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SaaS companies need different CRM and Marketing Automation tools. Agile CRM helps SaaS companies to successfully on board via emails and smart personalized popups.
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ACRM Mark
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Automati
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Analytics
Social Suite
Third-party plugins
More..
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
1-800-980-0729
Thank you
