Getting Started # 2 – Web Analytics in Agile CRM

Understanding your customers is fundamental to closing more sales. You need to gather information from all available sources if you want to understand prospects’ needs and interests, so you can pitch them the right services and products at the right time. One such source that is often not taken into account is your website itself. Information about what prospects do on your website can provide fantastic insights into what their needs are – even before you interact with them. Tracking website visitors is particularly important for businesses where content marketing is a primary source of web traffic.

Web Analytics in Agile CRM

Agile CRM web analytics

Agile CRM’s web analytics capabilities allow you to track all your web visitors and to see in-depth, contact-level analytics. Our web analytics include data like:

  • Where the visitor is coming from (referrer)
  • Pages visited
  • Time spent on each page
  • Geographic information
  • Browser/device used

Usage Scenarios

Together, Agile’s web analytics and Javascript API give web companies immense user profiling and analytics capabilities. They are useful to every type of business:

  • E-commerce – Segment users based on activity and interests to run highly targeted promos
  • SaaS – Score and tag users based on activity/actions in the app; understand who is likely to convert or churn
  • B2B Sales – Identify hot leads when they browse your website and initiate a conversation at the ideal time 

How it Works?

First, you need to set up the tracking code provided by Agile to enable web tracking. Agile will then start logging all page visits, automatically setting a cookie for each website visitor and recording pageview stats. Once a visitor provides an email address on the website (by filling in a contact or signup form), our JS API lets you create a contact in Agile. All of the user’s previous web activity is automatically attached to the contact, and any subsequent visits are logged and notified with real-time alerts.

With Agile’s tracking code and API, you can do much more than just record pageviews. Once a visitor is already there as a contact in Agile, you can add tags, increase scores or set custom properties, allowing you to smartly track leads automatically, based on your sales and business goals, and to learn more about user behavior across the board.

Try Agile CRM’s web analytics today – the feature is included in the free version of the CRM – and start engaging contacts at a higher level.

 

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Manohar Chapalamadugu

With over ten years of entrepreneurial experience in SaaS/Mobile/Telephony, Manohar Chapalamadugu has founded many successful product companies like InVox, MantraGroup (acquired) and ClickDesk (more than 125,000 businesses). He has held VP, Product Development at Corsoft and Director, Product Development at Veratron. He has a Masters in Computer Science from SUNY, Stony Brook and Bachelors from Birla Institute of Technology and Science, Pilani.

3 Comments

Casey Jeppesen

about 3 years ago

This is a great feature to have built right into a CRM. We are curious about tracking methods and reliability. Is it cookie-based only and if so, what kind of cookies (flash)? Given the rampant demise of cookies, we would love to hear more about additional methods currently in play or planned for coming release. Ie. Fingerprinting, ETags, HTML5 Local Storage, CRM Retargeting, etc. Cheers!

Reply

Nimesh

about 1 year ago

We are facing trouble with Geographic tracking. Is that possible that our team might have misconfigured the code? Every visitor and contact has same default location.

Reply

Shreyansh Surana

about 1 year ago

Hi Nimesh, Please write to care@agilecrm.com and our support team will help you out. Thanks

Reply

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