1.
Sell and Market like the Fortune 500
manohar@agilecrm.com

2.
ACRM
M
arketing
Autom
ation
W
eb
Analytics
Social Suite
Third-party plugins
More..
What is Agile CRM?

3.
Big plus for eCommerce with Agile CRM
● Marketing automation for user retention
○ Offers/promo emails to inactive users
○ Coupon emails on abandoning cart
● Web popups for better conversion
○ Show offers based on visitor interests
○ Complete App
● Metrics & reporting
○ Growth, Funnels & Conversion
○ Cohort analysis
● Automatic Contact Management
○ Dynamic profiling, product tagging, web stats

4.
● 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

5.
Use Cases - Marketing automation
● Address cart abandonment
● Bring back past users
● Upsell to existing customers
… all with highly personalized and timely communication

6.
How to do?
● Trigger the campaign on a user when they visit checkout
page
● Campaign checks if the user visited the post purchase
page (completed purchase)
● If no, send an email with discount coupon
● If yes, send an email with offers on related products
Use-case 1: Cart Abandonment
Detect cart abandonment and send automated emails
with a coupon to make them complete the purchase

7.
Use-case 2: User Retention
How to do?
● Whenever users visit your website, use the JS
API to update his last active date in 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 offers
based on his profile data (product/category
tags)
Example of user retention campaign

8.
Use-case 3: Up-sell to past customers
After a purchase, automatically send them
offers on related products
How to do?
● Whenever a purchase is done, add a
product name/category as a Tag and put
them into this campaign using the JS API
● In the campaign, check for the
product/category tag and create the email
to be sent
Or, you can use the JSON IO option to
recent purchase history and use that data
in the campaign
● Check if they clicked on the offers link - if
Yes, add a tag indicating they are interested
in the category of products (for subsequent
use), if No - maybe put them into a
retention campaign.

9.
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

10.
Use Cases for Web Popup
● Show offers & discounts, based on
user profile and current page
● Offer a discount coupon to users
who abandon shopping cart when
they visit later
● Bring back visitors who are about to
leave, with timely popups
● Trigger relevant email campaigns
when they checkout certain
products/categories

11.
Plugins & Integrations
IntegrationsIn-app Plugins

12.
Growth Graphs, Cohort analysis, Funnels
Metrics & Reporting

13.
● 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

14.
www.agilecrm.com
care@agilecrm.com
1-800-980-0729
Thank you