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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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A data pipeline, at its base, is a series of data processing measures that are used to automate the transport and transformation of data between systems or data stores. Data pipelines can be used for a wide range of use cases in a business, including aggregating data on customers for recommendation purposes or customer relationship management, combining and transforming data from multiple sources, as well as collating/streaming real-time data from sensors or transactions.

For example, a company like Airbnb could have data pipelines that go back and forth between their application and their platform of choice to improve customer service. Netflix utilizes a recommendation data pipeline that automates the data science steps for generating movie and series recommendations. Also, depending on the rate at which it updates, a batch or streaming data pipeline can be used to generate and update the data used in an analytics dashboard for stakeholders.

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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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Most of us are concerned about our public image, right? It matters a lot how people see and think of us. Export the same sentiment to a brand instead of a person. That’s what brand reputation is all about!  

Yes, it’s that simple – the public’s perception of a brand constitutes its brand reputation. And since the internet plays a significant role in public perception nowadays, a brand’s online reputation essentially drives brand perception.

If we come at it from a slightly different angle, it’s the sum of all ideas and emotions a customer or client associates with a brand while interacting with it at any stage. It includes everything, from what kind of customer services they get when purchasing goods or services to after-sales services the company provides. Reputation management is usually done via social media, emails, and online chats.

(Remember, you shouldn’t confine brand reputation only to a brand’s customers or end-users. It includes all stakeholders’ opinions of a brand. It can be anyone from customers to retailers and shippers to manufacturers.)

In short, brand reputation is the most vital intangible asset for any organization striving to make it big in today’s cutthroat market.

What’s The Importance Of A Strong Brand Reputation For Today’s Businesses?

It wouldn’t be wrong to say that nothing affects every stage of the marketing and sales funnel, like a brand’s reputation. Whether it’s awareness, interest, evaluation, commitment, sales, or reputation, a strong brand reputation will only supplement it.

Recent research reveals that about 94% of consumers say that their likelihood of frequenting a business increases if it has positive reviews. Conversely, 92% say that their chance of patronizing a business decreases if it has negative reviews.

Now, let’s look at various factors that make working on your brand reputation important.

Market Trust

Strengthening brand reputation earns your business the trust factor, making your brand a more viable choice for existing and prospective customers. It helps them place their faith in you, believing that your brand is here to thrive and fulfill any promises it makes.

Moreover, it’s a fact that people prefer buying goods and services from a brand that enjoys a solid reputation, especially if people in their social circle use its products.  

Higher Sales

You can’t be far from the truth if you believe brand reputation only yields intangible business gains. It lends you tangible improvements as well, most importantly, in the form of higher sales volume, which translates as higher profits.

All this can’t be achieved without the push from a strong brand reputation, helping the brand carve a niche for itself amongst tough competition.

Customer Loyalty

When a brand succeeds in earning a higher trust level and a positive reputation, the customers are more likely to remain loyal. And, will continue to buy products and services from it, refuting various incentives by the competition, such as discount packages & low prices.

Customer loyalty also leads a brand to a host of other fringe benefits, i.e., demanding a premium price after some time.

Competitive Edge

One thing is for sure, the level of competition in the market is always going to soar higher and higher. And it’s almost impossible for a business to make its way through it without a competitive edge. That’s where a positive brand reputation can make a business’s life easier.

Having the edge over the competition means your potential for catching new customers increases exponentially, helping your brand claim more of the market share.

Word of Mouth

Happy customers remain one of the most significant assets of a brand, especially in this digital era. They serve as brand ambassadors, and if they’re happy and satisfied, they’ll pass the word on, advocating for the brand for free.

It not only leads to increased brand awareness in the market, but it also paves the way for a business to improve its sales and profit margins over time.

What Are The Best Strategies For Managing Your Brand’s Reputation Online?

We’ll keep our focus on the ones proven to be the most effective, starting with:

Staying Ahead of The Curve

Being proactive is among the primary requisites for today’s brand managers. They should be thinking ahead of their competitors and the target audience. While branding online, the margin of error is relatively low, and any slipup can lead to a ripple effect in nullifying the brand’s positive image.

The best way to cope with such a situation is to embrace the mistake quickly and be upbeat enough to resolve the issue immediately rather than have a wait-and-see attitude.

Be Specific About The Deliverables

Social media has played a phenomenal role in educating today’s customers, making them very intelligent and demanding at the same time. It has opened up infinite mediums and channels to get alternatives for almost everything.

That’s why brands need to be very specific in delivery time and after-sales services to avoid earning themselves a bad name in the market. Most experts recommend the “under promise and over deliver” approach to avoid disappointing your customers.

Establish Yourself as An Authority

If you have complete faith in your offerings as a business, knowing that you’re the best in the market, you better be loud and clear about it. It will help you catch immediate attention from your target audience, increasing your brand awareness and your potential to bag more sales and revenue.

Let’s talk about the quality of the product as an example. If you believe that the quality of your product is the unique selling prospect, you must let people know about it. Flaunt this factor with full force, vigor, and authority.

It will help you establish your brand in the market as an authority, and your target market will start looking up to you for the best and the latest on it.

Be Consistent and Assertive

As they say, consistency is the key. If you do it right, your brand reputation will go beyond the lifespan of your brand. People will relate to your brand positively even after your business shuts down.

However, this demands the next level of consistency from your business. You have to make sure you deliver your best in all aspects of branding your business, from the quality of the products and services to the level of customer service you offer.

It doesn’t work well if you outperform your competition by miles for the first time and then step back from delivering those high service standards. You roll your sleeves up and get to compete yourself if you believe you’re outdoing your competition so well.

Deliver on Your Promises

You cannot overstate the significance of delivering on your promises if you want to make the most of your brand reputation. Nothing brands your business better than a bunch of happy and satisfied customers.

And, delivering on your promises consistently is the least of what you need to do to win over your customers to the level they turn into your unofficial brand ambassadors.

Value Feedback

It would be best if you realign your thinking this way. 

Who are you producing your products/services for? Your clients/customers, of course!

What if it’s not working well for them?

Redo your product/service to the requirements and likings of your customers. Otherwise, your business will earn you nothing but a bad name in the market.

You have to realize the importance of listening to your customers, gathering customers’ opinions about what’s not working for them and what areas they would like to see improved. 

Learn to accept and respect your customers’ grievances, praises, issues, tips, or any feedback they give you about your product or service.

You’ll upscale your brand’s reputation considerably if you start doing this.

How Can Influencer Marketing Help You Grow Your Brand’s Reach

Influencer marketing is the concept of branding your business through influential people and opinion leaders in the industry rather than engaging your business directly in doing so. They also brand indirectly, setting a practical example rather than advocating verbally for it.

Research reveals that 94% of marketers using influencer marketing find it highly effective, potentially increasing the ROI 11% times higher than conventional marketing.

Brands that indulge in influencer marketing associate themselves with influential personalities resonating with their message, driving it across their target market in a manner that a large number of people develop an affiliation toward it.

Influencer campaigns help brands tap into an existing community comprising their influencer’s dedicated followers, compelling them to tilt toward a brand they use. Most of us have observed how renowned YouTubers, Tiktokers, and bloggers proactively advertise different brands to their followers.

The increased penetration of a rapidly growing number of social media platforms also helps the influencers garner a solid following and significantly impact the communities that follow them.

They are like a part of the family for their followers, who value their opinion and try to imitate them in what they do and how they do it.

Conclusion

With the competition getting steeper every passing day, earning the trust and business of your target market is becoming a challenging task for most companies. It makes branding even more imperative.

Make a great customer experience your top priority, also keeping a focus on the customer and employee retention and customer feedback to establish yourself as a customer-centric brand. 

Though it might take some time, it will surely help you grab your target market’s attention and respect in the long run. Once you achieve that, you’ll see sales and profits soaring accordingly.

 

Featured image via Pexels.

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Micro-interactions effectively communicate brand identity and ethos while strengthening ties with the customer. These habit-forming tools make for a fun and seamless user experience. Facebook’s ‘likes’ and Tinder’s ‘swipes’ are two classic examples. 

Micro-interactions originated with the need to guide customers who had hit a snag while using a service or a product. The goal was to ease customers into being more product-savvy via subtle reassurance and feedback. Micro-interactions are now employed by everything from washing machines, to coffee makers.

Along with feedback, prompts, and recommendations, they can also present customers with an appealing visual reward upon finishing a task. When used optimally, micro-interactions drastically enhance the navigation and simplify how users interact with sites and apps.

How Micro-Interactions Work

Here are the four structural elements to a simple micro-interaction: triggers, rules, feedback, and loops. Every micro-interaction has a significant component to organize the operational cycle. It lets you control feedback and runs, so the users understand the consequences of their performance and feel motivated to follow through.

Triggers

This feature begins micro-interactions of both the user-initiated (prompted by user) and system-initiated (driven by the system) kind. For example, a click, scroll, swipe, tap, and pull are common triggers that users carry out. So making a payment, booking a cab, and clicking or tapping on the hamburger menu all fall under this category. On the flip side, the user’s alert prompt upon entering a wrong password is a classic system-generated trigger. 

Rules

This element determines what happens after the user sets a prompt into motion via tapping, clicking, scrolling, or swiping. Rules refer to the fact that apps decide the triggers that users employ — Tinder’s ‘swipe’ feature illustrates this point. These rules gradually become a habit-forming action that users get accustomed to while regularly engaging with an app.

Feedback

During this process stage, the system informs the user via auditory, visual, or haptic cues. It engages the users and encourages them to proceed further in their process. For example, the progress bar of a download, the visual representation of steps cleared in a circle, or the visual, aural, and tactile indication upon the success or failure of payment are all a part of the feedback mechanism.

Loop/Modes

This final stage entails tiny meta-rules of the process and determines the frequency and duration. A classic example from an ecommerce app is the ‘Buy Now’ transformed to ‘Buy Another’ Before the user loses interest in the app, the app typically uses such a loop to get them to re-engage with the app. 

How to Use Micro-Interactions

We’ve established that micro-interactions are fabulous, but not every UX interaction on your app or site needs one throughout the wireframe. Overusing this tool could saturate the overall creative experience your design may want to offer. Worse, it might even end up confusing the information hierarchy. It undermines the design and unbalances the user experience of discomfort and irritability. So it’s crucial to know when exactly to use them.

Let’s find out how few quick tips on micro-interactions can elevate and humanize your mobile user experience:

  • Swipe right or left: A signature move made entirely on swiping micro-interaction featured in the famous Tinder app. Swiping is an easier action than clicking or tapping.
  • Call-to-action:  As part of the last step during payment or order, place a ‘Confirm Order’ or ‘Book Now’ prompt, which gives the task a sense of urgency. As a result, having acted on it feels like a minor achievement. 
  • System status: Your app user wants to know what’s happening. System status lets them know they are moving in the right direction and helps avoid confusion. Sometimes, users even run out of patience while uploading a picture, downloading a file, or filling up the registration form.
  • Classic notifications: Users need a quick reminder of products selected/wishlist in their abandoned cart with a reduced attention span. A simple notification can nudge them toward finalizing the purchase. 
  • Button animation: Animated buttons are not only cute, but they also help users navigate the mobile app swiftly. Try out attractive colors, fonts, sizes, shapes, and clipart elements corresponding to the animation and create that cool button to pop up when tapped or hovered on. 
  • Animated text inputs:  A simple process of a likable element like zooming in while entering data into a form or filling up card details for payment can enhance the user experience.
  • Reward an achievement:  Especially true for educational and health apps, micro-interactions celebrating big and small milestones with a badge or a compliment of encouragement can strengthen a user’s engagement with the app. 

Benefits of Micro-Interactions

  • Brand communication: A successful brand ensures that the transmission to the buyer is engaging, positive, and hassle-free. When micro-interactions show a process status clearly, it creates and reinforces a positive image for your brand.
  • Higher user engagement: Experts say micro-interactions engage users better. These tiny elements subconsciously create the urge to keep interacting with your app. For example, each push or nudge notification acts toward redirecting your customers back to your app.
  • Enhanced user experience: From shopping to banking to traveling to learning to staying healthy, there’s an app for everything. A wide range of activities elevates the overall user experience and stays ahead in the game. Micro-interactions can work that magic for your brand. 
  • Prompt feedback: It’s frustrating not to know what’s happening behind the blank screen, especially during a purchase. Instant feedback via visual, sound, or vibrating notifications makes for a pleasant user experience. 
  • Visual harmony: Micro-interactions initiated even with a tap, swipe, typing, or scrolling are all a part of the UX design’s overall appeal. The trick is to keep all the interface elements in perfect sync with the app’s visual features.

Micro-Interaction Best Practices

Here are a few basic principles you should follow when you introduce a micro-interaction to the user experience.

1. Keep it simple, stupid (KISS)

KISS is a famous design principle that becomes even more important in the case of micro-interactions. The goal is to make the user journey delightful and not be a distraction.

2. Keep it Short

It has ‘micro’ in the name itself. But, again, micro-interactions aren’t supposed to be show stars, and a lengthy micro-interaction only distracts the user. 

3. Pick the Right Place

You should always consider the options carefully before choosing the spot for any micro-interaction. The widely used user-interaction designs are popular for a reason. Many people have already approved them, so you can safely continue with them. The use of micro-interaction should also sit well with your brand image. 

See also if the placement of a micro-interaction is reaching your ideal customer or not. And even consider whether you need a micro-interaction to begin with. 

And That’s a Wrap!

As UX designers, we can profoundly impact the overall design of sites and apps, the user’s journey, their interactions with our product/service, their connection with the brand, and the ease of doing a transaction.

We want customers to connect to our brand, love our products, and experience our exceptional customer service. But most of all, we want to earn their trust and loyalty.

 

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“Minimum Viable Product,” or “MVP,” is a concept of agile development and business growth. With a minimum viable product, you focus on creating the simplest, most basic version of your product, web application, or code possible.

Minimum viable products include just enough features to attract early adopters and validate your idea in the early stages of the development lifecycle. Choosing an MVP workflow can be particularly valuable in the software environment because it helps teams receive, learn from, and respond to feedback as quickly as possible.

The question is, how exactly do you define the “minimum” in MVP? How do you know if your MVP creation is basic enough while still being “viable”?

Defining the Minimum Viable Product: An Introduction

The concept of “Minimum Viable Product” comes from the Lean Start-up Methodology, introduced by Eric Ries. The purpose of MVP is to help companies quickly create versions of a product while collecting validated insights from customers for each iteration. Companies may choose to develop and release minimum viable products because they want to:

  • Introduce new products into the market as quickly as possible;
  • Test an idea with real users before committing a large budget to product development;
  • Create a competitive product with the use of frequent upgrades;
  • Learn what resonates with the target market of the company;
  • Explore different versions of the same product.

Aside from allowing your company to validate an idea for a product without building the entire concept from scratch, an MVP can also reduce the demand on a company’s time and resources. This is why so many smaller start-ups with limited budgets use the MVP and lean production strategy to keep costs as low as possible.

Defining an MVP: What your Minimum Viable Product Isn’t

When you’re building a Minimum Viable Product, you’re concentrating on developing only the most “essential” features that need to be in that product. For instance, you might be building a shopping app for a website. For the app to be “viable,” it would need to allow customers to search through products and add them to a basket or shopping cart. The app would also need a checkout feature and security components.

However, additional functionality, like the ability to send questions about an item to a customer service team or features that allow clients to add products to a “wish list,” may not be necessary straight away. Part of defining a minimum viable product is understanding what it isn’t. For instance, an MVP is not:

  • A prototype: Prototypes are often mentioned alongside MVPs because they can help with early-stage product validation. However, prototypes are generally not intended for customers to use. The “minimum” version of a viable product still needs to be developed enough for clients and users to put it to the test and provide feedback.
  • A minimum marketable product: An MVP is a learning vehicle that allows companies to create various iterations of an item over time. However, a minimum marketable product is a complete item, ready to sell, with features or “selling points” the company can highlight to differentiate the item from the competition.
  • Proof of concept: This is another similar but distinct idea from MVP. Proof of concept items test an idea you have to determine whether it’s attainable. There usually aren’t any customers involved in this process. Instead, companies create small projects to assess business solutions’ technical capabilities and feasibility. You can sometimes use a proof of concept before moving on to an MVP.

Finding the Minimum in your MVP

When finding the “minimum” in a minimum viable product, the primary challenge is ensuring the right balance. Ideally, you need your MVP to be as essential, cost-effective, and straightforward as possible so that you can create several iterations in a short space of time. The simpler the product, the easier it is to adapt it, roll it out to your customers, and learn from their feedback.

However, developers and business leaders shouldn’t get so caught up focusing on the “Minimum” part of Minimum Viable Product that they forget the central segment: “Viable”; your product still needs to achieve a specific purpose.

So, how do you find the minimum in your MVP?

1. Decide on Your Goal or Purpose

First, you’ll need to determine what your product needs to do to be deemed viable. What goal or target do you hope to achieve with your new product? For instance, in the example we mentioned above, where you’re creating an ecommerce shopping app, the most basic thing the app needs to do is allow customers to shop for and purchase items on a smartphone.

Consider the overall selling point of your product or service and decide what the “nice to haves” are, compared to the essential features. For instance, your AR app needs to allow people to interact with augmented digital content on a smartphone, but it may not need to work with all versions of the latest AR smart glasses.

2. Make a List of Features

Once you know the goal or purpose of your product, the next step is to make a list of features or capabilities you can rank according to importance. You can base your knowledge of what’s “most important” for your customers by looking at things like:

  • Competitor analysis: What do your competitors already offer in this category, and where are the gaps in their service or product?
  • User research: Which features or functionalities are most important to your target audience? How can you make your solution stand out from the crowd?
  • Industry knowledge: As an expert in your industry, you should have some basic understanding of what it will take to make your product “usable.”

3. Create Your Iterations

Once you’ve defined your most important features, the next stage is simply building the simplest version of your product. Build the item according to what you consider to be its most essential features and ask yourself whether it’s serving its purpose.

If your solution seems to be “viable,” you can roll it out to your target audience or a small group of beta testers to get their feedback and validate the offering. Use focus groups and market interviews to collect as much information as possible about what people like or dislike.

Using your feedback, you can begin to implement changes to your “minimum” viable product to add more essential features or functionality.

Understanding the “Minimum Viable Product”

Minimum viable products are evident throughout multiple industries and markets today – particularly in the digitally transforming world. For instance, Amazon might be one of the world’s most popular online marketplaces today, but it didn’t start that way. Instead, Jeff Bezos began purchasing books from distributors and shipping them to customers every time his online store received an order to determine whether the book-selling landscape would work.

When Foursquare first began, it had only one feature. People could check-in at different locations and win badges. The gamification factor was what made people so excited about using the service. Other examples include:

  • Groupon: Groupon is a pretty huge discount and voucher platform today, operating in companies all around the world. However, it started life as a simple minimum viable product promoting the services of local businesses and offering exclusive deals for a short time. Now Groupon is constantly evolving and updating its offerings.
  • Airbnb: Beginning with the use of the founders’ own apartment, Airbnb became a unicorn company giving people the opportunity to list places for short-term rental worldwide. The founders rented out their own apartment to determine whether people would consider staying in someone else’s home before eventually expanding.
  • Facebook: Upon release, Facebook was a simple social media tool used for connecting with friends. Profiles were basic, and all members were students of Harvard University. The idea quickly grew and evolved into a global social network. Facebook continues to learn from the feedback of its users and implement new features today.

Creating Your Minimum Viable Product

Your definition of a “minimum viable product” may not be the same as the definition chosen by another developer or business leader. The key to success is finding the right balance between viability – and the purpose of your product, and simplicity – or minimizing your features.

Start by figuring out what your product simply can’t be without, and gradually add more features as you learn and gain feedback from your audience. While it can be challenging to produce something so “minimalistic” at first, you need to be willing to release those small and consistent iterations if you want to leverage all the benefits of an MVP.

Suppose you can successfully define the meaning of the words “Minimum” and “Viable” simultaneously with your new product creations. In that case, the result should be an agile business, lean workflows, and better development processes for your entire team.

 

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There are a lot of factors that contribute to a better user experience on a website. Pages need to load quickly to give users peace of mind and efficiency. Navigation must be clear and straightforward, with direct pathways for visitors to follow when finding your contact pages, blog posts, and products. Your colors need to work seamlessly together while providing just enough contrast in the areas that need it most.

Excellent user experience needs to be considered for every part of your website that acts as a touchpoint with a potential customer or user.

One of the most significant touchpoints of all is your forms.

All websites need some form of interactive content to thrive. Users need to be able to do something with the site, whether it’s looking for information with a search bar, contacting a team for a quote, making a booking, or completing a purchase. Forms power the majority of the interactive activities available on websites.

If you know how to master great UX on a form, you can contribute to more meaningful interactions between your brands and their customers. But not all web forms are the same. Here are some of the top types of forms you need to master and how you can optimize them.

The “Opt-In” Form

The Opt-in Form is probably the best-known form in the digital landscape. It’s essentially a form that asks visitors to “opt-in” to a specific offer. Sometimes, this means signing up for a webinar; other times, it’ll be agreeing to an email newsletter or a regular series of blog updates.

Opt-in forms grab attention quickly and ask for something specific from the audience. For instance, this example from HuffPost encourages visitors to “Subscribe to the Morning Email.”

Opt-in forms are all about generating action.

Sometimes, they’re placed at the bottom of a landing page after a company has had a chance to explain precisely what they’re offering. Other times, you’ll find the opt-in form situated on a sidebar of a website, constantly enticing people to “sign up” if they like what they see on a blog post or article.

It’s also common for opt-in forms to appear as pop-ups and exit pop-ups on modern websites. For example, a brightly colored opt-in form that promises an immediate benefit to a customer could encourage them to hand over their details before they abandon your website.

How to Design a Great Opt-In Form

So what kind of best practices go into an excellent opt-in form?

  • Start with simplicity: If you’re asking your visitors to do something, don’t overwhelm them with too big of a request straight away. Keep the form short and simple, so it doesn’t seem like too much extra work for the visitor. Something like “Subscribe to our newsletter” should ask for nothing more than an email. 
  • Highlight the benefits: Most customers won’t want to give you a place in their inbox or the opportunity to interact with them further unless you can offer something in return. Even if you’re asking for something small, like an email address, let the customer know what’s in it for them. In the HuffPost example above, the company highlights that you can wake up to the day’s “most important news.” 
  • Give the visitor the power: Let your visitor know they’re in control here. They want to see that they’re getting exactly what they need from you in exchange for their contact details. This means reassuring them that their email address won’t be used for spam, like H&B Sensors does here: 

The Contact Form 

The Contact Form is another crucial part of building an effective UX for your website – but it’s also an element that web designers and business owners often overlook. When customers decide they want to learn more about a business, they need a quick and easy way to get in touch.

Contact forms need to be easy to find and use on any website. Usually, your user will expect to see a link to the contact form situated somewhere at the bottom of your webpage. It might be called “Contact Us” or “Customer Support.” Avoid anything that would go over the user’s head.

Aside from being easy to track down, your contact form also needs to reassure an audience that they’re making the right decision by getting in touch. Therefore, the content needs to be short, sweet, and authoritative—highlight why the user might contact your company and how they can do so.

Avoid any unnecessary information in the contact form. For example, you don’t need to know your client’s age and their job to answer a question about where their nearest physical branch is. Keep form fields to the point, or you’ll chase customers away.

How to Design a Great Contact Form

Design something personalized but straightforward to make the most of your contact form. Use features like smart content and conditional logic, if possible, to adapt the page to the user’s needs. Dynamic content is becoming increasingly valuable these days. Other best practices include:

  • Set the right expectations: Let your customers know how active you are and how quickly they can expect to hear back from you. Imagery and the right fonts can also set expectations about the kind of communication your audience can expect. For example, this contact page from the Marvel app is fun and playful, like the company itself:

  • Provide multiple options: If your customer doesn’t want to use your contact form, give them another way to get in touch. Ensure the contact page includes information like where to find you on social media and your professional phone number. 
  • Simplify things on your end: To ensure that you can contact your audience as quickly as possible, allow your customers to choose a specific subject that their query is connected to. Allowing them to choose “Sales” or “Order issues” means you can automatically direct the message to the right team member on the back-end. 

The Online Payment Form 

Sometimes, when your customers have seen what you have to offer and they’ve checked out the competition, they decide to go ahead with their purchase. To facilitate this, you’re going to need an online payment form. Online forms ensure that your customers can safely enter their credit or debit card details to purchase whatever you have to offer.

Most payment processing companies like PayPal, Square, and Stripe come with payment forms included, so you can easily embed them into a website in minutes. However, there’s always the option to customize those payment forms.

For instance, ideally, you’ll need a payment form that keeps your customer on the same page, so they don’t have to log into another browser to make their purchase. The fewer transitions your client has to make, the safer they’ll feel.

How to Design a Great Payment Form

When designing any payment form, simplicity and security are the two most important factors. Your customer should be able to enter their information quickly and easily and get through the transaction process without worrying about their details.

Remember to:

  • Keep it simple: The fewer fields the visitor has to fill out, the better. Customers still feel uncomfortable sharing personal information and payment details online. Make the experience as painless as possible. If your client already has an account with your business, you might create a system that automatically fills some of the fields, such as their email address, name, and billing address. 
  • Offer the right integrations: The proper payment forms will integrate with the payment services your customers prefer to use. Options include PayPal, Stripe, Square, Verified by Visa, and Mastercard. Get a developer to integrate the right APIs with your form to give your customers the broadest range of options. 
  • Ensure security: Give customers peace of mind by providing as much security evidence as possible. An SSL certificate that places the padlock on the top of the browser next to the URL is a great way to make customers feel more secure. Integrating verification options so your customers can avoid fraud issues is another significant step. Sometimes just putting logos from the card types you accept on the page will make a customer feel more secure. 

Support Forms

Some companies bundle the contact form and the support form together. Others have a separate support form to get their queries routed directly to the people most capable of helping them. If you want to take the second route, it might be a good idea to design a “help” section on your website where you can locate the support form.

The “Help” section on a site often appears alongside other links on the footer. For instance, it could appear alongside “About” links and “Contact” options. Here’s an example of Hubspot’s Customer Support options:

The best customer support pages come with various ways for clients to help themselves and find answers to their most pressing questions. For example, you might have a search bar where your audience can search for the answers to their queries or a knowledge base full of helpful blogs.

Hubspot allows users to choose between a blog, knowledge base, academy training center, community forum, developer discussion board, and assistance from a certified partner.

How to Design a Great Customer Support Form

Designing a good customer support form is about getting your audience the information they need as quickly as possible. Once again, you’ll need to stick to as few form fields as possible here to avoid angering an already frustrated customer. Also, remember to:

  • Ask for the right information: Find out what the query is about by giving the customer a drop-box menu full of possible topics to choose from. If you need a product reference number or something similar, ask for that at the top of the form, then allow the customer to provide extra information about their query underneath. 
  • Set expectations: Let your customers know when they can expect to get a response to their concerns and provide them with advice on what to do next. For instance, you could invite them to check out your knowledge base while they wait for a response. 
  • Keep it simple: Avoid using technical jargon on your support request forms. Be direct in your requests for summaries of the issue at hand, contact information, and other supplemental data. 

Customer Feedback Forms

According to Microsoft, around 96% of customers say that customer service is crucial in determining their loyalty to a specific brand. Another 52% of global customers believe that companies need to respond to the feedback provided by customers.

To ensure your customer service strategies are on-par with what your customers expect, you need to get feedback from your audience. That’s where a feedback form comes in. Customer feedback forms often appear after a client has finished purchasing on the “thank you” screen. They may also occur after a customer has completed a service interaction online.

Here’s an example of an Apple feedback form:

How to Design a Great Customer Feedback Form

By leaving you feedback, your customer is doing you a massive favor. They’re giving you a chance to learn from your mistakes and improve the service you can give next time around. Feedback is one of the best tools for any business that wants to grow and thrive.

If you want your customers to use your feedback forms, you’ll need to make them as simple as possible. Your customers don’t have time to waste on a complex form.

  • Don’t make any fields mandatory: Don’t stop your customers from submitting a form unless they’ve completed every field. Allow them to enter the information they consider to be the most important, and that’s it. You can even fill some of the form out for your customer, if possible, by entering their name and email address if they’re already a member of your site.
  • Make it mobile responsive: Remember there are around 3.5 billion smartphone users worldwide. You can’t afford to lose feedback because your form isn’t responsive. Every form should look and feel incredible on any device. 
  • Include a rating option: If your customers don’t have much to say about your service, or they’re not wordsmiths, they might prefer a rating option instead. A one-to-five rating system that allows your customer to judge your product or service on a scale of poor to wonderful is a great way to gain quick information. Check out the Uber Engineering example here:

Though you can pre-enter some information on a feedback form to make your customer’s life easier, don’t overstep your bounds. Adding your customer’s email address to the form is fine if they’re already a customer with you. Pre-selecting the “very satisfied” rating above would look presumptuous.

Top Tips to Improve Every Form Design

The online form is an essential part of any web design project, but it’s also frequently overlooked. Unfortunately, without a good set of forms, your customers will struggle to interact with your company in a meaningful way.

When creating any form, remember:

  • Reduce friction: Reduce the friction for your customers by asking as few questions as possible. The less your customer has to answer, the better. If you can pre-populate forms with information like your customer’s name and email address, this could help. 
  • Keep it simple: Make sure that the form is clean and easy to use. Your customers shouldn’t be confused about where to click or how to submit their information. A single-column design is often better than a multi-column option.
  • Be clear in error messages: Don’t just tell your visitors that something has gone wrong. Let them know what they need to do to submit the form successfully. If possible, use inline validation with real-time feedback to let your audience know that you recognize the information they’ve submitted.
  • Keep data secure: Make sure your audience feels safe by letting them know how you will use this information and why you’re asking for it. If you’re asking for an email address, make the benefits of entering that information clear. 
  • Make fields optional: Allow your audience to add more information to a form if they want to – but don’t demand it. Give some freedom to the visitor. 

The better your forms are, the more effective your interactions with customers will be. Remember, it’s not just the face-to-face interactions that your customers judge when making decisions about your business and whether to trust you. Today’s digital world has prompted a new demand for more meaningful virtual experiences.

Your form could be the first interaction you have with a client, whether it’s a contact form, a booking form, or something else entirely. Get that right, and you can improve your chances of your customers coming back to interact with you again later.

 

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AR (Augmented Reality) continues to build as one of the most exciting technology innovations to appear in recent years. More accessible than virtual reality experiences, since no specialist headset is required, AR has quickly emerged as a crucial tool for building unique experiences.

Although interest in AR as a tool for customer interaction and experience has been growing, demand has skyrocketed in recent years. In addition, since the pandemic of 2020, companies no longer have the same in-person opportunities available to create meaningful relationships with customers.

To ensure a client is fully invested in your brand today, you need to find a new way of building that emotional link. As an immersive, experience-led solution for brand building, AR can improve a company’s chance of earning brand loyalty. What’s more, around 71% of consumers say they would shop more often if AR technology were available.

The question is, how do you develop your own AR branded experiences?

Creating Branded Experiences in AR

For an augmented reality experience to be effective, you need more than just the right technology; you need a strategy for how you’re going to engage, empower, and support your target audience.

The best AR branded experiences aren’t just multi-dimensional advertisements; they’re tools intended to engage, inform, and entertain your audience in a new, highly immersive realm. Before you can begin to work on your AR app, you need to think about what kind of branded experience you want to develop. Here are some excellent examples to get you started.

AR Try-Before-You-Buy Interactions

Globally, ecommerce sales are growing at an astronomical pace. Going forward, there’s no question that the digital landscape will become the new platform for shopping and transactions. But, unfortunately, there are some limitations when it comes to shopping online.

While the right website developer or designer can create a stunning site packed with information about a product or service, there’s only so much that a webpage can do. Delivering a truly immersive user experience for your target audience involves replicating the kind of in-person experiences they would get in a digital format.

The best example of this is the “try-before-you-buy” AR app. Most commonly seen in the clothing and beauty industries, this app allows customers to use AR filters to see what everything from a new hair color to a shade of lipstick might look like on them. The experience is highly accessible and engaging because it builds on customers’ familiarity with filters and similar effects on social media channels like TikTok and Instagram.

A popular example of an AR try-before-you-buy experience comes from Sephora, with the “Virtual Artist” application. Originally installed within the Sephora app in 2016, the technology uses Modiface to scan and track the eyes and lips of the customer using a smartphone camera. After that, the system can overlay eye-shadows, lipsticks, and other products, to give the customer idea of what they might look like in real-life.

As AR applications become more mainstream, new solutions are emerging for companies concerned about things like privacy. Consumers who don’t want to load their image into a system for try-before-you-buy experiences can still access the benefits of AR with the right tools.

For instance, ASOS created the new “See My Fit” service in 2020 to help customers shop for clothing during the pandemic. The solution allows users to see what clothing will look like on a model with a similar body type to their own. This helps to show shoppers how products realistically look in similar bodies while reducing the risk of returns.

ASOS certainly saw the benefit of this innovation, with an increase in revenues of around 24% in the six months leading to the end of February 2021.

AR for Product Catalogs and Visualization

We all remember what it was like to flick through the glossy pages of a magazine or catalog for our favorite stores. Unfortunately, in today’s digital age, these paper brochures are far from the most efficient tool for shopping. We need a more digital experience that allows us to select products, see what they will look like, and add them to our virtual baskets.

One excellent example of how companies can use AR to improve the overall shopping and visualization experience for customers comes from Home Depot. The brand was one of the first to upgrade its user experience strategy with a new Project Color application in 2015. Although this app might seem a little outdated by today’s standards, it’s still an excellent insight into what companies can do to improve their customer’s brand experience.

The Home Depot app used AR to scan a room and implement the color a customer chose for their walls into that space, considering things like furniture, shadow, and lighting, to allow for a more realistic insight. The app has updated significantly over the years to become increasingly immersive.

Visualizing products in a real, contextual space is hugely beneficial for a customer’s purchasing experience and perception of a specific brand. If your customer sees buying the right product from you as simple and convenient, they’re more likely to stick with your organization long-term.

The product catalog and visualization approach to AR in brand development has grown increasingly popular in the last two years, perhaps driven by the demand for more online shopping opportunities. In 2020, Wayfair announced the release of an updated version of its “View in Room” app, which now uses LiDAR technology to provide enhanced utility when shopping for home products.

According to Wayfair, the LiDAR technology and “RealityKit” software give customers a more authentic and realistic view, so they can make better decisions about what they want to buy. According to Apple, customers are 11 times more likely to buy an item of furniture if they have seen how it looks in their home using AR.

Creating Unique Brand Experiences

AR is one of the technology innovations in our current landscape, helping blur the lines between digital worlds and reality. In a future defined by the rise of the metaverse, AR could have a significant impact on how we spend our time in a more virtual world.

Already, companies are taking advantage of this, with things like virtual pop-up shops and temporary experiences intended to differentiate their brands. For instance, Machine-A, a London-based concept store, is usually committed to showcasing contemporary fashion designs.

When it became apparent that London fashion week for 2020 would be virtual, Machine-A came up with a virtual boutique enabled by AR. By scanning a QR code embedded into billboards and posters across London, users could enter the boutique virtually from their phones and experience the designs themselves.

The concept created by Machine-A has opened the minds of countless business brand teams and marketers to new methods of increasing engagement and awareness among customers. In a world where you can’t necessarily interact with your top customers in person, providing them with a new and immersive experience can be a great way to generate loyalty.

The companies more willing to invest in innovative solutions like AR are also more likely to stand out as innovators in their field. Other companies have experimented with similar “pop-up” experiences and unique ways to capture audience attention. For example, Burberry placed a QR code in a Harrods store, which customers could scan to visit a branded experience, where an Elphis statue walked around in their surroundings through the lens of their smartphone camera.

It’s even possible to use AR experiences to attract the attention of new audience groups. For instance, the retail brand, Pull & Bear launched an AR game created with Facebook to help the company reach the 90% of Gen Z customers who identify as “gamers.”

Provide New Levels of Customer Support

As many of today’s businesses know, memorable branding isn’t just about having the right image or website; it’s also about providing the correct level of customer service and support. Most purchasing and brand loyalty decisions made today are based on customer experience.

Providing customers with unique experiences to improve their shopping journey is sure to make your company stand out in the new digital age. But it’s also possible to go even further with AR in your brand CX strategy too.

Amazon Salon, for instance, the first bricks-and-mortar hair salon created by Amazon, was partially established to test new technology. The “point and learn” service, for example, allowed customers to point a product they were interested in on a display or shelf and immediately access educational content. Users could also scan QR codes to visit the product page on the QR site.

This helps customers immediately get to the product they want to buy without relying on input from human services agents. In a similar vein, AR could be an excellent way to onboard a customer, learning how to use a new product for the first time.

Imagine having a user’s manual your customer can enjoy scanning through, thanks to AR technology. All your customer needs to do is scan the QR code on the back of a product, and they can see the item they need to build or install coming to life in front of them. This reduces the risk of customers having to call for help from tech support and means clients can see the value in their purchases a lot faster.

Companies can embrace AR as a virtual learning experience, helping users collect information and learn how to do things through an immersive first-hand experience. This kind of immersive technology could help to make any brand stand out as more user-experience-focused. Even car companies could essentially provide their customers with a complete virtual HUD showing them how each button and dial on their dashboard works.

Upgrade Website Design

Perhaps the most common way companies will be using AR to create branded experiences today is by updating their website. You’ve probably already seen examples of AR being used in a host of retail sites, with new experiences designed specifically for the age of augmented reality.

360-degree images, for instance, allow customers to essentially “look around” a product, and see it from different angles, just like they would if they were looking at the item in-store. We can see an excellent example of this on the BMW build-your-own web page, where vehicle browsers can see their vehicles from every angle.

The 360-degree product viewing experience lets you check everything from the side molding to the sculpted edges in perfect detail.  

QR codes and app downloads can also allow customers to take their AR experience even further, looking at things like what life would be like behind the wheel of one of these virtually augmented vehicles.

As AR becomes more commonplace and the tools available for designers in this arena continue to expand, there will be even more opportunities available to bring AR into the website experience. Even essential website upgrades today might include allowing customers to upload pictures of themselves or their homes, then using augmented reality technology to implement parts of a product catalog into the space.

AR Virtual Events

Finally, when it comes to exploring all the unique ways you can build a better brand experience and excellent customer relationships with AR, it’s worth looking at the event space. The event landscape has struggled significantly over the last couple of years. The pandemic forced most live events to be canceled, and although the post-pandemic era holds new hope for upcoming in-person experiences, the landscape will be very different.

Going forward, most companies plan to avoid a complete shift back to in-person events by creating “hybrid” experiences and augmented reality events instead. Augmented and virtual reality tools allow customers to step into an event arena from wherever they are.

For instance, the Pot Noodle Unilever brand hosted a virtual alternative careers fair in AR, where people could use their phones to navigate through a range of graduate employer booths. The unique career fair experience was designed to replace the more common in-person interactions graduates might have as they approached the end of their education.

The custom-developed 3D booths featured a range of different employers, and students could tap on the booth screen they were interested in to see a video from each employer. As an added bonus, the connection to the Pot Noodle AR careers fair website meant that students could also instantly apply for any of the jobs they were interested in.

Similar events could help brands recreate some of the meaningful experiential experiences that their customers have been missing out on in the last couple of years. They could also act as a valuable tool for bringing together people in a hybrid event, where someone visiting an in-person demo table could scan a QR code to send virtual demonstrations of a product back to their team.

This would reduce the number of people who needed to be present in an event environment at any given time, reducing the risk of health issues.

Bringing Brands to Life with AR

In the new consumer landscape, brand relationships are more important than ever. As a result, customers are making more careful choices about who they purchase from, based on their understanding of that company’s values and differentiators.

Now that you won’t always have an opportunity to interact with customers in-person to earn their trust, AR could be the solution for a lot of companies in search of new engagement tools. All you need to do is figure out how you’ll leverage all the benefits AR can offer.

Will you be creating an app, building a new website with enhanced 360-degree photos, or designing in-person experiences? Hopefully, these examples have inspired you to start exploring your options.

 

Featured image via Unsplash.

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