by Jordan Novak | Aug 22, 2017 | Tips, Tools
Hey Novak Solutions readers! I’m Paul Sokol and I’ve known these Novak guys for many years. Recently, Jordan has been writing a lot about data and wanted to do a post on the top 5 reports available inside Infusionsoft. He reached out to me about it and well, here we are 🙂 The reason he asked me is because I’m pretty familiar with Infusionsoft and its native reporting functionality (been using the software since ’08). This was actually a really fun guest post because it forced me to take the entire lens of a small business and condense it to what I consider the most critical and insightful reports/data points. Oh! One important thing to note: this intentionally doesn’t have ANY campaign reporting in it. That’s a topic for an entirely different guest post. Alright enough flapping my digital gums, let’s get to these top five reports. Best Infusionsoft Report #1 – eCommerce > Sales Totals (By Product) This is one of the most important reports because it empowers a lot of crucial data points for the Product, Sales and Financial functions of your business. From a Chief Product Officer standpoint, this report gives a high level breakdown of what specific Offers are actually selling which indicates the general health of their Product Line. If a business has 20 things to sell, but only 3 are being sold, that means something different than if 18 of 20 are being sold. Neither circumstance is bad (nor good) without additional context but this report empowers that kind of “troubleshooting” into your Product Line health. From a Chief Sales Officer standpoint, this...
by Jordan Novak | Apr 11, 2017 | Blog, Tools
Your business depends on Infusionsoft – and that’s a good thing. Infusionsoft provides rock solid marketing automation and your business would barely be treading water without it. But how safe is your Infusionsoft data? Â I mean – what are the chances that your data might just disappear, or that half of your contacts inexplicably lose all of their tags? The Good and The Bad… First – let’s give you some peace of mind. Â Infusionsoft uses strong industry practices to safeguard your data. They do run regular backups and data corruption is rare. Now – the bad news. While rare, data corruption happens sometimes every once in a while. We’ve all been using computers since we were kids, right? We’ve all had a Word document decide to die on us and we lost our homework back in high school. Â We’ve all hit the backspace key while filling out a survey online and our computer decided to go back a page and killed all that information we had already typed in (How many of you actually went back and filled it in right away as opposed to slapping the keyboard in frustration and going to eat an ice cream bar?) 3 Infusionsoft Data Loss Events We’ve Seen First-Hand In the world of Infusionsoft, there are a number of things that can cause data loss, nearly all of it related to human error, but either way you’re left struggling to get your business running again after taking a couple of days to rip your hair out in frustration. Â Here are 3 examples of data loss events that Novak Solutions has been witness...
