agile crm - crm and marketing automation for saas companies

Sell like a Fortune 500 company

manohar@agilecrm.com

ACRM Mark

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Automati

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Analytics

Social Suite

Third-party plugins

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What is Agile CRM?

Big plus for SaaS with Agile CRM

○ Marketing automation for onboarding

● Welcome Email● Follow up (Account Rep) Emails

○ Web grabbers for live onboarding● Guided Tours● Complete App

○ Metrics & reporting● Growth & Funnel● Cohorts● Conversions

○ Automatic Contact Management

Use Cases

○ Onboarding new signups

○ User retention○ Trial/free user conversion○ Sales process automation○ Payments tracking & follow up actions○ Drilldown SaaS metrics

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

● 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

How to do?

● Use the JS API to get the contact from your website into the CRM.

● Create a campaign to send a Welcome Mail to the new contacts added to the CRM.

Use-case 1: Auto Signup Welcome

Use-case 2: Trial-to-Paid User Conversion

How to do?

● When people enroll for Free/trial plan, add a Tag on the contact using our API, and every time they login or perform an action in your app, add a score

● Run the this campaign once in a while on the contacts

● Campaign first checks if the person is a Trial/Free tag and checks the lead score

● If the score is high, it is a good case for conversion, if not, he is transferred to a Retention campaign

● Now for all high score users, if they have visited the upgrade page, send an email with Upgrade offer to the customer.

Use-case 3: User Onboarding Campaign

Example Scenario

● The campaigns stats as soon as you have a new signup

● It Checks if the user filled in some of his profile date in the application.

● If he did, move onto the next step else send him a reminder email to fill out his details and move onto the next step after 2 days.

● Check if the user visited the settings page of the app

● If he visited the page, move onto the next step else send him an email explaining all the features in settings page.

Use-case 4: User Retention

How to do?

● Whenever users logs in to your app, use the JS API to update his login date in your 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 features with a login link to the app.

● Wait for few days and check if he did login● If he did come back, now put him in the

onboarding campaign, if didn't try a different channel - send a tweet

Example of user retention campaign

Use-case 5: Sales Automation Campaign

How to do?

● The campaign checks if the lead score of a lead is greater than a set value and automates the sales process.

● If the lead score is greater than a set value, use ‘Set owner’ condition to assign the lead to a salesperson in the company.

● Create a new deal with all the necessary details like value, probability and expected deal closure date.

● Assign a task to the owner to follow-up.

Example of sales automation campaign.

Use-case 6: Payment tracking/actions

How to do?

● We integrate with a variety of SaaS payment portals like Stripe. Whenever there is a payment activity for a user, you can add a tag using webhooks provided by stripe to your app.

● The tags can be Payment successful and Payment failed.

● If the payment is successful, send a thank you mail to the user and if the payment failed, assign it to a salesperson to followup with the user to resolve any issues with the payment..

Example of Payment tracking and follow up emails..

● Customer level tracking ○ Track email opens, clicks

○ Track website visits by contact

○ Get real time notifications

● Landing pages ○ Integration with Wufoo, Unbounce

Web Analytics & 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

● 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

Plugins & Integrations

IntegrationsIn-app Plugins

● Growth Graphs, Cohort analysis, Funnels

SaaS Metrics & Report

● 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

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