Why Do I Need A CRM? Infusionsoft Crm campaigns for aviation
This screen shot from our CRM shows us which forms he has completed on our website, which emails this person has opened, and which links he has clicked.
 

Which CRM Should We Use?

The short answer is that the brand doesn't matter as much as the discipline of actually using it- but here's a list of the features we needed most:
  • Easy to use mobile app (so that salespeople will actually use it in the field)
  • Cloud-based, accessible from anywhere.
  • Customizable - can keep specific data like tail numbers, ratings and purchase history
  • Marketing automation - email templates, scheduling, etc.
  • Custom campaigns
  • Schedules, tasks and reminders
Why Do I Need A CRM? - Campaigns
This screen shot shows the visualization of a campaign, including forms, email sequences, and other activities.
  For us and for most of our clients (unless they have a special situation like multiple levels of commissions) the answer is Infusionsoft. Whatever you use, it is well worth the time make sure everyone who interacts with customers commits to using it for every phone call and email, and learns to use at least the the basic functions very well and quickly. ..
Categories
Aviation Marketing

Related Articles

B2B vs. B2C Sales:
Jul 2026

B2B vs. B2C Sales:

Read Article
How Flight Schools Can Build a Marketing System That Actually Drives Growth
Jul 2026

How Flight Schools Can Build a Marketing System That Actually Drives Growth

Read Article
The Attention Advantage:
Jul 2026

The Attention Advantage:

Read Article
Trade Show ROI – Live Workshop
Jul 2026

Trade Show ROI – Live Workshop

Read Article
Easy Wins With Video
Jun 2026

Easy Wins With Video

Read Article
Aviation Marketing Workshop Replay – Social Media that Moves the Sale
May 2026

Aviation Marketing Workshop Replay – Social Media that Moves the Sale

Read Article
Is It Time to Panic? A Brief History of Aviation Marketing Trends
May 2026

Is It Time to Panic? A Brief History of Aviation Marketing Trends

Read Article
Book Club Discussion – Endless Customers by Marcus Sheridan
May 2026

Book Club Discussion – Endless Customers by Marcus Sheridan

Read Article