Marketing Tools and Programs

Customer Relationship Management (CRM) & List Managers

Infusionsoft is the gold standard of CRM systems. It is E-mail marketing and sales platform for small businesses, including products to streamline the customer lifecycle, customer relationship management, marketing automation, lead capture, and e-commerce. Not only does it have a fully integrated shopping cart, but it has  autoresponders, affiliate / referral program, sends broadcasts, and opportunity stages.  I am an Infusionsoft Certified Partner so I can get you the best deal – sign up here to view the demo.

ONTRAPORT (formerly Office Autopilot) is right up there with Infusionsoft in CRM systems. It has all the functionality with exception of the “add to cart” feature that Infusionsoft has.

Drip is relatively new and works a lot like the bigger name programs. It boasts an impressive visual workflow builder, automated actions, and tags so that you can segment your list.

Prior to switching to Infusionsoft, I used Aweber for my autoresponders and to send my newsletter, e-courses, and other products. It’s versatile, secure, and integrates with other programs (from Paypal, eJunkie, to Membergate).

A close competitor to Aweber is iContact. It has opt-in forms, autoresponders, and can send broadcasts. Pricing is similar and there are only a few features that iContact has that Aweber does not, such as image hosting and surveys. Overall, I have to favor Aweber, but it’s definitely worth looking at.

ConstantContact is awesome! I used that program when I first started out and only had a newsletter. Just remember that this is mainly for sending out newsletters so if you want to provide programs, products, etc. then you’ll need the other programs as well.

Shopping Carts

1ShoppingCart and 1AutomationWiz are great if you need a middle of the road shopping cart solution or if you want to integrate autoresponders or digital delivery options within your shopping cart.

WPeStore and WPAffiliate WordPress Plugins-  A complete solution to sell digital products from your WordPress blog securely.  If you don’t want to paying ongoing fees and commissions to sell via a third party web site, then WPeStore is a great solution. At only $49.95, you can sell your digital products, integrate with autoresponders, easy checkout and it’s a multi-site license so no need to buy multiple licenses for your other sites. While you’re on the site, check out WPAffiliate add-on for only $30 more.

If you want something as a shopping cart as you are starting out, I recommend e-Junkie. It is a very inexpensive, and you can increase your plan as you grow. For example, for 10 products it is only $5 per month. It also has a built-in affiliate program (albeit very spartan!) and it integrates with Paypal so no need for an additional merchant account.

Clickbank is an marketplace for digital information products. It aims to serve as a connection between digital content creators and affiliate marketers, who then promote them to consumers. It’s pretty easy to use and only requires a one-time payment of for the product activation fee after which you can add as many products as you want to your marketplace. This is great to use if you want to get up and going quickly as it automatically has the affiliate piece built-in.

Teleseminars / Webinars

Instant Teleseminar by Xiosoft – This is what I use. If you are going to be holding teleseminars and want a professional delivery method, then InstantTeleseminar is for you. It’s easy to use, customizable, and provides Q&A submission page, replay page, slide presentation, and branding options. They provide a bridge line for up to 250 guests on the line and many more on the webcast, but you can also use a different bridge line if you prefer.

Free Conference Call – free bridge line and recording for your teleseminar. Accommodates up to 96 callers on an unlimited number of 6 hour conference calls. Long distance charges may apply.

WebinarJam Studio is what the big name marketers use and it’s extremely robust with tons of features. It’s a front-end dashboard complete with full integration to list managers, unlimited attendees, up to 10 presenters, automatic reminders, built-in landing pages, chat box, video injection (play a pre-recorded video or switch from live to pre-recorded) – seriously, this program has everything you need to run a webinar and present an offer, deliver training courses, or just collaborate with others on air.

WebinarAlly –  This plugin is an alternative to WebinarJam, but the idea behind WebinarAlly is that “less is more” and it allows you to have a webinar up and running on any WordPress website in just under 5 minutes. (And you get to keep your site’s branding, which is a huge bonus!) WebinarAlly uses Google Hangouts on Air and though it doesn’t integrate with email marketing programs, it does give you the exact link to the webinar you’ll need, which can be within your own site and which you plug into your reminders and notifications. And because it uses Google Hangouts, once completed, the webinar instantly turns into a replay for anyone who missed the live webinar.

High Quality Teleseminar Recordings by Recorded Moments provides recording and is monitored by a live person. All the recordings are monitored by a live person which prevents technical errors and improves call quality.

Membership Sites / Opt-In & Sales Pages

OptimizePress lets you create any kind of pages for your business using WordPress. You can create landing pages, sales & marketing pages, training course pages, webinar registration pages, membership portals, product launch funnels, blogs, and mobile ready versions of all pages. I use OptimizePress for my Profitable Packages training course and am moving over my other training programs to this system. You can use the theme or the plugin, which allows you to do one-pages much like LeadPages. I like it because it’s a one-time cost and I don’t have to pay monthly (unless you join their club and you get templates every month).

Wishlist Member is a powerful, yet easy to use membership solution that can turn any WordPress site into a full-blown membership site. I use this in conjunction with OptimizePress to deliver training programs and control membership permissions. It’s a WordPress plugin so it’s super lightweight and easy to use.