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The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer®
Get More Out of Infusionsoft With macanta
Get More Out of Infusionsoft With macanta
Author
Wes Schaeffer, The Sales Whisperer®
Published
Fri 27 Oct 2017
Episode Link
https://crmsushi.libsyn.com/get-more-out-of-infusionsoft-with-macanta
http://ReferWes.com
http://BestCRMForMe.com
macanta sits on top of Infusionsoft
Came out as a real-world assignment from a client of his
They had Infusionsoft and an enterprise billing system
They needed a single interface
Set permissions for users
Create Saved Searches
Contacts
Opportunities
Tasks
Lock Tags to limit mistakes by inexperienced users
Make recorded calls from inside macanta
Infusionsoft is contact-centric
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