Agile CRM - Marketing Automation, Telephony, Web, Social

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Information about Agile CRM - Marketing Automation, Telephony, Web, Social
Business & Mgmt

Published on March 11, 2014

Author: ManoharChapalamadugu



Agile CRM is the first unified marketing, social, web and sales suite. This small business CRM offers newsletter, web tracking, visual designer, free telephony (SIP), third party integrations and lot more.

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

● 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 1-800-980-0729 Thank you

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