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Gestion des données Salesforce simplifiée : Migration des pièces jointes vers AWS S3

La gestion des données Salesforce peut être simplifiée grâce à la migration des pièces jointes vers AWS S3. Découvrez comment!

Le défi : Stockage des pièces jointes Salesforce

La défis : Stockage des pièces jointes Salesforce

Salesforce est une puissante plate-forme de gestion de la relation client (CRM) qui stocke une grande quantité de données, y compris des pièces jointes telles que des documents, des images et des fichiers. Ces pièces jointes sont souvent essentielles aux opérations commerciales et peuvent s’accumuler rapidement, consommant une quantité importante d’espace de stockage dans Salesforce. Cette situation peut entraîner des coûts opérationnels accrus et une réduction des performances du système.

Migration vers AWS S3

Une solution possible consiste à migrer les pièces jointes Salesforce vers Amazon Web Services (AWS) Simple Storage Service (S3) tout en maintenant un accès transparent via Salesforce Cloud Files. Cette migration stratégique optimise non seulement le stockage, mais améliore également les performances du système. Cependant, cette tâche peut être complexe et nécessite une planification et une exécution minutieuses. Heureusement, il existe des outils qui peuvent faciliter le processus de migration.

Test avec Informatica IICS et Python

Informatica IICS est un outil puissant qui permet aux utilisateurs de migrer facilement des données entre différents systèmes. Il offre une variété de fonctionnalités, notamment la possibilité de migrer des pièces jointes Salesforce vers AWS S3. De plus, il est possible d’utiliser Python pour automatiser le processus de migration. En combinant ces deux outils, les entreprises peuvent facilement migrer leurs pièces jointes Salesforce vers AWS S3 tout en maintenant un accès transparent via Salesforce Cloud Files.

Test avec Informatica IICS et Python

Pour tester la migration des pièces jointes Salesforce vers AWS S3, vous pouvez utiliser Informatica IICS et Python. Tout d’abord, vous devez configurer votre compte AWS et créer un bucket S3. Ensuite, vous pouvez utiliser Informatica IICS pour configurer le flux de données entre Salesforce et S3. Une fois que le flux est configuré, vous pouvez utiliser Python pour automatiser le processus de migration. Vous pouvez également utiliser Python pour tester le flux et vérifier que les données sont bien migrées vers S3. Une fois le test terminé, vous pouvez mettre en production le flux et commencer à migrer les pièces jointes Salesforce vers AWS S3.

Conclusion

La migration des pièces jointes Salesforce vers AWS S3 peut être un processus complexe et fastidieux. Heureusement, il existe des outils tels qu’Informatica IICS et Python qui peuvent faciliter le processus. En combinant ces outils, les entreprises peuvent facilement migrer leurs pièces jointes Salesforce vers AWS S3 tout en maintenant un accès transparent via Salesforce Cloud Files. De plus, cette migration stratégique optimise non seulement le stockage, mais améliore également les performances du système.

Source de l’article sur DZONE

This article is part two of a three-part series on using Heroku Managed Data products from within a Salesforce Function. In part one, we focused on Salesforce Functions with Heroku Postgres. In part two, we’ll explore Salesforce Functions with Heroku Data for Redis. Finally, in part three, we’ll cover Salesforce Functions and Apache Kafka on Heroku.

Introduction to Core Concepts

What Is a Salesforce Function?

A Salesforce Function is a custom piece of code used to extend your Salesforce apps or processes. The custom code can leverage the language and libraries you choose while being run in the secure environment of your Salesforce instance.

Source de l’article sur DZONE

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

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

1. Salesforce Sales Cloud CRM

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

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

Key Features

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

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

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

User Experience

Setting up an account only takes three steps.

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

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

Pricing

Salesforce offers four subscription plans, billed annually:

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

Strengths

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

Weaknesses

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

2. Pipedrive

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

Key Features

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

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

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

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

User Experience

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

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

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

Pricing

Pipedrive offers four plans, billed monthly and annually.

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

Strengths

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

Weaknesses

  • No free plan
  • The dashboard could feel overwhelming

3. Oracle Netsuite CRM

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

Over 32,000 customers use Oracle NetSuite products.

Key Features

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

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

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

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

User Experience

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

Plus, some users have reported crashes and downtime.

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

Pricing 

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

Strengths

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

Weaknesses

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

4. Zoho CRM  

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

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

Key Features

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

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

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

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

User Experience

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

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

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

Pricing

Zoho CRM offers four subscription plans billed monthly and annually:

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

Strengths

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

Weaknesses

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

5. HubSpot CRM 

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

Key Features

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

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

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

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

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

User Experience

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

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

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

Pricing

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

Marketing Hub

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

Sales Hub

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

Customer Service Hub

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

CMS Hub

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

Operations Hub

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

Strengths

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

Weaknesses

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

6. Freshworks

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

Key Features

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

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

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

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

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

User Experience

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

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

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

Pricing

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

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

Strengths

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

Weaknesses

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

7. Monday

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

Key Features

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

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

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

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

User Experience

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

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

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

Pricing

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

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

Strengths

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

Weaknesses

  • Limited native marketing automation
  • No live chat support

8. Keap

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

Key Features

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

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

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

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

User Experience

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

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

Pricing

Keap offers three subscription plans, billed monthly and yearly.

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

Strengths

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

Weaknesses

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

9. Sage

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

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

Key Features

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

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

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

User Experience

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

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

Pricing

Sage doesn’t have public pricing information. 

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

Strengths

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

Weaknesses

  • No straightforward signup
  • No subscription plan
  • Limited integration

10. Insightly CRM

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

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

Key Features

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

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

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

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

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

User Experience

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

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

The filters and bulk email could be better.

Pricing

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

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

Strengths

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

Weaknesses

  • Annual billing
  • Learning curve

11. SugarCRM

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

Key Features

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

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

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

User Experience

SugarCRM has a solid user interface.

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

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

Pricing

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

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

Strengths

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

Weaknesses

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

12. NetHunt

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

Key Features

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

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

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

User Experience

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

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

Pricing

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

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

Strengths

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

Weaknesses

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

13. FreeAgent

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

Key Features

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

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

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

User Experience

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

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

Pricing

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

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

Strengths

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

Weaknesses

  • No mobile app
  • Poor search and filter

14. Creatio CRM

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

Key Features

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

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

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

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

User Experience

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

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

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

Pricing

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

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

Strengths

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

Weaknesses

  • Expensive plan
  • No mobile app

15. Close

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

Key Features

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

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

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

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

User Experience

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

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

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

Pricing

Close offers four subscription plans billed monthly and annually.

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

Strengths

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

Weaknesses

  • No mobile app
  • No live chat support

16. Nutshell

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

Key Features

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

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

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

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

User Experience

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

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

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

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

Pricing

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

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

Strengths

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

Weaknesses

  • No live chat

17. Nimble

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

Key Features

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

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

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

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

User Experience

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

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

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

Pricing

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

Strengths

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

Weaknesses

  • No mobile app
  • Limited subscription plan

18. MailChimp

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

Key Features

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

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

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

User Experience

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

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

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

Pricing

MailChimp CRM offers free, and three paid plans.

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

Strengths

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

Weaknesses

  • Limited native Salesforce automation

19. Apptivo

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

Key Features

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

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

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

User Experience

Apptivo has an excellent user interface.

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

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

Pricing

Apptivo offers three subscription plans.

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

Strengths

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

Weaknesses

  • Hard customization
  • No real-human live chat

20. Act! CRM

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

Key Features

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

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

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

User Experience

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

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

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

Pricing

Act! offers two plans billed annually.

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

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

Strengths

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

Weaknesses

  • No mobile app
  • Limited pricing plans
  • Annual billing

21. Agile CRM

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

Key Features

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

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

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

User Experience

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

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

Pricing

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

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

Strengths

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

Weaknesses

  • No mobile app
  • No live chat support

Choosing the Best CRM Software

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

 

Featured image via Unsplash.

Source

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Levallois-Perret, le 21 juillet 2022. SAP annonce la nomination d’Olivier Nollent au poste de Managing Director de SAP France. Olivier Nollent reporte à Rohit Nagarajan, Président EMEA North de SAP.

Olivier Nollent dirigera l’activité de l’une des plus importantes filiales commerciales de SAP, leader mondial des logiciels d’entreprise. Il aura pour mission :

  • de renforcer les synergies avec les clients, ainsi qu’avec l’écosystème de partenaires, dans leurs grands enjeux de transformation numérique (gestion de l’expérience, gestion intelligente des dépenses, réduction de l’empreinte sur l’environnement…), et d’innovation (intelligence artificielle, big data, blockchain…) grâce à ses technologies avancées et ses centres de R&D (SAP Labs) et avec son accélérateur de startups SAP.iO basé en France.
  • de poursuivre la croissance de SAP en France via le développement de ses activités Cloud auprès des grands comptes et des PME. Il s’appuiera à cet effet sur l’expertise du Groupe dans les domaines des logiciels ERP, Analytics, Supply Chain Management, RH et de gestion de l’expérience client, ainsi que sur le plus large portefeuille de solutions modulaires disponibles sur site, Cloud ou hybrides.

Olivier est diplômé de l’INSEEC et a débuté sa carrière chez HP, puis a passé 13 années chez Microsoft où il a occupé avec succès plusieurs rôles de direction commerciale, jouant un rôle clé dans la transition de l’entreprise vers le Cloud.

En avril dernier, après 5 années chez Salesforce, il rejoint SAP en tant que Senior Vice President Industries.

Son expérience des grands acteurs du secteur, sa solide expertise dans le développement des business de la Tech et son leadership éprouvé auprès de grandes organisations commerciales sont autant d’atouts pour accompagner la dynamique de croissance de SAP France.

Gérald Karsenti reste Président du Conseil d’Administration, assurant la direction générale de l’entreprise. Il accompagnera également Olivier Nollent dans sa transition vers son nouveau poste, en consolidant la notoriété de SAP sur le marché et en cultivant les relations avec ses clients et son écosystème.

The post Nomination d’Olivier Nollent au poste de Managing Director de SAP France appeared first on SAP France News.

Source de l’article sur sap.com

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

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

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

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

What Is Personalized Marketing?

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

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

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

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

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

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

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

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

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

Know These 6 Tips To Correctly Do Personalized Marketing

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

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

1. Leverage Your Customer Data

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

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

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

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

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

2. Understand Your Customer’s Needs

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

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

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

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

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

3. Personalize Every Stage Of The Customer Journey

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

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

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

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

4. Present In An Engaging Way

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

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

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

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

5. Be Where Your Customers Are

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

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

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

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

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

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

6. Improve Marketing Content

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

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

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

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

See How You Can Benefit From Personalized Marketing

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

Here are some of the top benefits of personalized marketing:

1. Better Engagement

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

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

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

2. Higher Conversions

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

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

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

3. Improved Customer Experience

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

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

4. Customer Retention

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

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

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

5. Better Customer Relationships

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

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

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

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

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

Best Examples Personalization Marketing

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

1. Coca-Cola

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

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

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

2. Spotify

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

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

3. Nike

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

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

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

Conclusion

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

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

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Having the right WordPress plugins on hand can do wonders for your business or online presence. WordPress offers a vast collection to choose from.

There are so many of them. However, finding those that get the best reviews and can do the most for you can be a challenge.

A plugin can give you additional functionality. It could otherwise be difficult or overly expensive to realize with your website by itself. A glance at the 10 top WordPress plugins described below can provide a powerful case in point.

Your website’s purpose or niche will usually dictate the types of essential WordPress plugins you would do well to invest in. The right ones can make your website a genuine powerhouse and, by extension, your business as well.

1. Amelia

Amelia is an excellent choice for beauty, healthcare, fitness, consulting, and businesses that might be saddled down with a manual or semi-manual booking system by saving them and their clients time while eliminating booking mistakes that often occur in those manual systems.

  • Clients can book appointments online 24/7, change or cancel their appointments, and receive reminders of upcoming appointments and other notifications via SMS or email.
  • Amelia enables business owners or department managers to track and manage employee schedules and time off.
  • Amelia can manage bookings for appointments, book tickets for events, and manage group bookings, all at multiple locations. There are no limits on the number of appointments that can be managed.
  • Booking forms can be customized to best serve a business’s needs and match its brand.

Amelia fully supports WooCommerce with PayPal, Stripe, Mollie, and RazorPay payments. Click on the banner to learn more about this time and money-saving plugin.

2. wpDataTables

wpDataTables is a premier WordPress table and chart building plugin that features virtually everything you are apt to need to build any table or chart you want.

Creating a table that is by any definition complex often requires tools that may not necessarily be easy to come by. wpDataTables uses four chart-building engines, one or more of which should suit you perfectly.

They are:

  • Google Charts
  • Highcharts
  • Charts.js
  • Apex Charts

For both table and chart building, wpDataTables can connect you to multiple database sources, including –

  • MySQL
  • MS SQL
  • PostgreSQL

wpDataTables can process data that exists in the commonly used formats and features various sorting and filtering options that allow you to create a host of different table types.

Both tables and charts are editable and responsive and, thanks to the wpDataTables conditional formatting feature, can highlight and color-code critical information.

Click to learn more.

3. Site Kit by Google

While your website’s performance might exceed your wildest dreams, it is more likely that there are areas that need improvement before your wishes can be met. 

Determining those areas can be a challenge, but Site Kit offers a one-stop solution to deploy, manage, and get insights from critical Google tools to make your site a success by making those critical tools available to WordPress.

They provide:

  • stats displayed on your WordPress dashboard from multiple Google tools
  • quick Google tool setup without your having to edit your site’s source code  
  • key metrics and insights for your entire site and individual posts, and
  • easy-to-manage, granular permissions across WordPress and different Google products

Site Kit shows you how many people have found your site, how users navigate it, etc.

Click on the banner to learn more about what Site Kit could do for you.

4. Tablesome –  WordPress Table Plugin With Form Automation

Tablesome is a WordPress form database and form automation plugin that you can use to store entries from WordPress forms to a database. It can be integrated with popular forms – Contact Form 7 DB, WPForms entries, Forminator database, Elementor Form submissions, etc.

After saving, you can:

  • Edit, auto-delete, and export entries to tools such as MailChimp, Google Sheets, Salesforce, etc.,
  • Display WordPress form entries on frontend pages
  • Automatically export contact data using the Mailchimp WordPress Integration

5. TheDock

TheDock eliminates the need to search for just the right WordPress theme by enabling you to create your own – which can be more fun anyway.

Among TheDock’s many features, a few key ones include –

  • A comprehensive, option-rich Design System
  • A responsive design system that ensures your site looks great on all screens.
  • Designer, developer, and editing collaboration support. 
  • Clean, readable code.

6. Slider Revolution

Beginners and mid-level designers can sometimes have difficulty finding ways to WOW their clients with professional-level visuals.

Slider Revolution changes all that by bridging the gap between what clients want and what you can provide with its –

  • 200 designed-to-impress website and slider templates
  • 25+ powerful addons and brand new WebGL slide animations
  • ability to import dynamic content from WooCommerce and social media outlets.

7. LayerSlider

More than a simple slider-builder, LayerSlider is an animation and website-building tool you can use to improve any website’s look and feel through eye-catching animations, contemporary graphics, and interactive features.

This is made possible in part through the use of –

  • 160+ website, slider, and popup templates
  • LayerSlider’s modern and intuitive editing interface

Plus, you can count on professional one-on-one customer support.

8. Download Monitor

The Download Monitor plugin helps you sell your digital products by offering a ready solution for tracking file downloads, gating content to generate leads, build your audience, and ask users for personal information in exchange for valuable content.

Download Monitor lets you –

  • add any type of file you need to your website
  • link a page to all your channels and promote your social media networks
  • place ads – and more.

9. Ads Pro – Multi-Purpose WordPress Ad Manager

The biggest ad manager for WordPress, Ads Pro gives you everything necessary to manage and sell ads.

Ads Pro’s admin panel makes managing ads straightforward for you and your users.

  • Key ad features include 25+ ad templates and 20+ ad display options.
  • CPC, CPM, CPD billing and PayPal, Stripe, and bank transfer payment methods are built-in.
  • Geo-Targeting lets you show/hide ad spaces based on countries, provinces, cities, and Zip Codes.

10. Ultimate Membership Pro

If selling content is your objective, Ultimate Membership Pro is the tool you’ll want to take your website and convert it into a powerful content selling platform.

The Ultimate Membership Pro plugin enables you to –

  • Create unlimited subscription levels, including free, trial, and paid member subscriptions
  • Control customer access to content based on their subscriptions
  • Send emails to welcome new members and send notifications and reminders to regular subscribers.

The WordPress plugin directory is already stuffed with almost 60,000 plugins. This guide has been published to narrow things down to 10 top WordPress plugins for your use.

We consulted with experts to create this list of excellent plugins for WordPress. It can help you with content strategy, SEO, site security, and even social media marketing.

Installing plugins and getting the functionality they provide can add immense value to your use of WordPress.

 

[- This is a sponsored post on behalf of BAW Media -]

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Tilda website builder combines everything we liked so much about constructors when we were kids – you can experiment, test out and build myriads of new creative ideas out of ready-to-use blocks. Tilda is that type of constructor that allows you to own your creative process and create pretty much any website: landing page, business website, online store, online course with members area, blog, portfolio, or event promo page.

Founded seven years ago, Tilda is a website builder that completely revamped the way we create websites. Tilda has been the first website builder to introduce block mechanics that allows users to create websites out of pre-designed pieces. This breakthrough technology allowed all users – not only designers – to create professional-looking websites. Just like in kid constructors, you can drag-and-drop and mix-and-match blocks on Tilda to let your creativity flow and build a dazzling website, at extraordinary speed. 

When you ask designers why they love Tilda, they usually say it’s because the platform provides the ultimate balance between choosing from templates and being able to fully customize and create from scratch to bring any creative idea to life. Here’s what else they say:

Tilda has been a game-changer for us. It allows our team to quickly spin up new web pages, make edits, and ship new programs. We left WordPress for Tilda and after being with Tilda for 2 years, I don’t ever want to go back.

~ Andy Page, Executive Director, Forge.

I built my first website in 2001. Since then I’ve used countless platforms and website builders for customer websites and my own business. Tilda is the perfect combination of ease of use with powerful features at an unbeatable value.

~ Robby Fowler, Branding and Marketing Strategist, robbyf.com & The Brand ED Podcast.

Let’s dive deeper into core functionalities you can leverage on Tilda. 

#1 Cut Corners With 550+ Pre-Designed Blocks And 210+ Ready-Made Templates

The beauty of Tilda is that it provides 550+ blocks in the ever-growing Block Library designed by professional designers. Thus, you can quickly build a website out of pre-designed blocks that encompass virtually all elements you might need for your website: menu, about us page, features, contact, pricing, etc. 

Customizing each block is a breeze with Tilda: You can drag-and-drop images, edit text right in the layout, alter block height, background color, padding, select the style of buttons, use custom fonts, and assign ready-made animation effects to specific parts of it. Also, Tilda provides a built-in free image library with 600K+ images, so you can find images that are just right for you without leaving Tilda, add them to your website with just one click, and use them for free.

Finally, all blocks fit together so well that it’s almost impossible to create a bad design on Tilda – even if you are a stranger to website building.

For a quick take-off, you can use 210+ ready-made templates for different kinds of websites and projects: online stores, landing pages, webinar promo pages, multimedia articles, blogs, and more. Each template is a sample of modern web design and consists of blocks. It means that templates don’t limit your creativity: you can modify them to your liking by playing with settings, adding extra or removing existing blocks, and embedding images and text. 

Each of the templates and blocks covers over 90% of use cases you’ll ever require and is mobile-ready, meaning that your website will look great on desktop computers, tablets, and smartphones by default.

#2 Jazz Up Your Site With Zero Block: Professional Editor For Web Designers 

To better meet the demands of a creative brief and unleash your creativity, you can use Tilda’s secret weapon called Zero Block. It is a tool for creating uniquely designed blocks on Tilda.

You can control each element of the block, including text, image, button, or background, and decide on their position, size, and screen resolution on which they’ll appear. For example, you can work with layers to create depth with overlay and opacity techniques or set a transparency level on any element and shadow effects below them. Additionally, you can also insert HTML code to add more complex elements, such as calendars, paywall, comments, social media posts, and so much more.  

Finally, Zero Block allows you to fool around with basic and more advanced step-by-step animation for a more individual look. Here’re some animation examples that you can make on Tilda:

Animation on scroll (position of elements is changing on scroll).

Trigger animation (animation is triggered when pointing at or clicking on an object).

Infinite scrolling text.

#3 Import Designs From Figma To Tilda In Minutes

Creators love using Figma for prototyping, but when you have to transfer every element and rebuild your website design from scratch – that’s what’s killing the party. With Tilda, you can easily turn your static designs into an interactive website in no time. 

All it takes is to prepare your Figma design for import with a few easy steps, paste the Figma API token and your layout URL to Tilda, click import and let the magic happen. Once your design is imported, you can bring your project online just by clicking publish.

#4. Make Search Engines Love Your Website With Built-In SEO Optimization

Thanks to the consecutive positioning of blocks on the page, websites designed on Tilda are automatically indexed well by search engines. There is also a set of SEO parameters you can fine-tune right inside the platform to ensure that your web pages rank high even if you don’t have an SEO specialist in-house. These parameters include the title tag, description and keywords meta tags, reader-friendly URLs, H1, H2, and H3 header tags, alt text for images, and easily customizable social media snippets. 

As an additional value, Tilda provides an SEO Assistant that will show you what errors are affecting the indexing of your website and will help test the website for compliance with the search engines’ main recommendations.

#5. Turn Visitors Into Clients

Tilda gives you the power to set up data capture forms and integrate them with 20+ data capture services, such as Google Sheets, Trello, Notion, Salesforce, Monday.com, etc., to ensure seamless lead generation.

For more fun, Tilda developed its CRM to manage your leads better and keep your business organized right inside of a website builder. This is a very easy-to-use tool that automatically adds leads from forms and allows you to manually add leads you captured outside of the website. There is a kanban board that gives you an overall view of how leads are moving through your sales funnel and allows you to move leads between stages easily.

#6. Build A Powerful Online Store In One Day

Tilda provides a set of convenient features to create a remarkable online shopping experience. The platform gives you the power to sell online using ready-made templates or build an online store completely from scratch, add a shopping cart and connect a payment system of choice — Stripe, PayPal, 2Checkout, etc. — to accept online payments in any currency.

If you are looking to run a large ecommerce business, you should also consider Tilda. Thanks to the built-in Product Catalog, you can add up to 5000 items, import and export products in CSV files, easily manage stock, orders, and keep track of store stats.

And thanks to adaptive design, your store will look good across all devices, including tablets and smartphones. 

#7. Bring Your Project Online For Free

Tilda offers three subscription plans: Free, Personal ($10/month with annual subscription), and Business ($20/month with annual subscription). When you sign up for Tilda, you get a lifetime free account. It allows you to publish a website with a free subdomain and gives you access to a selection of blocks and a limited number of features that offer enough to create an impressive website. 

Personal and Business tariffs allow more advanced options, such as connecting custom domains, adding HTML code, receiving payments, and embedding data collection forms. The business plan also allows users to export their website and create five websites (while personal and free plans allow one website per account). 

To discover all features and templates on Tilda, activate a two-week free trial – no credit card required.

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In the “Leveraging Salesforce Using Spring Boot” article, I navigated the course for introducing a Spring Boot service that would leverage the well-established Salesforce RESTful API. The goal of this service is to act as a middleware layer to allow clients not written in Salesforce to retrieve and update contact data stored in Salesforce. This backend service implements its own caching layer to provide a faster response time and also cut down on the number of times Salesforce needed to be called.

In the “Leveraging Salesforce Using a Client Written In Svelte” article, I introduced a simple client written in Svelte, which provided the ability to make updates to the Salesforce data using an inline editor—again, without actually using the Salesforce client.

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Gartner predicts that by 2023, over 50% of medium to large enterprises will have adopted a Low-code/No-code application as part of their platform development.
The proliferation of Low-code/No-code tooling can be partially attributed to the COVID-19 pandemic, which has put pressure on businesses around the world to rapidly implement digital solutions. However, adoption of these tools — while indeed accelerated by the pandemic — would have occurred either way.
Even before the pandemic, the largest, richest companies had already formed an oligopsony around the best tech talent and most advanced development tools. Low-Code/No-code, therefore, is an attractive solution for small and mid-sized organizations to level the playing field, and it does so by giving these smaller players the power to do more with their existing resources.
While these benefits are often realized in the short term, the long-term effect of these tools is often shockingly different. The promise of faster and cheaper delivery is the catch — or lure — inside this organizational mousetrap, whereas backlogs, vendor contracts, technical debts, and constant updates are the hammer.
So, what exactly is the No-Code trap, and how can we avoid it?

What is a No-Code Tool?

First, let’s make sure we clear up any confusion regarding naming. So far I have referred Low-Code and No-Code as if they were one term. It’s certainly easy to confuse them — even large analyst firms seem to have a hard time differentiating between the two — and in the broader context of this article, both can lead to the same set of development pitfalls.
Under the magnifying glass, however, there are lots of small details and capabilities that differentiate Low-code and No-code solutions. Most of them aren’t apparent at the UI level, leading to much of the confusion between where the two come from.
In this section, I will spend a little bit of time exploring the important differences between those two, but only to show that when it comes to the central premise of this article they are virtually equivalent.

Low-Code vs. No-Code Tools

The goal behind Low-Code is to minimize the amount of coding necessary for complex tasks through a visual interface (such as Drag ‘N’ Drop) that integrates existing blocks of code into a workflow.
Skilled professionals have the potential to work smarter and faster with Low-Code tools because repetitive coding or duplicating work is streamlined. Through this, they can spend less time on the 80% of work that builds the foundation and focuses more on optimizing the 20% that makes it different. It, therefore, takes on the role of an entry-level employee doing the grunt work for more senior developers/engineers.
No-Code has a very similar look and feel to Low-Code, but is different in one very important dimension. Where Low-Code is meant to optimize the productivity of developers or engineers that already know how to code (even if just a little), No-Code is built for business and product managers that may not know any actual programming languages. It is meant to equip non-technical workers with the tools they need to create applications without formal development training.
No-Code applications need to be self-contained and everything the No-Code vendor thinks the user may need is already built into the tool.
As a result, No-Code applications create a lot of restrictions for the long-term in exchange for quick results in the short-term. This is a great example of a ‘deliberate-prudent’ scenario in the context of the Technical Debt Quadrant, but more on this later.

Advantages of No-Code Solutions

The appeal of both Low-Code and No-Code is pretty obvious. By removing code organizations can remove those that write it — developers — because they are expensive, in short supply, and fundamentally don’t produce things quickly.
The benefits of these two forms of applications in their best forms can be pretty substantial:
  • Resources: Human Capital is becoming increasingly scarce — and therefore expensive. This can stop a lot of ambitious projects dead in their tracks. Low-Code and No-Code tools minimize the amount of specialized technical skills needed to get an application of the ground, which means things can get done more quickly and at a lower cost.
  • Low Risk/High ROISecurity processes, data integrations, and cross-platform support are all built into Low-Code and No-Code tools, meaning less risk and more time to focus on your business goals.
  • Moving to Production: Similarly, for both types of tools a single click is all it takes to send or deploy a model or application you built to production.
Looking at these advantages, it is no wonder that both Low-Code and No-Code have been taking industries by storm recently. While being distinctly different in terms of users, they serve the same goal — that is to say, faster, safer and cheaper deployment. Given these similarities, both terms will be grouped together under the ‘No-Code’ term for the rest of this article unless otherwise specified.

List of No-Code Data Tools

So far, we have covered the applications of No-Code in a very general way, but for the rest of this article, I would like to focus on data modeling. No-Code tools are prevalent in software development, but have also, in particular, started to take hold in this space, and some applications even claim to be an alternative to SQL and other querying languages (crazy, right?!). My reasons for focusing on this are two-fold: 
Firstly, there is a lot of existing analysis around this problem for software development and very little for data modeling. Secondly, this is also the area in which I have the most expertise.
Now let’s take a look at some of the vendors that provide No-Code solutions in this space. These in no way constitute a complete list and are, for the most part, not exclusively built for data modeling. 

1. No-Code Data Modeling in Power BI

Power BI was created by Microsoft and aims to provide interactive visualizations and business intelligence capabilities to all types of business users. Their simple interface is meant to allow end-users to create their own reports and dashboards through a number of features, including data mapping, transformation, and visualization through dashboards. Power BI does support some R coding capabilities for visualization, but when it comes to data modeling, it is a true No-Code tool.

2. Alteryx as a Low-Code Alternative

Alteryx is meant to make advanced analytics accessible to any data worker. To achieve this, it offers several data analytics solutions. Alteryx specializes in self-service analytics with an intuitive UI. Their offerings can be used as Extract, Transform, Load (ETL) Tools within their own framework. Alteryx allows data workers to organize their data pipelines through their custom features and SQL code blocks. As such, they are easily identified as a Low-Code solution.

3. Is Tableau a No-Code Data Modeling Solution?

Tableau is a visual analytics platform and a direct competitor to Power BI. They were recently acquired by Salesforce which is now hoping to ‘transform the way we use data to solve problems—empowering people and organizations to make the most of their data.’ It is also a pretty obvious No-Code platform that is supposed to appeal to all types of end-users. As of now, it offers fewer tools for data modeling than Power BI, but that is likely to change in the future.

4. Looker is a No-Code Alternative to SQL

Looker is a business intelligence software and big data analytics platform that promises to help you explore, analyze, and share real-time business analytics easily. Very much in line with Tableau and Power BI, it aims to make non-technical end-users proficient in a variety of data tasks such as transformation, modeling, and visualization.

You might be wondering why I am including so many BI/Visualization platforms when talking about potential alternatives to SQL. After all, these tools are only set up to address an organization’s reporting needs, which constitute only one of the use cases for data queries and SQL. This is certainly a valid point, so allow me to clarify my reasoning a bit more.

While it is true that reporting is only one of many potential uses for SQL, it is nevertheless an extremely important one. There is a good reason why there are so many No-Code BI tools in the market—to address heightening demand from enterprises around the world — and therefore, it is worth taking a closer look at their almost inevitable shortcomings.

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