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Exemples de mauvais logiciels : à quel point le mauvais code peut-il vous nuire ?

Exemples de mauvais logiciels : à quel point le mauvais code peut-il vous nuire ?

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Le mauvais code peut avoir des conséquences graves, en particulier lorsqu’il s’agit de logiciels. Découvrez les exemples de mauvais logiciels et à quel point ils peuvent vous nuire.

Un logiciel défectueux a conduit à la condamnation de 736 employés innocents par la Poste britannique

Francais

Tout le monde sait qu’il existe des mauvais logiciels. Dans un monde imparfait, un ensemble de quelques coïncidences, par exemple des erreurs humaines, du code défectueux ou des circonstances imprévues, peuvent entraîner une énorme panne même dans de très bons systèmes. Aujourd’hui, examinons des exemples concrets où des pannes ou des erreurs logicielles catastrophiques ont entraîné d’énormes pertes et même coûté la vie à une personne.

Un bug logiciel de la Poste britannique a conduit à la condamnation de 736 employés innocents

La Poste britannique utilise depuis 20 ans un logiciel appelé Horizon. Il avait des bugs qui faisaient en sorte qu’il signalait que des comptes sous le contrôle des employés étaient manquants. Cela ressemblait à ce qu’un employé ait volé des milliers de livres. En conséquence, 736 opérateurs de poste ont été condamnés. Des gens ont perdu leur emploi, leur famille et une femme a été envoyée en prison alors qu’elle était enceinte. Un homme s’est suicidé après que le système ait montré que son compte manquait 100 000 £.

Une base de données défectueuse a entraîné la mort d’un patient

En 2008, un homme de 59 ans est mort à l’hôpital de l’Université du Michigan après avoir reçu une dose massive d’un médicament contre le cancer à cause d’une base de données défectueuse. Le médecin a utilisé une base de données qui ne prenait pas en compte le poids du patient et a donc administré une dose beaucoup trop élevée. L’homme est décédé dans les heures qui ont suivi. Le système informatique était censé protéger les patients contre ce genre d’erreur, mais il n’a pas fonctionné.

Ces exemples montrent à quel point les erreurs logicielles peuvent être coûteuses et catastrophiques. Les développeurs doivent donc prendre des mesures pour s’assurer que leurs logiciels sont robustes et fiables et qu’ils ne causeront pas des dommages inutiles. Les bases de données doivent également être soigneusement vérifiées et testées pour s’assurer qu’elles sont à jour et exactes.

Source de l’article sur DZONE

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Ne Pas Utiliser de Credentiels dans une CI/CD Pipeline

Ne Pas Utiliser de Credentiels dans une CI/CD Pipeline

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Les pipelines CI/CD sont des outils puissants, mais il est important de ne pas utiliser de credentiels sensibles pour éviter les risques de sécurité.

Comment Donner un Accès Sécurisé à des Services Tiers Sans Utiliser de Clés Secrètes

OpenID Connect (OIDC) is a protocol that allows users to authenticate themselves with an external identity provider, such as Auth0 or Okta. It works by exchanging an access token between the identity provider and the application. This token is cryptographically signed and contains a set of claims about the user, such as their name, email, and other attributes. The application can then use this token to authenticate the user and grant them access to resources.

En tant qu’utilisateur qui construit et maintient des infrastructures cloud, j’ai toujours été méfiant du point de vue de la sécurité lorsque je donne un accès à des services tiers, tels que les plateformes CI/CD. Tous les fournisseurs de services prétendent prendre des précautions strictes et mettre en œuvre des processus infaillibles, mais les vulnérabilités sont toujours exploitées et les erreurs arrivent. Par conséquent, ma préférence est d’utiliser des outils qui peuvent être hébergés en interne. Cependant, je ne peux pas toujours avoir le choix si l’organisation est déjà engagée auprès d’un partenaire externe, tel que Bitbucket Pipelines ou GitHub Actions. Dans ce cas, pour appliquer un IaC Terraform ou déployer un groupe d’échelle automatique, il n’y a pas d’autre choix que de fournir à l’outil externe une clé secrète API, n’est-ce pas ? Faux ! Avec la prolifération de OpenID Connect, il est possible de donner aux plates-formes tierces un accès basé sur des jetons qui n’exige pas de clés secrètes.

Le problème avec une clé secrète est qu’il y a toujours une chance qu’elle soit divulguée. Le risque augmente plus elle est partagée, ce qui se produit lorsque des employés quittent et que de nouveaux arrivent. L’un d’entre eux peut le divulguer intentionnellement ou ils peuvent être victimes d’une hameçonnage ou d’une violation. Lorsqu’une clé secrète est stockée dans un système externe, cela introduit un tout nouvel ensemble de vecteurs de fuite potentiels. Atténuer le risque implique de changer périodiquement les informations d’identification, ce qui est une tâche qui n’ajoute pas de valeur perceptible.

OpenID Connect (OIDC) est un protocole qui permet aux utilisateurs de s’authentifier auprès d’un fournisseur d’identité externe, tel qu’Auth0 ou Okta. Il fonctionne en échangeant un jeton d’accès entre le fournisseur d’identité et l’application. Ce jeton est signé de manière cryptographique et contient un ensemble de revendications sur l’utilisateur, telles que son nom, son adresse électronique et d’autres attributs. L’application peut ensuite utiliser ce jeton pour authentifier l’utilisateur et lui donner accès aux ressources.

Les jetons OIDC sont une alternative intéressante aux clés secrètes pour donner aux plates-formes tierces un accès limité aux ressources cloud. Les jetons sont générés par le fournisseur d’identité et peuvent être limités à une durée de vie spécifique et à un ensemble de revendications spécifiques. De plus, ils peuvent être révoqués à tout moment par le fournisseur d’identité si nécessaire. Les jetons OIDC sont donc une solution plus sûre et plus flexible pour donner aux plates-formes tierces un accè

Source de l’article sur DZONE

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21 Best CRM Software

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

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

1. Salesforce Sales Cloud CRM

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

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

Key Features

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

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

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

User Experience

Setting up an account only takes three steps.

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

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

Pricing

Salesforce offers four subscription plans, billed annually:

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

Strengths

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

Weaknesses

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

2. Pipedrive

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

Key Features

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

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

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

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

User Experience

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

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

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

Pricing

Pipedrive offers four plans, billed monthly and annually.

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

Strengths

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

Weaknesses

  • No free plan
  • The dashboard could feel overwhelming

3. Oracle Netsuite CRM

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

Over 32,000 customers use Oracle NetSuite products.

Key Features

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

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

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

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

User Experience

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

Plus, some users have reported crashes and downtime.

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

Pricing 

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

Strengths

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

Weaknesses

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

4. Zoho CRM  

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

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

Key Features

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

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

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

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

User Experience

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

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

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

Pricing

Zoho CRM offers four subscription plans billed monthly and annually:

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

Strengths

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

Weaknesses

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

5. HubSpot CRM 

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

Key Features

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

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

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

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

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

User Experience

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

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

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

Pricing

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

Marketing Hub

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

Sales Hub

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

Customer Service Hub

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

CMS Hub

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

Operations Hub

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

Strengths

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

Weaknesses

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

6. Freshworks

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

Key Features

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

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

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

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

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

User Experience

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

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

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

Pricing

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

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

Strengths

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

Weaknesses

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

7. Monday

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

Key Features

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

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

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

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

User Experience

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

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

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

Pricing

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

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

Strengths

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

Weaknesses

  • Limited native marketing automation
  • No live chat support

8. Keap

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

Key Features

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

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

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

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

User Experience

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

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

Pricing

Keap offers three subscription plans, billed monthly and yearly.

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

Strengths

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

Weaknesses

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

9. Sage

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

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

Key Features

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

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

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

User Experience

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

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

Pricing

Sage doesn’t have public pricing information. 

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

Strengths

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

Weaknesses

  • No straightforward signup
  • No subscription plan
  • Limited integration

10. Insightly CRM

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

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

Key Features

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

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

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

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

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

User Experience

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

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

The filters and bulk email could be better.

Pricing

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

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

Strengths

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

Weaknesses

  • Annual billing
  • Learning curve

11. SugarCRM

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

Key Features

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

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

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

User Experience

SugarCRM has a solid user interface.

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

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

Pricing

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

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

Strengths

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

Weaknesses

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

12. NetHunt

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

Key Features

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

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

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

User Experience

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

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

Pricing

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

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

Strengths

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

Weaknesses

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

13. FreeAgent

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

Key Features

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

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

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

User Experience

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

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

Pricing

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

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

Strengths

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

Weaknesses

  • No mobile app
  • Poor search and filter

14. Creatio CRM

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

Key Features

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

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

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

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

User Experience

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

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

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

Pricing

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

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

Strengths

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

Weaknesses

  • Expensive plan
  • No mobile app

15. Close

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

Key Features

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

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

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

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

User Experience

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

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

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

Pricing

Close offers four subscription plans billed monthly and annually.

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

Strengths

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

Weaknesses

  • No mobile app
  • No live chat support

16. Nutshell

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

Key Features

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

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

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

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

User Experience

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

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

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

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

Pricing

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

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

Strengths

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

Weaknesses

  • No live chat

17. Nimble

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

Key Features

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

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

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

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

User Experience

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

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

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

Pricing

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

Strengths

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

Weaknesses

  • No mobile app
  • Limited subscription plan

18. MailChimp

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

Key Features

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

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

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

User Experience

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

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

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

Pricing

MailChimp CRM offers free, and three paid plans.

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

Strengths

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

Weaknesses

  • Limited native Salesforce automation

19. Apptivo

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

Key Features

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

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

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

User Experience

Apptivo has an excellent user interface.

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

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

Pricing

Apptivo offers three subscription plans.

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

Strengths

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

Weaknesses

  • Hard customization
  • No real-human live chat

20. Act! CRM

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

Key Features

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

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

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

User Experience

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

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

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

Pricing

Act! offers two plans billed annually.

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

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

Strengths

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

Weaknesses

  • No mobile app
  • Limited pricing plans
  • Annual billing

21. Agile CRM

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

Key Features

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

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

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

User Experience

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

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

Pricing

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

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

Strengths

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

Weaknesses

  • No mobile app
  • No live chat support

Choosing the Best CRM Software

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

 

Featured image via Unsplash.

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Bolster Intelligent Document Processing With Robotic Process Automation

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Over the past few years, there have been countless new technology developments that have advanced the workforce —  from video and chat platforms that keep employees connected to automation solutions that boost productivity. One of the more popular developments has been intelligent document processing (IDP), used to extract data from structured and unstructured content to automate high-volume, repetitive document processing tasks. In fact, IDP has become so popular that, in 2022, the IDP market size was estimated to be at about 1.1 billion USD, but according to Research and Markets, it’s expected to grow to 5.2 billion USD by 2027. 

Despite the popularity of IDP, there are some iterations of the tool that lack the processing power needed to automate complex end-to-end business processes. Fortunately, robotic process automation (RPA) can step in to bolster your tech stack and solutions. 

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How to Measure Live Chat Performance

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

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

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

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

The Most Important Metrics to Measure for Live Chat

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

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

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

1. First Response Time

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

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

To improve your FRT statistics, make sure you:

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

2. Average Resolution Time

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

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

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

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

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

3. Chat to Conversion Rate 

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

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

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

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

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

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

4. Customer Satisfaction Score

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

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

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

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

5. Missed Opportunities

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

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

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

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

6. Total Number of Chats and Tickets

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

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

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

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

Improving Live Chat CX for Your Business

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

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

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

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

Measuring and Improving Live Chat

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

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

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4 Founder-Led Brands That Are Done Right

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When you hear the word “leadership,” do you think of a particular person?

If you’d been asked that question anytime before the 1900s, chances are you’d think of an accomplished politician or a battle-tested general. These were the people leading society for most of recorded history. Today, you might have someone else in mind.

Since the industrial era, the US has birthed a pantheon of founders who’ve arguably led our society as much as any statesman or president. We put Rockefeller and Ford right next to Lincoln and Jefferson. Think about it; these guys haven’t just changed the US; they’ve changed how the entire world lives and does business.

Founders of successful companies today command even larger amounts of capital and power than JD and Henry. With the rise of social media, they are often thrust to the forefront of their brands and the public, whether they like it or not. Some manage the responsibility better than others.

In my opinion, the best businesses use all that capital, manpower, and name recognition to do more than simply make a profit. By leading with authenticity, inspiring positive action, and influencing their brand’s vision for innovation – they try to make a change.

I wanted to take a minute to reflect on some modern founder-led brands I think are doing a killer job of creating unique, world-changing businesses and company cultures. I also want to discuss the lessons I have learned from them.

Elon Musk – Tesla

When talking about founder-led brands of the 21st century, it’s hard to pass over electric vehicle manufacturer Tesla and its outspoken CEO, Elon Musk. Love him or loathe him, he belongs in any conversation on influential founders.

While Musk isn’t technically the founder of Tesla, he is one hundred percent responsible for the company’s direction over the past decade. I think two of the strongest leadership points for Musk are his focus on branding and innovation.

Tesla created showrooms and charging stations long before his business had the sales to justify the expense. People saw the name Tesla everywhere, got curious about it, and now that’s paying off big time. Tesla today is at the forefront of the EV industry while all the other car companies play catch-up.

Behind the scenes, Tesla was also early to create a vertically-integrated supply chain – giving it almost complete control over its product and logistics. That’s another feature with a hefty upfront price tag but paid off when the pandemic hit. Now the biggest automakers in the world are rushing to copy that model.

Musk arguably even convinced China to deregulate foreign ownership of automotive companies. That’s hard to prove. However, China changed its rules around foreign ownership of EV companies shortly after he refused to enter the country.

Arguably, Tesla today is one of the frontrunners in redefining how traditional companies run. Musk is known to hate bureaucracy and traditional hierarchies. He hires other people to take care of bureaucratic processes for him.

Musk is also known for hiring relatively young, hard-working employees into high-power management positions in the company and letting them prove themselves. That inspires extreme loyalty from his employees from an early age. Musk’s focus on efficiency and rejection of traditional hierarchies has sparked a small revolution in tech companies.

Finally, I respect Musk because he has goals beyond showing year-over-year growth to shareholders. That’s hard to do day in and day out.

Sara Blakely – Spanx

Sara Blakely is an example of a founder with her hands in every part of her business, from product creation to sales. Most importantly, she created an authentic company culture with values she felt the business world lacked.

For those who know her story, Spanx very nearly didn’t happen. Blakely pitched her slimming undergarment to multiple women’s brands run by men. Most told her it would never work.

It might seem silly now, but men used to think they knew women’s fashion better than women. It wasn’t until one executive gave Blakely’s product to his daughters to try out that he agreed to start stocking Spanx. It’s a great example of how businesses can make a lot of money by listening to their customers.

Besides founding a women’s clothing company that sells products women want, Blakely strived to bring “feminine energy” into the workplace. I saw this poignant quote from her in an article:

“Twenty-one years ago when I started Spanx, I ended up in the paper in Atlanta, and I was at a cocktail party and a couple of guys came up to me and they said, ‘Sara, we read about you. Congratulations! We heard you invented something.’ And I said, ‘Yes I did, I’m so excited.’ They said, ‘Business is war,’ and then they pat me on the shoulder and they kind of laughed at each other. I went back home to my apartment that night. I was 29 and I just thought, I’m not going to war. I’m going to do this very differently. I’m going to honor a lot of feminine principles — intuition, empathy, kindness. Just allowing myself to be vulnerable through this process. And of course, a lot of the masculine energy has helped me also — it was a balance. But I wasn’t going to do it by squashing the feminine.”

Blakely worked hard to create a sales-oriented company culture that was purposely welcoming from that point forward. She regularly scheduled “oops meetings” where employees could stand up and say how they messed up and turn it into a funny story. At Spanx, it was okay to make mistakes and learn from them.

Blakely wanted everything about her product to be fun, including the way it was sold. She created a mandatory boot camp for salespeople, which, among other things, requires employees to perform standup comedy. Little things like that resonated with people and made Spanx synonymous with “fun.” Even famous actresses were flashing their Spanx on the red carpet.

The lesson we can all learn from Spanx and Blakely is that fun and positive energy are great marketing tools for any business. Many companies try to push a fun culture publicly without any authentic leadership that genuinely exemplifies that narrative, they won’t have the same effect. Blakely’s story of Spanx is not just a story of the brand but a story of her life and the experiences that shaped her vision and goals.

Jack Dorsey – Block (FKA Square)

While better known for founding Twitter, Jack Dorsey has recently been in the news for his move to solely running payment processing business Block. I admire Dorsey because he radically encourages his teams to think differently about how they work.

Dorsey is known for optimizing ways to stay productive and focused throughout the day. He manages through unconventional tactics like communicating only through voice memos on his phone that he runs through transcription apps. He says this prevents him from being sidetracked by distractions on his computer. I think that kind of mindfulness is necessary now more than ever.

Dorsey tries to bring this level of focus to his interactions with his employees too. I saw a great quote from him in this article discussing computer-less meetings at Block.

“When phones are down and laptops are closed, the team can discuss any issue at hand without distraction. We can actually focus and not just spend an hour together but make that time meaningful — and if that time is 15 minutes, then it’s 15 minutes and then we move on with our lives.”

Besides limiting distractions, Dorsey is known to walk five miles to work daily, theme each day, and create detailed agendas and goals for each team meeting. In his former company, Twitter, the culture was frequently described as a space where employees could speak freely to management about things they wanted to change.

On that subject, Dorsey has been known to push hard for employee control in his companies. Perhaps ironically, he was also quoted saying he wants Twitter to break away from its co-founders’- vision and control, calling founder-led companies “severely limiting.” However, it still seems he has some sort of vision for the world that he wants to bring around via Block.

His business goals are visionary, pushing the boundaries of innovation in the financial world.

Dorsey is a known cryptocurrency enthusiast but had pushback from the Twitter team, including his CFO, about making a crypto-centric product. His move to payments processor, Block, seems to be a bid to follow his passion and exert his vision on the world.

Block has since made headlines for being extremely bullish on cryptocurrencies, while many have expressed doubts. Dorsey even changed the business’s name to Block to better reflect its focus on blockchain and famously purchased $50 million worth of Bitcoin in 2020. All the while, Dorsey has been quietly creating arms of his business in the hopes of improving BTC’s usefulness. That may pay off down the line.

Melanie Perkins – Canva

I identify strongly with Melanie Perkins, co-founder of graphic design SaaS, Canva. Besides being roughly the same age, we both came from nondescript beginnings with no background in entrepreneurship or tech.

Canva is an excellent example of a business created by becoming intimately familiar with a customer problem and executing. Perkins spent years teaching people how to use design platforms like Adobe Creative Suite because they were so complicated. Taking that knowledge, she started a simple product to help customers create high school yearbooks. That expanded into a super app covering every aspect of design.

This super-app has unlocked a way for millions to learn design and produce high-quality content at any skill level. The cost to use Canva is many times lower than anything else on the market.

While Canva is an amazing product, what I like most about Perkins is that she believes business serves a higher purpose than maximizing profits.

When she was suddenly thrust into the limelight with a $40 billion valuation, people were even more impressed by Perkins’ philanthropic goals. She vowed to donate a 30 percent stake in Canva to a charity dedicated to eliminating poverty (about $12 billion). She is also known to regularly fundraise for 25,000 different nonprofits through her app. She doesn’t just inspire people with words, but by actions, she’s actually taking.

Canva is very public about its ethos. I like their values because they are general yet avoid the jargon many companies fall into. They are:

  • To be a force for good and empower others;
  • Pursue excellence;
  • Be a good human;
  • Make complex things simple;
  • Set crazy big goals and make them happen.

Besides revolutionizing how modern businesses design and harness goodwill marketing, Canva was also one of the forerunners of the remote work trend.

Most of Canva’s “Canvanauts” worked from homes worldwide even before the pandemic. Canva showed a lot of tired old businesses that you could still run a successful company without having employees in the office 24/7.

How I Try to Learn From the Best

Finally, I want to talk about what I am trying to contribute to my team and society with my current business, startup acquisition marketplace, MicroAcquire.

As I’ve mentioned, I think it is very much on myself as a founder to set the tone of my business – and that starts with who I hire. When I’m searching for new employees to join the “#Micromafia” I not only look for productive workers, I look for people I genuinely enjoy spending time with. It’s the best feeling in the world to go to meetings where you leave thinking, “That was really fun.”

Besides creating a great team, I’ve tried to address another problem I see again and again at major tech companies: employee burnout. There’s a reason the average tenure of a tech employee is three years.

I love working on startups. It’s like playing a video game for me, and it’s probably why I’m a founder. That said, I know my employees don’t always feel the same way. As CEO, I make sure my team knows I want them to live their lives outside of MicroAcquire.

On the business side of things, I take cues from the best. Like Musk and Dorsey, I want to preemptively create features that I know our customers will love. I knew people wanted an easy way to sell their startups because I wished I’d had one back when I was doing it.

Like Spanx and Tesla, I also strongly believe in the power of innovative branding – and I make sure we spend in areas that will give us significant returns down the line.

For example, we’ve made it easy to get MicroAcquire merchandise online completely free. The extra exposure we get from tech people rocking MicroAcquire t-shirts is more than worth the cost. We also created our own media publication Bootstrappers.com to tell the founder stories we thought major publications had missed. That’s been a huge hit with our customers, who also happen to be founders. These people traditionally have had to spam inboxes and pay for press because they didn’t raise billions in funding.

Finally, like Blakely and Perkins, I also want to actively listen to customer feedback and make sure we create a necessary and desired product. That’s why I make sure we’re constantly engaging with our community both on our website and social media. Many of the features we’ve added are just things we’ve heard mentioned multiple times from customers.

So far, I love the community we’ve created online and in the office. I don’t claim to have the winning formula, but I feel we are making a real difference out there. We’re lucky to live in a world with so many smart people getting their ideas out and making a positive change in the world.

 

Featured image via Unsplash.

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Lessons to Learn from Etsy’s DevOps Strategy

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Every organization adopting DevOps has stories to tell to the world. Some of them turned out to be success stories, while others are more like lessons to learn. While it’s true that Etsy is one of such organizations that benefited a lot from their DevOps adoption, they also learned a few lessons from their mistakes during their journey. Today, we will be talking in brief about those lessons in detail. But first, let’s try to understand why Etsy first became interested in DevOps.

Why Did Etsy Adopt DevOps?

Back in 2005, Etsy’s engineering teams were siloed into developers, operations teams, and database admins. Although the team was relatively small — close to 35 employees — they faced many team collaboration challenges. This barrier was hindering Etsy’s progress as an organization. 

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6 Simple Steps to a Career in Web Design

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No one likes talking about money. Most of us got into web design because we loved it. But the fact is, we’ve all got bills to pay.

If you’re a half-decent designer or a relatively competent developer, then there’s no reason you can’t make a living as a web designer. Here are six simple steps towards earning a living using the skills you already have.

Step 1. Freelance Work

Many individual bloggers and small company owners require websites to reach a larger audience. You might exploit this opportunity to begin a side business as a freelancer.

One of the most efficient ways to start is to look through employment networks and online classifieds. Eventually though, you’re going to need a portfolio. Building your freelancing company website could be your first opportunity to demonstrate your web development talents. As you embark on new projects, this website can display client testimonials that demonstrate your expertise. Ensure that it’s up to date, relevant, and follows current design trends. Also, make sure your website is linked to your social media profiles. 

Even though you are responsible for finding clients, you have a great deal of flexibility: you can choose your working hours and exercise more freedom and creativity. However, you’d still be accountable for your work and have to execute assignments on time to keep your clients satisfied.

It’s also important to remember that you’ll have to keep track of your taxes and other financial paperwork. Furthermore, you would not have a standard employer who will provide you with health insurance and other perks.

Step 2. Specialize

Today’s market offers a wide choice of web design services most suited to our needs. From designing and building custom websites to creating social media websites to managing SEO and PPCs, web design services offer various services. And while it is beneficial to have a general understanding of what all these services entail, it is always good to identify and refine your expertise. Becoming proficient in one aspect of web design will give you more confidence and direction regarding the kind of work you would like to do.

Allowing yourself to land repeat clients specializing in one type of service will make it easier for you to create processes in your business to complete work accurately and quickly. These processes will also help you build a team should you need one.  

Step 3. Networking Effectively

You should leverage social networking sites such as LinkedIn, practical tools for engaging with colleagues and potential customers. Ensure your profile is updated with all the services offered and all talents you deliver. Make sure you include links to any past projects you’ve worked on. There’s also a career board on LinkedIn that can help you avail yourself of many freelance projects. Registering and engaging with relevant organizations can allow you to acquire more visibility.

Freelancers are generally matched with modest design/development assignments through these websites. Although some developers heavily vouch for them, getting work from these websites when you’re just starting may be exceedingly challenging, considering most of your time will be exhausted in securing billable employment. 

Step 4. Start Your Own Blog or Podcast

Blogs and podcasts are an excellent way to organically acquire fresh customers and other relevant parties. A well-written blog is a terrific source of amusement and knowledge for potential clients. Aside from showcasing your services, a blog may be used to earn money in various ways. Once the blog grows large enough, you can incorporate backlinks, ads, or author-sponsored content. Many popular blogs eventually grow into fully-fledged businesses.

When you start a blog from scratch, it can take a long time to see a return on investment. Consider producing freelance articles for a blog with a constant stream of traffic to help you get started. This will enable you to demonstrate your skills while also getting compensated for them. 

Step 5. Work at a Design Agency

Working at a design agency or in-house could be an ideal option if you desire a more traditional job title. It also helps you build your portfolio with larger and more recognizable clients than those you can secure as a freelancer.

Instead of stressing about the management side of things, you can focus on serving clients and constructing websites with this approach. You wouldn’t have to look for new clients, and you’ll get all of the paid benefits that regular employees get. However, you’d have to work under strict supervision and have less creative control over your projects. There will also be harsh deadlines looming over your shoulder. And this procedure will also set a wage ceiling for you. On the other hand, obtaining employee insurance and securing a source of income can be very reassuring.

Step 6. Start Your Own Agency

Once you feel you have enough relevant experience and are confident in your abilities to perform and manage things well, you can start your own agency. It’s like freelance work, but on a much larger scale. The flexibility to employ others to do your work is the fundamental advantage of having your own agency. You can recruit additional designers and eventually recruiters to help you secure clients.

Having your own agency allows you to do the work you want and how you desire. As a general rule, start as a freelancer and gradually create the foundations for your agency as you gain expertise. You can eventually automate the entire process with hard effort and an innovative business plan.

You must actively network with other people in your business and reach out to new clients in addition to working on your skills. If you can create a solid customer base and take measured chances with your chosen projects, you can procure meatier projects and become prominent in the corporate sector.

 

Featured image via Unsplash.

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8 Proven Ways to Turbo-Charge Your Productivity

Have you been feeling a little unproductive lately? Well, you are not the only one. Of course, we all want to be as productive as possible at work, but that’s not always the case.

According to recent research, we are fully productive for less than 3 hours a day. Stress and poor planning are just two of the reasons why. And this is true in all work environments. No one is exempt from this problem, from employees in central offices to freelancers or managers working from home.

That’s why we have researched and selected the eight best ways to increase your productivity at work. In our search for solutions to boost creativity, we have come across numerous promising approaches and tips that you can use. Here are the best tips you can follow to get the most out of a workday:

1. Plan your Tasks

I can safely say that there is nothing more important than efficient task planning. Planning your tasks can free you from stress and procrastination. Planning everything before the day even starts is probably the best approach.

This is also where time management comes into play. Think about it. How often have you been more productive after setting a specific time frame for a task? You need to plan for the project at hand and then map each workday.

The more you plan your projects and workdays, the more productive you will be. However, it would help if you tried not to spend hours and hours planning.

2. Minimize Distractions

So you have successfully planned your tasks. That should be enough to be productive, right? Well, unfortunately, no. Whether you work in the office or from home, numerous things can distract you daily.

Distractions are ubiquitous, from a colleague wanting to chat about last night’s game to TV at home. When you minimize such distractions, you become better at what you do.

Of course, it’s not always easy to resist temptation. But if you do, you’ll spend more hours focused and engaged in your task. The same goes for leadership positions. You can ask your employees to turn off their cell phones and minimize chats.

We all feel the need to check our phones or chat with our colleagues. This is precisely why the next tip is crucial to your productivity.

3. Take Regular Breaks

According to psychologists, taking regular breaks at work will help you minimize stress and thus improve your performance. Whether you work from home or at headquarters, relaxing and social breaks are necessary. But that’s not all.

As we mentioned earlier, regular breaks are a smart way to avoid distractions. If you know your next break is coming up, you will not need to chat or look at your phone.

This will help you maintain a high level of concentration. On the other hand, if you do not take regular breaks, your performance will continue to decline throughout the day.

4. Stop Multitasking

Once you have scheduled your tasks and breaks, it’s time to think about the actual work process. Contrary to what many believe, multitasking does not make you more productive.

Conversely, multitasking can decrease your performance, drain your energy faster, or even damage your brain. This is another reason why planning is so important. You should always try to engage your brain with one task at a time.

5. Optimize Workplace Conditions

This is one of the most efficient but often underestimated ways to increase productivity. Ensuring that the working temperature is between 20-24 degrees C (68 and 76 degrees F) will help you stay concentrated for more extended periods.

This will also save you a lot of time, whether at home or in the office. On the other hand, if you feel cold or hot, you will be distracted. Therefore, you should think about the working temperature before you start working.

6. Enough Sleep is Key

It’s not news that sleep deprivation can affect our performance. And that’s not just it. Lack of sleep leads to a massive decrease in:

  • Ability to concentrate
  • Working memory
  • Mathematical capacity
  • Logical reasoning

So sleep is crucial to our overall well-being. According to the National Sleep Foundation, you should try to get between 7 and 8 hours of sleep a night (for adults between 18 and 65).

It becomes evident that getting enough sleep is one of the best ways to increase your productivity at work.

7. Communication is Crucial

Communication is essential, especially for those of you who work from home. You should always have a conversation with the people you live with during your breaks. This can also help you avoid distractions during your work hours.

Try to make everyone around you (including yourself) understand what closed, and open doors mean. This will help you increase your productivity while communicating sufficiently with your loved ones.

The same goes for people who work in offices. You should always try to engage with your colleagues during breaks. Remember that feeling part of a group and sharing your experiences is the key to increasing your productivity.

8. Avoid Social Media

Our last tip is one of the hardest to follow, especially working from home. You may think that this is not a problem for you. Recent studies show that we spend an average of 145 minutes on social media every day. Of course, it’s not a bad idea to cut down on that time.

But, even if you do not, you should try to keep any engagement with social media outside of your work hours. This will help you focus on your tasks and get you one step closer to your goals.

Wrap Up

Keep in mind that we all get stuck at times when working on a project. The more you worry about it, the more stressed you will be. It’s essential to take care of yourself and your mental health. In any case, we hope you will find it easier to increase your productivity now that you have read our tips. All you have to do is follow them.

Featured image via Pexels.

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How I Saved My Design Agency & Tripled My Profits

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There was a point at which I was very close to losing my business, and I didn’t realize how close.

I wasn’t always a good planner, and I didn’t plan to start an agency. One day I was a freelance graphic designer, my job list grew, I hired some help, and suddenly I was managing a team.

There isn’t a guidebook for new business owners, you have to learn on the job, and there’s no one-size-fits-all approach. We expanded rapidly from two to four people, then seven, and suddenly we hit 16 employees in just 18 months. It was pretty scary and felt like driving on the freeway without brakes. A client shared a story that they were turning over $20m, and the owner was only taking home $30k. It felt like where I was headed. At that point, I could easily have lost it all.

I took a hard look at the numbers and realized that we were barely breaking even, let alone profitable. That needed to change to stabilize the business and regain control of my operations. The change wasn’t easy, and there were some hard lessons, but 11 years later, with a strong local team and 40+ awards for our work, I’m thankful for that wake-up call.

There are other people in my position struggling with the same issues I faced, so I’d like to share the four key things I did that helped turn things around and move us from surviving to thriving.

1. Don’t Diversify Your Services

I wanted to do it all, and as the business owner, it was hard to turn down a new client. Our instincts are to help, and declining opportunities feels wrong. In our industry, digital agencies, especially web design agencies, try to cover all bases from marketing, SEO, adwords, design, photography, and coding. Everyone wants to be a one-stop shop for clients. I used to be that person: I would wash your car and shine your shoes if I could.

Do not give in to that fear.

When you’re a generalist, you spread yourself too thin. I know: a decade ago, we were offering dozens of services outside of the web design realm: packaging, branding, copywriting, sticker design, SEO, hosting, analytics, you name it, we provided it. We used over seven different CMS for our projects. If a client wanted it, we tried to offer it, no matter how unsuitable it was for us.

On the surface, we fulfilled our projects, and our clients were always thrilled with the results. But below the surface, our operations were dissolving into a mess. Our eyes weren’t on the prize; we were always chasing after each little job for cash. It took too much time to learn new skills. When I looked at our timesheets and deducted the unbillable hours, our projects would hardly break even.

What hurt us even further is that with diversifying, we had to manage multiple workflows, software, and systems: Sketch, Illustrator, Photoshop, WordPress, Joomla, Drupal, Google Analytics, Final Cut Pro, etc. It was expensive with minimal return. It was like an Olympic swimmer signing up for a swimming-diving-ice-skating club when their passion is swimming.

So I took a step back. I boiled it down to what we enjoyed and excelled at. Ask yourself: for what do you want to be known? For us, it was psychology-driven, conversion-focused web design. This was the service our team had the most skills in and collectively could give the best value to our clients. Once I’d figured that out, it was easy to eliminate those other services and specialize.

You can niche down by service or industry and be the specialist in what you offer.

2. Know Your Numbers

The first red flag that my business was in trouble was when I said to my accountant, “I feel like my business is doing great.” He replied, “I don’t care how you feel. The facts are in the numbers. Show me your accounts, and I’ll tell you if you’re actually doing well.” As an intuition-driven guy, it was a real eye-opener; I’d only ever relied on gut instinct.

At one point, we had a ton of work coming in, so I hired a few juniors to help the rest of the team. The team grew to 16, and the vibes in the studio were great, but the numbers weren’t. Instead of increasing efficiency, projects took 40 hours longer than they should have done. Why? The seniors and mid-level designers were taking time out to train the juniors! Reassessing the team showed me I needed to hire experienced staff, so projects ran on time and budget. It was a hard decision but a necessary one to keep us afloat.

The crucial numbers for any design agency are your timesheets, where bottlenecks lie, how much you’re spending, how long a project takes; these determine your actual margins. Setting up quantitative software like Toggl, Gantt, and Asana were a game-changer for us. They gave our project management real purpose and potential. Knowing the average hours our primary type of project took made it easy to give clients realistic deadlines, anticipate the need for fresh hiring, and know when our plates were full. You do not want to bite off more than you can chew.

3. Become The Best Fit For Your Target Market

You can’t please everyone, and frankly, you shouldn’t be trying to. One type of bait won’t attract every kind of fish. First, identify the type of fish you want to catch, the pond where this type of fish lives, and finally, bait your hook with something that type of fish can’t resist.

Your sales team should be able to identify them instantly, and all you then need to do is streamline your team, process, and systems towards being the best fit for them.

4. Double Down On Marketing That Works

There are many different marketing avenues you can go down, but go down too many, and it becomes a tangled web of confused messaging.

Remember, just because your competitors are doing it does not mean it’s the most effective approach for your target market.

There are really only inbound and outbound types of strategies, and it’s a great idea to list out the pros and cons (and the ROI of each) concerning your target market. Or, you can approach marketing based on your existing skillset — for example, if you detest being in front of a camera and don’t want to do video marketing, then just don’t do it.

Identify what works for you, and then be consistent. Consistency is the secret to a successful marketing strategy.

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