agile crm google apps

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Post on 14-May-2015

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Agile CRM now integrates seamlessly with your favorite Google Apps, and we’ve even developed an Agile CRM Gadget for use within Gmail. Many businesses these days rely on Google Apps such as Gmail, Google Calendar, Google Contacts and Google Drive, for both productivity (collaborative documents and spreadsheets) and logistics (contact info and calendars), and one of the most requested features for Agile CRM has been integration with these apps.

TRANSCRIPT

Page 1: Agile CRM Google Apps

Sell and Market like the Fortune 500

[email protected]

Page 2: Agile CRM Google Apps

ACRM Mark

eting

Automati

onW

eb

Analytics

Social Suite

Third-party plugins

More..

What is Agile CRM?

Page 3: Agile CRM Google Apps

Google Apps and Agile CRM

Clean and complete integration

● Gmail Gadget

● Email Integration● Calendar Sync● 2-Way Contacts Sync● Drive Integration● Universal navigation & SSO

Page 4: Agile CRM Google Apps

Gmail Gadget

Get all the context and act on it - right inside Gmail

● See full profile

including notes,

tasks & deals,

campaign activity

● Create leads from

Gadget directly

● Score, add tags,

notes, tasks, deals

● To, From, CCs,

BCCs addresses

Page 5: Agile CRM Google Apps

Email Integration

See all exchanged emails dynamically

● Link your gmail with a

single click

● See all emails related to a

contact automatically in

the timeline and in the

mail tab

● No BCC forwarding

needed

● Secure OAuth Access

(not requiring password)

Page 6: Agile CRM Google Apps

Calendar Integration

Clean 2-way Calendar Integration

● See your Google events

in Agile calendar

● Add Agile calendar to

Google

● Instant automatic sync

Page 7: Agile CRM Google Apps

Contacts Sync

Hassle free 2-Way Contacts Synchronization

● Sync all agile contacts to

a contact group in

Google

● Get all Google contacts

into Agile with a Tag

● Auto sync new and

updated contacts daily,

weekly or monthly

Page 8: Agile CRM Google Apps

More..

Google Drive Integration

● Easily add Drive

documents Agile

● Link Drive documents to

contacts and deals

Universal Navigation and SSO

● Login to agile directly

from Google Apps