Articles

Cycle de test automatisé

Le cycle de test automatisé est une méthode efficace pour vérifier la qualité et la fiabilité des logiciels. Il permet d’accélérer le processus de développement et de réduire les coûts.

Rapport de tendances sur les tests automatisés de DZone 2023

Selon le rapport de DZone 2023 sur les tendances en matière de tests automatisés, le marché des tests automatisés a dépassé les 20 milliards de dollars (USD) en 2022 et devrait connaître une croissance annuelle composée (CAGR) de plus de 15 % entre 2023 et 2032. Cela peut être attribué à la volonté des organisations d’utiliser des techniques sophistiquées de test automatisé dans le cadre du processus d’assurance qualité (QAOps). En réduisant le temps nécessaire à l’automatisation des fonctionnalités, cela accélère la commercialisation des solutions logicielles. Il offre également une extermination rapide des bogues et un débogage post-déploiement et aide à l’intégrité du logiciel grâce à des notifications précoces de changements imprévus.

Les tests automatisés sont une partie essentielle du processus de développement logiciel. Les tests automatisés aident à réduire les coûts et à améliorer la qualité du logiciel. Les outils de test automatisés sont conçus pour exécuter des tests répétitifs et répétitifs, ce qui permet aux développeurs de se concentrer sur le codage et l’amélioration du produit. Les outils de test automatisés peuvent être utilisés pour tester l’intégration, le déploiement, la sécurité, le codage, les performances et l’accessibilité. Les outils de test automatisés peuvent être intégrés à des outils d’intégration continue (CI) pour fournir des résultats plus précis et plus rapides. Les outils de test automatisés peuvent être utilisés pour tester les applications Web, mobiles et natives.

Les tests automatisés sont également utiles pour tester les API et les microservices. Les tests automatisés peuvent être utilisés pour tester les API et les microservices en exécutant des tests unitaires, des tests d’intégration et des tests d’acceptation. Les tests automatisés peuvent également être utilisés pour tester les API REST et SOAP. Les tests automatisés peuvent être utilisés pour tester les performances, la sécurité et la fiabilité des API et des microservices. Les tests automatisés peuvent également être utilisés pour vérifier la conformité aux normes et aux réglementations.

En conclusion, les tests automatisés sont essentiels pour assurer la qualité du logiciel et améliorer l’efficacité des processus de développement logiciel. Les outils de test automatisés peuvent être intégrés à des outils d’intégration continue pour fournir des résultats plus précis et plus rapides. Les tests automatisés peuvent être utilisés pour tester l’intégration, le déploiement, la sécurité, le codage, les performances et l’accessibilité. Les tests automatisés peuvent également être utilisés pour tester les API et les microservices en exécutant des tests unitaires, des tests d’intégration et des tests d’acceptation.

Source de l’article sur DZONE

L'Art du Débogage : Améliorer la Qualité Logicielle par des Commits Git Efficaces

L’art du débogage est une pratique essentielle pour améliorer la qualité logicielle. Apprenez à utiliser des commits Git efficaces pour vous aider à résoudre les problèmes rapidement et efficacement.

## Dans ce post, je plongerai dans les dernières tendances en matière de corrections de bogues pour améliorer la qualité du logiciel. Nous avons analysé plus d’un million de commits git pour obtenir des informations sur la façon dont les développeurs collaborent, résolvent les bogues et améliorent leur code.

Data is the new oil, and it is no surprise that it has become a valuable asset for software development.  In this post, je vais plonger dans les dernières tendances en matière de corrections de bogues pour améliorer la qualité du logiciel. Nous avons analysé plus d’un million de commits Git pour obtenir des informations sur la façon dont les développeurs collaborent, résolvent les bogues et améliorent leur code. Nous avons également déchiffré les sentiments de leurs messages, ce qui a ajouté une autre couche à notre compréhension. Dans les sections à venir, je plongerai profondément dans ces fascinantes découvertes.

Les données sont le nouveau pétrole et il n’est pas surprenant qu’elles soient devenues un actif précieux pour le développement logiciel. Pour mieux comprendre les tendances actuelles en matière de corrections de bogues, nous avons analysé plus d’un million de commits Git. Nous avons examiné les messages associés à chaque commit pour comprendre comment les développeurs collaborent et résolvent les bogues. Nous avons également analysé les sentiments des messages pour mieux comprendre leurs motivations et leurs pratiques. Les données recueillies nous ont permis de mieux comprendre comment les développeurs travaillent et comment ils améliorent leur code.

Enfin, nous avons analysé les données pour identifier des tendances et des motifs récurrents dans la façon dont les développeurs résolvent les bogues. Nous avons constaté que la plupart des bogues sont résolus par des modifications mineures du code, mais que certains bogues nécessitent des modifications plus importantes. Nous avons également constaté que certains développeurs sont plus susceptibles de résoudre des bogues complexes que d’autres. Ces informations peuvent être utilisées pour améliorer la qualité du logiciel et faciliter le travail des développeurs.

En conclusion, nous avons analysé plus d’un million de commits Git pour mieux comprendre les tendances en matière de corrections de bogues et améliorer la qualité du logiciel. Nous avons examiné les messages associés à chaque commit pour comprendre comment les développeurs collaborent et résolvent les bogues. Nous avons également analysé les sentiments des messages pour mieux comprendre leurs motivations et leurs pratiques. Enfin, nous avons analysé les données pour identifier des tendances et des motifs récurrents dans la façon dont les développeurs résolvent les bogues. Ces informations peuvent être utilisées pour améliorer la qualité du logiciel et faciliter le travail des développeurs.

Dans ce post, je vais explorer les dernières tendances en matière de corrections de bogues pour améliorer la qualité du logiciel. Pour ce faire, nous avons analysé plus d’un million de commits Git afin d’obtenir des informations sur la façon dont les développeurs collaborent, résolvent les bogues et améliorent leur code. Nous avons également déchiffré les sentiments de leurs messages pour ajouter une autre couche à notre compréhension.

Les données sont le nouveau pétrole et il est donc logique qu’elles soient devenues un actif précieux pour

Source de l’article sur DZONE

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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Many firms’ design and development decisions are increasingly oriented toward human-centered innovation. Instead of rushing goods to market, these firms are using a user-centered design approach.

Design and development teams build high-performing digital products or websites that uniquely meet customers’ demands by concentrating on the user experience. After all, a good web design is helpful in boosting the business reputation or user experience.

This post will define user-centered design, discuss its fundamental principles, and describe the user-centered design process.

What Is User-Centered Design?

To create an enjoyable solution to a problem, user-centered design is a collection of iterative design processes concentrating on the user’s needs at each step. In UCD, the expectations, objectives, and preferences of the user significantly impact design decisions.

Additionally, users are actively involved in the entire process from start to finish. User-centered design principles encourage designers to create products with users rather than just for them. This strategy typically includes user research, interviews, usability testing, and a massive amount of feedback gathering.

UCD Requires Four Fundamental Components:

  • Visibility: Can people see what your website is about and how to utilize it the moment they land on your page?
  • Availability: Is your website user-friendly? Can they swiftly locate information? They should be able to find call-to-action buttons, menus, filters, and search choices with ease.
  • Legibility: Is the text simple to read for users?
  • Language: Is the language simple to grasp for users? Do you avoid using industry jargon in your UX authoring, which might lead to confusion and hesitation?

What Is The Significance Of UCD?

User experience is important in product design, especially in digital products such as app design, web and interface design, and marketing. Customers want their lives to be simplified. A website, app, or product exists to fulfill a consumer. Hence its success is determined by their interaction with it.

The following are some of the advantages of a user-centered design strategy for a business:

  • Customers keep coming back for more
  • There would be an increase in sales
  • Creating polished, efficient, and widely available goods
  • Understanding challenges thoroughly to provide suitable solutions
  • Customers and teams working together
  • Avoiding typical blunders
  • Enhancing Competitiveness
  • Assisting them in comprehending their market

It offers consumers the following advantages:

  • Making their life easier
  • Fulfilling their desires
  • Companies making them feel heard and understood
  • Making them feel important in the creation of things they use
  • Providing answers to challenges they were unaware they had or could not imagine solutions to

Let’s dig in to learn more about the advantages of UCD.

Businesses can benefit from using the user-centered design approach in various ways. As you incorporate this into your web development, you can enjoy the following four main advantages.

1. Prevent Project Failure

Your company might find it simpler to incorporate improvements and ensure your product is in line with actual user needs if you have a continuous feedback process assessing how customers react to your product, like a website.

Customers feel like their needs are better represented in the finished product, which can increase engagement and strengthen the bond with the company.

2. Improve ROI

This method produces products that more accurately reflect user expectations. The procedure also lessens mistakes made by website users, for instance. When combined, these factors motivate users to convert from leads to paying clients, boosting return on investment.

3. Increase Development Efficiency

In user-centered design, the objectives of the various team members are aligned. This can help clarify the best course of action for all parties involved. A more targeted, goal-oriented development process may be encouraged by the regular evaluation process.

Additionally, businesses can engage stakeholders and explain how their efforts and methodologies will improve customer interactions by using an iterative life cycle during product development.

4. Up The Level Of Competition

Customers will more fully appreciate what you offer, improve their engagement with your product or website, and be more likely to purchase from you if your product is created with their needs and expectations in mind.

As a result, this may increase your ability to compete in your sector.

5. KPIs Are Included

Given your user needs and business objectives, how do you move from the first to the second? You can measure key performance indicators with this in mind once you know what user needs are essential for the overall goals.

For instance, productivity may be the focus of office software, shopper activity may be the focus of sales tools, and retention rates may be the focus of other apps. All of these are necessary steps toward achieving business values like profit and revenue.

Human-Centered Design Versus User-Centered Design

There is a significant difference between humans and users. Simply put, all users are humans; however, not all humans will use your product. Therefore, you must thoroughly understand your target market to produce a successful user-centered design.

Detailed research should be done on the problems and goals of your users. Then, talk to them and give them several chances to offer feedback. By doing this, you’ll create a user persona that is complete and that you can use to determine the priorities for your design.

It’s critical to understand that different user groups may have additional requirements, levels of technical expertise, and expectations for using products like the one you’ve made.

What crucial guidelines or principles should designers consider when adopting a user-centric design?

The Process Of User-Centered Design

Certain fundamental principles underpin user-centered design. While the development process is always iterative, no explicit methods for implementation are specified. The approach can be implemented in either a waterfall or an agile environment.

1. Contextualization

The first step is to analyze the environment in which users will use the product. What are the intended applications of the product for future users? Teams working on projects can get answers by watching and talking to potential users.

2. Outlining The Prerequisites

Specifying the requirements for the new product is the second step. In this step, user requirements are described while considering corporate needs.

3. Design

Once the requirements are established, the actual design process can begin. Designers typically start by producing a straightforward prototype, like one made of paper, then move on to digital wireframes and a finished prototype.

4. Analysis

The project team solicits feedback from potential users after creating a prototype. This is typically done for digital applications through in-depth user testing and qualitative research.

Do surveys and tests evaluate user satisfaction, effectiveness, and efficiency? With the new information, the project team goes back to step 2 or step 3 of the design process to improve the product. Once the user feedback is satisfied, these iterations continue while taking into account corporate frameworks (time and costs).

Top 10 User-Centered Design Principles

Principles of user-centered design attempt to guarantee that usability is the primary priority throughout the development process. These principles, if successfully followed, will ensure that user experience is fulfilled not just during the initial introduction of a product but also during its use.

Furthermore, each of the following principles may be tailored to match the specific requirements and interaction demands of any product.

1. Use Simple Language

Professional Web Designer strives to provide the most readable discourse for the user while creating a product. This involves clarifying vocabulary, eliminating jargon, and simply providing information pertinent to the work.

Presenting users with irrelevant information throughout their use of the product taints its usefulness. Furthermore, basic language helps the user finish the work without being overwhelmed or confused.

2. Feedback

Users expect a reaction to all of their actions. This might involve modifying the look of the screen after completing an activity. If the job is finished after some time, it should display a loading page to notify the user that the task is in process.

Keeping the user informed throughout the process reassures them and keeps them on track with their job.

3. Maintaining Consistency

Keeping the product consistent is essential in ensuring an ideal user experience. Consistency affects how customers approach a product, and the time it takes to learn how to use it.

From the start of the project until its completion, the consistent philosophy underpinning the UCD process should be maintained. If the interface design needs to be updated, it is critical to maintaining consistency across new features to stay beneficial to the user.

4. Give The Complete User Control

Consumers are already aware of their requirements. They should be able to use a product with minimal effort and depend on the product’s help to accomplish the rest.

By removing the effort from the job, the user can do it quickly while keeping control of their activities.

5. Describe The Situation

Before developing a product, the designer must first investigate the ideal user and their wants. The designers can gain a comprehensive sense of some of the issues these people experience by studying their lifestyles.

Many of these observations are conducted through interviews. These interviews provide the designer with information on the exact goals that users want to attain and how they want to achieve them.

6. Examine the Design

Designers undertake usability testing with actual users of their product at this stage in the UCD process. This stage provides designers with insight into how consumers will interact with the product and how to modify it to suit them better.

It is advised that this stage be completed as quickly as feasible. The sooner customers provide input, the faster designers can comprehend their product from the user’s perspective.

7. Create Designs That Are Specific To The Needs Of The User

The design team must examine the distinctive features of their intended demographic as well as frequent real-world activities while beginning the design process. Furthermore, the product should be appropriate for the environment in which it will be utilized the most.

Making a product that needs a lot of work from the user reduces its usability and usefulness, ultimately defeating the objective of UCD.

8. The Design Process Is Iterative

Because user-centered design is based on putting the user first, the product team should constantly be working to improve the user experience. By introducing changes gradually, you will gain a better understanding of your target audience.

9. Adequate Navigational Tools

An essential component of the user experience is the capability to navigate between pages of your website and return to the previous one. Make sure users know where they are on your website and how to leave any pages they don’t want to see.

Customers can better understand how to navigate your page by giving them features like a navigation map, for instance. Make it simple for customers to change their order without leaving the current page if they buy clothing and discover they need a different size once they reach the checkout page.

10. Unflawed System

Customers should find it easy to navigate between your website’s pages and accomplish their goals. If they make a mistake, be there to help them fix it so they can achieve their goal.

The form may ask for specific, essential fields, such as the square footage, and may also include a gentle reminder or an alert that appears if the user accidentally leaves a required field blank.

Customers may feel more comfortable responding to your prompts and participating in a conversation if you ask questions one at a time and offer automated responses for each response.

Wrapping Up

User-centered design is more than just making a good product. It goes further than that. You demonstrate your motivations and intentions by putting your users in the spotlight. You’re demonstrating that it’s not all about meeting deadlines or turning a profit. Instead, you’re telling your users that you understand what they want and prioritize their needs.

It should come as no surprise that the most effective teams are user-centric. Knowing your customer is essential for success in any industry, including design. Create products that put the user first, and you will create products that people will love.

You can build a more robust, user-friendly website that is better equipped to respond to user needs and expectations by incorporating the User Centered Design process into your product design. However, it’s crucial to collaborate with a specialist who can apply these techniques and produce the result you’ve envisioned.

 

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SAP NEWSBYTE – 25 octobre 2022 – Aujourd’hui, à l’occasion de SAP Spend Connect Live, la conférence la plus importante du secteur sur la gestion des dépenses, SAP SE (NYSE : SAP) annonce des innovations, des avancées et des points d’attention dans ce domaine :

SAP franchit des étapes clés dans son parcours FedRAMP®

Aujourd’hui, et dans les mois à venir, les agences gouvernementales et les organismes hautement réglementés des États-Unis auront accès aux solutions de gestion des dépenses et de réseau d’entreprise SAP, leaders sur le marché, qui sont déployées avec un haut niveau de sécurité. Les étapes importantes sont les suivantes :

  • Les solutions SAP Fieldglass sont désormais disponibles dans l’Environnement Commercial Réglementé (CRE) de SAP National Security Services (SAP NS2), qui a été construit selon les critères de base du National Institute of Standards and Technology (NIST) avec les paramètres modérés de FedRAMP. Il est également conforme à la Réglementation sur le Trafic International d’Armes (ITAR).
  • SAP Business Network for Procurement et SAP Business Network for Supply Chain seront disponibles dans SAP NS2 CRE en 2023. Les clients pourront ainsi collaborer avec leurs partenaires commerciaux dans un environnement qui répond aux exigences de sécurité et de conformité des agences gouvernementales fédérales.
  • SAP travaille également avec SAP NS2 pour ajouter les solutions d’approvisionnement SAP Ariba au portefeuille SAP NS2.
  • SAP Concur est actuellement “en cours de traitement” pour une autorisation d’agence FedRAMP. Un organisme d’évaluation tiers a effectué une évaluation complète de la sécurité, et l’agence sponsor a procédé à un examen de l’ensemble des autorisations de sécurité. Les solutions SAP Concur devraient être répertoriées sur la Marketplace FedRAMP d’ici la fin de l’année.

Intégration renforcée entre les solutions SAP Ariba et Icertis

Dans le cadre du partenariat élargi annoncé en début d’année, une intégration plus étroite entre SAP Ariba Sourcing and Procurement et les solutions de gestion des contrats d’Icertis peut aider les clients à gérer un plus grand nombre de scénarios. L’intégration plus stricte permet une meilleure collaboration et expérience utilisateur ainsi que des processus de gestion des contrats flexibles et rationalisés. Les utilisateurs peuvent désormais répliquer dans Icertis des espaces de travail contractuels issus des solutions SAP Ariba, lancer la création de contrats dans Icertis pour des espaces de travail contractuels provenant de SAP Ariba, et gérer plus efficacement les processus de modification des contrats. Ces intégrations sont développées et soutenues conjointement par les équipes de SAP Ariba et d’Icertis et ouvrent la voie à de futures innovations. En outre, pour les clients disposant de solutions SAP Fieldglass, il existe une intégration directe avec la plateforme Icertis Contract Intelligence, qui permet de rationaliser les processus de sourcing, d’onboarding et d’offboarding pour les travailleurs externes. Conçues pour apporter de la valeur à l’échelle de l’entreprise, ces intégrations permettent d’accélérer les négociations, de renforcer la conformité, d’obtenir des informations commerciales et une automatisation alimentées par l’IA.

Nouvelles fonctionnalités des solutions SAP Ariba en avant-première

SAP continue de promouvoir l’innovation dans le domaine des achats et a présenté en avant-première de nouvelles fonctionnalités conçues pour aider les entreprises à évoluer vers une expérience d’achat plus prédictive, personnalisée et durable. Les nouvelles fonctionnalités d’achat à 360° sont une évolution de l’achat guidé, dont SAP a été le pionnier il y a plusieurs années, visant à améliorer l’expérience d’achat de tous : de l’employé qui a besoin d’un nouvel ordinateur portable, aux acheteurs principaux sur des secteurs stratégiques et pour tout type de dépenses (matériaux directs et indirects, maintenance, réparation et opérations et services). Ces nouvelles fonctionnalités devraient être disponibles pour certains clients au début de l’année 2023.

SAP fait de la gestion des stocks un domaine d’intérêt et d’investissement permanent

La gestion des stocks est le fondement d’une stratégie d’approvisionnement efficace, surtout dans cette économie post-pandémique. Le rôle essentiel que joue l’approvisionnement dans la continuité des activités ne cessant de croître, il désormais nécessaire de numériser la gestion des stocks et les stratégies d’approvisionnement. Une étude récente menée par Economist Impact, sponsorisée par SAP, souligne que la gestion des stocks est l’un des principaux moteurs de la transformation numérique des achats, plus de 40 % des personnes interrogées ayant choisi cette fonction comme priorité absolue.

Des études de ce type et les commentaires issus de nos conversations permanentes avec les clients valident et orientent notre stratégie et notre feuille de route produit “, a déclaré Muhammad Alam, Président et Chef de Produit, Intelligent Spend and Business Network, SAP. “Nous nous concentrons et investissons davantage dans le développement de solutions qui aideront nos clients à véritablement numériser la gestion des stocks afin de transformer les données en informations qui peuvent conduire à de meilleurs résultats commerciaux.”

La solution pour la gestion des stocks devrait être disponible pour certains clients d’ici la fin de l’année, avec une disponibilité élargie tout au long de 2023.

Les clients disposant de plusieurs environnements ERP peuvent simplifier la gestion de leurs achats

 SAP Central Procurement, édition Cloud privé, est désormais disponible et aide les clients à améliorer la cohérence, l’efficacité, la visibilité et le contrôle. Avec cette nouvelle édition, les clients gèrent l’ensemble de l’entreprise sans devoir entrer et sortir des systèmes ou sans perturber les solutions et les flux de travail existants qu’ils ont mis des années à définir et à perfectionner. Les organisations peuvent gérer de manière centralisée les opérations d’approvisionnement à partir d’un seul endroit, quel que soit l’environnement ERP qui sert de back-end. Bien que les transactions individuelles soient toujours traitées dans chaque back-end, l’équipe en chargé des achats dispose d’une vue et d’un contrôle centralisé sur tous les éléments, des demandes d’achat aux achats, en passant par la recherche de fournisseurs et les contrats.

Parmi les clients, citons Accenture, Baker Hughes, Barrick Gold, CDW, Constellation Brands, Devon Energy, Duke Energy, Endress+Hauser, Fifty Thousand Hours, Guidant Global, Hilltop Holdings, Insight, INVISTA, Johnson & Johnson, KUKA, LG Smith Transport, Los Alamos National Laboratory, Mabe, Merck & Co, Ontario Power Generation, Pfizer, Sony Pictures Entertainment, T-Mobile, Thermo Fischer Scientific, Walmart, Van Genechten Packaging N.V., W.R. Grace et W.W. Grainger partageront leurs expériences et expliqueront comment ils naviguent dans un environnement marqué par des perturbations constantes de la chaîne logistique et d’évolution des tendances macroéconomiques. Pour plus d’informations, consultez le catalogue des sessions SAP Spend Connect Live, et regardez les sessions à la demande dans l’expérience virtuelle à partir du 8 novembre.

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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.

Source

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

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

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

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

What Is Personalized Marketing?

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

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

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

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

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

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

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

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

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

Know These 6 Tips To Correctly Do Personalized Marketing

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

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

1. Leverage Your Customer Data

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

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

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

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

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

2. Understand Your Customer’s Needs

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

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

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

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

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

3. Personalize Every Stage Of The Customer Journey

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

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

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

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

4. Present In An Engaging Way

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

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

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

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

5. Be Where Your Customers Are

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

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

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

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

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

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

6. Improve Marketing Content

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

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

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

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

See How You Can Benefit From Personalized Marketing

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

Here are some of the top benefits of personalized marketing:

1. Better Engagement

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

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

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

2. Higher Conversions

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

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

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

3. Improved Customer Experience

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

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

4. Customer Retention

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

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

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

5. Better Customer Relationships

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

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

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

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

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

Best Examples Personalization Marketing

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

1. Coca-Cola

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

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

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

2. Spotify

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

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

3. Nike

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

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

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

Conclusion

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

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

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Todoist is a to-do list app that 25 million people rely on every day to keep their lives organized. As part of the Doist design team’s goals for 2021, we aimed to redesign the Todoist Android app to take advantage of the latest Google Material Design guidelines.

In this post, we cover the design decisions and processes behind redesigning the Todoist Android app for Material Design. We explore the Design and Android team’s collaboration practices that brought the app update to life, which resulted in winning the Material Design Award 2021 in the large screen category. Let’s get started!

Opportunity

When we started the project, our design implementation on Android was ready for a major overhaul. The last milestone redesign on Android was initiated after the release of the first Material Design guidelines in 2016. Since then the team successfully worked on continuous improvements to the Android app, but we saw the opportunity to improve Todoist on Android on a more holistic level.

We set out to clean up instances of older UI components, colors, and text styles and update them with the latest Material Design components. We observed that some interactions and navigational patterns had become inconsistent with what users were expecting on newer Android devices and were eager to modernize this experience. With new hardware and software changes in mind, we set out to make the experience on larger phones and tablets even better, so Todoist could take full advantage of the latest generation of devices. Material 2 and 3 provided an incredible new framework to rethink the current app experience. With this in mind, we set out to challenge what a modern Android app should look like and innovate on top of the default user experience.

Solution

The team set itself the goal of redesigning our Todoist Android app and aspiring to make it the best-designed productivity app on Android. The project was ambitious and scheduled to take several months to complete. We set ourselves the following targets while working on the project:

  • Review the current implementation and older design specs.
  • Study the latest Material Design Guidelines and assess what is relevant for our project.
  • Research great Material Design apps and case studies and learn from their execution.
  • Define the new Todoist Android app design language and document the changes.
  • Design and development work together to assess the proposed solution and implementation.
  • Test an early version of the new app internally to gather feedback and make adjustments.
  • Invite beta testers to the new app to gather feedback and make adjustments.
  • Refine the app and address core issues before launching to the public.

Review

The project was kicked off by reviewing the current Todoist Android app implementation, noting down what areas needed to be fixed and what was up to date. While reviewing, we took screenshots of the app implementation for reference. This way we could easily see the current state of the app and compare it to the new design proposals that would be created. Once the review process was finalized, we had a comprehensive overview of the current state of the app and the layout, component, and styling changes we wanted to make.

Study

We continued the project by studying the latest Material Design Guidelines, assessing the components and practices that were most relevant to Todoist.

When the project kicked off in February 2021, Material 2 was the most recent version of their design system. Since Material 2 had already been released for quite some time, we anticipated that design changes to Material would be announced soon at the Google I/O event in May 2021. Rather than wait, because we expected the changes to be iterative, we pushed ahead with our work.

We identified 25 components and UI patterns that we wanted to change across the app. The changes included buttons, forms, menus, sheets, navigation drawer, app bar, system bars, text and color styles, and more. We started by creating a table view in a Dropbox Paper document with the component changes and references links to Google’s Material Design Guidelines.

This components list was a starting point for discussion to plan the scope and complexity of the changes. Close async discussions between the design and development team in Twist and Dropbox Paper comments helped us make decisions about scope and complexity early on and set a solid foundation for the project.

Research

In the initial Material Design study, we also researched inspiring Material Design apps, Material studies, Play Store apps, and Google Workspace apps to learn from their execution.

We started out by studying the Material Design Award Winners 2020 and tested out the products that were showcased. The showcased winners struck a good balance between implementing the Material Design Guidelines while maintaining their own product’s brand within the system. This balance between Google’s guidelines and the Todoist brand was also key for us to get right and so we strived to find this mix across the work we created and implemented in the project.

Along with the MDA winners, we researched the Material Studies that Google produced to showcase what apps could look like with branding and Material Design guidelines applied. It was a great reference to see how far components could be customized while maintaining the core platform principles. The Reply case study in particular offered valuable insight to us as its content type and layout came closest to Todoist. It showcased how components like the app bar, navigation drawer, and large screen layouts worked while being customized.

We continued our research by searching the Google Play store for inspiring app examples. Google Tasks, Press, Periodic Table, and Kayak stood out to us as the level of polish and quality of the apps were on par with the experience we were aspiring to create.

Sometime later in the project when Material You was released (more on that later), we stumbled upon the Google Workspace apps blog post which previewed Material 3 changes that Google was introducing to their own products. It offered a great glimpse at what was to come before the Material 3 Design Guidelines were officially released. This post sparked new internal discussions and further design explorations that we considered for future Todoist Android updates.

Design Spec

As we started to define the new Todoist Android app design language and document the changes, we opted to create a design framework, focusing on creating components rather than designing every screen in the app. This allowed us to consistently apply the design system in the app. We did so by using the previously defined component list that we created during the review and study process.

Core screens from different areas of the app were chosen to demonstrate how the components could be applied. We chose to mock up the Todoist project view, navigation drawer menu, project view edit screen, settings, and project detail view, among others. These screens gave us a good overview of how buttons, forms, drawers, lists, and other components would work together and in different states; selected, pressed, disabled, etc.

During the project, we were transitioning our Doist design system to Figma and started creating our first components in the new Doist Product Android Library. We started by using some components from the Material Design UI kit – Components library from the official Google Figma resource file and added them to our Doist design system. We then continued to build up the Product Android Library file with our Todoist-specific components such as task list & board views, detail views, sheets, colors, typography, etc.

We continued by documenting color and typography changes that were based on the Material Design guidelines. The design team opted to implement a new Design Token framework that would share the same values between our design system and the development implementation. The development team would output the values they had in the current implementation and the design team would analyze which values were needed and which could be merged, changed, or deleted. This informed the new Design Token color and typography system which we then documented and discussed with the team to implement. Later in the project, we were happy to see a similar token system introduced by Material 3 in the latest guidelines which validated our thinking and principles behind the new design system.

The design documentation expanded to hold other edge-case mockups that could sit alongside the design system. We documented different responsive screen experiences between phones and tablets against the previous implementation. Additional sections were created to document the motion that should be used for certain components and screens by referencing existing Material Design guidelines examples or prototyping custom motion in Principle and After Effects. The design spec also touched on haptic feedback that should appear on touch targets, how dark mode should work across the new components, documenting Todoist themes within the new design language, and more.

Design Implementation

At Doist, the benefit of the squad is that cross-team collaboration is built into the make-up of the team. Designers, developers, support, and product managers work together in a squad to deliver the project. This close collaboration from the start is key to bridging the gap between scope, estimations, design, development, and delivery. The squad discussed their findings on a daily basis and came up with the best plan of action together.

Designers started by creating components in Figma and shared them with developers in Dropbox Paper. We used screenshots to document the current implementation next to the new designs and linked to the default Google Material Design components. This allowed the team to compare all references in one place. Developers shared their feedback, adjustments would be brainstormed together as the designs were iterated.

Designers on the project would share their work in progress on a weekly basis with the rest of the design team in a design review Twist thread. Here details about the designs were discussed, alternatives mocked up and bigger picture plans made. Design reviews brought up topics like FAB (Floating Action Button) placement, theme options, accent color usage on components, consistency with other platforms, navigation options, and shadow elevation. After thorough discussions and alternative mockups were presented, the design team aimed to find the right balance between Material Design and Todoist brand guidelines. The development team, also part of the design reviews, gave their feedback on the solution and raised technical complexities early on.

Eventually, the design was stabilized and consistencies updated across components and mockups. The design spec was kept up to date so the development team could always review the latest designs in Figma.

Testing

As soon as the development process started, the Android team provided early screenshots and videos in Twist threads while they were implementing the design spec. This practice allowed us to review the app implementation early and often. Designers could review the development work and share feedback in Twist, which resulted in getting the implementation to a high quality. Alongside Twist discussions, the team set up a Todoist project to track ongoing issues and fix bugs. Designers logged new issues, developers would solve them and share the new implementation for designers to review.

When the team had the first stable version of the Android app, we shared it internally at Doist to get more insight and feedback. Other Doisters could access the redesign via a feature flag that could be turned on in the app settings and test the new version for however long they wanted. The feature flag system allowed people to give us early feedback on the design decisions we made and report bugs. Feedback was submitted by the wider team through a dedicated Twist thread and designers and developers could discuss how best to address the feedback during the active project implementation.

After we refined the app implementation further and addressed early feedback we opened up the app update to our beta users. Here users had access to the new Android redesign and were able to give us feedback. Our support team gathered feedback and shared it with us in a dedicated Twist thread. The squad aimed to analyze every comment and looked for patterns where we could make tweaks and improvements to the user experience.

As part of these tweaks, we made changes to how the bottom bar and navigation drawer worked. Some users reported frustrations with the way the new bottom navigation and menu drawer worked. In its first implementation, the drawer was half raised when opened and had to be swiped up to be raised again to see the full content list. This was an issue for some users as it was slower to get to the content below the list. So we decided to fully raise the drawer by default when opening. We also made it easier to open the navigation drawer by sliding up from the bottom app bar. This was a small shortcut but it enabled users to get to their content faster.

Material You

While we were in the testing phase and about to wrap up the project, Google unveiled Material You, and sometime later the Material 3 Guidelines were published. With the newly announced resources, we went back to study the latest guidelines and references we could find to see where the Todoist Android app redesign fits in and which adjustments we might need to make now or in the future.

Dynamic Color was a big new feature that was announced as part of the Material You update. As Todoist supports many different themes the Material You Dynamic Color feature seemed like a good fit for our product. We decided to prioritize this feature and implement Dynamic Color light and dark themes as part of our Todoist theme settings options.

To implement Dynamic Color, the development team started off by creating a demo prototype that utilized the Dynamic Color system and showcased how we could select from a range of color choices that the system defined based on the wallpaper choice. From there, we tried to incorporate system behavior in our design mockups. We designed a range of different color mockups and components to see which ones could fit with which components. We then came up with a color system that worked for the Todoist app and the new themes. These new Dynamic Color themes would sit alongside our current theme options in the Todoist app settings. From here users could choose between Dynamic Color Light and Dark themes.

Along with Dynamic Color, the team also created a customizable bottom app bar, allowing users to set up the app in a way that’s most convenient to their workflow. The location of the Dynamic Add Button can be changed to the center, left, or right corner of the screen. The order of the Menu, Search, and Notification buttons can be rearranged to best fit the ergonomics of the user’s dominant (left or right) hand and optimize their navigation patterns.

Launch

As critical beta feedback was addressed and stability tweaks were made, the squad felt ready to release the new Todoist Android app to the public. The team logged the issues that could not immediately be addressed for future reviews and updates.

The design and marketing team readied the launch by creating What’s New banner artwork and copy that are displayed within the app when launching the update. The Doist marketing team also created release notes and shared the app update announcements on our social channels. The brand and product design team worked together to create custom image assets and copy that summarised the project work in a simple and beautiful way.

What’s Next: Material 3

After a successful launch of the redesigned Todoist for Android app, Google contacted Doist to announce that Todoist was selected as the Material Design Award 2021 winner in the Large Screen category. The team was excited to be recognized for their hard work and it felt like we achieved the goal we had set out to accomplish.

Internally, designers and developers continued to study and discuss the Material 3 updates. The design team started exploring mockups and design changes inspired by Material 3 and Google’s Workspace app updates. Some of our current Todoist explorations include changing the FAB styling, updating the app bar, further removing elevation shadows, and more. Here is a preview of what a future Todoist update could look like.

We hope these insights into Doist’s design process and collaboration practices have sparked your interest. Thank you for reading and stay tuned for future design updates!

Takeaways

  • Study the Material guidelines, Material Design winners, Material studies, and Google Workspace apps to make informed design decisions when designing your next product or app update.
  • Evaluate which Material Design components and practices are right for you and implement them into your product.
  • Carefully balance the Material Design guidelines with your brand guidelines to create a unique and consistent experience between your product and the platform it lives on.
  • Collaborate with your Android developers early and often to ship app updates efficiently and increase the design implementation quality.
  • Use design components and build a design system along with practical mockups to create an efficient design spec.
  • Consider how the latest Android features fit into your product and which have the most impact on your users before deciding to implement them.
  • Test and review builds with your internal team and external beta users to get valuable feedback and make adjustments before releasing them to the public.
  • Create announcement artwork to showcase your latest app or feature update along with a clear description to share in-app and on social media.

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Maps are a fascinating method for delivering content. At their best, they can create an intuitive way of presenting information and interacting with it. This is the advantage that digital maps, through mobile apps and websites, have over print maps and images where no interactivity is possible.

But it’s important to understand that more data ≠ better experiences. We all now have so much data available to us through multiple services that, arguably, the greatest challenge isn’t sourcing information but filtering it out. We can only handle so much information input before we become overloaded. This issue risks being omnipresent with maps. There are so many potential points of interest on a map that it’s essential to be clear about what needs to be exposed to users.

Also, UX design, map design, and user interface are all critical. While maps can be a powerful way of drawing people in, if end-users feel that you didn’t even consider the visual design, they’ll ‘bounce off’ your site or app in moments.

Common Use Cases

When are maps useful, and what problems do they solve? Let’s dive right into the most common use cases for maps used in web design.

Navigation and Direction

Like Google Maps shows, navigation and direction are arguably the classic case study for interactive maps. You are in one place and need to get to another. You can enter your destination, your current location, and the map will present suggestions for getting there. You can select the method of travel and adjust desired departure or arrival times. But you need to understand first what functionality your users need. How these options are exposed to users is a critical piece of UX design.

Also, if users are searching for options such as somewhere to eat, it’s not so straightforward. Then, how your map handles panning in real-time as users swipe around a city is going to be a big issue.

Showing Relationships and Trends Geographically

This is something that you’ll see in every election in any western country. We’re all used to seeing maps that give us a state-of-play for which state or seat is held by which party. Then, we might see projections based on voter intentions and projected voting swings deriving from that. Then, exit poll data can be projected with the map updated on an ongoing basis until the final result is confirmed.

The capability to do this is essential because if a static map were used, it’d be out of date any time a new poll was released. Also, voting intentions can change over a campaign, so such maps need to be dynamic. Of course, such maps are only as accurate as the available data, as the US 2016 election map showed.

Show Points of Interest

As mentioned previously, there’s a lot of data that can be exposed to map users. However, that doesn’t automatically mean that it should be. Usability is key. For example, when you look at a map, you’ll typically first see key points of interest. Which points of interest are going to be presented to you can vary.

One variant is zoom level. If your map is currently showing an entire city, the level of detail the map presents is deliberately limited. You’ll see districts, large roads, or geographic features such as rivers. If more detailed information were presented, users on mobile devices, in particular, would be overwhelmed. Even at this level, you’ll notice typography differences. These can include the city name being in bold or the names of different areas in capital letters. So the level of detail is coupled with the scale of the map. Zooming in a few notches will expose significant points of interest, such as museums. Zooming in to specific districts will reveal restaurants, coffee shops, and universities. This visual hierarchy is a critical way of managing the exposed level of information.

But information is still being abstracted away. It’s not until you tap on the museum that you’ll see information on opening hours and busy times. This is also typically presented with user photos and reviews. Context is also taken into account, so you’ll start to see local hotels and restaurants. So it’s not just individual points of interest that are important, but the connections between them.

6 Tips For Improving Interactive Maps

What are the challenges of creating effective maps, and how do people address the data overload problem? We’ll answer this question and go over the must-know aspects of map creation.

1. Ensure Security and Brand Trust

GDPR or General Data Protection Regulation. This is a critically important European law that extends a wide range of legal protection to European citizens regarding personal data. It’s not possible here to cover the full extent of the law, but here are some quick key points:

  • Consent is required for the processing of personal data; it cannot be assumed
  • You need to have a retention policy for information that’s capable of identifying people

Be aware that the latter doesn’t just cover commercial purposes. Research students have to submit GDPR forms that address what kind of data they’re sourcing and how they’ll be retaining it.

But the most crucial context is commercial. If a business suffers a data breach, it can be fined up to 20 million euros or 4% of annual worldwide turnover in the preceding financial year, whichever is greater. Therefore, any business storing data that could identify their customers will need to assess risk and compliance. Remember: it’s 4% of worldwide turnover, not EU turnover.

Also, anything of your business that you expose to your customers or users is an extension of your brand. Therefore, you need to assess your maps for brand compliance too. If you have primary brand colors and your map doesn’t abide by them, that’s a very poor look. Source the color hex codes directly from your brand team and involve them in design.

2. Use the Appropriate Type of Map

It’s also important to consider what type of map is most appropriate for your use case. Think carefully about what your users need, what you’re trying to communicate, what information you need to present, and how best to present it.

For example, points of interest style maps in a tourist app will be way more helpful than heat maps: people want to know where something is, key data like opening hours, and how to get there. A heat map showing the number of visitors to each attraction or area of a city is unlikely to be useful to tourists. However, it could be useful to the attractions themselves to map their visitors by heat map over time. This could help larger museums chart which exhibits are most popular.

Transport for London is charting passenger movement on the London Underground by detecting when a device with Wi-Fi comes into range and then passes out of range. They’re using this to understand overall user journeys and movements within individual stations to better manage disruptions.

3. Avoid Pop-Ups

It should go without saying by now that auto pop-ups are despised. It doesn’t matter what they’re doing or what they’re offering; an unwanted pop-up can only get in the way. The level of impact is even greater on a phone where pop-ups take up even more screen space.

Given this, many users close them without even reading them. So if you’re using pop-ups, don’t kid yourself. You’re likely just irritating users and increasing the likelihood that they’ll ‘bounce off’ or uninstall.

4. Avoid Auto-Geolocation

Auto-geolocation sounds incredibly convenient but can result in some real problems. For example, if there are any bugs with auto-geolocation, you could get false results. If someone connects through public building Wi-Fi, you could get false results. If they’re connecting through a VPN then, unless you get the user’s IP address and check if it’s the exit portal of a VPN, you could get false results.

The problem is most significant with mobile maps. If a map user is looking at a points of interest map, they likely have a specific and immediate use. This means it’s in their best to get the most accurate results possible. So why not just ask them?

Precision and Accuracy

These terms have specific meanings in geolocation. ‘Precision’ is the exactness of the data. ‘Accuracy’ is how closely the information on a map matches the real world. So you want precision and accuracy to be spot on, or data risks losing value. This applies not just to the gathering of data but to the representation of it. For example, if you have street-level data but your maps don’t present individual streets, then any representation of data on that map is likely to have poor accuracy. That map might succeed in abstracting irrelevant information but presenting an imprecise and inaccurate view.

5. Avoid Map Legends as Much as Possible

In many cases, primarily points-of-interest maps, they’re just not needed anymore. An essential part of user experience design isn’t just visual hierarchy but information hierarchy. You can mouse over on a desktop or laptop to get the essentials of a location, e.g., the museum’s name and its opening hours. On a mobile device, you can tap on that location to get the essentials, and you can tap on another location to move on; you don’t even have to press back. Given that, a legend would get in the way. So this simple piece of information design solves information overload issues.

As with all rules, there are exceptions. A good one is a heat map where a density of what’s being measured needs to be communicated. It doesn’t matter what the data is; it just needs to be something where mapping provides greater insight, especially if it informs decision-making. Sales is an excellent example for a national or multinational company. Of course, weather forecasting can make use of literal heat maps.

6. Accessibility Compliance

Not everyone has perfect eyesight. Even if someone has excellent vision, they could still be colorblind (8% of men and 0.5% of women are). Given that, take the W3C’s accessibility standards into account and treat them as a baseline or minimum barrier to entry for compliance. You shouldn’t feel good about the possibility of excluding 8% of your potential audience or customers. Ensure you keep your UX designers involved and don’t shy away from creating senior-friendly web designs.

Put simply: imagine if you could appeal to a new demographic that’s not catered to. If your competitors ignore them, you could give them a real reason to choose you instead by taking some straightforward steps. If your competitors are catering to them, you also need to. If you don’t, you’re just giving potential customers a big reason to ignore you.

Conclusions

The key takeaway is that there’s far more to creating good maps than just good cartography. That can be critical, too, though this may vary depending on the use case.

This will be a team effort because your map will involve data sets, design decisions, and, yes, cartography. You’re going to need to involve brand and IT too. So think about design principles and development methodologies.

First and foremost, what are your users’ needs? If you haven’t done any user research or taken the time to understand the customer journey, are you adding anything or getting in the way? It’s easy to see the department that requested the map as stakeholders, but you should probably view your users as stakeholders too.

This sounds complex, but as you hopefully now appreciate, a map is probably more complicated than you thought.

 

Featured image via Pexels.

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