consInfusionsoft is one of the fastest growing email marketing providers. And really, Infusionsoft is so much more than just simple email marketing software. Depending on the version of Infusionsoft you invest in, their complete system includes email marketing, CRM, e-commerce, sales management, contact management, sales & marketing reporting, and so much more!

But before you decide to purchase Infusionsoft for your business, you should definitely weigh the pros and cons. I love pros/cons lists for thinking through important decisions. (Incidentally, did you know that Benjamin Franklin invented pros-cons lists back in 1772. What a guy!)

Let me start by making a disclaimer here: I'm currently a paying customer for Infusionsoft. I've been using their software for several years now, and I absolutely love it. It's definitely not perfect, but it's enabled me to achieve so many of my business and marketing goals in ways that other software tools could never provide. And believe me, I've tried so many other email marketing and CRM tools out there -- Zoho, Aweber, Constant Contact, MailChimp, GetResponse, even Office Autopilot (Ontraport). Many of these other tools do offer some great advantages (even some that I still miss today!), but the reason I ultimately chose Infusionsoft over all the rest boils down to one simple reality -- I call it "universal customer tracking." More on that later.

Another thing I'll say before I lay out the Infusionsoft pros and cons is that my goal here is not to force you to see it my way. I've had plenty of clients that I actually encourage not to use Infusionsoft because it just wasn't the best fit for their business. The goal of this article is to help you make a well reasoned decision about whether or not Infusionsoft is right for you.

The Pros - What I Like About InfusionSoft

There really are many things I love about Infusionsoft. For the purposes of this article, I've identified the handful of key advantages I think really make this software stand out from the crowd.

Pro #1 = Universal Tracking

The single best thing about Infusionsoft is that it allows you to track all of the behavior, actions, and purchases of every single contact you have -- all under one roof! The reality is, your marketing will always be better if you're capturing data to inform what you're doing. Every month, I add something new to my marketing systems, and Infusionsoft makes that possible.

Pro #2 = Smart Email Marketing

Email marketing was really the core element in the "Online Gold Rush" that occurred in the late 1990's and early 2000's. Simple autoresponder tools like Aweber and Constant Contact made it simple and easy to send automated marketing messages to your prospects. Today, you're going to have to do much better than that to get massive results. Infusionsoft allows you to do responsive email marketing -- what I call "smart email marketing" -- because it connects marketing sequences to specific behaviors. If your prospect does X thing (click a link, visit a web page, etc), then (and only then) trigger X email. That's a very basic example of what's possible.

Pro #3 = Sales Cycle Management

I didn't fully understand the sales pipeline in my business until we started using Infusionsoft to manage our service business. Infusionsoft has a module called "Opportunity Management" that allows you to build out specific stages you take your customers through from lead to sale. When we started using Infusionsoft Opportunities, it forced us to create a clear pipeline path that our typical service prospects follow. First we need them to do X, then we need them to do Y, and finally we close them at Z. Today, our sales pipeline has over 7 steps, and we use it to more efficiently and effectively manage the pending sales that are budding up each day, each week, and each month. If you sell anything fairly complex, this part of Infusionsoft is definitely for you! (If you don't, it's an optional module.)

Pro #4 = Easy WordPress Integration

We use WordPress for all of our websites. So this was definitely icing on the cake when we discovered how easy it was to integrate Infusionsoft right into our WordPress sites. Integration for traffic and stats tracking is actually really easy no matter what website platform you're using (it's a simple line of code) but if you are a WordPress user, Infusionsoft has their own plugin that snaps right into WordPress.

Pro #5 = Easy Membership Integration

Speaking of WordPress, we also use WordPress for our membership website platform here at ConvertWithContent.com We're using a tool called iMember360 (which I love) and which also integrates exceptionally well with Infusionsoft. One important note: To use imember360 you need to be a bit of a geek -- not much, but at least a little bit. Otherwise, Infusionsoft also offers a membership add-on called CustomerHub that plugs right in as well. In my humble opinion, iMember360 is best. But CustomerHub is still a good option.

Pro #6 = Responsible Email Delivery

This is one most people don't think about. Have you ever stopped to consider if your email marketing provider is actually ethical and responsible? It never occurred to me just how important this is until somebody pointed it out. The analogy they used was, "When you're using an email marketing system and there are literally thousands of subscribers using that same tool, you need to be sure your email marketing provider is kicking out spammers. If they don't regularly kick out email spammers and bad marketers, it's like letting people pee in the pool." Thank god Infusionsoft polices their email marketing like crazy. (Sometimes you'll read about people complaining about this. The reality is, the complainers are usually the bad email marketers themselves -- whether they realize it or not.)

Pro #7 = Strong Support Team

Look, Infusionsoft is complicated and complex. We wouldn't be singing its long-lasting praises if it wasn't! But with complexity comes frustration. So it's a good thing that Infusionsoft has a strong support team on hand pretty much all the time to help out. Phone support, live chat support, email support -- hell, you can even drive over to their office complex in Chandler, Arizona and get a real person to sit down and help you right there. (Yes, I've done exactly that. They even gave me coffee.)

Pro #8 = Excellent Training Team

When I started using Infusionsoft, I took advantage of their initial Coaching & Implementation program. This is covered by the initial setup fee. My coach's name was Brina, and she was fantastic! (I think she trains the other coaches now.) Brina helped me think through my marketing strategies while explaining exactly how my application worked and walking me through things like Sales Opportunities, Campaign Builder, Ecommerce Settings, and lots of other stuff. Those first coaching sessions gave me the confidence I needed to really be successful with the software.

Pro #9 = Dedicated Business Team

I just realized recently how important this point is -- Infusionsoft is a really good business with really good people at the helm. That matters a great deal when you think about how fast the Online Marketing landscape changes every year. These guys are really serious about building the most powerful all-in-one small business marketing CRM out there! They have been very successful building the base of subscribers and even acquiring great tools and add-ons to make the software better all the time. In 2013 they even announced receiving $54M in venture capital funding from Goldman Sachs. If that isn't a major vote of confidence for the future, I don't know what is! Again, this factor is so important because if you're going to grow your entire business and "trust the farm" on these guys, then you want to know they're going to be around for years to come.

Pro #10 = Detailed Sales & Marketing Reports

My final pro for Infusionsoft is all about the reports. Since I started using this app to run my business, I've been able to pull so many interesting and revealing reports that reveal the true health of my business. If you're familiar with the Hawthorne Effect, you know that measuring things in your business almost always results in improvement. As Peter Drucker famously put it, "What gets measured gets managed!" Infusionsoft's reporting system has forced me to mature as a business owner and really get good at watching the numbers.

Infusionsoft Pros And Cons - My Two Part Blog Series

This post offered 10 Infusionsoft pros for you to consider before making the decision to switch to Infusionsoft. These are the 10 things I like most about the software and, while I wasn't able to cover absolutely everything, these definitely are my 10 favorite things about Infusionsoft. To be fair, in my next post I'll cover the 10 things I don't like about the software to give a more balanced review. Obviously, every good thing has its downsides, and it's important to be clear about what they are -- yet another advantage of the Infusionsoft pros and cons list. 🙂

Have any questions about my post? Please leave your comments below.

Jason Clegg

Jason Clegg is the CEO & Founder of Convert With Content. He's on a MISSION to help small businesses convert tire-kickers into lifetime customers & raving fans with #ConvertWithContent marketing systems that work! His secret weapon is Infusionsoft.

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Jason Clegg - January 6, 2014 Reply

Are you an Infusionsoft user? Or are you looking to start using Infusionsoft soon?

For existing users, what do YOU love about Infusionsoft?

For potential users, what other platforms are you considering?

Ellen - March 2, 2014 Reply

Thanks so much Jason – I’ve just started looking at Infusionsoft (had a quick demo last week) and was just thinking – what I could really do with is an honest summary of pros and cons from someone who’s been using it for a while. So that’s what I Googled and your blog is what I got – absolutely perfect. Looks even more promising & I will be getting a closer look at it now. Thanks for taking the time to share your insights. Ellen x

    Jason Clegg - March 2, 2014 Reply

    Thanks, Ellen! Glad to hear the post was helpful. As my Pros & Cons list make obvious, I’m a big fan of Infusionsoft because the software has helped us get far better results in our own business, and I’ve seen the same for our clients. Please do keep us posted on your progress with Infusionsoft. Cheers!

Johan Claeys - June 17, 2014 Reply

Hello Jason Clegg I am Johan and I wonder. Is there a way to integrate Infusionsoft together with Google’s Blogspot (Blogger) ?

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