Articles

Résultat Index Egalité Professionnelle et parité dans les instances dirigeantes.

, , ,

SAP France obtient la note de 77/100 à l’Index de l’égalité femmes-hommes au titre de l’année 2022. Cet Index a été calculé sur la base de 5 indicateurs :

  • Les écarts de rémunération : 37/40 points
  • La répartition des augmentations : 10/20 points
  • La répartition des promotions : 15/15 points
  • Le pourcentage de salariées augmentées à leur retour de congé de maternité : 15/15 points
  • La mixité des dix plus hauts salaires : 0/10 points

La parité et la mixité étaient une priorité pour SAP France bien avant la mise en place de l’Index égalité professionnelle. En effet, SAP France renouvelle et adapte ses Accords Egalité Professionnelle depuis de nombreuses années. SAP France est en effet engagé dans une politique à long terme dans ces domaines avec notamment la mise en place de plans d’action égalité femme/homme et des analyses de rémunération régulières. Nos Accords n’abordent pas uniquement la question des salaires mais également des formations, du recrutement, du développement, etc. Autant d’éléments impactant l’égalité professionnelle, éléments que l’index, tel qu’il est construit aujourd’hui, ne permet pas de mesurer. SAP France entend poursuivre ses efforts et ses engagements dans le domaine de l’égalité professionnelle. Les négociations relatives au renouvellement de l’Accord Egalité Professionnelle débuteront prochainement.

Depuis 2022, l’Index de l’égalité salariale Femmes-Hommes prévoie également la mise en place d’objectifs de progression pour tous les indicateurs n’ayant pas obtenus la note maximale en cas de résultat inférieur à 85 sur 100. Dans cette perspective et  au-delà des mesures susmentionnées, des objectifs de progression ont été fixés :

  • Les dispositions prévues, à date, pour progresser sur l’aspect des écarts de rémunération femmes-hommes :
    • Des niveaux de salaires équivalents à l’embauche pour un même niveau de responsabilités, de formation, d’expérience et de compétences professionnelles.
    • Sensibilisation des managers quant à l’importance de l’équité de traitement dans leurs prises de décisions relatives à la revue de salaire annuelle, l’attribution de primes exceptionnelles dites « spot awards », attribution de RSU, etc.
    • Nomination de référents de l’égalité professionnelle pouvant être sollicités si un salarié estimait être discriminé en terme de rémunération.
    • Maintien du paiement de la part variable à 100% pendant la période de congés maternité.
    • Maintien du salaire sur la base du TTC en cas d’incapacité temporaire du travail au-delà de 90 jours consécutifs d’arrêt.

Les autres dispositions permettant de réduire les écarts de rémunération figurent au paragraphe suivant (dispositions prévues pour progresser sur les écarts de répartition des augmentations individuelles). Ces dispositions s’appliquent pour ces 2 indicateurs.

 

L’objectif est de progressivement arriver à se rapprocher, voir atteindre la note maximale sur ce premier indicateur, à l’aide des dispositions susmentionnées et sous-mentionnées.

 

  • Les dispositions prévues, à date, pour progresser sur les écarts de répartition des augmentations individuelles :
    • Garantir l’équité de traitement lors des révisions salariales annuelles : analyse de la moyenne d’augmentation, analyse du % de femmes et d’hommes augmentés.
    • Analyse annuelle via la méthode statistique dite de régression multiple. Tous les salariés avec des écarts supérieurs à 2% se voient leur salaire réajusté avec un budget dédié à l’égalité professionnelle. Les salariés exclus de l’analyse statistique, du fait d’un échantillonnage trop faible, font partis d’une analyse dite non statistique et reçoivent les ajustements de salaire nécessaires, le cas échéant.
    • Analyse du nombre d’augmentés dans l’année N au cours du T4 de l’année N (augmentés lors de la revue de salaire et lors des demandes d’augmentations hors cycle dites « off-cycles »).
    • Toute augmentation intervenue dans le cadre de réajustement de salaire ne saurait avoir des répercussions sur les décisions prises pendant la revue de salaire annuelle.
    • Sensibilisation des managers sur ces sujets, notamment lors des sessions d’information dédiées à la revue de salaire mais également dans les divers supports et communications dédiés.

 

L’objectif est d’atteindre la note maximale sur l’indicateur 2 lors du prochain calcul en appliquant l’ensemble de ces mesures. SAP France ayant précédemment obtenu la note maximale depuis la mise en place de l’Index.

 

  • SAP France obtient la note maximale sur les écarts de répartition des promotions. Vous retrouverez, ci-dessous, un certain nombre de mesures mises en place, à date, pour garantir l’équité de traitement quant à l’aspect évolution de carrière. A noter , par ailleurs, que seules les promotions (changement de T-level) comptent pour cet indicateur mais que chez SAP France, il peut également y avoir des progressions (changement de grade). Ces dernières ne sont pas prises en compte dans le calcul de l’indicateur du fait de la méthodologie établie pour le calcul de l’Index :
    • Analyse du % de femmes et d’hommes promus ou progressés lors des révisions salariales annuelles .
    • Analyse du nombre de promus dans l’année N au cours du T4 de l’année N (promus lors de la revue de salaire et lors des demandes de promotions hors cycle dites « off-cycles »).
    • Les changements de grades (dites « progressions » en interne) dans un même niveau (T-Level) ne sont pas pris en compte dans le calcul de l’Index mais ils sont néanmoins indissociables des promotions puisque les progressions dans les niveaux de carrière sont un préalable à la promotion au niveau supérieur. Dans cette perspective, notre Accord prévoit la garantie de l’équité de traitement lors des révisions salariales annuelles via une analyse de tous les salariés qui sont sur un grade 1 depuis 3 ans ou plus.
    • Garantir l’égalité d’accès à la formation, élément déterminant pour l’évolution professionnelle et donc favorisant les promotions.
    • Formations dédiées au développement de l’assertivité des femmes, notamment des femmes promues managers, expertes ou ayant vocation à le devenir.
    • Mise en place d’un Comité de mobilité interne afin d’identifier les besoins de mobilité interne.
    • Solutions de garde d’enfants et d’aide aux aidants pour favoriser l’équilibre temps de travail, temps de formation, temps de vie.
    • Nomination de référents de l’égalité professionnelle pouvant être sollicités si un salarié estimait être discriminé quant aux opportunités de carrière.

 

 

  • SAP France a toujours obtenu la note maximale sur le pourcentage de salariées augmentées à leur retour de congé de maternité. En effet, SAP France apporte une attention particulières à la rémunération des femmes en congés maternité depuis de nombreuses années. A noter que SAP France a également un certain nombre de dispositifs en place pour les salariés en congés parental. Ces dispositions sont consultables dans notre Accord Egalité Professionnelle.

 

  • Les dispositions prévues, à date, pour progresser sur la mixité des dix plus hauts salaires :
    • Comme mentionné précédemment : garantir l’égalité d’accès à la formation, élément déterminant pour l’évolution professionnelle et ainsi favoriser l’accès, pour les femmes, à des postes de managers, experts ou de Direction. Les grilles de salaire pour ces niveaux de postes étant plus élevées, si le % de femmes se positionnant sur ces niveaux de postes augmente, il y aura alors, de fait, plus de chance d’atteindre la mixité des dix plus hauts salaires.
    • Solutions de garde d’enfants et d’aide aux aidants pour favoriser l’équilibre temps de travail, temps de formation, temps de vie. Permettant ainsi d’envisager plus facilement l’accès aux postes susmentionnés.
    • Toujours dans cette même logique d’évolution de carrière : entretien professionnel tel que prévu par la loi mais également entretiens trimestriels des salariés avec leurs managers (lors de « SAP Talk ») pour identifier les besoins en formation, aspirations en terme de développement de carrière, etc.

L’objectif étant d’obtenir progressivement des points sur cet indicateur 5 en appliquant l’ensemble de ces mesures.

Les détails de certaines mesures et les KPIs sont consultables dans notre Accord Egalité Professionnelle.

Nous vous informons également, qu’au titre de l’année 2022, SAP France comptabilise une majorité de femmes dans ses instances dirigeantes (54% de femmes et 46% d’hommes). Ce résultat démontre que la parité et la mixité sont des priorités pour SAP France. Retrouvez ci-dessous le détail des indicateurs résultant de la loi visant à accélérer l’égalité économique et professionnelle :

  • Pourcentage de femmes parmi l’ensemble des cadres dirigeants : non applicable
  • Pourcentage d’hommes parmi l’ensemble des cadres dirigeants : non applicable
  • Pourcentage de femmes parmi l’ensemble des membres des instances dirigeantes (en prenant en compte les personnes non salariées) : 54%
  • Pourcentage d’hommes parmi l’ensemble des membres des instances dirigeantes (en prenant en compte les personnes non salariées) : 46%

The post Résultat Index Egalité Professionnelle et parité dans les instances dirigeantes. appeared first on SAP France News.

Source de l’article sur sap.com

/par

21 Best CRM Software

,

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.

Source

The post 21 Best CRM Software first appeared on Webdesigner Depot.

Source de l’article sur Webdesignerdepot

/par

10 Key Principles of User-Centered Design

,

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.

 

Featured image by pch.vector on Freepik

Source

The post 10 Key Principles of User-Centered Design first appeared on Webdesigner Depot.

Source de l’article sur Webdesignerdepot

/par

How to Measure Live Chat Performance

,

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

The post How to Measure Live Chat Performance first appeared on Webdesigner Depot.

Source de l’article sur Webdesignerdepot

/par

A-Z Guide to an Ideal Dashboard Design

,

In the modern tech-savvy age, it’s hard to imagine a person who doesn’t use a dozen apps every day. Thousands of apps enter the market every day in hopes of winning a fair share of the booming mobile technology market. Still, only a few of them succeed. The reason for this is the growing sophistication of users picking only intuitive, helpful, and visually appealing software.

So, how can you maximize the chances of your app’s success on the market? One of the key considerations at the design stage is the app’s dashboard. It is often the primary criterion of the user’s app choice. In a nutshell, a dashboard is the app’s activity display showcasing the KPIs and activities you can measure with its help.

Source de l’article sur DZONE

/par

Leveraging OLAP for Advanced Analytics on Your Data Warehouse With SSAS

,

SQL Server Analysis Services (SSAS) is used to create high-level aggregated views of data, allowing users to quickly create dynamic reports and dashboards to centralize business measurable values like Key Performance Indicators (KPIs).

In this article, we’ll cover how a user continued their analytics in SSAS after transferring terabytes of data into a Snowflake data warehouse.

Source de l’article sur DZONE

/par

SAP conclut avec succès la roadmap finance de SCOR

, ,

Après avoir mis SAP HANA au cœur du SI financier de SCOR, SAP annonce que son client a finalisé avec succès sa roadmap finance. Annoncée en 2015, cette dernière permet aux différents métiers de la finance de SCOR de répondre sereinement aux objectifs des années à venir. La raison d’être du projet : être au service des métiers pour soutenir l’excellence opérationnelle du domaine finance.

Quatrième réassureur mondial, SCOR offre à ses clients une gamme innovante et diversifiée de solutions et de services pour le contrôle et la gestion des risques via une assise financière solide. Fidèle à sa devise « l’Art et la Science du Risque », le Groupe met son expertise reconnue au sein du secteur et ses solutions financières de pointe au service du bien-être et de la résilience des populations.

Répondre à de nombreux enjeux business et numérique pour évoluer technologiquement

SCOR concrétise sa roadmap 2015-2020 avec la conversion vers S/4HANA opérée en Juillet 2020, point d’orgue d’une ambition métier supportée par SAP HANA visant à mettre en place une plateforme financière unique et intégrée pour l’ensemble des besoins de la Finance.

Ce plan sur 5 ans a permis la mise en place des axes suivants :

  • Le passage des portfolio Analytics (SAP BW) et EPM (SAP BFC) sur une instance SAP HANA unique
  • La migration du General Ledger (ECC) sur S/4HANA;
  • La création et le développement de la Reporting Factory, s’appuyant sur un catalogue analytique en temps réel et réconcilié « by design » par une consolidation très précise grâce à 3 outils SAP intégrés :
    • Analysis For Office (AO) pour l’analyse et la manipulation des données
    • SAP Analysis Cloud (SAC) pour le dashborading
    • Disclosure Management (DM) pour le reporting statique
  • La digitalisation et la robotisation des processus Finance au sein du Groupe

Un déploiement prenant en considération tous les paramètres, coûts, délais et qualité grâce à l’expertise consolidée métier, projets et systèmes du SAP Competency Center de SCOR dirigé par François Bossard, qui s’est vu être complétée par le déploiement sur une instance unique de la gestion de la trésorerie (SAP TRM), de la communication bancaire (SAP BCM), de la gestion budgétaire (SAP eBPC) et de la sécurisation du cycle de développement (Solution Manager).

SCOR est désormais doté d’un avantage concurrentiel indéniable pour les 3 prochaines années dans le domaine de la Finance en termes d’innovations technologiques. Sa plateforme est complètement intégrée et dotée d’interfaces répondant en temps réel voire en streaming, un niveau d’intégration que de nombreux acteurs commencent tout juste à entrevoir. Ces avancées sont dues à un concept fonctionnel clé : la réconciliation « by design » de l’ensemble des domaines de la finance au sein d’une plateforme unifiée.

« SCOR posait il y a 10 ans les bases d’une vision rationnalisée de son système d’information financier en migrant l’ensemble de ses comptabilités dans SAP. Ces cinq dernières années, il nous paraissait naturel de faire fructifier cet acquis via une roadmap de développement ambitieuse, associant enrichissements fonctionnels et innovations technologiques pour en tirer tous les bénéfices, optimisant nos processus financiers et nos capacités analytiques. Grâce à ces acquis et à une migration fluide vers S/4HANA réalisée en quelques mois, nous pouvons compter sur une plateforme financière performante qui est en mesure d’encaisser les impacts des prochaines échéances d’évolution règlementaire IFRS9 et IFSR17 », précise Marc Philippe, Directeur des Systèmes d’Information du Groupe SCOR.

Une implémentation réussie pour aller plus loin dans l’excellence opérationnelle

Déployée en juillet 2020, SAP S/4HANA, montre déjà de nombreux bénéfices : des économies sur de nombreux projets, des gains de temps pour mieux redéployer les ressources, la mise en place de process plus intégrés, plus automatisés, plus simples et plus informés pour permettre aux équipes de se concentrer sur leur valeur ajoutée et ainsi libérer du temps aux collaborateurs pour se concentrer sur l’opérationnel. Cette nouvelle étape répond à une logique stratégique sur le moyen long-terme. En effet, elle permet de se rapprocher tactiquement de la roadmap SAP, d’avoir toujours un œil sur l’innovation, d’aller encore plus loin dans l’excellence opérationnelle ou encore de se rapprocher davantage de la réalité comptable tout en abordant de manière plus sereine les challenges normatifs de l’industrie pour les 3 prochaines années.

A l’initiative et à la direction de cette roadmap, y compris la conversion vers S/4HANA venant la conclure, Marc Henry, Head of Finance Projects, Systems, Processes and Controls du Groupe SCOR, précise que « S/4HANA nous permet de construire et développer IFRS9 et IFRS17 sur la nouvelle plateforme sans avoir à faire de migration par la suite. La solution nous permet aussi de développer de nouvelles fonctionnalités clés comme l’ajout de devises, de ledger, de GAAPs et d’aller encore plus loin dans l’intégration du domaine de la finance ».

La solution SAP Analytics Cloud permet de déployer un ensemble de best practices, de capitaliser sur l’ensemble des efforts consentis sur HANA et de s’inscrire comme early-adopter de la roadmap de SAP pour assurer une co-innovation et un partage constant avec toutes les parties prenantes. La solution fournit également au top management des données en temps réel leur permettant d’avoir un avis fiable et factuel sur plusieurs process comme la santé financière de leur division dans le cadre d’un projet ou encore sur le pilotage de KPIs plus globaux. Enfin, SAC permet de rendre les utilisateurs de la solution plus indépendants afin d’être davantage sur l’accompagnement et la certification de la donnée plutôt que sur sa production par les équipes métier.

SAP Business Planning and Consolidation (eBPC) a offert à SCOR la possibilité d’adapter ses plans de planification, de budgétisation, de prévision pour améliorer l’ensemble du processus budgétaire du Groupe. La solution a également permis d’entrevoir des gains additionnels au regard de la roadmap SAP et de son intégration avec d’autres outils déjà existants comme SAP Analytics Cloud Planning. L’objectif : accélérer les cycles budgétaires et de clôture financière, et renforcer l’expérience utilisateur.

« Après le succès de la première implémentation avec SAP, nous souhaitions poursuivre la collaboration. Nous avons pu mettre en place une plate-forme mondiale intégrée, dotée d’une base de données unique disponible en temps réel. SCOR a pu capitaliser sur tout le travail effectué précédemment, avoir un seul point d’accès pour la donnée Finance et rendre certains modules plus flexibles. Nous sommes très fiers d’être une vitrine pour SAP qui nous offre de réels bénéfices opérationnels à court terme », ajoute Marc Henry.

A propos de SAP

La stratégie de SAP vise à aider chaque organisation à fonctionner en “entreprise intelligente”. En tant que leader du marché des logiciels d’application d’entreprise, nous aidons les entreprises de toutes tailles et de tous secteurs à opérer au mieux : 77 % des transactions commerciales mondiales entrent en contact avec un système SAP®. Nos technologies de Machine Learning, d’Internet des objets (IoT) et d’analytique avancées aident nos clients à transformer leurs activités en “entreprises intelligentes”. SAP permet aux personnes et aux organisations d’avoir une vision approfondie de leur business et favorise la collaboration afin qu’elles puissent garder une longueur d’avance sur leurs concurrents. Nous simplifions la technologie afin que les entreprises puissent utiliser nos logiciels comme elles le souhaitent – sans interruption. Notre suite d’applications et de services de bout en bout permet aux clients privés et publics de 25 secteurs d’activité dans le monde de fonctionner de manière rentable, de s’adapter en permanence et de faire la différence. Avec son réseau mondial de clients, partenaires, employés et leaders d’opinion, SAP aide le monde à mieux fonctionner et à améliorer la vie de chacun. Pour plus d’informations, visitez le site www.sap.com.

 

Contacts presse :

Daniel MARGATO, Directeur Communication : 06 64 25 38 08 – daniel.margato@sap.com
Pauline BARRIERE : 06.13.73.93.11 – presse-sap@publicisconsultants.com
SAP Press Room; press@sap.com

The post SAP conclut avec succès la roadmap finance de SCOR appeared first on SAP France News.

Source de l’article sur sap.com

/par

Intermarché choisit les solutions SAP Ariba pour optimiser sa chaîne de valeur et répondre aux attentes des consommateurs

, ,

Intermarché, enseigne alimentaire du Groupement Les Mousquetaires s’appuie sur les solutions de procurement Ariba de SAP pour assurer la fluidité et l’efficacité de sa chaine d’approvisionnement et de distribution, afin de répondre au mieux aux enjeux contemporains et aux attentes toujours grandissantes des consommateurs. Grâce à un outil intégré, les différents corps de métiers peuvent collaborer via une seule interface et selon des processus communs, ce qui permet une vision globale sur l’ensemble des flux et un suivi de tous les indicateurs de performance, favorisant la prise de décision et une réponse rapide et fiable aux besoins de l’entreprise et de ses clients.

Le contexte de crise sanitaire et les différentes formes de restrictions de mobilité qui ont traversé le territoire cette dernière année ont montré combien il était important pour une entreprise d’assurer la solidité et la fiabilité de sa chaîne d’approvisionnement.

L’épidémie de la Covid-19 a également accéléré les évolutions des comportements des consommateurs, et il tient à cœur à Intermarché de répondre présent face à ces nouveaux enjeux, c’est pourquoi le groupe a opéré sa transformation. La digitalisation de la vie professionnelle s’accompagne aussi de la digitalisation des modes de consommation, avec un recours plus fréquent au e-commerce. Les enjeux sociétaux et environnementaux font désormais partie intégrante de l’équation lors des choix de consommation des clients. L’hygiène et les impératifs sanitaires ont été exacerbés par la crise. Suite à la crise économique qui résulte de l’épidémie, les consommateurs sont plus que jamais à la recherche de prix très attractifs.

Une solution pour assurer la bonne traçabilité des produits marques de distributeurs et répondre mieux aux attentes des consommateurs.

La stratégie d’Intermarché repose sur six piliers. Le relai « Producteurs & Commerçants », qui est l’ADN d’Intermarché, implique de disposer d’un outil industriel efficient et réactif. Le retravail constant et l’optimisation des recettes, afin de répondre aux attentes des consommateurs désireux de manger mieux. Communiquer sur les avantages des produits Intermarché pour les consommateurs, et leur apporter toutes les informations qu’ils recherchent. Des activations promotionnelles pour répondre aux attentes des clients sur les prix des produits. Des prix bas toute l’année et une forte compétitivité prix, surtout au regard de la crise économique que nous traversons. Une transformation pour plus d’agilité, afin de s’adapter au monde en constante évolution.

La qualité de l’alimentation est plus que jamais au cœur des préoccupations des consommateurs, notamment via les gammes de produits bio. Les solutions Procurement SAP Ariba permettent à Intermarché d’assurer la bonne traçabilité de ses produits, et de répondre aux attentes des clients désireux d’en savoir plus sur la qualité et l’origine des produits qu’ils consomment. Pour assurer cette traçabilité, Intermarché peut s’appuyer sur la méthode et l’efficacité de l’outil Ariba. Celui-ci permet de suivre et analyser les données, afin de piloter et optimiser la chaine d’approvisionnement en fonction des demandes des consommateurs. Enfin, la fluidité des informations entre les collaborateurs et les fournisseurs de production est assurée par l’intégration à cet outil unique.

Une transformation engagée grâce à un outil unique adapté à l’ensemble des profils et corps de métier.

Pour faire face à la croissance du nombre d’appels d’offre et du nombre de fournisseurs, la complexité grandissante des références et l’impératif de toujours réduire le time to market pour répondre aux attentes des consommateurs, il était crucial pour Intermarché de pouvoir s’appuyer sur un outil intégré de pilotage, c’est pourquoi le groupe a choisi les solutions Achats SAP Ariba.

Le programme de transformation d’Intermarché se base sur cinq objectifs :

  1. Améliorer la qualité et l’échange de l’information entre les services et avec le fournisseur.
  2. Disposer de l’agilité nécessaire pour anticiper les événements et problématiques, tels que les renouvellements d’appels d’offres etc.
  3. Homogénéiser les processus d’approvisionnement.
  4. Piloter tous les services et processus, et mettre en place des KPIs.
  5. Améliorer le time to market; les distributeurs producteurs se doivent d’être rapides pour répondre immédiatement aux demandes des consommateurs.

Proposant une vaste variété de produits en marques de distributeurs (frais, épicerie, alimentaire hors import), les 59 usines intégrées au Groupement Les Mousquetaires et les 600 fournisseurs d’Intermarché collaborent au travers d’un outil unique, pour gérer les achats, identifier et anticiper les besoins, suivre l’historique, simplifier les appels d’offre, piloter l’entreprise via des processus homogènes et des indicateurs de performance communs.

Aujourd’hui, les collaborateurs Intermarché se sont approprié l’outil, et l’implantation d’Ariba est une réussite. La collaboration est facilitée par l’intégration sur un outil unique des différents profils et corps de métier qui interviennent tout au long de la chaine de valeurs. Le time to market a été multiplié par 2,25, avec un time to market moyen passé de 18 mois à 8 mois pour les marques de distributeurs. Le groupe ne cache pas ses ambitions de l’abaisser à 6 voire 3 mois en profitant pleinement des capacités proposées par les solutions SAP Ariba.

« La réussite de notre programme de transformation repose sur trois facteurs majeurs. D’abord, mettre les équipes au cœur du projet, les questionner sur les besoins et défis, pour les intégrer à la mise en place de la solution. Ensuite, rester simples et pragmatiques, et ne pas perdre de vue les objectifs de départ. Enfin, anticiper et accompagner le changement, en parallèle de l’élaboration de l’outil, est une clé de réussite. Les collaborateurs et les fournisseurs ont pris en main cet outil, ce qui est un très bon indicateur du succès du projet. Il y a énormément de positif dans ce qui est en train de se passer. » témoignent Matthieu Bidan, chef d’entreprise Intermarché à Gratentour (31) et  Guillaume Delpech, en charge de la direction des Achats Marques Propres Intermarché – Netto.

À propos de SAP

La stratégie de SAP vise à aider chaque organisation à fonctionner en “entreprise intelligente”. En tant que leader du marché des logiciels d’application d’entreprise, nous aidons les entreprises de toutes tailles et de tous secteurs à opérer au mieux : 77 % des transactions commerciales mondiales entrent en contact avec un système SAP®. Nos technologies de Machine Learning, d’Internet des objets (IoT) et d’analytique avancées aident nos clients à transformer leurs activités en “entreprises intelligentes”. SAP permet aux personnes et aux organisations d’avoir une vision approfondie de leur business et favorise la collaboration afin qu’elles puissent garder une longueur d’avance sur leurs concurrents. Nous simplifions la technologie afin que les entreprises puissent utiliser nos logiciels comme elles le souhaitent – sans interruption. Notre suite d’applications et de services de bout en bout permet aux clients privés et publics de 25 secteurs d’activité dans le monde de fonctionner de manière rentable, de s’adapter en permanence et de faire la différence. Avec son réseau mondial de clients, partenaires, employés et leaders d’opinion, SAP aide le monde à mieux fonctionner et à améliorer la vie de chacun.

Pour plus d’informations, visitez le site www.sap.com .

Contacts presse SAP
Daniel Margato, Directeur Communication : 06 64 25 38 08 – daniel.margato@sap.com
Pauline Barriere : 06.13.73.93.11 – presse-sap@publicisconsultants.com
SAP News Center. Suivez SAP sur Twitter : @SAPNews.

 

The post Intermarché choisit les solutions SAP Ariba pour optimiser sa chaîne de valeur et répondre aux attentes des consommateurs appeared first on SAP France News.

Source de l’article sur sap.com

/par

CI/CD Meets Oracle Transactional Business Intelligence

,

Oracle Transactional Business Intelligence (OTBI) is built on the power of Oracle’s industry-leading business intelligence tool Oracle Business Intelligence Enterprise Edition (OBIEE). This allows users to build powerful data visualization with real-time data that highlights data patterns and encourages data exploration instead of delivering static flat reports. OTBI provides users a wide variety of data visualization options from standard graphs to advanced visuals such as trellis, treemaps, performance tiles, KPIs, and others.

Introducing a CI/CD Solution for OTBI

FlexDeploy has an innovative CI/CD solution for managing the build and deployment of OTBI WebCatalog objects across the pipeline. Using FlexDeploy’s partial deployment model, developers can assemble related catalog objects into packages, build them from source control or a development environment, and deploy them into the target environments.

Source de l’article sur DZONE

/par

Nouveaux enjeux d’agilité et d’excellence opérationnelle : vers l’entrepôt 4.0

, ,

SAP propose depuis une quinzaine d’années une solution de gestion d’entrepôt appelée SAP Extended Warehouse Management, qui s’est enrichie pour répondre aux besoins des clients, quel que soit l’industrie ou le marché adressé : gestion avancée des vagues, mobilité, pilotage intégré de la mécanisation, Labor Management, pré colisage, intégration avec la production … Le tout dans une approche ‘Digital Supply Chain of One’, visant à fournir à nos clients une chaine logistique agile, unifiée et ‘end to end’.

Dans cette démarche d’amélioration et d’innovation continue, un nouveau module a vu le jour l’année dernière pour apporter un niveau supplémentaire d’optimisation aux clients qui le souhaitent.

SAP Warehouse Insights est un module basé sur la plateforme SCP (SAP Cloud Platform), et dédié à l’optimisation des entrepôts et de leurs ressources. Basé sur les dernières technologies : algorithmes, cloud computing et machine learning, cet outil complète les fonctions déjà avancées de la solution SAP Extended Warehouse Management. Les principaux domaines sont : la cartographie des entrepôts, des fonctions supplémentaires d’analyses et de monitoring de KPIs, la simulation de l’utilisation des ressources, et l’optimisation en temps réel.

SAP Warehouse Insights a été conçu pour tout type de clients et d’industries. Il apporte un niveau ultime dans l’optimisation des ressources et des missions en proposant les meilleurs scénarios possibles. Si le module s’enrichit en permanence de nouvelles fonctions, à ce jour il faut retenir 3 principaux sujets :

  • Visualisation dynamique de la cartographie entrepôt et des parcours des opérateurs,
  • Analyse des opérations, basées sur les données historiques comme la charge de travail et les distances de déplacement des ressources,
  • Optimisation / ré optimisation des missions (Warehouse Orders) affectées aux ressources pour réduire les déplacements à vide.

 

Cartographie entrepôt

Les utilisateurs peuvent interroger la cartographie d’un site de façon dynamique et interactive. Cela se traduit par une visualisation précise et aisée des différentes zones, avec la capacité d’aller jusqu’à la granularité la plus fine  (emplacement), et de s’assurer de l’adéquation de la configuration avec les besoins du terrain, ainsi qu’aux fonctions d’optimisation des déplacements.

Exemple d’écran de visualisation de différents types de zones de stockage :

‘Travel distance Network’ : Configuration simplifiée des chemins

La configuration des chemins est utilisée pour l’optimisation des déplacements. Les utilisateurs peuvent visualiser rapidement sur la carte, la complétude et la bonne configuration des chemins et segments paramétrés. En cas de rupture ou de mauvaise configuration, il est alors aisé de ‘réparer’ ou créer de nouvelles connexions à partir des nœuds existants. Exemple d’écran :

Configuration assistée

SAP Warehouse Insights facilite par ailleurs la création et la maintenance de la cartographie des sites. Il est possible d’importer des plans ‘CAD’ (Computer Aided Design) sous format PDF et de les utiliser directement dans le système. L’opérateur va ensuite pouvoir enrichir les informations avec les données ‘business’ comme les allées ou types de stockage. Le système va alors automatiquement propager ces paramètres de configuration sur les emplacements éligibles.

Exemple d’écran :

Fonctions de simulation

Cette première approche repose sur une optimisation ‘Off Line’. Il s’agit d’utiliser les données historiques pour comprendre et remédier à une situation insatisfaisante. SAP Warehouse Insights va ainsi utiliser les missions (Warehouse orders) et les ressources dans un processus avancé de simulation, pour proposer des scénarios réoptimisés, visant à limiter les déplacements, le nombre de ressource et par conséquent permettre une meilleure productivité tout en réduisant les couts d’exécution.

Le système offre une représentation simple et claire des gains potentiels d’optimisation, à travers une représentation des déplacements modélisés et comparables en un simple coup d’œil (avant optimisation / après optimisation).

Exemple d’écran de visualisation et comparaison des chemins :

Heatmap intégrée

SAP Warehouse Insights propose également une fonction de heatmap, très utile à l’analyse des flux dans l’entrepôt et à l’identification des goulets d’étranglement au sein d’une zone, d’une allée ou d’une gare de préparation. La ‘chaleur’ est déterminée en fonction du nombre de tâches réalisées sur chaque emplacement.

Exemple d’écran :

Optimisation temps réel et continue

Le processus de ré optimisation présenté plus haut est alors réalisé en temps réel, avec la possibilité de configurer des règles différentes en fonction par exemple des types de flux ou zones.

Exemple d’écran de configuration :

Principe de fonctionnement :

Les Missions ‘ouvertes’ sont récupérées et traitées en lien avec le système de destination, comme SAP EWM, à une fréquence configurable (ex : toutes les 10 minutes).

La ré optimisation des missions et des ressources associées est alors réalisée et une nouvelle séquence est déterminée suivant les critères souhaités d’optimisation des déplacements ou de dates/heures « au plus tard ».

Les missions ré optimisées sont ensuite remontées vers le système de destination pour exécution par les opérateurs en mode ‘dirigé’ par le système.

Un écran de monitoring permet également de suivre et visualiser les résultats de l’optimisation proposée par le système, avec notamment pour chaque ressource les missions associées, séquences, trajet à vide et en charge … Exemple d’écran :

Indicateurs de performance

En complément, SAP Warehouse Insights inclut des indicateurs offrant une vue analytique sur les opérations et la performance :

  • Utilisation par ressources
  • Charge par groupes de ressources
  • Charge des ressources par groupes de missions (‘queues’)
  • Temps de déplacements à vides par type de ressources
  • Temps total de déplacement par ressource

Exemple d’écran de consultation des opérations en entrepôt

The post Nouveaux enjeux d’agilité et d’excellence opérationnelle : vers l’entrepôt 4.0 appeared first on SAP France News.

Source de l’article sur sap.com

/par