agile crm - marketing automation, telephony, web, social

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

care@agilecrm.com

1-800-980-0729

Thank you