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Le manifeste Agile : origines, application et considérations pour les chefs de projet.

Le manifeste Agile : origines, application et considérations pour les chefs de projet.

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Le Manifeste Agile est une approche de développement de logiciels qui a révolutionné le monde des projets informatiques. Découvrez ses origines, son application et ses considérations pour les chefs de projet.

Le Manifeste Agile, un document révolutionnaire dans le monde du développement logiciel, est apparu comme une réponse aux insuffisances des méthodologies de développement traditionnelles et rigides. Cet article explore ses origines, ses applications et ses mauvaises utilisations, offrant des conseils aux gestionnaires d’ingénierie sur la façon d’interpréter et de mettre en œuvre efficacement ses principes.

The Agile Manifesto is based on four core values: individuals and interactions over processes and tools; working software over comprehensive documentation; customer collaboration over contract negotiation; and responding to change over following a plan. These values emphasize the importance of collaboration, communication, and flexibility in software development.

Applications of the Agile Manifesto

The Agile Manifesto has been widely adopted by software development teams around the world. It has become the foundation for a variety of agile methodologies, including Scrum, Kanban, and Extreme Programming (XP). These methodologies focus on iterative development, rapid feedback loops, and continuous improvement.

Agile methodologies are designed to be lightweight and flexible, allowing teams to quickly adapt to changing requirements and customer feedback. They also emphasize collaboration between developers, customers, and stakeholders, allowing for a more transparent and efficient development process.

Misuses of the Agile Manifesto

Despite its popularity, the Agile Manifesto has been misused and misinterpreted by some software development teams. For example, some teams have adopted an “agile-at-all-costs” approach, sacrificing quality and customer satisfaction for speed. Others have used agile as an excuse to avoid planning and documentation, leading to chaotic development processes.

In order to avoid these pitfalls, engineering managers should ensure that their teams are properly educated on the principles of agile development. Teams should be encouraged to focus on collaboration, communication, and customer feedback, rather than simply “going agile” for the sake of speed.

Conclusion

The Agile Manifesto has revolutionized the world of software development, providing teams with a lightweight and flexible approach to development. However, it is important for engineering managers to ensure that their teams are properly educated on its principles in order to avoid common misuses and misinterpretations.

Origines du Manifeste Agile

En février 2001, dix-sept développeurs de logiciels se sont réunis à Snowbird, Utah, pour discuter des méthodes de développement légères. Ils étaient unis par une insatisfaction commune à l’égard des processus de développement de logiciels lourds et documentés qui prévalaient à l’époque. Cette réunion a abouti à la création du Manifeste Agile, une déclaration concise de quatre valeurs fondamentales et douze principes directeurs visant à améliorer le développement de logiciels.

Le Manifeste Agile repose sur quatre valeurs fondamentales : les individus et les interactions plutôt que les processus et les outils ; le logiciel fonctionnel plutôt que la documentation exhaustive ; la collaboration avec le client plutôt que la négociation du contrat ; et la réponse au changement plutôt que le suivi d’un plan. Ces valeurs mettent l’accent sur l’importance de la collaboration, de la communication et de la flexibilité dans le développement de logiciels.

Applications du Manifeste Agile

Le Manifeste Agile a été largement adopté par des équipes de développement de logiciels à travers le monde. Il est devenu la base de diverses méthodologies agiles, notamment Scrum, Kanban et Extreme Programming (XP). Ces méthodologies se concentrent sur le développement itératif, les boucles de rétroaction rapides et l’amélioration continue.

Les méthodologies agiles sont conçues pour être légères et flexibles, permettant aux équipes de s’adapter rapidement aux exigences changeantes et aux commentaires des clients. Elles mettent également l’accent sur la collaboration entre développeurs, clients et
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21 Best CRM Software

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The best CRM (Customer Relationship Management) software solutions help sales teams streamline critical processes to improve productivity, track customer interactions and gain actionable insights to deliver a personalized experience to sell smarter, shorten the sales cycle and drive better retention rates.

This article reviews the 21 best CRM software to help you streamline your searches. We’ll cover the key features, user experience, pricing plans, strengths, and weaknesses. So, let’s get to it.

1. Salesforce Sales Cloud CRM

Salesforce Sales Cloud is a cloud-based customer relationship management solution that supports large sales teams and every customer touchpoint.

Over 150,000 companies, including world-leading brands like IBM, NBCUniversal, and Sonos, use the CRM system to streamline workflow automation. 

Key Features

Project Management — The software natively integrates with Slack, allowing you to seamlessly manage your Salesforce tasks in one central location and collaborate remotely with colleagues, customers, and partners in real-time. 

Sales Forecasting — Salesforce can estimate your future sales revenue using your current and historical pipeline data. Again, integrating with apps like revVana helps you gain better revenue insights.

Flexible and Scalable — This CRM software helps small businesses and enterprises meet their growing needs without sacrificing performance. Salesforce CRM is entirely cloud-based, supports over 8,700 integrations, and has an open API, making it highly extensible.

User Experience

Setting up an account only takes three steps.

The dashboard is clean and straightforward, making it easy to use. You can click the modules on the navigation menu to use its features. Additionally, the CRM software displays information in graphs, pie charts, and tables in an easy-to-understand way.

Salesforce Sales Cloud has a robust knowledge base to hit the ground running immediately.

Pricing

Salesforce offers four subscription plans, billed annually:

  • Essential $25 per user per month
  • Professional $75 per user per month
  • Enterprise $150 per user per month
  • Unlimited $300 per user per month

Strengths

  • It’s fully cloud-based (you don’t need to install anything)
  • 30-day free trial
  • Customer relations management automation
  • Supports over 8,000 integrations and apps
  • Multilingual and multi-currency support
  • Open API
  • Leads management and business intelligence tools
  • Round-the-clock support
  • Multiple appointment scheduling
  • Mass emailing capability

Weaknesses

  • It doesn’t support live chat
  • Not suitable for on-premise deployment

2. Pipedrive

Pipedrive is one of our top options for the best CRM software today. The cloud-based solution helps marketers set up their pipelines, track progress in real-time and automate routine tasks. Over 100,000 companies in 179 countries use the software.

Key Features

Real-Time Alerts — Pipedrive has a built-in reminder that keeps you posted on all your sales activities so you don’t miss a follow-up.

Reporting — The CRM provides detailed reports on pipeline performance. With this insight, you can measure your progress against your business goals.

Revenue Forecasting — The software can forecast your sales volume and revenue using your pipeline data. It automatically updates the estimate when a lead’s status changes.

Leads Capture — Pipedrive has a customizable web form that helps you capture leads for your pipeline. Also, you can segment the leads for personalized communications.

User Experience

Pipedrive is user-friendly. New users will be able to get the hang of it quickly. Also, the CRM software has a robust help center to help users set up and customize their accounts.

It features a visual pipeline that lets you see your sales strategies and process and update a lead status by dragging and dropping it. Additionally, it presents reports in easy-to-understand ways.

The software offers live chat and round-the-clock email support for quick resolutions. 

Pricing

Pipedrive offers four plans, billed monthly and annually.

  • Essential $11.90 per user per month
  • Advanced $24.90 per user per month
  • Professional $49.90 per user per month
  • Enterprise $74.90 per user per month

Strengths

  • Faster deal closing
  • Omnichannel lead generation
  • Efficient customer relationship management
  • Free trial (no credit card required)
  • Goal setup and tracking
  • Sales forecast
  • Over 350 integrations
  • 14-days free trial
  • API support
  • Real-time support

Weaknesses

  • No free plan
  • The dashboard could feel overwhelming

3. Oracle Netsuite CRM

Oracle NetSuite Customer Relationship Management software promises to deliver the real-time data you need to manage interactions with potential customers, existing customers, and suppliers, deliver exceptional customer experiences and drive sales.

Over 32,000 customers use Oracle NetSuite products.

Key Features

Sales Force Automation — NetSuite CRM SFA unifies your sales processes and provides unprecedented insights into every aspect of your customer relationship to supercharge your sales performance.

Marketing Workflow — You can create and launch targeted marketing campaigns to grow your leads pool. Also, the CRM lets you segment your leads to deliver a personalized experience, shortening the sales cycle.

Customer Service Management — NetSuite automates customer service management, allowing users to focus on other pressing day-to-day activities. For example, it can review the status of submitted tickets and reply with follow-up communications.

Partnership Relationship Management — NetSuite CRM is not just a customer relationship management software. Instead, the platform is a complete business management tool that helps you manage relationships with partners, share real-time information, and maintain control over partner-focused sales processes.

User Experience

This CRM could be more beginner-friendly if not for its many features and advanced functionalities. However, the software offers a search feature to help users find things faster. Another user experience challenge is Netsuite’s time-demanding customization.

Plus, some users have reported crashes and downtime.

Besides these challenges, NetSuite has an excellent user interface that makes it exciting. Also, it offers live chat support, helpful resources, and a comprehensive knowledge base.

Pricing 

NetSuite charges an annual license fee but doesn’t provide any pricing plans. You must contact their customer support to learn about the deployment needs of their CRM systems.

Strengths

  • A centralized data source that gives users unprecedented visibility into their sales process
  • Salesforce, marketing, and customer service automation
  • Partner relationship management
  • Advanced reporting and analytics
  • Great user interface
  • Sales forecasting
  • Mobile 

Weaknesses

  • No monthly subscription plans
  • Not-too-great user experience
  • Expensive compared to other CRM solutions

4. Zoho CRM  

Over 250,000 businesses worldwide use Zoho CRM software solutions. It helps management, marketing, support, and sales teams address their customer relationship management and omnichannel engagement needs.

The platform empowers users to deliver personalized experiences and drive sales through multiple channels.

Key Features

Sales Force Automation — You can create workflows to reduce manual data entry, eliminate redundancies and automate repetitive sales, marketing, and customer service functions. 

Journey Orchestration — Zoho CRM lets users create personalized customer journeys and track each prospect’s path to identify delays or loopholes and optimize the sales process.

Omnichannel — With the Zoho CRM software, you can engage and track customer interactions across multiple channels, including email, social media, phone, and the self-service channel. 

Sales Enablement — Zoho CRM enables frictionless sales processes. You can generate quotes, invoices, and orders within the CRM software. Also, it lets you set up partner portals to grow your business and manage relationships with stakeholders.

User Experience

The Zoho CRM dashboard is clean, straightforward, and user-friendly. So, you can use all of its features as a first-time CRM user.

For example, the software lays the module tabs above the fold at the top bar, making them easily accessible. The reports are also less overwhelming as you can drill into the report you want to see, one at a time.

Zoho CRM offers webinars, tutorials, free eBooks, and documentation for easy setup and customization. No live chat support.

Pricing

Zoho CRM offers four subscription plans billed monthly and annually:

  • Standard $18 per user per month
  • Professional $30 per user per month
  • Enterprise $45 per user per month
  • Ultimate $55 per user per month

Strengths

  • Mobile
  • Marketing and sales automation
  • Advanced template and layout customization
  • Insightful reporting and analytics
  • Team collaboration
  • Support customer self-service portal
  • Predictive sales and intelligence
  • Voice assistant
  • Multilingual and multi-currency support
  • App marketplace with several third-party developers
  • REST API support
  • Activity reminders and sticky notes
  • 15-days free trial

Weaknesses

  • No live chat support
  • Limited native marketing automation (needs extensions)

5. HubSpot CRM 

HubSpot CRM is a cloud-based customer relationship management solution for salespeople, marketers, customer service agents, operations managers, and business owners. Top global brands like Atlassian, Doordash, and Wistia use the HubSpot CRM software.

Key Features

Multiple Hub — HubSpot CRM offers five hubs—marketing, sales, customer service, CMS, and Operations—that lets you pay for your needs. In addition, you can integrate up to five hubs into a single CRM to streamline your business processes. 

Email Marketing — The software has a built-in email marketing capability for targeted campaigns to your audience. In addition, you can create customized emails with the intuitive drag-and-drop editor.

Lead Generation — With the built-in lead-capturing forms, ad management tools, and landing pages, you can generate leads online, feed them directly into the CRM and convert them to customers.

Customer Support Portal — You’ll get a customer support portal to manage customer services and support requests, minimizing the burden on your customer service team. With the portal, you can also set up your knowledge base.

SEO Advisor — The SEO Advisor provides actionable SEO tips which can help you rank essential keywords on Google search results. It comes in handy when creating blog posts or developing landing or website pages.

User Experience

You can set up HubSpot CRM quickly and get it running immediately.

The CRM is easy to use and has an excellent user interface. You can customize your dashboard to quickly view your sales pipeline all in one place to enhance your user experience. Also, HubSpot presents its reports in an easy-to-understand way.

It also integrates seamlessly with other tools. In addition, HubSpot offers onboarding services and multiple support channels—phone, email, live chat, and online community.

Pricing

HubSpot offers a free version but with limited access to its tools. You can extend its functionality based on your needs by subscribing to a plan in the appropriate hub.

Marketing Hub

  • Starter $45 per month
  • Professional $800 per month
  • Enterprise $3,600 per month

Sales Hub

  • Starter $45 per month
  • Professional $450 per month
  • Enterprise $1,200 per month

Customer Service Hub

  • Starter $45 per month
  • Professional $450 per month
  • Enterprise $1,200 per month

CMS Hub

  • Starter $23 per month
  • Professional $360 per month
  • Enterprise $1,200 per month

Operations Hub

  • Starter $45 per month
  • Professional $720 per month
  • Enterprise $32,000 per month

Strengths

  • Powerful collaborative tool, Integrating marketing, sales, customer service, CMS, and operations in a single CRM solution.
  • A free version
  • User-friendly and intuitive
  • Large CRM database
  • Sales and marketing workflow
  • Insightful reporting and analytics
  • Lead management 
  • Seamless third-party integration
  • Social posting from the CRM
  • Meeting scheduling
  • Mobile app

Weaknesses

  • Limited features that could push to acquire other HubSpot licenses
  • HubSpot licenses are on the high side.

6. Freshworks

Freshsales is a sales CRM software that promises to help you gain a 360-degree view of your customers, deliver personalized engagement, shorten the sales cycle and accelerate revenue with context-driven sales. Brands like Klarna, Blue Nile, and PharmEasy use the CRM system.

Key Features

Lead Generation and Scoring — Freshwok offers CRM tools to help you run personalized campaigns and generate leads from your website visitors. You can also score the leads based on their engagement level.

Deal Management — Freshworks provides a birds-eye view of the deals in your pipeline, making it easy to prioritize and work on them immediately. You can also collaborate with multiple salespersons on the same deal., 

Workflow Automation —The software’s built-in workflow automation lets users automate repetitive tasks to save and boost the sales force’s productivity. You can quickly create automation with the pre-set templates.

AI-Powered Insights —Freshworks’ algorithm, Freddy AI, does the heavy lifting so that you can focus on only deals that convert. Additionally, it delivers AI-powered insights that help you drive faster deal closure. 

Omnichannel — The software enables users to reach customers on their preferred channel without exiting the CRM software. For instance, you can connect with your contacts via email, phone, live chat, WhatsApp, SMS, and Zoom.

User Experience

You can set up an account in three simple steps and connect your email account to the CRM software.

The dashboard is clean and less overwhelming. As a result, you are likely to crack the software at first use without facing many challenges. Also, you can import your sales data and start using the CRM tools immediately without starting from scratch.

You can use the FAQ, help center, or live chat for quick resolutions when you run into issues.

Pricing

Freshworks offers the best free CRM software with basic features—ideal for beginner users. In addition, you can subscribe to a paid plan to access more tools.

  • Growth $15 per user per month
  • Pro $39 per user per month
  • Enterprise $69 per user per month

Strengths

  • Email marketing within the CRM software
  • AI-powered deal insights
  • Built-in lead generation capability
  • Seamless sales process automation
  • Multilingual and multi-currency support
  • Territory management
  • Omnichannel customer engagement
  • Over 30 reports
  • A free plan
  • Mobile app
  • 21 days free trial of the highest tier plan
  • Provides a 360-degree view of the business
  • AI-based leads scoring
  • Pipeline visualization

Weaknesses

  • Hard-to-reach support
  • Limited third-party integrations

7. Monday

Monday CRM software is one of the best CRM software in the industry. Over 125,000 businesses use it to generate leads from multiple sources, qualify them in a central location, and track and manage all aspects of the sales cycle, from pre-sales to post-sales, all in one place.

Key Features

Email Tracking — With Monday, you can centralize your email communications and track essential email metrics to learn when to reach out, saving you time on cold leads. It also lets you create personalized emails with built-in templates.

Sales Process Automation — You don’t have to waste time on repetitive sales processes. It’s one of the best CRM software for automating your workflows, enabling you to focus on essential things. For instance, it can assign leads to sales reps, notifies you when a prospect opens an email, and more.

Leads Capturing — You can feed your sales pipeline with steady streams of qualified leads collected from multiple sources, qualify them on the CRM, and automatically score them based on pre-set criteria.

Post-Sales Management — Monday’s post-sales management capability lets you continuously manage customer relationships and drive after-sales customer satisfaction to boost customer retention.

User Experience

You can quickly sign up with Gmail and set up your account in a few more steps.

You can sell your sales pipeline and customer journey at a glance. Also, the user interface is excellent, and the software presents information in ways anyone can quickly grasp. In addition, it has a desktop notification feature that keeps you updated on your sales activities in real-time.

Users can customize their dashboards to see only the things they like. Unfortunately, the support doesn’t provide live chat support; however, it tries to compensate for this with a robust help center and round-the-clock email support.

Pricing

Monday offers a free plan for its CRM software and four premium subscription plans.

  • Basic $10 per month
  • Standard $14 per month
  • Pro $24 per month
  • Enterprise (custom package)

Strengths

  • Free and custom plans
  • Workflow automation
  • Email tracking and centralized communication
  • Pipeline visualization
  • Customizable reporting dashboard
  • Built-in lead management (capturing and auto-scoring)
  • Post-sales customer relationship management
  • Third-party integrations
  • Mobile app
  • Online community and robust help center

Weaknesses

  • Limited native marketing automation
  • No live chat support

8. Keap

Keap is one of the leading sales CRM solutions that cater to small businesses. The software promises to help them grow their leads, improve revenue and drive customer retention through enhanced customer relationship management and marketing workflows.

Key Features

Email and Text Marketing — It’s the right CRM software for small businesses seeking to bring email and SMS marketing into their marketing mix and manage them in one place. They can quickly create email and SMS campaigns with built-in templates and send them to their segmented lists.

Sales and Marketing Automation — With Keap, small business sales teams can automate critical sales and marketing processes to deliver a personalized experience to customers and drive targeted business growth while saving valuable time and human resources. 

Lead Capturing — You can acquire and track leads at every touchpoint. This CRM software comes with CRM tools for capturing leads like landing pages, dedicated sales funnels, forms, and appointment schedulers, which you leverage to generate consistent leads. 

eCommerce — Keap supports payment processors like Stripe, PayPal, and Wepay, allowing you to send and receive payments within your CRM software. The platform has facilitated over $2.6 billion in online sales since its launch.

User Experience

Keap promises a 14-day free trial. But I need help accessing the feature after signing up; the offer is only available to randomly selected businesses.

If the software can deliver on its promises, it will be great for the user experience. 

Pricing

Keap offers three subscription plans, billed monthly and yearly.

  • Pro $129 per month
  • Max $199 per month
  • Max Classic (custom plan)

Strengths

  • A referral program that pays up to 30% commission
  • A high-reaching user community
  • Knowledge base and help center
  • Native payment platform
  • Built-in email and SMS marketing
  • Advanced automation
  • Expert assistance

Weaknesses

  • No mobile app
  • Limited subscription plan
  • Expensive annual packages
  • The free trial is often unavailable
  • unreliable

9. Sage

Sage integrates sales, marketing, and service modules to deliver world-class customer relationship management software.

It’s one of the best CRM software in the market. With this solution, you can gain valuable insights into where your business stands to make better business decisions.

Key Features

Service Module — This module brings customer service management functionality within the CRM, enabling you to deliver an exceptional experience to prospects and customers, nurture them into long-term relationships and generate repeat businesses.

Sales Modules — With this module, you can automate your sales processes to accelerate sales performance and boost productivity. The company’s customer data shows that sales reps using this feature improved productivity by up to 40%.

Marketing Module — You can plan and run omnichannel, targeted marketing campaigns within the CRM and optimize campaigns to deliver more results with the built-in insightful reports.

User Experience

Sage doesn’t offer its pricing plans upfront. Also, you can’t sign up online. Instead, you’ll need to leave your business information online and wait for their support team to call, which might take time to come.

The user interface is excellent, but the CRM software integrates with only limited applications. In addition, real-time case resolution still needs to be improved. However, the software offers a community forum.

Pricing

Sage doesn’t have public pricing information. 

However, the software license could cost approximately $600 annually for each user. In addition, one-time initial implementation and related services could take the total cost to about $8,000. 

Strengths

  • Single modules to fully Integrated solution
  • Powerful real-time insights 
  • Team collaboration
  • Sales and marketing automation
  • Customer service management

Weaknesses

  • No straightforward signup
  • No subscription plan
  • Limited integration

10. Insightly CRM

Insightly is a popular CRM tool developed to help businesses streamline their processes, collaborate across teams, and integrate all the applications they need to drive sustainable growth.

Over 25,000 companies, including Bloomberg, Bosch, and Sanofi, use the platform, making it one of the best CRM software platforms today.

Key Features

Relationship Mapping — You can link your customer data to existing contacts to map and understand how your customers relate. This feature helps you get a high-definition picture of your customers.

Marketing  — Insightly’s unified marketing platform enables marketing teams to build sales pipelines, attract and engage ideal customers with intelligent and segmented campaigns and automate marketing processes to grow the business faster.

Sales  — You can centralize your customer data in one place, managing leads and spotting and prioritizing those most likely to convert. You can also create and send emails within Insightly and automate your workflows.

Service  — Insightly empowers customer service teams to solve customer challenges more effortlessly. You can receive customer support tickets in one place, quickly share information across the organization and receive actionable insights to improve customer experience.

Integrations  — You can connect all the tools you need to grow your business and manage them under one app. Also, Insightly’s AppConnect supports this CRM’s users in building custom integrations and workflows.

User Experience

Insightly has a clean design with a user-friendly interface. 

Some users complained that it could be challenging to grasp all its possibilities fully. However, it features a knowledge base, videos, and tutorials that could bring you up to speed as quickly as possible. The platform also offers live chat support.

The filters and bulk email could be better.

Pricing

Insightly’s CRM systems come in three plans, billed annually:

  • Plus, $29 per month
  • Professional $49 per month
  • Enterprise $99 per month

Strengths

  • Custom integration and workflow builder
  • Project management and team collaboration
  • Sales and marketing automation
  • Module for customer service teams
  • Scalable CRM
  • Live chat support
  • Free trial
  • Low-entry cost
  • Mobile app
  • Customer relationship mapping

Weaknesses

  • Annual billing
  • Learning curve

11. SugarCRM

SugarCRM is one of the best CRM platforms in the market. It delivers CRM solutions that help companies gain a comprehensive high-definition view of their customers in the past, present, and future to enable predictability, boost situational awareness and reach new levels of business performance. 

Key Features

Predictive Forecasting — SugarCRM leverages historical and real-time data from multiple points to identify issues, root causes, and opportunities and deliver actionable sales insights. In addition, it offers automatic alerts for fast response.

Sales and Marketing Automation — You can automate anything with SugarCRM, from data collection, leads routing, and quote approval to leads scoring and marketing to deliver meaningful buying experiences, shorten the sales cycle, and drive revenue.

Customer Service Management —SugarCRM native customer service management support enables you to deliver a personalized, positive experience to customers at every touchpoint. In addition, the software automates critical processes to reduce the burden on your customer support team. 

User Experience

SugarCRM has a solid user interface.

However, you must pay for at least three users before you sign up for any plan, making the software expensive. Also, the CRM software offers a more complex signup process. You’ll need to fill out an online form to contact support.

SugarCRM has a user community and resource center that can help you quickly set up your account and learn how to make the most of the CRM software. Also, phone support is available in four languages.

Pricing

SugarCRM has four monthly plans, billed annually and requiring a minimum of three users.

  • Market $1000 per month/user
  • Sell $45 per month/user
  • Serve $80 per month/user
  • Enterprise $85 per month/user

Strengths

  • AI-Powered prediction
  • Full situational awareness
  • Sentiment assessment
  • Powerful automation and workflow
  • The built-in customer service solution
  • On-premises deployment
  • Omnichannel customer engagement

Weaknesses

  • No complimentary or trial plan
  • Lacks a mobile app
  • Expensive plan

12. NetHunt

NetHunt is one of the best CRM platforms built for Gmail and Google Workspace users, designed to help them manage leads, nurture prospects, and stay on top of their sales performances. The solution also plays well with LinkedIn and eight other tools.

Key Features

Data Organization  — With NetHunt, you can organize your business data effectively and productively. Also, the solution organizes your deals and sales pipelines in an easy-to-understand manner, providing insights into what works and doesn’t.

Sales Force Automation  — Using this sales CRM means your sales team won’t have to waste time on repetitive tasks. Instead, the solution automates key sales processes like leads capturing and nurturing, contact updates, and others so they can focus on other things.

Centralized Communication  — You can centralize your business communications, regardless of your customer’s preferred channel, whether social media, email, telephone, messenger, or live chat, and manage everything on the go under one app roof.  

User Experience

You can create an account in three clicks. The interface is clean and user-friendly. You can quickly update your deals by dragging and dropping them and visualize your pipeline to see your entire sales process and performance at a glance.

Also, you can set up workflows and integrations in a few minutes. Both processes are intuitive and might not require any learning curve. In addition, NetHunt has a help center and offers live chat support.

Pricing

NetHunt is available via four subscription plans, billed monthly and annually.

  • Basic $24 per month
  • Business $48 per month
  • Advanced $96 per month
  • Custom plan

Strengths

  • Zapier integration
  • Advanced data organization and visualization
  • Workflow automation
  • Omnichannel communication
  • Mobile apple
  • Live chat and phone support
  • Code-free web form for leads capture
  • Low-entry fee
  • Free trial and custom plan
  • Chrome browser extension
  • Open API
  • Cancel anytime

Weaknesses

  • Available only to Gmail and Google Workplace users
  • Limited integration options
  • Limited marketing automation 

13. FreeAgent

FreeAgent CRM helps teams collaborate more effectively to get things done. The software promises to help users track their progress in real-time and gain actionable insights to optimize their performance. Over 1,000 businesses worldwide use the platform.

Key Features

All-In-One Solution — With FreeAgent CRM, you won’t need to open multiple browser tabs to get your job done. Instead, you get everything done in one place. You can also automate repetitive tasks to get more done in less time. 

Workflow Optimization — You can streamline business processes to complete more work efficiently. The CRM tool can help you organize and prioritize deals so you can focus on those most likely to move the needles for your business.

Code-Free Customization — FreeAgent code-free customization enables you to set your account to meet your business’s unique needs. The software also integrates with other apps, making it highly extensible.

User Experience

FreeAgent CRM is easy to use and has a visually appealing user interface. The software enables complete funnel visualization and presents reports in ways anyone can understand.

You can quickly connect with the company’s in-house CRM experts to set up and customize your account to explore its full possibilities. The solution also offers live chat and helpful resources.

Pricing

FreeAgent offers “Unlimited Users” and “Per User” pricing packages with different plans, billed monthly and annually. The Per User package has three plans.

  • Starter $45 per month
  • Professional $90 per month
  • Enterprise $120 per month

Strengths

  • Highly extensible
  • All-in-one solution
  • Fully cloud-based
  • Code-free customization
  • Workflow automation
  • Full funnel visualization
  • Customer service management
  • Third-party integrations
  • Live chat support
  • Custom app
  • ISO 27001 compliant

Weaknesses

  • No mobile app
  • Poor search and filter

14. Creatio CRM

Creatio CRM is one of the best CRM software used by small and medium-sized businesses in over 100 countries to automate end-to-end customer journeys with no code. You can purchase separate modules or deploy the software as a unified CRM tool. 

Key Features

Marketing Creatio — With this module, you can automate your marketing campaigns, lead management, and deliver personalized omnichannel communication to boost business revenue and drive customer retention.

Sales Creatio — Creatio supports sales teams to collaborate across boards and automate mission-critical sales processes to get more things done. The software also provides a 360-degree view of customer journeys to personalize their experience.

Service Creatio — You can automate and manage customer service workflows on Creatio to save the support team valuable time and deliver an enhanced, personalized experience to customers. The software uses AI to streamline the handling of service cases.

Studio Creatio — Creatio’s no-code UI builder helps non-technical users build business applications and processes with maximum freedom using easy-to-use drag-and-drop visual design tools.

User Experience

The analytics and reporting are insightful, and you can quickly visualize the data in a few clicks.

The software’s no-code capability means you can complete projects that usually take months or even days. In addition, support is multilingual, so you’ll always get assistance whenever the need arises in your preferred language. 

Also, the platform has helpful resources for quick self-help.

Pricing

Creatio has different subscription packages for each module (Creatio). 

The monthly sales and service modules subscriptions range between $25 and $60, while Marketing Creatio goes for a $1,000 to $100,000 yearly fee. You’ll need to contact support to understand the cost of deploying its unified CRM solutions.

Strengths

  • Cost Calculator
  • Cloud and on-site deployment
  • 360-degree customer view
  • Unlimited no-code customization
  • End-to-end workflow automation
  • Real-time analytics
  • Trial plan
  • Custom plan

Weaknesses

  • Expensive plan
  • No mobile app

15. Close

Close is a cloud CRM solution for remote salespeople. As one of the best CRM software in the industry, it makes team onboarding a breeze, automates and analyzes workflows, and helps you grow revenue quickly. It also integrates well with some of your tools, bringing your software stack to one place.

Key Features

Calling — Close has built-in call software to help you reach more people effortlessly and double your call volume and velocity. With the predictive dialer, you can call multiple numbers at once, and the software automatically routes answered calls to available reps.

Video — Close natively support Zoom, enabling remote selling with videos. The software can connect your Zoom account and sync your previous recordings with the CRM software. It also alerts you five minutes before every meeting, and you can add notes during the meeting for context.

Call Coaching — With Close, you can train your sales team, no matter where they are, all within the CRM without needing to invest in expensive online training tools.

Workflow Automation — The CRM solution offers in-app email and calls automation that can simplify your workflow and help you get more work done. Also, you can save and share winning templates with team members to boost the reach rate and close deals faster.

User Experience

Close is an easy-to-use CRM software for busy salespeople with no learning curve. 

You can quickly create an account, set up your workflow sequences, and immediately put the CRM to work. The software also has dynamic smart views that let you prioritize your leads and quickly find what you need.

Close offers free migration and support, so you can get assistance whenever needed. However, it might not be real-time since the software doesn’t offer live chat.

Pricing

Close offers four subscription plans billed monthly and annually.

  • Starter $25 per month
  • Basic $59 per month
  • Professional $89 per month
  • Business $129

Strengths

  • Remote selling
  • Power and predictive dialer
  • Built-in email and SMS marketing
  • Powerful reporting insights
  • Free trial, migration, and support
  • Sales force automation
  • Phone and email support
  • Pipeline visualization

Weaknesses

  • No mobile app
  • No live chat support

16. Nutshell

Nutshell is an all-in-one B2B CRM software designed to help teams manage contacts and leads, sell smarter and gain valuable insights to track performance and optimize the sales process. Over 30,000 sales and marketing professionals use the software to streamline their workflow.

Key Features

Pipeline Management — Like most CRM, you can visualize your customer’s journey at a glance. With this feature, you can view, manage and prioritize leads for a faster closing.

Sales Automation — From lead assignments to scoring, task reminders, and more, Nutshell automates these tasks at the snap of a finger, allowing your team to focus on actual closing. 

Email Marketing Campaigns— Nutshell helps you send targeted, beautifully designed marketing emails. You can save time with the built-in template and see who engages with the email in real time. 

Leads Capturing  — The CRM has a native web form to capture leads and feed them directly to your pipeline. In addition, you can embed the form on your website to generate leads from web visitors.

User Experience

Nutshell reporting is top-notch, with an excellent interface. 

However, some users complained the email builder is subpar and could need improvement. Also, it offers limited customization.

Besides these, the software is excellent for quickly connecting all your software tools and accessing them in one place. The company doesn’t charge for customer support, and they can help you migrate your data to hit the ground running immediately.

The CRM offers several helpful resources to help you resolve issues and put the software to full use. 

Pricing

Nutshell offers two plans, billed monthly and annually. Here’s the cost per user per month:

  • Nutshell $19
  • Nutshell PRO $49
  • Nutshell Marketing (custom plan)

Strengths

  • Open API
  • Mobile apps
  • Free Migration
  • Sales force  automation
  • Leads generation
  • Pipeline visualization
  • Email marketing campaigns
  • Sales forecasting
  • Dependable support 
  • Custom marketing plan

Weaknesses

  • No live chat

17. Nimble

Nimble is one of the best CRM software for small and midsize businesses, used by over 140,000 professionals. Also, world-leading brands like UpWork, GoDaddy, and Flexjobs use the platform. 

Key Features

Nimble Prospector — With Nimble, you can efficiently prospect leads on any social site, website, or cloud application and connect with them in less time. The prospector is available as a browser extension, making it readily available.

Relationship Management — The software helps users manage customer contact details, automate key business processes, enable social listening and gain valuable business intelligence to deliver superior customer experience.

Email Marketing — The built-in email campaign management functionality means you won’t need to switch tabs or need third-party services to engage customers via personalized emails and track your progress.

Smarter Actions — Nimble provides actionable business and customer intelligence to take more intelligent actions to gain complete control of your sales process. For example, you can visualize your sales funnel, gain social insights to prepare for meetings, and discover engagement opportunities.

User Experience

You’ll likely start your Nimble experience by importing a CSV file of your existing contact database; thankfully, the software makes this process very straightforward. Also, the CRM makes importing and syncing data with other apps seamless.

Additionally, Nimble’s “Today Page” feature provides an overview of all your upcoming activities, deals, and engagement opportunities from social mentions and essential contacts to reach out to, making prioritizing more effortless.

The software has a support center and a live chat for quick assistance.

Pricing

Nimble offers only one subscription plan—Nimble Business, available for $25 monthly for a user. However, you’ll pay only $19 if you opt for the annual plan.

Strengths

  • App Marketplace
  • Native leads prospector
  • Browser extension
  • Activity tracking and team tasks management
  • Built-in calendar
  • Pipeline management
  • 360-degree view of customers and leads
  • Marketing automation
  • Contact management
  • Live chat
  • Business and customer intelligence
  • Office 365 and Google Workspace integration
  • Low entry fee
  • Social listening and mentions

Weaknesses

  • No mobile app
  • Limited subscription plan

18. MailChimp

Mailchimp is not just an email service provider. It’s also one of the best CRM software for small businesses. With this solution, you can build better customer relationships and sell to them more creatively. In addition, the CRM is scalable and can support your business growth and needs.

Key Features

Contact Management — Whether importing an existing contact database or building from scratch, MailChimp helps you manage them all from one location. Also, you can create or use the built-in segments to organize your contacts.

Email Marketing — Email marketing and campaign management are probably MailChimp’s best selling point and are natively supported in the CRM, meaning you can run effective email campaigns. Also, it comes with pre-built email templates, and you can run A/B tests in-app.

Behavioral Targeting and Personalization — MailChimp can predict customers buying behaviors, enabling you to segment your contact effortlessly to launch campaigns that feel like a one-on-one conversation at the right time or deliver personalized product recommendations. 

User Experience

You’ll only need to fill out three fields to sign up. However, it would have been better if users could create accounts automatically with their Gmail. It’ll save you the stress of logging into your email to activate the MailChimp account.

Mailchimp’s user interface is excellent, with many white spaces, but I don’t find the yellow background and black font colors easy on the eyes while signing up. Also, the software can integrate neatly with other tools, so you can easily manage your stack in one place.

MailChimp support is excellent, and case resolution is always fast.

Pricing

MailChimp CRM offers free, and three paid plans.

  • Premium $350 per month
  • Standard $20 per month
  • Essentials $13 per month

Strengths

  • Highly scalable
  • Mobile app
  • Predictive segmentation and behavioral targeting
  • Holistic audience view
  • Live chat support
  • Seamless contact management
  • Actionable customer insight
  • Free plan
  • Low-priced starting plan
  • Extensive third-party integrations

Weaknesses

  • Limited native Salesforce automation

19. Apptivo

Apptivo is a CRM software used by over 200,000 businesses, including Sephora, UNAIDS, Exult, and Los Angeles Times. The solution simplifies customer relationship management so sales and marketing teams can be more efficient and close deals effortlessly.

Key Features

Win and Loss Analysis — You can track the sales opportunities your sales team prospected and analyze the employees that contributed to winning the opportunity. Additionally, the app can help you analyze lost opportunities and the reasons behind them.

Territory management — You can quickly delineate and manage your sales territories to boost team collaboration, improve sales efficiency, and maximize territorial benefits. With the built-in assignment rules, you can automatically segment leads based on territories.  

Sales Planning — With Apptivo, you’re sure you won’t be tracking your sales targets with spreadsheets. Instead, the software comes with a sales planning app to measure your team members’ KPIs and implement scalable sales processes to facilitate faster deal closing.

User Experience

Apptivo has an excellent user interface.

But new users might need help navigating the software. Also, the customization and app integrations are not a walk in the park. 

However, the CRM system offers an extensive knowledge base for self-help. 

Pricing

Apptivo offers three subscription plans.

  • Lite $10 per month
  • Premium $15 per month
  • Ultimate $25 per month

Strengths

  • Project management
  • Integrated CRM software
  • Activity tracking
  • Performance analysis
  • Pipeline visualization
  • Contact Marketing
  • Email campaigns
  • Leads management
  • Salesforce automation
  • Sales planning
  • Territory management
  • 30-day free trial
  • Mobile apps

Weaknesses

  • Hard customization
  • No real-human live chat

20. Act! CRM

Act! is a cloud-based CRM software designed for small and midsize businesses to manage customer relationships and sell better seamlessly. The CRM system has been in play for over 35 years, powering over 800,000 users worldwide.

Key Features

Marketing Automation — Using Act! means you won’t need to spend much hiring and maintaining an in-house marketing team. Instead, this CRM software can handle most of your crucial marketing processes effectively.

Sales Pipeline Management — With Act! built-in sales pipeline management, you can automate your sales tasks and maintain a 360-degree view of your customers and their journey to close deals faster.

Activity Management — Act! helps you stay on top of all the happenings around you, including critical projects, enabling you to prioritize and stay more productive.

User Experience

Act! offers a user-friendly interface and intuitive customization. 

However, some users complained that each new update tends to drag the software backward. Additionally, you might need help setting up custom reports and dashboards. 

Also, I can’t vouch for their support. You might struggle to reach them whenever the need arises. However, there is an extensive resource you can always fall back on for self-help.

Pricing

Act! offers two plans billed annually.

  • Act! Premium Desktop $37.50 per user per month
  • Act! Premium Cloud $40 per user per month

Users opting for the Premium Cloud plan pay an additional $10 monthly for desktop sync.

Strengths

  • Sales and marketing automation
  • Customer management
  • Sales pipeline visualization
  • Activity tracking
  • Advanced reporting capabilities
  • 14-day free trial
  • Live chat support
  • Flexibility and Extensibility
  • Cloud and on-premises deployment

Weaknesses

  • No mobile app
  • Limited pricing plans
  • Annual billing

21. Agile CRM

Agile CRM is one of the best CRM services in the market. It promises to help you sell and market like Fortune 500 companies. In addition, the software packs several core CRM features like sales enablement, marketing automation, and customer service.

Key Features

Sales — The CRM system can help your sales teams manage their contacts in one place, track deals to keep the sales process on track, and automate sales calls. The CRM system also lets you manage appointments and gamify sales.

Marketing — Agile CRM has an intuitive drag-and-drop builder to set up a marketing workflow and build landing pages in minutes. It also extends its CRM capabilities with social media, email, and SMS features for multichannel marketing campaigns. 

Service — The software streamlines your customer service management so that your support can focus on only tasks that matter. It also allows you to provide pre-formatted replies for faster and more consistent responses.

User Experience

Agile CRM has a clean and intuitive dashboard. Using the features doesn’t require any learning curve. Also, the CRM software displays information in an easy-to-understand way.

The customer relationship management software has a robust knowledge base. Also, you can schedule a chat with any of their specialists within a few minutes.

Pricing

AgileCRM has free CRM software alongside three premium packages, billed monthly, yearly, and bi-annually. If you go for the bi-annual plans, you’ll pay the following:

  • Starter $8.99 per user per month
  • Regular $29.99 per user per month
  • Enterprise $47.99 per user per month

Strengths

  • Free plans with ten users
  • Yearly and bi-annual subscription plans
  • Lead management
  • Appointment scheduling
  • Two-way telephony
  • Contact management
  • Email and SMS marketing
  • Marketing automation with exit intent.
  • Social monitoring
  • Project management
  • Landing page builders
  • Chrome extension
  • Post-call automation
  • Push notification

Weaknesses

  • No mobile app
  • No live chat support

Choosing the Best CRM Software

The right CRM software providers for your business would offer you the best customer relationship management and engagement solutions. So, consider only CRM software vendors that offer you business solutions to meet your specific needs within your budget and integrate seamlessly with all your business tools.

 

Featured image via Unsplash.

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How to Measure Live Chat Performance

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Live chat is one of the most powerful tools for customer experience in the current marketplace. 

In a world where customers are constantly connected to the online world, online chat is a reliable way of getting quick solutions to common problems. 

Today’s consumers prefer talking to an agent over chat to calling a contact center, and they often feel that live chat is less frustrating than waiting for the right person to answer the phone. 

Of course, like any digital tool, live chat is only effective when using it correctly. Today, we’re going to show you the crucial KPIs you need to consider if you want to ensure that your chat strategy is delivering a tangible return on investment. 

The Most Important Metrics to Measure for Live Chat

These days, implementing live chat tools is easier than ever. 

You don’t necessarily need to hire a professional developer unless you want a specialist widget with specific functions and unique branding. Many plugins and tools for sites built on Shopify and WooCommerce allow you to instantly access chat functions. 

However, just because implementing live chat is easy doesn’t mean that there aren’t countless ways for your strategy to go wrong. Keeping an eye on these crucial KPIs and metrics ensures you’re making the right impression with your chat strategy. 

1. First Response Time

First response time is a crucial live chat metric. This measures how long customers need to wait before someone responds to them. Technically, this metric only refers to how quickly an actual agent responds to your customer, so automated “thanks for getting in touch” messages don’t count. However, immediately responding with one of those messages can convince your audience to stick around for a little longer. 

The faster your agents can respond to messages and solve problems, the better your brand reputation becomes. The good news is that a good live chat strategy can lead to pretty quick response times. The average time for an agent to see a live chat message is around 2 minutes and 40 seconds.

To improve your FRT statistics, make sure you:

  • Invest in chatbots: AI chatbots can support customers 24/7 with handy, self-service functionality. These tools will also filter out the customers waiting for an agent who can find a solution to their problem on your FAQ page.
  • Prepare canned responses: Quick responses to common queries can help you to address a problem much faster. In addition, preparing canned responses will ensure that your team members can quickly respond to more customers. 
  • Increase your resources: Ensure you have the right hand and enough agents to handle peak demand.

2. Average Resolution Time

The first response rate only looks at how quickly someone responds to a customer’s message for the first time. However, it doesn’t show how rapidly you deal with client problems. Average Resolution Time is the metric that helps to measure customer satisfaction by seeing how long it takes to get to a point where your customer can close the chat. 

If it takes too long for your employees to solve problems, there’s an increased risk of your customers becoming annoyed and frustrated. Additionally, the longer agents take dealing with each individual chat, the more other consumers will have to wait for someone to become available. Finally, the longer it takes to resolve an issue, the more customer satisfaction decreases.

The key to success is ensuring that the right agent deals with the correct customer and that everyone on your team is empowered with the appropriate tools and information. Boost resolution time by:

  • Giving customers a quick self-service solution: For common questions, make sure that you have an FAQ section that you can direct your customers to. In addition, a chatbot that can offer quick canned responses to regular queries can save time. Plus, they’re great for reducing the pressure on your agents’ shoulders. 
  • Integrate CRM tools with live chat: Make sure your agents have access to information about each customer as soon as they start the conversation. This information should include the customer’s name, what they’ve purchased before, and if they’ve issued any support tickets. Integrating with the CRM makes it easier for agents to jump straight into the action without needing the customer to explain everything first. 
  • Keep resources handy: Your team members should have instant access to all the information they need to answer customer questions. Ensure that searchable data repositories are available for everyone on your live chat team. 

Remember, routing tools that automatically send customers to the agent with the proper knowledge or skills will also improve response times and reduce the number of times a customer needs to repeat themselves. 

3. Chat to Conversion Rate 

Live chat tools aren’t just an avenue for problem resolution. Although customers can get excellent service through live chat, they also look to chat to collect information before a potential purchase. Around 38% of customers say that they end up purchasing a positive live chat experience. 

The live chat app on your website can provide real-time assistance for sales queries, converting leads, and maximizing your return on investment. However, to determine how successful your chat system is at encouraging sales, you must look at the chat to conversion rate metric. 

Essentially, you measure the number of chats your company has been involved in, then compare that number to the total number of conversions from those customers. It might be helpful to narrow down your results here by using your data and analytics tools to separate your total number of live chats into those intended for sales information and those requiring assistance. 

If your chat to conversion rate isn’t as high as you would like, there are lots of things you can do to start making a positive impact:

  • Automatically launch a chat: As soon as someone comes to your website, launch a chat window with a bot that asks whether you can help your customer. You can even include a list of commonly asked questions so your customer can get help faster. 
  • Follow up on chat conversations: Make sure you follow up on any questions that customers ask on your chat widget with an email. This is a great way to reach out to customers that may have been distracted and ended up abandoning their cart.
  • Personalize suggestions: Use AI insights and information from your customer management tools to determine which products are most likely to appeal to each customer, then suggest those items. Remember to ensure that your tone of voice in the chat matches your brand too. 

Remember, the faster you can answer customer queries and address their concerns with your live chat strategy, the more likely the chat will lead to a sale. Ultimately, customers are convinced to purchase when they believe they can trust your business to deliver excellent experiences. 

4. Customer Satisfaction Score

The customer satisfaction score is probably one of the most critical metrics in any customer experience strategy. It directly measures customer satisfaction levels and gives you an insight into how well you’re doing from the perspective of your target audience. 

The best way to measure CSAT through live chat is to add a survey to the end of the chat session. For instance, you could ask, “How would you rate this session on a scale of 1 to 10”. Then, based on the score, you’d calculate a “Net Promotion Score.” Each score falls into one of three categories: “Detractors 0-6”, “Passives 6-8,” and “Promotors 9-10”.

The more information you collect about your CSAT score, the easier it will be to determine where you’re going wrong with your live chat strategy. On the other hand, if the score is pretty good after a chat session, you’re probably on the right track. To improve your overall score:

  • Encourage feedback: Getting people to leave feedback, even on a live chat app, can be difficult. Offering customers the chance to win something in exchange for their insights could help you to get more data. 
  • Follow up: Connect with your “detractors” to find out what you did wrong. Follow up in the live chat session by asking if they’d like to leave a more comprehensive review. Alternatively, you can send an email asking for additional information. 
  • Reach out to promotors: Connect with the people who give you the most favorable scores to ask them for their insights. Find out what they enjoyed most about the experience and request a review that you can place on your website for social proof. 

5. Missed Opportunities

The longer someone waits for you to answer their question in a live chat or respond to their initial message, the more likely they’ll give up on the conversation. Unfortunately, this means that your company ends up with missed opportunities. You lose the chance to potentially make a sale, delight a customer, and strengthen your brand reputation.

While you might assume that your customers will know you can’t be available to answer all of their questions immediately, that’s not the case. INC tells us that 51% of consumers believe a business should always be open. So every missed chat is another negative mark against your reputation. 

If you discover that your team is missing a lot of chat chances, this could be a sign that you don’t have enough resources available in this area. However, there are a few ways that you can reduce your chances of missed opportunities, such as:

  • Hiring more team members: If you know that there are times of the year or week when you have peaks in demand, ensure that you have the correct number of staff members available. 
  • Using chatbots: Chatbots won’t be able to answer all customer questions, but they can deliver quick responses to commonly asked queries and reduce the risk of lost opportunities.
  • Provide alternative forms of communication: if your customer can’t reach you on live chat, make sure that there are other options available, like a phone number and email address or a form where your customer can automatically submit a ticket. 

6. Total Number of Chats and Tickets

Keeping track of the total number of tickets your customers submit, alongside the number of chats your employees engage in, will give you helpful information. First, the total number of conversations shows how many customers are taking advantage of your live chat function on the website. 

You’ll also be able to compare your total number of chats to the number of resolved problems you deal with for your customers. For example, comparing your total number of chats to an unlimited number of tickets shows you how many customers have been left to rely on other sources of communication. You can also see how good your employees are at following up with tickets issued by customers. 

When you’re analyzing your number of tickets and chat sessions, you might notice that many of the queries you dealt with were connected to specific questions or topics. If that’s the case, you might be able to create a new FAQ page for your customers or provide your chatbot with extra information that it can use. 

If you’re getting more support tickets through alternative means than live chat, it might be time to ask yourself what’s wrong with your live chat performance and why your customers choose not to use it. 

Improving Live Chat CX for Your Business

Live chat can be a powerful tool for improving customer experience and an excellent way to strengthen your relationship with existing and potential clients.

Step into the shoes of your customer and discover what it feels like to walk through the whole live chat experience, from the moment that you send a request to the live chat team to the moment when you close down the chat with a solution to your problem. Other quick tips include:

  • Getting the software right: Make sure your live chat app is easy for your end customers and your employees. The chat app you use should be convenient and suit your brand. It also needs to collect information effectively without causing problems like GDPR and regulations. Get a developer involved if you think you have a problem with your chat functionality. 
  • Guide your team: Remember that your team needs to know how to use the live chat tools available effectively if they’re going to deliver the best results to your customers. Make sure you give your employees scripts to deal with problems if needed. In addition, chatbots that can quickly grab information from integrated CRM tools and other solutions could make your agents’ lives much more manageable. 
  • Pay attention to feedback: Ask your customers for feedback on their live chat experiences whenever you can. Ensure you pay attention to what they say they like and dislike about the encounter. If you can listen to your customer’s opinions, they’ll give you a lot of helpful information to work with when you’re enhancing and optimizing your live chat strategy. In addition, listening to your audience shows that you have their best interests at heart.

Remember, as well as customer feedback; you might be able to ask your employees for their insights into how you can improve live chat performance too. Employees also work with these tools regularly, so they know which features are more problematic than others. 

Measuring and Improving Live Chat

Live chat functionality isn’t something that you implement into your website and forget about. Instead, like any form of customer service or engagement tool, your live chat solution should be something you test regularly and constantly update to suit your customers’ needs. 

Knowing which metrics to measure when examining live chat functionality and performance will boost the experience you can give your audience and even open the door for better relationships with clients in the long term.

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The Complete Guide To Personalized Marketing

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Personalized marketing is when you attune your marketing efforts based on customer data. This data can be anything from the first and last name to purchase intent, concerns, and history.

Personalized marketing has revolutionized the way businesses market their product and service to their audience. It brings value to people’s lives, spiking the sales graph for brands and businesses. So it’s a win-win situation for both the company and the consumer.

Even big companies do this for their campaigns. They do so because it gives them great results and ROI for their marketing initiatives. If these multinational businesses do this, it’s a good idea to incorporate this strategy and learn from a top resource on digital marketing.

This article aims to explain every nook and cranny of personalized marketing. By the end of this 5-minute read, you will know the impact of personalized marketing on our lives. And how you can integrate this into your marketing strategy to benefit your business.

What Is Personalized Marketing?

Have you ever encountered a business that knows what you’re going through? Or did you see an ad online that you closely relate to? Chances are, you were one of the target markets of those marketing materials. And if you could associate yourself with the ad, their marketing strategy worked.

That is what personalized marketing does to your audience, market, or particular demographic. This style of advertising leverages personalization in your marketing materials. The details of your marketing content are tailored to a specific audience and address the issues or real-time problems of a particular segment in your market.

Personalized marketing has become popular because more people demand it from businesses. Once the people have experienced what it felt like, they want to feel more of it.

To objectively see the demand for personalization, here are some statistics to back it up.

Accenture reported that 91% of consumers are likelier to shop with businesses that offer them relevant content. This shows that the right product recommendations can increase the chances of shopping with you.

Salesforce mentioned that 66% of consumers expect companies to understand their individual needs. This statement proves that a generalized way of marketing isn’t as effective as before. The consumer mindset has already developed, and they demand more personalization from businesses.

A striking piece of data from Statista showed that 90% of consumers in the US find the idea of personalization appealing. If that figure is accurate, almost all businesses should start incorporating this into their strategies. There’s no reason for them not to try this out.

Given the high positive demand for personalized marketing, it’s no secret why more and more businesses are doing this. However, not every company out there is doing this right. A wrong way of doing this can bring a loss of clients and a negative ROI.

To help you go on the right track of using personalization in your marketing, read up on the next section of this article.

Know These 6 Tips To Correctly Do Personalized Marketing

You’d agree that knowing your customer’s first and last name is essential. But with the dynamically changing strategies, personalized marketing is going beyond that. It’s actually about understanding what your targeted consumers need, merging with a way to convey the message that your business is the solution.

To help you achieve this, take note of the things below:

1. Leverage Your Customer Data

The foundation of personalized marketing is laid on customer data. The best marketing professionals and strategists emphasize gathering relevant data if you want to scale. Excellent digital marketing courses will teach you that customer data will help you build a solid foundation for your content and campaigns.

Consumer behavior has always been the most important detail for target marketing. With every click, it has become easier to gather data about individual customers, their interests, hobbies, purchase history, buying behavior, and more.

You’ll be able to get this information if you’ve practiced data management and collecting customer data throughout the years of your operation. However, it’s not too late to begin if you haven’t started with this yet. There is a lot of marketing automation software that aids marketing teams in doing this. For example, many businesses use lead scoring software to gain insight into their clients’ needs and categorize them appropriately.

For your personalization efforts, you can use questionnaires, surveys, and feedback forms to capture personal data on the internet. A customer will happily fill out a survey form if a reward in return entices him. This reward can be in any form– a voucher, a first buy discount, free shipping, or more.

This initiative will help you get more data in a shorter time frame.

2. Understand Your Customer’s Needs

Hoarding data will be a complete waste of marketing efforts, capital, and efficiency if you do not extract consumer behavior from it. When you have access to a rich set of data, you have the privilege to understand your customers’ trending needs deeply. After gaining insights from the data, create a marketing strategy based on those findings to target your audience.

Doing this doesn’t just apply to B2C; it also works for B2B companies, which is why the demand for custom software development, tailored services, personalized packages, and B2B data providers have been on the rise in these recent years.

It is a two-way road. While you are on the lookout for your target market, at the same time, the customers expect businesses to know what they need. The market you’re currently serving expects you to know what products or services are fit for them.

So this is where it gets crucial: you have to dig deeper into your niche and find the specs of your audience’s needs. Having a general idea about the needs of your target audience and personalized marketing usually don’t go harmoniously.

Planning a better-personalized marketing strategy will not be a piece of cake but will be much more rewarding for every aspect of your business. May it be sales, return on investments, customer relationships, or personalized marketing campaigns.

3. Personalize Every Stage Of The Customer Journey

The first rule of business is convincing the customer that you are their best friend. Now that you know what they want, you pledge to provide them with whatever best you can. Limiting personalization to marketing is not the solution. You have to be vigilant in meeting these individual requirements at every stage. And remember that consistency is the name of the game. That is how you bring your business into the running.

You can integrate CRM automation, email marketing tools and deploy other content marketing strategies to help make this process a lot simpler. Personalized live chat and chatbots, such as those offered by ThriveDesk, allow businesses to personalize their offerings and build their brand reputation.

As a customer, my requirement would be reading content, browsing, and experiencing products that would hit home. A personalized experience is what every consumer demands. And this is what makes them want to go back and do business with you again.

By creating helpful and relevant content, recommending the right products to them, and giving out convenient payment options, you are setting your business apart from the rest. Doing this allows you to have personalized every touchpoint that your customers do with your business.

4. Present In An Engaging Way

Consider customer engagement as absolutely necessary. Having the best data set and knowing what your customers want is not enough. In the competitive space of business and marketing, everyone is trying to get the attention of one another. And this is what you are supposed to do. This helps in building consumer-brand relations.

When a consumer engages, meaningful things happen. Engaging content pushes the consumer through the funnel and hence promotes conversions. Your content should be creative and eye-catching.

Engaging content blended with personalization boosts the brand experience. Increased loyalty, trust-building, and improved customer experience enhance the conversion and sales speed.

A great way to use personalization in an engaging manner that most businesses overlook would be through exit-intent popups.

5. Be Where Your Customers Are

This is an element that some businesses miss out on. They have created excellent social media marketing content but only distributed it on the wrong channel. For personalized marketing to be effective, it needs to be seen by people.

Are you questioning your marketing techniques because all you see is stagnancy? You have set up an engaging online store on Shopify or Wix, collected all the relevant data, your content is engaging enough, and your marketing strategy is top-notch. But you are still unable to reach your clientele.

You start wondering what you are missing out on. Your content and your strategies will not be prolific if you are on the wrong channel. Remember: the message of your content has to reach the right people for it to be effective.

Should you be on social media? If so, which one? Do you get more traction with email campaigns? Or do you have more engagements on forums?

Find out where your market is, then spend your focus there. Now the next step is how to know where they spend most of their time?

This is where we go back in the loop. And hence we again emphasize that data collection is the foundation of any great marketing strategy.

6. Improve Marketing Content

Don’t rest on your laurels when you’ve gotten everything down to a tee and have attained your desired marketing analytics behind your personalized marketing content. Always think of ways how you can improve.

Evolving at every step will keep you in the running. Don’t be misguided into thinking that your work is done if you feel like you have reached the pinnacle. Keep looking for ways to get better. Set bigger goals and status for your business.

Always go back to the drawing board and brainstorm with your team on how you can change and strive with the dynamically changing world and mindsets. In the end, all you want is to build better relationships with your customers, new and existing.

For enhanced productivity, your marketing team should always look for new strategies. This is how fresh and great marketing ideas are made.

See How You Can Benefit From Personalized Marketing

Irrelevant information can waste energy and time for both customers and the business. Personalized marketing hits the bull’s eye 99% of the time. It brings immeasurable value to the company as well as the customer.

Here are some of the top benefits of personalized marketing:

1. Better Engagement

The first target personalized marketing aims at is grabbing an individual’s attention. And this results in better engagement eventually. If you are presenting your customer with something that wows them, needless to say, it will grab their attention.

This will help bridge the gap between your customer and your brand. Identifying customers’ needs and then giving them what they want will help improve customer interaction with your brand.

It can even be enough for them to follow your call to action. The next thing you know, they will be checking your website, signing up for a list, or even purchasing a product right then and there.

2. Higher Conversions

Are you there for your customer at the right time and place? One-on-one marketing provides easy solutions to customers because you hit them with just what they are looking for at the right time.

When potential customers realize that you understand what they’re going through and provide the solution, most won’t hesitate to try your business out.

Personalization isn’t just focused on content. It can also be integrated into your processes. This results in aiding the increase of higher conversion rates.

3. Improved Customer Experience

Offering personalization will significantly improve the user experience. Once you provide the products, services, and content that meet their needs, their opinion of your business automatically improves.

Considering the statistics about personalized experiences, it is evident that consumers demand personalization strategies from companies. And if you offer such an experience, you increase the chance of making them do more business with you. Personalization helps businesses in reducing cart abandonment rates, better customer journey, increased customer satisfaction, and many more.

4. Customer Retention

Retaining persisting customers is equally important to your business as bringing new ones. Most businesses face low customer retention. It’s also a factor that some companies overlook. You must understand that it’s not all about converting prospects into paying customers. Your focus should also be on retaining those customers to make them loyal advocates of your brand.

One of the major benefits of consistent personalization is an improved customer retention rate. Consumers tend to stay with a business that understands their needs and provides solutions to their problems.

Once you can transfer a customer to a loyal advocate, you can also receive a ton of benefits. These are people that are going to defend your brand from critics. These are the same people who will give you free marketing via word of mouth and positive reviews.

5. Better Customer Relationships

Personalized experience leads to customer retention, eventually building better relationships with your nurtured customers. These entities are connected in a loop.

Customer relationships are an aspect of business that significantly helps with scalability and higher revenue. So connecting with your customers and building a relationship with them is as important as the product you are selling. This is why strengthening customer relationships should be a top priority for businesses.

Personalization makes you an expert on your target market trends. You get to know your audience deeper, which helps you build a foundation for creating a great customer relationship. And this requires marketing and customer experience teams to work together in a symphony.

For this, you can use team collaboration software which aids in the optimization of content and your approach toward the market. You’ll have a better strategy in getting their attention, providing what they want, and recommending things they’ll be interested in.

All of these things help in building customer rapport. When a customer feels that you treat them as more than just a paying customer, their customer loyalty goes to your business.

Best Examples Personalization Marketing

To inspire you to integrate this marketing strategy into your operations, below are different personalization marketing campaigns done exceptionally by various businesses. Grab inspiration, ideas, and motivation from these examples.

1. Coca-Cola

We all know the most basic form of personalization is addressing your customers’ names, but Coca-Cola took this simple idea into a massive global campaign. Their “Share a Coke” campaign started in 2011, wherein they printed different popular names on their Coke bottles and cans.

It seemed like a regular campaign at first, but it started getting traction as more customers wanted to get the name of their family, friends, and themselves. Coca-Cola said the campaign’s purpose was “to create a more personal relationship with consumers and inspire shared moments of happiness.”

The soft drinks giant used personalization and tied such a strategy with its mission: to bring memories and happiness to its consumers. You, too, can do the same – combine your mission and personalization strategy to create a unique campaign.

2. Spotify

Spotify leverages user data in its marketing strategy. They have several campaigns that make users want to use their application more often because it gives out a more tailored experience.

Other than their year-end campaign( #spotifywrapped), where they show the most played songs and podcasts their users listen to (which was a viral hit), they now also have an #OnlyYou campaign that shows your unique listening taste partnered with a musical astrology reading.

3. Nike

Nike has consistently been recognized for authentic, personalized, and heartfelt ad campaigns. This personalization always makes them capture an audience who can relate and those who start connecting to the brand. So Nike isn’t new to personalization. Their aim is robust community engagement.

Their highly inspirational campaigns with real-life heroes induce inspiration in their audience. Nike is great at converting people because of its excellent storytelling ability while adding personalization to the mix.

Nike’s just launched a new app that offers personalized content and rewards for committed fans. They tackle challenges and issues head-on, but they always make their marketing messages relatable to their audience. That is why they “just do it.”

Conclusion

Personalized marketing is the secret sauce to thriving businesses in the world today. However, incorporating this marketing strategy and finding success is not as simple as you might think. You will face challenges, but with enough perseverance and brainstorming, you can surpass them and successfully create a great campaign.

Remember, this marketing approach can be a hit or a miss. The first step to making it a success is relevant data collection followed by judicious implementation. This isn’t an overnight activity that you can do. It requires months of diligence in the right direction with the proper guidance. And you can gain valuable insights into this guidance via the content marketing strategies outlined in this article. But remember, once you start rolling, there is no looking back.

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Top ALM Tools and Solutions Providers

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A good application lifecycle management (ALM) package has software that is able to carefully manage and monitor all aspects of software development.  ALM applications provide tools for managing and completing the phases of design, development, testing, deployment, and ongoing enhancements.   With an ALM solution in place, organizations can significantly improve the way they design, build, test, and adapt their software.  Greater customer satisfaction, speed of development, and reduction of cost is the often the result.

Top ALM Tools:

VersionOne

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7 Tips for Transforming CX with Live Chat

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Not so long ago, customers only had a couple of ways to interact with brands. 

If you had an issue with a product or service, you could reach out through the customer service phone number or send an email. Occasionally, sites would introduce dedicated forms on their website that allowed consumers to send support tickets straight to the service desk – but that was it.

The problem with this kind of service was all the waiting. 

Send an email or ticket, and you have no idea when the company is going to get back to you. Customers end up refreshing their inbox all day, waiting for a response. Call the company, and 9 times out of 10, you’ll be placed on hold. You can’t exactly do much when you’re stuck listening to hold music, so customers are gradually getting more frustrated as they wait for a response. 

Fortunately, the evolving digital age has introduced a new solution: live chat.

Transforming Your CX With Live Chat

Live chat is a quick and convenient way for your customers to contact your business and get a response immediately. The result is happier clients, better customer satisfaction scores, and even opportunities for bigger sales. 

More than 41% of customers say they expect to see live chat on a site. 

Even if you don’t have an agent on hand to answer a chat message immediately, you can create an automated system that notifies your customer when someone is available. That means they can go and do other things while they’re waiting for a response. Live chat solutions with bots can even allow your customers to fix problems for themselves. That’s pretty convenient!

Widgets equipped with answers to commonly asked questions can automatically deal with customer queries or help them find solutions to their problems before passing them over to an agent. This means that your customer gets a solution faster, and your agents don’t have as much pressure to deal with. It’s a win-win – as long as you get it right. 

Unfortunately, a lot of companies don’t know how to implement live chat experiences correctly. 

Kayako’s study into 400 customers found that 47% couldn’t remember the last time they’d had a positive experience through a live chat tool.  

How to Upgrade Live Chat CX

The evidence shows that customers love the idea of live chat, but the reality of how businesses implement this technology isn’t always ideal. 

However, since 86% of customers say they’re willing to spend more on a better customer experience, it’s worth figuring out what separates a good live chat interaction from a bad one. 

1. Set Expectations Instantly

Setting the right expectations is crucial if you want to generate better satisfaction for your customers at a later date. When customers know what to expect from your live chat strategy, they can also make more informed decisions about which support channels they’re going to use, and whether they want to hang around for someone to answer their messages. 

The first thing you should do is showcase your agent’s availability. In this example from Help Scout, you can see whether the team is active, online, and ready to talk. The company also sets expectations for how quickly you can get an email response if you don’t want to chat.

Other ways to set expectations include:

  • Showing your opening hours: List when team members are usually available to answer questions if you’re not currently online. 
  • Topics: Offer your customers some topics that they can ask about or use the welcome message on your chat tool to direct your customers to an FAQ page. 
  • Restrictions: If there’s anything you can’t deal with over live chat, like changing a customer’s password, let them know in advance so they don’t waste time.

2. Leverage Pre-Chat Forms

Pre-chat forms are some of the most important parts of the live chat experience. They ask your customer to explain their issue to your chatbot so that they can be directed towards the right agent. Using these forms correctly ensures that your agent has all the information they need to solve a problem fast. 

You can even set up automated systems that direct customers to different agents and teams based on their needs. For instance, the live chat app on Outgrow.co gives customers the option to fill out different forms depending on whether they want answers to a question, a demo, or something else.

The button you click on dictates which professional you’ll get through to. Although filling out a form can seem like an extra friction point for your customer at first, it helps to streamline the customer journey. After all, if you can direct the customer to the right agent the first time, there are fewer chances that they’ll need to explain their issue to various different people. 

Here are a few things you can ask for in the live chat form to make it more effective:

  • The customer’s name: This will help to personalize the conversation. It could also be an opportunity to track down any background information you have about an existing customer and the orders that they may want to speak to you about.
  • An email address: Having an email address will allow you to bring up a customer’s record on your CRM. It also means that you can send any information that the customer needs to their email inbox at the end of the conversation.
  • A brief explanation: Ask your customers to share what they’re reaching out to you about and use keywords in their message to assign the chat to the right agent or professional. You could even add a drop-down menu of topics for them to choose from. 

Remember, don’t ask for too much information straight away, or you’ll risk your clients feeling that the service experience is too complicated. 

3. Make Sure It Works Everywhere

We’ve reached the point now where every customer expects a brand’s website to be responsive on any device. Most web-building templates automatically work on mobile tablets and smartphones. Additionally, it’s becoming increasingly easy for companies to transform their website and online store experiences into dedicated apps too. 

However, while most businesses know that their site needs to be responsive, they often forget about the mobile element when it comes to live chat. If your live chat function is only available on the web browser version of your website, then this is going to end up making your mobile customers pretty unhappy. They don’t want to have to stop browsing on their phone just to connect with you. 

Ideally, you’ll want to create a separate component for your mobile app where your customers can easily access the same live chat functions they’d have on your browser-based site.

If you’re just offering live chat through a mobile version of your website, make sure that it’s easy for your customer to click into the chat section and send messages without accidentally ending up on a different tab or page. It might also be worth setting up functions that allow your chat app to send push notifications to your customer’s phone whenever they get a new message. 

Being able to put their smartphone down or switch to another app while they wait for a response will provide a much more intuitive experience for your audience. 

4. Make Sure You Support All the Right Languages

You’d think that this CX tip for live chat would be obvious, but it’s shocking how many companies fail to offer support for all the languages that their customers might use. If you’re selling your products throughout the world, and you know you have customers in China, then it doesn’t make much sense to only offer live chat in English. 

Some of the available live chat apps on the market today come with features that allow you to automatically translate languages when your agents are talking to foreign customers. For instance, LiveChat currently supports 45 languages. 

If you’re creating your own chat app from scratch, then you’re going to need to work with your developer or designer to make sure that the right languages are supported. Remember, you don’t have to cover everything, but at least make sure that you can connect with the most common groups of customers in your CRM. 

Ensure that if you are using multiple languages, your customers know how to switch to their preferred option too. Usually, the best way to do this is with a drop-down menu. You could also use little flag icons of the countries that you support. 

5. Find Ways to Reduce First Response Time

Speed is probably one of the biggest advantages of live chat, and the main reason that customers like it so much. According to the CMO council, fast response time is the number one thing that a customer looks at when measuring satisfaction. 

While you might not be able to have someone on-hand to answer your customers 24/7, you can improve the way they perceive your load times in a variety of ways. For instance, start by making it clear when your people are online to talk to your customers. Setting expectations on when you’ll be available to immediately respond should help to avoid frustration.

  • Keep all chats in the same place for agents: Having a combined contact center solution on the back-end makes responding to queries much easier for your agents. If they can see all of your brand’s live chat, social, and email conversations in one place, they don’t have to waste time jumping between different platforms and tabs. 
  • Set routing queues: Use an automated system to send every message you get to the most appropriate agent available. You can intelligently route conversations based on the issues that your customers have or the things they want to discuss. It’s also worth ensuring that your system prioritizes routing conversations to the first agent available. 
  • Send notifications: Make sure that you set your live chat system up to send push notifications to agents when a new message is waiting. It’s also with notifying your customer when they have a response, just in case they’ve switched to another tab. 

The notifications you send to your agents could come with access to a customer’s CRM file, so that your agent can go into a conversation with the context they need. Agents that instantly get context on a conversation don’t have to waste as much time tracking down the right information. Giving your agents context also means that they don’t have to ask repetitive questions, which could annoy your customer. 

6. Make the Chat Experience On-Brand

Every company wants to give their customer a slick experience with live chat. The solution you build needs to be easy to use, and responsive across every device. However, it also needs to be something that your customer associates with your brand. 

Companies generally have a lot of options for how a live chat window can look. You can adjust the appearance to suit your brand by picking specific colors, tweaking button shapes, and even changing the available fonts. 

Working the visual elements of your brand into the design of the live chat experience is the best way to make your customers feel comfortable and confident that they’re dealing with your company. For instance, Hubspot uses matching colors, rounded edges on chat bubbles, and even a fun illustration to make their chat experience more “branded.”

Remember, when you’re creating a Live Chat experience that’s “on brand”, it’s also a good idea to think about things like voice and tone. Infusing live chat with the unique personality of your brand will make the experience more memorable. 

If you usually stick with informal language and use a lot of slang, then it makes sense to continue that in live chat – even when you’re sending automated messages. To make sure your brand identity really shines through:

  • Write scripts for your automated messages in your brand’s tone of voice
  • Write guidance scripts for employees that highlight your tone for agents
  • Provide training on brand tone of voice for your support team
  • Encourage support agents to connect with customers on a personal level
  • Remember to set guidelines on how to use things like gifs, slang, and emojis too!

7. Make a Checklist For Security and Tech Issues

One of the most significant things that will affect the experience your customer has with your live chat service, is technical and security issues. Choose the right developer or designer to help with your app, and the risk of problems dwindle. You can also address the issue of having to constantly maintain, check, and update your live chat experience by using a pre-existing solution, like Intercom.

No matter how you choose to approach live chat, these are the things you’ll need to check for most:

  • Page load times: Page load times are crucial for user experience and SEO, so you should be taking them seriously already. Check your web chat software isn’t dragging down the performance of your page or causing unnecessary problems.
  • Cross-channel conversations: If your website has various subdomains, make sure that moving through these in chat won’t mean you lose the session. Customers don’t want to have to repeat themselves!
  • Functionality with browsers: Your chat app needs to work just as well on every browser and operating system – including mobile devices. 
  • Data management: Under things like GDPR, you need to ensure that you’re controlling user information safely. Ensure you have a DPA in place, and make sure that your web channel doesn’t affect any PCI-DSS compliance systems you have in place. Your chat solution may need to automatically mask credit card information, for instance.

Time to Enhance Your Live Chat Strategy

Ultimately, whether you like it or not, your customers love live chat technology, and they’re not going to stop looking for it on your website. Today’s consumers expect you to serve their interests by delivering customer support on the channels that they choose. Unfortunately, most companies just aren’t living up to expectations.

Following the tips above could help you to transform the way that you interact with your clients and improve your chances of better satisfaction overall.

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7 Landing Pages Comparisons To Improve Your Conversions in 2022

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Landing pages are crucial for conversions. User-friendly landing pages rank higher in the search engines and generate the maximum leads.

Interestingly, user behavior changes every year, and new website design trends should be kept in mind to continue acquiring sales from your existing landing pages.

If your high-performing landing pages in 2019 have suddenly started underperforming in 2021, then it is a clear indication that your landing pages need a strategic revamp to record higher conversions.

Landing page revisions are necessary for reduced bounce rate, more visitor time on the page, and better user actions.

This article will discuss some of the top web design trends of 2021 that brands have adopted to revamp their landing page designs. You can learn from the trends and apply your own custom design intelligence to redesign your landing pages for 2022 and convert the maximum number of visitors.

Let’s begin…

Why Landing Page Design Is Crucial For Conversions

Landing pages are the first stop on your consumers’ online buying journey and the first chance to put an impression.

People on the internet are becoming less patient. It takes only about 50 milliseconds for a visitor to form an opinion about a brand and decide whether they want to stay or leave the website.

Convincing modern customers to buy products or fill up query forms on a landing page is not easy with traditional website elements.

In 2021, it is now harder to impress visitors landing on your website than in 2019. Keeping in mind the audience of 2021 and beyond, an ideal landing page should be user-friendly, engaging, innovative and should encourage users to take action.

Here are some of the top reasons why landing page design is so crucial for conversions:

  • You get barely 7 seconds to create a strong impression. It is a time span in which visitors roughly scan the page and make their decisions.
  • Publishing 40+ effective landing pages at regular intervals can generate 12X more leads.
  • The average conversion rate from the landing page across all industries is only 2.35%.
  • Using the right types of targeting and testing can boost landing page conversion rates by up to 300%.

Considering the above stats, it can be easily said that a landing page has to be impressive and quick enough to impact the visitors positively.

7 High Converting Landing Pages & Lessons You Can Learn From Each

Below are some of the best high-converting landing pages, which were just updated recently in 2021. For each page, we list a lesson you can learn to inspire your next design revision in 2021 and ahead:

Example #1 – Replace Boring Customer Info Forms With An Interactive Quiz

Landing Page: Nextiva’s Unified Communications Readiness Quiz Landing Page

Industry: Voice Over IP software

Conversion Measured By: Leads fill out a form if they are interested

Redesign focus: Improve the quantity and quality of leads

Solution: Substitute online form with an interactive quiz

In 2019 and even 2020, many businesses were practicing the trend of including a customer form on their landing pages as a call to action to initiate a quick customer action.

The customer information form was useful for businesses because it helped them generate quick leads. However, at the same time, there was no real reason pushing the customer to fill in the lead forms especially if it consisted of more than 2-3 fields.

Nextiva used its creativity to replace boring lead forms with interactive quizzes. In its 2021 page design, the company added a quiz for visitors to participate in.

The aim is to have interactive pages to keep visitors engaged and persuade them to stay on the page.

Here are the comparisons of both the designs:

2019

2021

Key Takeaways:

  • The 2021 landing page now has a free Unified Communications Readiness Quiz that allows business owners to fill the form interactively. Adding a quiz with the number of pages mentioned at the top tells the user how many steps are left to complete the quiz, making their waiting time easier.
  • The background image is replaced with communication icons to simplify the message of the kind of services they offer.
  • The page looks neater and appears to be easier to scan at a glance.

Example #2 – Emphasize Strong Visuals and Copy that Stresses on Product Details

Landing Page: Western Rise Homepage Variation

Industry: Ecommerce

Conversion Measured By: Apparel purchase

Major redesign focus: Improve the number of leads

Solution: Improve the copy and visuals

Western Rise, a clothing eCommerce company, realized the importance of having impressive images and detailed product information on its landing page.

The 2021 page replaced ordinary product images with strong visuals of the models wearing Western Rise clothing. Also, the product image includes extensive product details, which were missing on the older page.

Here is a clear comparison of the 2019 vs. 2021 landing pages of Western Rise:

2019

2021

Key Takeaways:

  • The new landing page has a powerful headline – Performance Clothing for Travel, Work, and Play. In just a couple of words, the brand tells everything about itself. ‘Performance Clothing’ is their unique selling proposition (USP) that tells the customers that their product is durable. Besides, the caption ‘Travel, Work, and Play’ tells what the product is about. Modern customers like products that fulfill a particular need, and Western Rise made it easier for the users to realize the importance of their products which fulfilled their specific needs.
  • The bold visuals in the new page capture contemporary shots of the models that put a strong impression on the audience. Every image is clicked mindfully to explain the style and quality of the Western Rise clothing line.
  • The products displayed on the new page include every minor detail and feature that often other clothing brands ignore, such as the specialty of the product, occasions to wear, and weight other than colors, fabric, fitting, etc.

Example #3 – Use Strong Social Proof To Increase Conversions

Page: Aura Save 50% Landing Page

Industry: Identity Theft Software

Conversion Measured By: Online registration or an inbound call

Major redesign focus: Improve the number of signups

Solution: Add strong social proof

It is a known fact that social proof on sales pages is essential for increased conversions. But in 2021, the importance of social proof has gone too far.

Aura is an identity theft protection service that aims to build trust with its prospective customers when they first browse their landing page. Take a look at how Aura displays customer reviews above the fold to catch user’s attention.

Unlike others, Aura combined the rating stars and the review to prove customer satisfaction and emphasize their expertise in the field.

BONUS:

Another example of using strong social proof is the Exploding Topics newsletter landing page.

Exploding Topics is a newsletter with a pro subscription for content marketers and anyone interested in trending topics about any topic. It’s an excellent example that uses a lot of social proof on landing pages that give something away for free, like a weekly newsletter or an eBook.

If you could notice, the latest landing page below has multiple forms of social proof on a single page. First, they feature a list of brands that trust Exploding Topics. Secondly, they quote Wired Magazine founder Kevin Kelly’s feedback, followed by the logos and tweets praising the newsletter.

Key Takeaways:

  • Exploding Topics uses several different types of social proof that appeal to different demographics.
  • Their “trusted by” logos of world-renowned companies stand out to potential B2B subscribers.
  • Kevin Kelly’s quote is catching the attention of tech-savvy readers.
  • Despite packing the page with social proof, the opt-in form is still well above the fold. It is the best landing page practice that applies to nearly all pages.
  • The landing page uses actually embedded tweets (not screenshots), which help demonstrate that the tweets are legit.

While Exploding Topics have smartly used social proof on its page, the ideas of leveraging social proof are not limited to this only.

Example #4 – Focus On Visually Appealing Above the Fold Content

Landing Page: Perfect Keto Homepage Variation

Industry: Supplements

Conversion Measured By: Online purchase

Major redesign focus: Improve the number of purchases

Solution: Improve Above The Fold Content

Above the fold content greatly impacts customer’s decision-making. Perfect Keto lacked that appeal on its 2019 landing page design.

Hence, the 2021 design was revamped with better visuals and more professional looks.

The 2021 page received major changes in above-the-fold content, such as the top menu bar with the brand name not losing the user’s attention anymore and an additional menu bar giving a quick overview of what the brand offers.

The older page did have many social proofs, but those were limited to customers only. The 2021 design also highlighted the publications where the brand appeared, which proved exceptional in building customer trust.

Take a look at the two landing pages of Perfect Keto in 2019 and 2021:

2019

2021

Key Takeaways:

  • The 2021 landing page heading is more compelling because it clearly conveys what their product is all about. The older page was missing the actual purpose of the product.
  • An additional section on the new page to educate customers about the Keto diet and how to start it helps visitors understand the product even better.
  • The inclusion of a product image above the fold attracts user attention and makes the product trustworthy. People now know what they will be buying right at first sight of the page.
  • The new page proudly displays the products featured in the publications, such as Women’s Health, Healthline, Reader’s Digest, and Popsugar, which again helped customers trust the brand.
  • The page also features a video of the Perfect Keto founder that is brilliantly working in gaining visitor’s attention and faith.

Example #5 – Make The Call to Action More Compelling

Landing Page: Zendesk HelpDesk Softwage Landing Page

Industry: SaaS

Conversion Measured By: Online registration

Major redesign focus: Improve the number of registrations through the website

Solution: Make The CTA More Compelling

Zendesk did a clever job by replacing the sign-up form with a single button. On the older page, it was unclear to the user if the company has a trial option for free unless they move to linked pages. Such confusions often resulted in traffic bounces.

Adding the start free trial button on the 2021 page makes it easier for the users to understand that the product comes with a free trial. At the time, it helps the user take quick action.

Similarly, the ‘Get started’ button at the top was replaced with ‘Free trial’ with the same intention.

Moreover, chat support was added to guide users at any stage of the buyer journey. Live chats are vital to help visitors better understand the product and move a step ahead in the customer journey.

Take a look at below two images:

2019

2021

Key Takeaways

  • The CTA buttons have more actionable text and look more prominent.
  • The color choice for the button is in contrast with the background but matches the page theme.
  • The older page missed sales support, which is included in the new page for a better customer experience.
  • The tabs in the menu bar were reduced to four to make the page simple to use for users.

Example #6 – Use Contrast To Highlight Specific Copy On The Page

Landing Page: GetResponse Website Building Landing Page

Industry: Online Software

Conversion Measured By: Online signup

Major redesign focus: Improve the number of signups

Solution: Use contrast around important copy on the page

GetResponse focuses on attracting visitors’ attention towards the offerings from their business. Starting from above the fold section, the landing page highlights the texts that are important and need the visitors’ attention.

The infographic on the landing page is the next thing that promises to grab user attention while beautifully describing how this website builder works and is useful to the user.

Key Takeaways:

  • The text highlighted on the landing page draws the user’s attention towards what the business has to offer or unique selling points.
  • The infographics briefly explain the working of the tool in an easy-to-understand manner.
  • The Yellow color is used prominently on the landing page to attract user attention and persuades users to try the tool by listing its advantages.

Summary

Landing pages provide the first opportunity to create an impression in the minds of the consumers. A well-structured and mindfully designed page sets the right tone for your brand message and encourages users to choose your business.

However, the strategy for landing pages needs innovations from time to time for better results. The examples and tips shared above prove how landing pages in 2019 have seen significant improvement in 2021.

In the coming year, use these ideas to create landing pages that influence customer decisions and encourage them to take quick actions.

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Case Study: 8 Design Tips That Increased My Ecommerce Conversions By 42% 

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When it comes to increasing sales for your ecommerce store, there are 3 levers you can pull: You can increase your average order value; You can increase the amount of traffic to your site; You can increase your conversion rate.

While all of the above are important, the cheapest, most effective way to grow your sales is by improving your conversion rate.

For most online stores, low conversion rates are typically the result of a poor design or a bad user experience. Your visitors may not resonate with the look and feel of your website or they may have problems finding the information they need in order to make a purchase.

In this post, I will walk you through the exact steps I took to increase my desktop conversion rate by 46% and my mobile conversion rate by 39% with my last site redesign. I will also show you how you can apply these same design principles to optimize the conversion rate for your own online store.

Even if your ecommerce business is already performing well, this post will help you achieve even better results.

What Is Considered A Good Ecommerce Conversion Rate? 

Monitoring your conversion rate is crucial to building a profitable ecommerce business. And most analytics tools can help you measure this data out of the box.

Your conversion rate is calculated by simply dividing the number of desired actions by the number of website visitors in a given period. For example, if your website is getting 50 conversions for every 5,000 visitors, your conversion rate is 1%.

Depending on the specific type of online business you run, your conversions may include online sales, email signups, add to carts, or any other KPI you wish to measure. But in the case of an ecommerce store, your primary focus should be your purchase conversion rate.

On average, ecommerce stores have a purchase conversion rate of 1% – 2%. What’s more, experts say a good conversion rate is anywhere from 2% to 5%. This should be your baseline as you measure your online store’s success.

The Conversion Results of My Last Site Redesign

Before we dive into the nitty gritty details of how I improved my conversion rate, here are my overall results and exactly how I conducted my experiment.

First off, I run Bumblebee Linens, an ecommerce store that sells handkerchiefs online.

Because my site gets a ton of traffic from content pages that do not directly convert to sales, I measured my conversion rate based on my most predictable traffic sources.

As a result, all of my conversion data was taken from targeted PPC ad traffic sources like Google Shopping and Google Adwords. After all, my Google ads traffic is very steady and always converts at a consistent percentage.

Before I redesigned my site, the conversion rate for my ecommerce store hovered at around 3% which is above average. But the look and feel of the site was dated and desperately needed a refresh. Overall, the entire redesign took approximately 7 weeks and cost me roughly $1840.

Here are the conversion results from my updated design compared to the original:

  • Desktop conversion rates increased by 46%
  • Mobile conversion rates increased by 26% 
  • Tablet conversion rates increased by 32% 

The remainder of this post will highlight the specific elements of the redesign that contributed to these increases. (Note: I made all of my redesign changes live simultaneously so it’s difficult to determine which specific optimization contributed the most gains.)

8 Ecommerce Design Tips To Optimize Your Conversion Rate

If your ecommerce store is not performing as well as it should, there are many aspects of the user experience that could be negatively impacting sales. Even a seemingly innocuous design choice like your font size or the color of your buttons can have a significant impact on your overall conversion rate.

If you want to systematically improve the conversion rate for your ecommerce store, you should follow these 8 design steps.

1. Use A Consistent and Complementary Color Scheme 

Use color.adobe.com to choose complementary colors when redesigning your website.

A well chosen color scheme can instantly attract a customer’s attention, evoke emotion, and drive users to take action. After all, how a customer feels about your website can be the deciding factor between completing checkout or bouncing from your shop.

A well designed ecommerce store should utilize at least 3 complementary colors that are consistently applied across every page of your website.

If you don’t have a good eye for color, you can use a free tool like color.adobe.com which will help you mix and match different colors that go well together.

For my site redesign, I wanted a modern feel so I chose teal, hot pink, and yellow for my color palette.

I also assigned each color a specific purpose on my site:

  • Teal was applied to give the site a bright, overall color for a young and hip feel;
  • Yellow was used to draw attention to marketing elements like free shipping and special offers;
  • Hot Pink was used for all action buttons on the site.

Overall, every single page of your ecommerce store should have 1 main call to action (using a bright color like hot pink) that guides a customer closer towards checkout.

For example on my front page, the hot pink button “Shop Our Personalized Collection” pops out of the page and catches a user’s attention right away. We want visitors to shop our personalized collection because our personalized products are the highest margin products in our store.

2. Simplify Your Navigation 

Is your menu too complicated? Is your navbar taking up too much screen real estate?

A good rule of thumb for an ecommerce store is to minimize the number of clicks for a customer to add to cart. As a result, you should avoid nesting your product categories in more than 1 level of hierarchy.

If you have too many categories in your shop to display all at once, choose your best selling categories for your main menu and lump your less trafficked categories in a separate tab.

For my store, I decided to use a top-level, hover style drop-down menu as shown in the photo below.

Top-level navigation is one way to organize and display your product categories.

My old design utilized left hand style navigation which took up too much screen real estate. And freeing up the extra space allowed me to blow up my category and product images by 300%. With my new navigation menu, every visitor can add to cart in just three clicks: One click to find a product category; One click to view the product description; One click to add to cart.

Once you’ve designed your menu, pretend that you are a customer and try to shop on your site. Is the content easy to read? Do the important elements pop out? Can you find the information you need right away? Analyzing your site from a customer’s perspective will help you improve your users’ shopping experience.

3. Display Trust Factors On Every Page 

Free shipping, easy returns, and trust are crucial to driving conversions. 

Trust is the most important value you must establish with your customer.

Unless you’re Amazon or a big box store, people have likely never heard of your brand and you have to reassure them that it’s safe to buy from your store.

Due to Amazon’s influence in the ecommerce space, most customers look for 3 things when shopping at an online boutique for the first time:

  • Fast and free shipping;
  • Easy returns;
  • A way to reach customer support.

Displaying your phone number and email address is very important! Adding your store hours also helps to make your site look legit to new visitors. If you don’t have a recognizable brand, customers will want to know that they can reach a real human in case of problems or questions.

In the above image, you’ll notice that I placed my trust factors in the header, so they can be seen above the fold on every single page. We’ve also been featured on the Today show and a bunch of magazines. So I made sure to display this social proof on the bottom of every page.

Don’t hesitate to flaunt your achievements to reinforce trust. 

In addition, customer testimonials provide social proof and credibility to your website. As a result, it’s important to regularly reach out to happy customers for testimonials and endorsements. On our redesigned site, you’ll find the testimonials section right below our press mentions.

Testimonials lend social proof and credibility to your website.

Remember, to generate conversions as an unknown store or brand, you first have to gain your customers’ trust. Make it easy for them to contact you or get a full refund if anything goes wrong with their purchase. By showing a genuine concern for customer satisfaction, you’ll be able to build a solid reputation over time.

4. Emphasize Your Unique Value Proposition

Users spend an average of 5.59 seconds looking at your website’s written content. And in those 5.59 seconds, you must capture their interest or else they’ll bounce from your page. Right off the bat, you must convey to a user exactly what you sell and why they should buy from your store over a competitor.

What’s more, every single page on your site should communicate your unique value proposition. A unique value proposition is a concise statement that describes what makes your business special and outlines what your store does better than anyone else. The best way to show off your unique value proposition is to use an eye-catching image alongside compelling copy.

For example, here’s the first thing a user sees on my home page above the fold:

Right away, a user is shown a large image of one of our best selling personalized handkerchiefs. And right beside that image is a clear and concise value proposition, followed by a call to action to shop in our store.

Displaying your value proposition should not be limited to your home page. We also include our unique value proposition on every category page as well. Overall, you should include your value proposition on every landing page on your website.

5. Optimize The Visual Hierarchy Of Your Product Pages 

Every page on your site should have a single objective. And for your product pages, your goal is to get a customer to add to cart.

When designing a product page, you must apply a logical visual hierarchy to your design. A visual hierarchy is the order in which a user processes information on a page and in the case of a product page, there must be a clear path to your add to cart button with as few distractions as possible.

Here’s a screenshot of my old product page:

As you can see, my old product page is overwhelming. All of the design elements try to grab your attention at the same time and there are many different calls to action that blend together. To improve my product descriptions, I freshened up the color scheme and enlarged my product image by 266%. I also changed the placement of the buttons in a more logical flow.

Here’s what the redesigned product page looks like today:

By adjusting the size, color, contrast, and alignment of the page elements, I now force the customer to process my product information in a set path that leads directly to my primary call to action. For example, the hot pink color draws attention to the “Add to Cart” button over the “Reviews” button. Also, by applying a blue text color and teal background, I reassure customers that shopping with us is safe and risk free.

Overall, rearranging the design elements this way nearly doubled my add to cart percentage.

6. Simplify Your Checkout Process 

With our old site design, we would regularly receive feedback from confused customers who weren’t sure if they needed an account to purchase our products.

Here’s what our old checkout page looked like:

As you can see, there are too many choices. After all, a customer doesn’t need 3 ways to checkout and the choices are a little overwhelming.

Here’s what the checkout page looks like now:

Instead of offering 3 separate options for checkout, I consolidated them all into one and added a separate Paypal option (more on this later). First off, less than 6% of customers create an account so there was no reason to offer account creation as a separate option. Furthermore, displaying a login form was causing more headaches than it was worth because the majority of customers don’t even have an account. As a result, I decided to hide the form altogether by default.

Overall, when you are designing your checkout process, keep these optimization principles in mind.

Principle #1: Remove all unnecessary elements from the page. Don’t make the customer think and hide all elements that are not frequently used.

Principle #2: Display trust logos to assure customers of a secure checkout. In the image above, you’ll find trust logos on the right-hand side of the checkout page.

7. Optimize The Checkout Process For Mobile Users

4 out of 10 mobile users abandon their carts if they have a hard time entering their personal information. People don’t like entering their contact and credit card information using a tiny keyboard. What’s more, small buttons and too many form fields drive away mobile users. 79% of smartphone users shop online with their mobile devices, which is why you should optimize for mobile.

These days, a responsive design is par for the course but you can still screw things up if you are not careful. Here’s what my checkout process looks like on a desktop:

And here’s how the checkout page looks on a mobile device:

On mobile, the user’s cart contents are collapsed so it doesn’t occupy the entire screen. Overall, here were the mobile optimizations I made to checkout:

Optimization #1: Keep Your Checkout Form Short And Sweet

A mobile user should be able to tap buttons on your checkout page without accidentally hitting another option. Also, the buttons should be large enough to tap on a mobile device.

Given the smaller screen size of a mobile phone, keep your checkout form short and sweet with no extraneous options. Also, make sure you turn off autocorrect for your form fields. Otherwise, your phone’s autocorrect feature may frustrate users when they try to enter their address. In fact, we once had a customer get so frustrated trying to type in their city on their iPhone that they called us up and complained in frustration.

To fix this, you simply need to add the following tag to all of your text input fields.

<input type="text" name="name" autocorrect="off">

And to reduce frustration, you should also turn off auto-capitalization and auto-complete by adding auto-capitalization=”off” and auto-complete=”off” to all of your forms as well:

<input type="text" name="name" autocorrect="off" auto-capitalization="off" auto-complete="off">

In addition, for phone number entry, you should always display a numeric keypad as opposed to a regular keyboard:

Optimization #2: Automatically Import Your Customer Data If Possible

The less information mobile users have to enter in, the better. Payment options like Paypal Express and Amazon Payments can simplify the checkout process. These third-party payment processors automatically fill out a customer’s billing and shipping information which reduces typing and increases conversion rates.

To offer a more convenient checkout, I implemented PayPal One Touch, which alone increased my mobile conversion rates by 31%.

Here’s a quick tip when implementing Paypal: Make sure you display the Paypal button early in the checkout process before a user has entered in their information. Otherwise, it defeats the purpose of importing their information! In the first step of my checkout process, I explain each payment option in depth.

These simple changes made a huge difference in my conversion rate. And the number of PayPal users on my site nearly doubled from 13% to 23%!

8. Add A Sense Of Urgency

Most customers like to window shop and the best way to get a visitor to take action is to create a sense of urgency.

Whenever I run a sale, a big yellow countdown timer is displayed on every page of the website.

Note: It’s important to note that we only utilize this timer when there is actually a sale going on. Otherwise, you risk desensitizing your customers or losing trust.

In addition, I also display a countdown timer on the checkout page to create a sense of urgency to complete the payment process:

These extra design elements force a customer to take action sooner rather than later.

Final thoughts

Optimizing your conversion rate is an ongoing process. And testing your results is the only way to track your improvement.

Never go with your gut and always listen to the data. After all, sometimes an ugly site can out-convert a beautiful one.

Regardless, the design tips I demonstrated above will give you a solid foundation to start with. From there, you can further improve your website and optimize your conversion rate through repeated testing and tweaks. Good luck!

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