agile crm - marketing automation, telephony, web, social

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Sell & Market like a Fortune 500 company Agile CRM

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DESCRIPTION

Agile CRM is the first unified marketing, social, web and sales suite. This small business CRM offers newsletter, web tracking, visual designer, free telephony (SIP), third party integrations and lot more.

TRANSCRIPT

Page 1: Agile CRM - Marketing Automation, Telephony, Web, Social

Sell & Market like a Fortune 500 company

Agile CRM

Page 2: Agile CRM - Marketing Automation, Telephony, Web, Social

How does Fortune 500 Sell?

Salesforce Automation● Contact Management, Deals,

Activity, Sales forecasts etc.● Products

○ Enterprise – Salesforce, SAP, Oracle, Microsoft

○ SMB – Zoho, Capsule, Insightly, Nutshell

Gartner CRM Segments

Marketing Automation● Automate marketing based

on contact profile, score leads

● Products○ Enterprise – Marketo,

Eloqua○ SMB – InfusionSoft

Customer Service● Provide support to

customers● Products – Kana, eGain,

Zendesk, Freshdesk

Social Suite● Market your brand on

social media, monitor networks

● Products – Hootsuite, Tweetdeck, Sprout social

Page 3: Agile CRM - Marketing Automation, Telephony, Web, Social

ACRM Mark

eting

Automati

onW

eb

Analytics

Social Suite

Third-party plugins

More..

What is Agile CRM?

Page 4: Agile CRM - Marketing Automation, Telephony, Web, Social

● Contact management ○ Manage contacts, leads & accounts○ 360o contact view with timeline

● Deals ○ Track opportunities○ Revenue forecasting

● Cases ○ Address customer issues

● Calendar○ Tasks and events○ Sync calendar

CRM Features

Page 5: Agile CRM - Marketing Automation, Telephony, Web, Social

What is it?

“... a system that helps marketers execute multi-channel marketing

campaigns by providing a scripting environment for authoring business rules and interfaces to a variety of third-party applications.” - Gartner

Marketing Automation

Use cases

○ Follow up and nurture new leads

○ Send periodic newsletters○ Onboard new signups○ Customer lifecycle marketing○ Convert/upsell to users

Page 6: Agile CRM - Marketing Automation, Telephony, Web, Social

● Drag-drop workflow designer

● Define conditional workflows

○ Based on contact profile, or actions

(email opens, page views)

● Multi-channel○ Send emails, tweets, LN message,

voice mail

● Nurture & Score leads automatically

● Trigger○ Run campaigns based on actions

● Analytics

Marketing Automation

Page 7: Agile CRM - Marketing Automation, Telephony, Web, Social

Define rules in Agile to show intelligent popups on your website

Visitor Engagement & Conversion

● Engage known and anonymous visitors

● Show popups○ Sign-up forms○ Information messages○ Suggest pages to read

● Time them appropriately○ After certain time, on reaching

end of page, or when they are about to leave

● Do more actions○ Run campaigns, add tags/score

Page 8: Agile CRM - Marketing Automation, Telephony, Web, Social

● Email & Web Tracking○ Track email opens, clicks

○ Track website visits by contact

● Notifications

○ In-app and HTML5 notifications

Tracking & Notifications

HTML 5 Notification

In-app Notification

Use Cases

○ Follow-up leads when they are hot

○ Proactively engage with your site visitors

○ Test and optimize email messages

Page 9: Agile CRM - Marketing Automation, Telephony, Web, Social

Plugins & Integrations

IntegrationsIn-app Plugins

Page 10: Agile CRM - Marketing Automation, Telephony, Web, Social

● Call contacts ○ Single click calling

○ DTMF support

● Receive calls○ Answer calls from Agile

○ Open caller details with single click

○ Missed call notification

● Call history in contact timeline

Telephony - SIP IntegrationLink your SIP account and receive/make calls directly from Agile

Page 11: Agile CRM - Marketing Automation, Telephony, Web, Social

● JavaScript API○ Integrate with website and apps quickly○ Web to lead, tracking, tagging, scoring..

● Backend API○ More advanced integration ○ Java, PHP, .Net, ...

● Documentation○ All APIs available on GitHub○ Documentation & Sample programs

API