agile crm and marketing automation for ecommerce

Sell and Market like the Fortune 500

manohar@agilecrm.com

ACRM Mark

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Automati

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Analytics

Social Suite

Third-party plugins

More..

What is Agile CRM?

Big plus for eCommerce with Agile CRM

● Marketing automation for user retention

○ Offers/promo emails to inactive users○ Coupon emails on abandoning cart

● Web popups for better conversion○ Show offers based on visitor interests○ Complete App

● Metrics & reporting○ Growth, Funnels & Conversion○ Cohort analysis

● Automatic Contact Management○ Dynamic profiling, product tagging, web stats

● Drag-drop workflow designer

● Define conditional workflows

○ Contact profile based, life cycle based,

behaviour based

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

voice mail

● Nurture & Score leads automatically

● Trigger○ Run campaigns based on actions

● Analytics

Marketing Automation - Features

Use Cases - Marketing automation

● Address cart abandonment

● Bring back past users

● Upsell to existing customers

… all with highly personalized and timely communication

How to do?

● Trigger the campaign on a user when they visit checkout page

● Campaign checks if the user visited the post purchase page (completed purchase)

● If no, send an email with discount coupon● If yes, send an email with offers on related products

Use-case 1: Cart Abandonment

Detect cart abandonment and send automated emails with a coupon to make them complete the purchase

Use-case 2: User Retention

How to do?

● Whenever users visit your website, use the JS API to update his last active date in Agile CRM

● The Campaign checks for the customer who hasn't logged in for a certain time using the condition function.

● Send the user an email with exciting offers based on his profile data (product/category tags)

Example of user retention campaign

Use-case 3: Up-sell to past customers

After a purchase, automatically send them offers on related products

How to do?

● Whenever a purchase is done, add a product name/category as a Tag and put them into this campaign using the JS API

● In the campaign, check for the product/category tag and create the email to be sentOr, you can use the JSON IO option to recent purchase history and use that data in the campaign

● Check if they clicked on the offers link - if Yes, add a tag indicating they are interested in the category of products (for subsequent use), if No - maybe put them into a retention campaign.

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

Use Cases for Web Popup

● Show offers & discounts, based on user profile and current page

● Offer a discount coupon to users who abandon shopping cart when they visit later

● Bring back visitors who are about to leave, with timely popups

● Trigger relevant email campaigns when they checkout certain products/categories

Plugins & Integrations

IntegrationsIn-app Plugins

Growth Graphs, Cohort analysis, Funnels

Metrics & Reporting

● JavaScript API○ Simple and easy to use○ Integrate with website and apps quickly

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

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

API

www.agilecrm.com

care@agilecrm.com

1-800-980-0729

Thank you