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
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