How to Use Keap: The Best Guide to CRM Success in 2024

Running a business is tough.

You’ve got customers to keep happy, leads to follow up on, and a million other things to juggle.

Imagine trying to manage all of that without a system in place

That’s where Keap comes in. Keap is like a super-organized assistant that helps you keep track of everything.

In this guide, we’ll show you how to use Keap to grow your business in 2024.

Getting Started with Keap

Alright, let’s get this show on the road!

First things first, we need to get you set up with your very own Keap account.

Think of it like creating a profile on your favorite social media platform, but instead of sharing funny cat videos, you’ll be organizing your business like a pro.

Setting Up Your Keap Account

• Head over to the Keap website. You can do this on your computer or even your phone. Just type “Keap” into your search engine and click on the first link that pops up.
• Look for the “Sign Up” or “Free Trial” button. It’s usually big and colorful, so you can’t miss it! Click on it, and you’ll be taken to a page where you can create your Keap account.
• Fill in your details. Keap will ask you for some basic information like your name, email address, and company name. Don’t worry; they won’t spam you with a bunch of emails.
• Choose your plan. Keap has a few different plans to choose from, depending on the size of your business and what features you need. If you’re just starting, you can usually sign up for a free trial to test the waters.
• You’re in! Once you’ve filled in all your details and chosen a plan, you’ll be taken to your Keap dashboard. This is where the magic happens! You’ll see all sorts of cool tools and features that you can use to manage your business.

Now that you have your Keap account set up, it’s time to start importing your data.

We’ll cover that in the next section. So, grab a snack, stretch your legs, and get ready to take your business to the next level with Keap!

Mastering Core Features

Okay, now that you’ve got your Keap account all setup, let’s dive into the good stuff!

Keap has a ton of awesome features that can help you run your business like a well-oiled machine.

In this section, we’ll break down the core features and show you how to use them to your advantage.

Contact Management

Think of Keap’s contact management system as a supercharged address book. You can store all your customer and lead information in one place, making it easy to find what you need when you need it.

• Creating contact profiles: Each contact gets their profile in Keap. You can add all sorts of details, like their name, email address, phone number, company, and even their birthday! The more information you have, the better you can personalize your interactions with them.
• Adding notes: Have you ever had a conversation with a customer and then completely forgotten what you talked about? With Keap, you can add notes to each contact’s profile so you can keep track of everything.
• Segmenting contacts: Keap lets you group your contacts based on different criteria, like their interests, purchase history, or location. This makes it easy to send targeted emails and offers to the right people.

Lead Capture and Management

Keap has a bunch of tools to help you capture new leads and turn them into paying customers.

• Web forms: You can create custom forms on your website that capture leads’ information and automatically add them to your Keap database.
• Landing pages: Keap lets you build beautiful landing pages that are designed to convert visitors into leads.
• Social media integrations: Connect Keap to your social media accounts to capture leads from Facebook, Twitter, and LinkedIn.

Once you’ve captured some leads, Keap helps you nurture them with automated email sequences and personalized follow-ups. This way, you can stay top-of-mind and build relationships with your potential customers.

Sales and Marketing Automation

This is where Keap really shines! Automation lets you set up tasks to happen automatically, saving you a ton of time and effort.

• Email marketing: Keap’s email marketing tools let you create and send beautiful emails to your subscribers. You can even set up automated email sequences to nurture your leads and keep your customers engaged.
• Lead scoring: Keap can automatically assign scores to your leads based on their behavior. This helps you identify your hottest leads so you can focus your sales efforts on the people who are most likely to buy.
• Follow-up reminders: Never forget to follow up with a lead or customer again! Keap can send you automatic reminders so you can stay on top of things.

By mastering these core features and avoiding common setup mistakes, you’ll be well on your way to CRM success with Keap.

So, what are you waiting for? Start exploring Keap today and see how it can transform your business!

Advanced Strategies for Business Growth

Alright, now that you’ve got the basics down, let’s kick things up a notch!

In this section, we’ll explore some advanced Keap strategies that can help you take your business to new heights.

Building High-Converting Sales Funnels

Imagine a sales funnel like a slide at a water park.

You want your customers to hop on at the top (when they first hear about you) and smoothly slide all the way down to the bottom (where they make a purchase).

Keap’s visual builder makes it easy to create these funnels.

• Step 1: Attract. This is the top of the funnel, where you get people interested in what you have to offer. You might use social media ads, blog posts, or free downloads to attract potential customers.
• Step 2: Engage. Once you have their attention, you need to keep them engaged. This might involve sending them helpful emails, offering them a free webinar, or inviting them to join your community.
• Step 3: Convert. This is where the magic happens! You’ve nurtured your leads, and now it’s time to turn them into paying customers. You might offer them a special discount, a limited-time offer, or a free trial.

Keap’s visual builder lets you drag and drop different elements to create your funnel.

You can add forms, emails, landing pages, and more. It’s like building with LEGOs but for your business!

Leveraging Email Marketing Prowess

Email marketing is still one of the most effective ways to reach your customers. Keap’s email marketing tools make it easy to create beautiful, engaging emails that get results.

• Craft compelling campaigns: Write emails that your subscribers actually want to read. Use catchy subject lines, personalize your content, and include a clear call to action.
• Segment your audience: Don’t send the same email to everyone on your list. Segment your audience based on their interests and behavior so you can send them relevant content.
• Track your results: Keap lets you see how many people open your emails, click on your links, and make purchases. This helps you track your progress and improve your campaigns over time.

Integrating with Other Business Tools

Keap plays well with others! It integrates with a ton of popular business apps, like Shopify, Zapier, and Google Workspace.

This means you can connect all your tools and streamline your workflows.

For example, you can set up Keap to automatically add new Shopify customers to your email list.

You can also use Zapier to connect Keap to hundreds of other apps, like Slack, Trello, and Asana. The possibilities are endless!

Infusionsoft: Powerful Past

You might have heard of Keap’s previous name, Infusionsoft.

It was a bit of a mouthful, but it was also a powerhouse CRM.

In 2019, Infusionsoft rebranded to Keap, but it still has all the same great features, plus a few new ones.

So, if you’re an old-school Infusionsoft user, don’t worry!

You can still use all the same strategies and techniques you’ve learned over the years. Keap is just a new and improved version of the same great platform.

By following these advanced strategies, you can unlock Keap’s full potential and achieve even greater success in your business. So, go ahead and give them a try!

You might be surprised at what you can accomplish.

Measuring Success and Optimizing Strategy

Alright, you’ve put in the work and started using Keap’s features. Now, let’s check your progress!

Your Business Scorecard

KPIs are like scores in a game, telling you how well you’re doing. In Keap, watch these important KPIs:

• Lead conversion rates: How many leads turn into paying customers? A high rate means you’re attracting and nurturing the right people.
• Sales pipeline velocity: How quickly leads move through your sales process. Faster is better!
• Customer lifetime value: How much a customer spends over time. A high value means strong relationships.

Keap’s reporting dashboard is like your own business scoreboard, showing these KPIs and more.

Analyzing Data and Making Decisions

Keap’s analytics tools uncover hidden insights.

• See what’s working (and what’s not). Keap shows which campaigns generate leads and which sales strategies close deals, helping you focus.
• Understand your customers. Learn their interests and behaviors, tailoring your efforts to their needs.
• Make data-driven decisions. Stop guessing and use Keap’s data to make informed choices about your business.

Remember, Keap’s power depends on the data you provide. Consistently track KPIs and analyze data to optimize your strategy and achieve greater success.

Tips and Best Practices for Keap Success

Alright, champ! You’re almost a Keap pro. But before we wrap up, let’s go over some tips to ensure your Keap experience is smooth sailing.

Maintaining Data Hygiene

Imagine Keap as your digital closet. If it’s messy and disorganized, it’s hard to find what you need. Keep your Keap data clean and up-to-date.

• Regularly review contact information. People move, change jobs, and get new email addresses. Make sure your info is current.
• Delete duplicates. Don’t clog up your system with multiple entries for the same person.
• Use tags and segments. Organize your contacts so you can easily find the right people for the right campaigns.

A clean Keap database means better results and less frustration. So, take a few minutes each week to tidy up!

Training Your Team on Keap

Keap is a powerful tool, but it’s only as good as the people using it. Make sure your team knows how to use it effectively.

• They are onboarding new team members. Give new hires a proper introduction to Keap. Show them the ropes and make sure they understand how it fits into your overall business strategy.
• We are providing ongoing training. Keap is constantly evolving, with new features and updates being released all the time. Offer regular training sessions to keep your team up-to-date.
• We are encouraging collaboration. Keap is designed for teams. Encourage your team members to share tips and tricks.

Remember, a well-trained team is a productive team. Invest in training and watch your Keap results soar!

Staying Up-to-Date with the Latest Features and Updates

Keap is always adding new features and improvements to its application. Stay in the loop so you can take advantage of everything Keap has to offer.

• Check Keap’s blog. They regularly post articles about new features, best practices, and success stories.
• Attend webinars. Keap hosts webinars on a variety of topics. These are a great way to learn from the experts and get your questions answered.
• Visit the Keap knowledge base. This is a treasure trove of information about Keap. If you have a question, chances are you’ll find the answer here.

By staying up-to-date, you can ensure that you’re always getting the most out of Keap.

Remember: Keap is a powerful tool that can help you achieve amazing things in your business. However, like any tool, it requires some effort and dedication to be used effectively. By following these tips and best practices, you can set yourself up for success with Keap.

Wrapping Up

Whew, we’ve covered a lot of ground! You’ve learned what Keap is, how to set it up, and how to use its core features to grow your business.

We’ve even explored some advanced strategies and shared some tips for success.

Now, it’s time for you to take the reins and start your own Keap journey.

Remember, Keap is a powerful tool, but it’s up to you to make the most of it.

Don’t be afraid to experiment and try new things. The more you use Keap, the better you’ll understand its capabilities and how it can help you achieve your business goals.

And if you ever get stuck, don’t hesitate to reach out for help.

Keap has a great support team and a vibrant community of users who are always happy to share their knowledge.

Frequently Asked Questions