Sales development representatives (SDR) need to make calls, track emails, follow-up with leads and manage tasks daily. In addition, there is a constant pressure to perform better and bring more leads. What the SDR team needs is a CRM that can automate the daily tasks, plan email campaigns, manage contacts and track contacts’ activities. They require a CRM that can efficiently handle and optimize the sales process.
Using Agile CRM, SDR team can create and customize email campaigns for leads, personalize and automate follow-up emails, assign and monitor tasks at various levels, track and manage calls and be more productive. Now sales development representatives can reach out to more prospects and make more calls by using this all-in-one CRM.
Add contact details directly from any webpage and automate contact clipping from various social media channels such as LinkedIn and Facebook using Chrome extension. You can instantly add leads, tasks and deals directly in the CRM using this extension. You can manage sales easily, view upcoming tasks, handle data, and sync contacts while browsing the web.
Nurture leads through improved communication using call scripts, notes and emails. Understand prospects and leads in a better way by analyzing various data saved during calls and emails exchange. Use campaigns to send emails to individual prospects and leads easily.
Find powerful yet simple graphical timelines, daily social updates, regular web activities and easy contact segmentation. Now you can manage contacts easily under one single page view.
Create, allot and manage events and tasks easily by synchronizing calendar with that of other team members. Check daily events, deadlines and appointments of every team member under one calendar.
Perform one click calling, direct call answering, voice automation, call recording and access call logs and history under individual contact’s page. Schedule and automate follow-ups directly after the call for improved services.
Use personalized graphic emails. Create plan and track campaigns efficiently. Edit content and templates to match your requirements and do more using Agile’s Email Marketing Feature.
Now track your contact’s web behavior and activities easily using Agile CRM Analytics. Here you can check the page visits and clicks of individual contacts.
Manage your daily reports and activities by attaching specific documents to individual contacts or store them in the system itself.
Motivate your sales representatives by creating leader boards based on different KPIs such as lead score, email opens, link clicks, deal milestones and many more.
I've seen and used dozens of CRMs. This one may change the market upside down. Absolutely great, easy-to-use and powerful.
Agile CRM is an exciting and powerful system. The capability to create complex workflows is immensely useful and easy - simply a matter of drag and drop.
We like Agile CRM because it's built for a combination of offline/online business, like a SaaS company that manages enterprise deals. It's full of features, but doesn't feel cluttered as they keep things clean and simple. And we love that they keep adding integrations.