Published on March 11, 2014
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 M arketing Autom ation W 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 Integration Link your SIP account and receive/make calls directly from Agile
www.agilecrm.com email@example.com 1-800-980-0729 Thank you
Sales & Marketing CRM With Intelligent Automation, Telephony, Web Engagement, Social Media Integration, Email Campaigns and Mobile Marketing
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