SaaS companies need different CRM and Marketing Automation tools. Agile CRM helps SaaS companies to successfully on board via emails and smart personalized popups.
3. 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
4. Use Cases
○ Onboarding new signups
○ User retention
○ Trial/free user conversion
○ Sales process automation
○ Payments tracking & follow up actions
○ Drilldown SaaS metrics
5. 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
6. ● 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
7. 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
8. 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.
9. 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.
10. 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
11. 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.
12. 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..
13. ● 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
17. ● 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
