agile crm - marketing automation, telephony, web, social
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
Sell & Market like a Fortune 500 company
Agile CRM
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
ACRM Mark
eting
Automati
onW
eb
Analytics
Social Suite
Third-party plugins
More..
What is Agile CRM?
● 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
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
● 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
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
● 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
Plugins & Integrations
IntegrationsIn-app Plugins
● 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
● 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
www.agilecrm.com
1-800-980-0729
Thank you