5 Questions To Determine If You’re Using CRM As A Glorified Autoresponder

I was recently invited back to speak at MarketingSherpa.com’s “E-mail Summit 2013” (after delivering this presentation a year earlier) where I talked about 5 ways to know if you’re using your CRM as a glorified autoresponder.

They wrote this follow-up article synopsizing the first third of my presentation. Check it out.

Question #1
Do I have email campaign steps users can't influence?

Question #2
Do I use time as the primary determinant for follow-up?

Question #3
Do I have the "merge" mindset?                                           

Question #2
Do I use monotone "one too many" languages in my emails?

Question #2
Am I taking a "WIFLI" approach to my email campaigns?

  • […] In other words, instead of having timers in our campaign that wait [3] days or [7] days like a typical autoresponder, we can actually store a date (that we determine via the plugin) and then have Infusionsoft […]

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