Clickfunnels is a popular sales funnel tool that makes it easy for businesses of all sizes to create, organize and monitor online marketing campaigns. The software was originally designed for use by online marketers, but it has since moved beyond its niche and become a popular choice amongst small business owners and marketers who want to take advantage of digital marketing and social media.

If you’re new to the platform, you might be wondering how you can optimize your use of the software for maximum productivity and efficiency. Once you’ve had a chance to get familiar with the platform, you’ll find that there are a variety of features that can help you run your business more effectively and efficiently – from creating sales funnels to monitoring customer engagement and performance across all platforms and devices.

In this article, we will discuss how you can take advantage of Clickfunnels’ multipurpose ability by setting up one account that can serve as the hub for up to ten different business endeavors—allowing you to manage and grow each one independently.

Step One: Create One Account

As the owner of a growing business, you’ll inevitably face the question of whether to invest in dedicated hardware or software to manage your company’s day-to-day activities. Clickfunnels’ multipurpose account provides you with the best of both worlds by letting you set up and use the software on multiple devices—allowing you to access all of your company’s data from anywhere at any time.

To get started, click on the Create Account button on the dashboard menu bar. This will take you to the sign-up page where you can add your email address and create a password. After creating a username and password, you’ll be directed to the dashboard where you can begin exploring the various features of the platform.

Step Two: Set Up Automations

If you’ve ever worked in direct marketing or sales, you’ll know that one of the biggest advantages of using a CRM (Customer Relationship Management) software package is the ability to set up automated tasks and follow-ups. Using automation to take the drudgery out of repetitive tasks can significantly improve your efficiency as a marketer or salesperson—and using the same automation tool for multiple accounts and business endeavors is a convenient way to ensure you’re always prepared for the next marketing campaign or sales call.

Clickfunnels provides you with some basic automation tasks, like sending welcome emails or following up with leads after a purchase, but if you want to take advantage of the power of automation, you’ll have to get a premium account. The good news is that the platform makes it easy to upgrade your account to a premium one with all the necessary automation tools you could want or need.

Step Three: Use Analytics To Your Advantage

It’s important to monitor the results of your online marketing campaigns and adjust your strategy as needed. One of the best features of Clickfunnels is how the platform helps you track the performance of your campaign from start to finish—giving you valuable insight into how your marketing efforts are impacting your business.

By using the built-in analytics tools available, you can track the results of your digital marketing and social media campaigns and determine which platforms and measures of success you should be focusing on.

Step Four: Use Funnels To Create Automated Marketing Campaigns

A funnel is an organizational tool that helps you structure and plan your marketing activity—taking the drudgery out of marketing and ensuring you always have a plan in place for the next campaign. Using funnels makes it easy to see at a glance the entire lifecycle of a customer from interest to purchase and follow-up—enabling you to craft tailored marketing plans for each stage of the customer’s journey.

You can use funnels for any marketing effort you undertake, but they are most effective for B2C (Business to Consumer) marketing and as a record keeping tool for sales teams—giving you the flexibility to plan and implement marketing initiatives across multiple platforms and devices.

Funnels take the drudgery out of marketing and give you the freedom to focus on what’s important to your business—creating the perfect environment for you to thrive as a marketer and grow your business.

Step Five: Use Dashboards To Keep Track Of Your Marketing Metrics

A dashboard is a section of the dashboard interface where you can track various key performance indicators (KPIs) for your marketing activity. KPIs like conversion rates, open-and-click rates, and funnel metrics like funnel speed and funnel conversion clearly present what’s happening on your end and allow you to make necessary adjustments to your strategy.

You can use dashboards for any marketing activity you undertake, but they are most effective for tracking B2C (Business to Consumer) marketing and as a record keeping tool for sales teams—giving you the flexibility to plan and implement marketing campaigns across multiple platforms and devices.

Dashboards are also a great place to keep track of your KPIs and metrics over time so you can track the success of your strategy and make necessary adjustments where needed.

Step Six: Use Reports To Find The Stats You Need

Reports allow you to access the aggregate data available through the dashboard—breaking down your marketing efforts into clear and concise reports that present the information you need without needing to spend time sifting through unnecessary data.

You can use reports for any marketing activity you undertake, but they are most effective for B2C (Business to Consumer) marketing and as a record keeping tool for sales teams—giving you the flexibility to plan and implement marketing initiatives across multiple platforms and devices.

Step Seven: Use The Blog To Post Frequently And Prominently

Blogs can serve as a virtual town square for your business—a place for prospective customers to learn about you and your offering, discover any flaws in execution, and comment on what they like and dislike about your brand or product.

Blogs are, by their very nature, public and therefore offer the opportunity for customers to discover any flaws in execution and respond accordingly—perfect for monitoring and improving the quality of your service or product.

You can use blogs for any marketing activity you undertake, but they are most effective for B2C (Business to Consumer) marketing—giving you the flexibility to plan and implement marketing activities across multiple platforms and devices.

Step Eight: Use The Phone To Close More Sales

Phones are increasingly becoming a tool of the digital generation—with millennials spending more time on their phones than they do watching television sets.

If you’re doing business over the phone, a CRM (Customer Relationship Management) software package is an essential tool to capture and stay organized with all the details of your customer’s interactions—from sales to follow-ups to providing customer care.

You can use phones for any marketing activity you undertake, but they are most effective for B2C (Business to Consumer) marketing—giving you the flexibility to plan and implement marketing activities across multiple platforms and devices.

As a business owner, you’ll inevitably face the question of whether to invest in dedicated hardware or software to manage your company’s day-to-day activities. Clickfunnels’ multipurpose account provides you with the best of both worlds by letting you set up and use the software on multiple devices—allowing you to access all of your company’s data from anywhere at any time.