Infusionsoft.com is a powerful marketing automation and customer relationship management software for small businesses. It helps businesses target, nurture and convert leads into loyal customers. It also enables businesses to automate marketing, sales, and customer service tasks, saving time and money. It offers a variety of features including customer segmentation, email marketing, web forms, payment processing, e-commerce, and more. Infusionsoft.com provides a wealth of resources to help businesses make the most of the automation and CRM capabilities of the software. It also provides customer support and training resources to ensure businesses get the most out of the platform. With Infusionsoft.com, businesses can easily manage and grow their customer relationships, automate marketing and sales processes, and increase sales.
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EncryptedSite is Encrypted
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CountryHosted in United States
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Latitude\Longitude37.751 / -97.822 Google Map
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Traffic rank#2,001 Site Rank
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Site age21 yrs old
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Site Owner informationWhois info
#2,001
21 yrs
United States
I have a Classic InfusionSoft account for a Real Estate Company that needs to better utlize Pipeline to track sales and ad attribution for lifetime values and ROAS and therefore need our Real Estate Agents to actually USE the CRM Pipeline and IFS is not very elegant.
I would like to use a 3rd party CRM Pipeline tool that integrates with IFS so that the CRM in IFS is updated accordingly and notes from the IFS etc. data is available ot the agent in the 3rd party software.
Perhaps Pipedrive or similar
https://www.blackballsoftware.com/integrate-infusionsoft-with-pipedrive
Please apply by mentioning PipeFused in the 1st line and tell me about what CRM you would recommend and why and tools needed to complete the execution. Also please tell me the time you would need to do so and if you have done this type of Real Estate Pipeline before.
Thanks,
Mike Show more details...
Overview...
As a Partner CSM (Customer Success Manager) you will help facilitate Partner and Partner customer success by developing strong relationships with external and internal stakeholders and being the primary point of contact for resource and app requests from our Partners and Partner customers.
As a member of the Partner team your support teammates and partners to deliver the highest level of service.
You are adept at knocking down hurdles that Partners face when interacting with Keap, the Partner Portal, and other partner-related systems.
You will liaise between the Regional Partner Manager and internal departments to ensure the timely and successful delivery of solutions as well as address Partner Customer Cancel requests to ensure both our Partners and their Customers are able to achieve value in our Program and applications.
What youll be doing
Partner/Customer Retention
Drive on value-added conversations with Partners and Partner customers requesting to cancel, bring them back to why they certified/purchased, and deliver on their needs to get them to value.
Apply discretion regarding when to engage with RPMs around Partner/Partner customer escalations.
Maintain standards of excellence regarding C&R and billing reductions and outsourced retention projects as saving tactics.
Partner Success
Support the RPMs and Partners to facilitate successful partnerships as measured by sales results, proactive outreach, customer churn, engagement length and health/usage.
Operate as a point of contact for Partner Program support and partner-specific product support (Partner Portal, Partner Edition, Marketplace, etc) solving when possible, or otherwise engaging with enabling Partner teams.
Participate in collaborative initiatives with other team/departments to drive Partner growth and customer success
Proactive Outreach to partners and/or customers offering business review, strategy, coaching and resources in order to help the partner/customer gain value in Keap software and reduce churn
Customer Success
Review and assess business goals and monitor progress and offer recommendations based on results.
Ensure the highest customer satisfaction and return on their investment in our product while enhancing their experience.
Define business objectives for the customer and develop a strategic direction for success.
Daily Execution Excellence:
Act as point-of-contact for customers and Partners, solving for their needs, advocating for their interests and giving voice and direction to their feedback.
Maintain the SLAs (subject to change) currently set at:
Initial Reach out time of less than 24 hours from case creation for cancel requests and sales processing errors, and 48 hour (or less) follow up on all pending cases.
Your experience should include...
2+ years of account management, sales, and marketing experience OR small business coaching experience
Ability to demonstrate strong business insights
Cultivate partner relationships
Project management experience is a plus
Knowledge of Customer Relationship Management technologies and methodologies
Prior experience working with small businesses or having a small business background is a plus
What you will need to have/competencies
Have experience in account and relationship management; managing a large client load or book of business
Customer-focused mentality
Communicate clear written and verbal messages
Contribute positively to team dynamics
Assist in assessing risk, benefits and considerations of alternatives
Manage change within immediate team and support larger change efforts
Identify barriers to effective collaboration and escalate issues if unable to resolve
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job.
Duties, responsibilities, and activities may change at any time with or without notice.
At Keap, we celebrate diversity and inclusion to benefit our employees, our products, our community, and to help small businesses succeed.
We do not discriminate based on race, color, ethnicity, ancestry, national origin, religion, sex, gender, gender identity, gender expression, sexual orientation, age, disability, veteran status, marital status or any legally protected status.
Keaps corporate office is located at 1260 South Spectrum Blvd. Chandler AZ 85286.
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by Jobble Show more details...