Articles

Introduction à la méthode Lean

Découvrez comment la méthode Lean peut vous aider à améliorer votre processus de production et à atteindre vos objectifs plus rapidement !

Histoire de la méthodologie Lean

To address these issues, Toyota developed a new approach called the Toyota Production System (TPS). This system focused on eliminating waste and improving quality. It was based on the principles of continuous improvement, respect for people, and customer focus. Over the years, the TPS has evolved into what is now known as the Lean methodology.

Principes du Lean

Le Lean est une méthodologie qui se concentre sur l’amélioration continue et la réduction des gaspillages. Il s’appuie sur cinq principes fondamentaux : le respect des personnes, la satisfaction du client, l’amélioration continue, la standardisation des processus et l’amélioration des flux. Ces principes sont appliqués à tous les aspects de l’entreprise, y compris la production, la gestion des stocks et la gestion des ressources humaines.

Le Lean est également très axé sur le codage. Les développeurs utilisent le codage pour créer des logiciels plus efficaces et plus rapides. Les principes du Lean sont appliqués au codage afin de réduire les gaspillages et d’améliorer la qualité du logiciel. Les développeurs peuvent également utiliser le codage pour automatiser certaines tâches et améliorer la productivité.

Le Lean est également très axé sur la collaboration. Les équipes travaillent ensemble pour trouver des solutions innovantes et améliorer les processus. Les membres de l’équipe peuvent partager leurs idées et leurs connaissances pour trouver des moyens d’améliorer la qualité et la productivité.

Avantages du Lean

Le Lean offre de nombreux avantages pour les entreprises. Tout d’abord, il permet de réduire les coûts en limitant les gaspillages et en améliorant l’efficacité des processus. En outre, le Lean permet aux entreprises de mieux répondre aux besoins des clients en améliorant la qualité des produits et en réduisant les temps de livraison.

Le Lean permet également aux entreprises d’accroître leur productivité en automatisant certaines tâches et en réduisant les temps de cycle. Enfin, le Lean favorise la collaboration entre les membres de l’équipe et permet aux entreprises d’être plus réactives face aux changements du marché.

En somme, le Lean est une méthodologie très efficace qui permet aux entreprises d’améliorer leur efficacité et leur productivité. Elle se concentre sur l’amélioration continue et la réduction des gaspillages grâce à l’utilisation du codage et à la collaboration entre les membres de l’équipe. En adoptant le Lean, les entreprises peuvent réduire leurs coûts, améliorer la qualité de leurs produits et augmenter leur productivité.

Source de l’article sur DZONE

Introduction à la méthodologie Kanban

Découvrez comment la méthodologie Kanban peut vous aider à améliorer votre productivité et à atteindre vos objectifs !

Kanban : Une méthodologie qui a vu le jour au Japon dans les années 1940 pour améliorer l’efficacité de la fabrication. Aujourd’hui, elle s’est transformée en une approche largement utilisée pour gérer le travail dans divers secteurs, allant du développement logiciel à la santé. Kanban est une méthode Lean pour gérer et améliorer le travail dans les systèmes humains. Cette méthode utilise un système visuel pour gérer le travail à mesure qu’il progresse à travers diverses étapes de développement. C’est un outil simple mais puissant qui aide les équipes à gérer le flux de travail et à réduire les déchets. Cet article fournira un aperçu de la méthodologie Kanban, de ses avantages et de sa mise en œuvre.

Kanban is a visual system that uses cards, boards, and columns to represent the different stages of a project. It is used to manage workflows and ensure that tasks are completed in an efficient and timely manner. The cards represent individual tasks, and the columns represent the different stages of the workflow. Each card is moved from one column to another as it progresses through the workflow.

Kanban is a lean methodology that focuses on reducing waste and improving efficiency. It encourages teams to focus on the flow of work, rather than individual tasks. This helps teams identify bottlenecks and areas of improvement in their workflow.

Les Avantages de Kanban

Kanban est une méthode efficace pour gérer et améliorer le travail à travers les systèmes humains. Il offre de nombreux avantages, notamment une meilleure visibilité et une meilleure communication entre les membres de l’équipe.

Kanban permet aux équipes de mieux comprendre leurs processus et de les améliorer. Il permet aux équipes de mieux identifier les goulots d’étranglement et les domaines à améliorer dans leur flux de travail. Cela permet aux équipes de se concentrer sur l’amélioration continue et d’atteindre leurs objectifs plus rapidement.

Kanban est également une méthode très flexible qui peut être facilement adaptée aux besoins changeants des équipes. Il peut être utilisé avec une variété de technologies, notamment des tableaux Kanban numériques et des bases de données. Les tableaux Kanban numériques permettent aux équipes de gérer leur travail à distance et d’accéder à des informations en temps réel sur leurs projets. Les bases de données peuvent être utilisées pour stocker des informations sur les tâches et les projets, ce qui permet aux équipes de mieux comprendre leurs processus et de les améliorer.

Comment Mettre en Œuvre Kanban

Mettre en œuvre Kanban est relativement simple et peut être fait en quelques étapes simples. La première étape consiste à définir le flux de travail et à créer des colonnes pour représenter les différentes étapes du projet. La deuxième étape consiste à créer des cartes pour représenter les tâches individuelles et à les placer dans la colonne appropriée. La troisième étape consiste à définir des règles pour le flux de travail, telles que la quantité maximale de tâches qui peuvent être effectuées à chaque étape et le temps maximum autorisé pour chaque tâche. La quatrième étape consiste à surveiller le flux de travail et à apporter des modifications si nécessaire.

Kanban est une méthode puissante qui peut aider les équipes à améliorer leur flux de travail et à réduire les déchets. Il peut être facilement mis en œuvre avec une variété de technologies, notamment des tableaux Kanban numériques et des bases de données. Les équipes peuvent utiliser ces outils pour mieux comprendre leurs processus et améliorer leur efficacité. Kanban est un outil simple mais puissant qui peut aider les équipes à atteindre leurs objectifs plus rapidement et plus efficacement.

Kanban est une méthode qui a vu le jour au Japon dans les années 1940 afin d’améliorer l’efficacité des processus de fabrication. Aujourd’hui, elle est largement utilisée dans divers secteurs, allant du développement logiciel à la santé. Il s’agit

Source de l’article sur DZONE

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

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

1. Salesforce Sales Cloud CRM

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

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

Key Features

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

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

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

User Experience

Setting up an account only takes three steps.

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

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

Pricing

Salesforce offers four subscription plans, billed annually:

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

Strengths

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

Weaknesses

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

2. Pipedrive

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

Key Features

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

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

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

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

User Experience

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

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

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

Pricing

Pipedrive offers four plans, billed monthly and annually.

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

Strengths

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

Weaknesses

  • No free plan
  • The dashboard could feel overwhelming

3. Oracle Netsuite CRM

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

Over 32,000 customers use Oracle NetSuite products.

Key Features

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

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

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

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

User Experience

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

Plus, some users have reported crashes and downtime.

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

Pricing 

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

Strengths

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

Weaknesses

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

4. Zoho CRM  

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

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

Key Features

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

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

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

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

User Experience

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

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

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

Pricing

Zoho CRM offers four subscription plans billed monthly and annually:

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

Strengths

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

Weaknesses

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

5. HubSpot CRM 

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

Key Features

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

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

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

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

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

User Experience

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

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

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

Pricing

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

Marketing Hub

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

Sales Hub

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

Customer Service Hub

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

CMS Hub

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

Operations Hub

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

Strengths

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

Weaknesses

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

6. Freshworks

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

Key Features

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

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

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

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

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

User Experience

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

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

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

Pricing

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

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

Strengths

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

Weaknesses

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

7. Monday

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

Key Features

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

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

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

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

User Experience

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

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

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

Pricing

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

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

Strengths

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

Weaknesses

  • Limited native marketing automation
  • No live chat support

8. Keap

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

Key Features

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

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

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

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

User Experience

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

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

Pricing

Keap offers three subscription plans, billed monthly and yearly.

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

Strengths

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

Weaknesses

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

9. Sage

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

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

Key Features

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

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

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

User Experience

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

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

Pricing

Sage doesn’t have public pricing information. 

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

Strengths

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

Weaknesses

  • No straightforward signup
  • No subscription plan
  • Limited integration

10. Insightly CRM

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

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

Key Features

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

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

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

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

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

User Experience

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

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

The filters and bulk email could be better.

Pricing

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

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

Strengths

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

Weaknesses

  • Annual billing
  • Learning curve

11. SugarCRM

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

Key Features

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

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

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

User Experience

SugarCRM has a solid user interface.

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

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

Pricing

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

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

Strengths

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

Weaknesses

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

12. NetHunt

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

Key Features

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

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

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

User Experience

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

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

Pricing

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

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

Strengths

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

Weaknesses

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

13. FreeAgent

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

Key Features

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

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

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

User Experience

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

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

Pricing

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

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

Strengths

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

Weaknesses

  • No mobile app
  • Poor search and filter

14. Creatio CRM

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

Key Features

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

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

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

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

User Experience

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

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

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

Pricing

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

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

Strengths

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

Weaknesses

  • Expensive plan
  • No mobile app

15. Close

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

Key Features

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

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

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

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

User Experience

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

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

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

Pricing

Close offers four subscription plans billed monthly and annually.

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

Strengths

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

Weaknesses

  • No mobile app
  • No live chat support

16. Nutshell

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

Key Features

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

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

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

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

User Experience

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

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

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

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

Pricing

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

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

Strengths

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

Weaknesses

  • No live chat

17. Nimble

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

Key Features

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

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

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

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

User Experience

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

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

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

Pricing

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

Strengths

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

Weaknesses

  • No mobile app
  • Limited subscription plan

18. MailChimp

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

Key Features

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

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

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

User Experience

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

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

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

Pricing

MailChimp CRM offers free, and three paid plans.

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

Strengths

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

Weaknesses

  • Limited native Salesforce automation

19. Apptivo

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

Key Features

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

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

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

User Experience

Apptivo has an excellent user interface.

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

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

Pricing

Apptivo offers three subscription plans.

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

Strengths

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

Weaknesses

  • Hard customization
  • No real-human live chat

20. Act! CRM

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

Key Features

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

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

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

User Experience

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

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

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

Pricing

Act! offers two plans billed annually.

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

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

Strengths

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

Weaknesses

  • No mobile app
  • Limited pricing plans
  • Annual billing

21. Agile CRM

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

Key Features

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

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

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

User Experience

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

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

Pricing

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

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

Strengths

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

Weaknesses

  • No mobile app
  • No live chat support

Choosing the Best CRM Software

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

 

Featured image via Unsplash.

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Designing a website or app can be a daunting task. But with the right design tools, it can be a lot easier. In this article, we’ll introduce you to some of the best tools, apps, and resources available right now. From client management to AI-powered design tools, there’s tons here to round out the year in style. Enjoy!

WelcomeSpaces

WelcomeSpaces is a collaborative tool for professional designers. Communicate with clients, share files, discuss revisions, and stay on track with an activity feed. Client collaboration has never been so simple.

html.to.design

html.to.design is an excellent plugin for Figma to help you quickly and easily create beautiful designs from existing websites. With just a few clicks, you can import the HTML code for any website and start designing your own version of it.

Squeaky

Squeaky is a privacy-friendly analytics suite that lets you capture up to 60% more data than legacy tools. With Squeaky, you can get insights into your customers’ behavior without compromising their privacy. Use Squeaky to make better decisions for your business.

AI Canvas

AI Canvas is an online collaborative platform that allows users to create and share AI artwork with other community members. Start your artwork with text prompts and watch it grow.

Magician

Magician is an AI-powered plugin for Figma that can create icons, images, and web copy from text prompts. It’s the perfect tool for designers who want to quickly and easily create beautiful designs.

Doughnut

Doughnut is a supportive design and freelancing community designed to help you succeed as a freelance designer. From finding new clients to managing your time, Doughnut has everything you need to make the most of your freelance career.

Deckset

Deckset is a simple way to produce great-looking presentations. Just write your thoughts in your favorite text editor and watch Deckset transform them into beautiful, persuasive presentations.

Vectormaker

With Vectormaker, you can easily convert pixel-based images into colorful vector graphics. Vectormaker uses the Potrace algorithm to trace the edges of your image. You can then choose the colors for your vector path based on the colors in the original.

Wrap

Wrap is a browser extension for capturing and editing product screenshots with ease. With a selection of carefully selected styles to choose from, you can create pixel-perfect designs in seconds—even if you’re not a designer.

Illustration Builder

The Illustration Builder digital designer toolkit is a Figma plugin for creating beautiful illustrations for your business website. You can create any illustration with a wide range of objects, backgrounds, characters, abstractions, and more.

OptiMonk

With OptiMonk, you can create beautiful pop-ups for Shopify, WordPress, MailChimp, and more that will help you increase your marketing reach, increase customer engagement and boost your conversions.

Jot

Jot is a marketing tool that uses OpenAI’s GPT-3 to generate human-like ad copy based on a single product description. With Jot, you can create engaging adverts quickly and easily.

Free Mockup Generator

Pixelied’s free mockup generator allows you to create stunning designs with editable mockups in minutes. With a wide range of customizable templates to choose from, you can design the perfect mockup for your project.

Womp

Womp is a new way to create 3D images. Intuitive and easy to use. With Womp, you can create beautiful 3D designs. Everything you create in Womp is exportable for 3D printing, social media, or directly into a game. It’s a great way to produce 3D icons and illustrations for your website.

Tinkerwell

Tinkerwell is a must-have companion to your favorite IDE. Quickly iterate on PHP code within the context of your web application. There’s no need to waste time opening browsers, creating test URLs, and uploading apps to servers. Use Tinkerwell locally, via SSH, Docker, and even on Laravel Vapor.

Magical

Magical is a tool that helps you speed up the meeting scheduling process. With Magical, you can easily find time slots that work for everyone and create personalized links to those slots. With Magical’s Dynamic Availability feature, you and your attendees can always find the best meeting time.

Explain Code

Explain Code is a great way to understand complicated code. You can see how the code works line by line and learn about programming concepts. Gain in-depth knowledge of how and why code is constructed and fast-track your learning process.

Shuffle Alternatives

Shuffle Alternatives allows you to create multiple site styles with a simple drag-and-drop builder. Create your core design and then choose from different design styles for a site that best fits your brand approach.

Idea Clarity

Get help honing your ideas, perfecting your pitch, and targeting the most profitable directions. Idea Clarity is an app that gives you direct access to experts in your chosen field who will help you revise your rough idea into a concrete plan.

Graphicsly

Graphicsly is an all-in-one graphics assets plugin for WordPress that lets you import directly into your installation. There are 1000+ 3D assets, 3000+ illustrations, and 9000+ icons ready to use today.

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Everyone needs high-quality stock images; they’re essential for breaking up text-heavy websites, creating an emotional connection with your users, and for reinforcing your brand.

They say images are worth 1,000 words, but with the way users tend to scan and read online, it’s more like 10,000.

So the next time you’re looking for high-quality stock images, check out Photostockeditor.com. Its images are all free to download, and it has just introduced AI-generated photos to increase your options further.

Download Free Stock Images

One of the best things about Photostockeditor is that you can download images without registering. That means you don’t have to waste time creating an account to download a few photos!

Photostockeditor has a robust search algorithm, which means if you’ve found an almost-right image, the search algorithm will help you find the all-the-way-right image by suggesting similar photos — it’s spookily accurate.

Free AI-Generated Images

Photostockeditor.com already has over 350,000 photos that you can download for free. That’s an incredible resource by any standard. But now, it has introduced AI-generated images to give you even more options.

We all know that AI images will be incredible…one day. These days, AI-created images are a little hit-and-miss. For every masterpiece, you get a few dozen duds that really aren’t of any use.

Photostockeditor.com combats this problem by using skilled photographers to curate all of the images produced by AI. Once selected for inclusion in the library, images are professionally retouched in Photoshop to ensure they meet Photostockeditor.com’s very exacting standards.

No More Copyright Issues

When you’re browsing a stock site, you’ll often see different types of licenses. For example, some licenses let you use an image however you like, other licenses place modest restrictions on usage, and some will provide really controlling limits on you, like the number of visitors your website is permitted to have when using the image.

Those kinds of licensing headaches mean finding a good image that is also commercially usable is incredibly frustrating.

Photostockeditor.com provides one license: you can download and use all the images on the site for personal or commercial use entirely for free.

What this means is that you can find the right image for your project, download it, and then forget about licensing; nobody’s going to come looking for a payout as they might with other stock images.

You don’t even have to credit Photostockeditor.com as the source — although attributions are welcome.

Edit Images Online

Finding the right image on Photostockeditor.com is easy; you can search by keyword or browse by category. You can find pictures of people in any style, perfect for any project. Plus, all images on the site are in 4k resolution!

Once you’ve found an image you want to use, you can customize it with Photostockeditor.com’s excellent online image editor. This handy tool can crop, resize, and edit your photos to perfection. The online photo editor also offers filters, effects, and more! You can even add text or watermarks to your photos.

Plus, the online photo editor is also completely free to use!

Conclusion

With more than 350,000 free-to-download images, Photostockeditor.com is the perfect solution for all your stock image needs.

With new AI-generated images, high-quality photos, and free downloads, Photostockeditor.com has everything you’re looking for. So what are you waiting for? Browse Photostockeditor today!

 

[- This is a sponsored post on behalf of Photostockeditor.com -]

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Whether you’ve worked with a few WordPress themes to design websites or worked with many of them, you’ll no doubt agree that plenty of WordPress themes that are visually gorgeous on the front end can be terribly unattractive and extremely awkward to use on the backend. 

Working with a WordPress theme can sometimes be difficult, but it can be different.

Want proof? Look no further than with BeTheme. 

BeTheme, with 260,000+ sales and counting and a 4.83-star user rating, is one of the top 5 best-selling WordPress themes of all time.

In this article, we’ll show you one of the many reasons why this is the case by focusing on how BeTheme’s backend is designed to make web design tasks more manageable.

Enhance your workflow experience with a WordPress theme backend that won’t stress you out 

Once you install BeTheme, you’ll almost immediately notice it’s different. Instead of a drab and often unintuitive WordPress backend, you’ll suddenly be confronted with a clean, well-organized dashboard and toolset.

You haven’t actually lost anything. WordPress, with its impressive assortment of content management tools, is still there. Be’s backend is a visually appealing space in which you will take pleasure to work.

If only the rest of WordPress could follow suit.

If you haven’t worked with BeTheme recently (or at all), why not let us walk you through several of its most helpful backend features.

Starting with:

1. Dashboard Design

BeTheme’s dashboard is conveniently located directly beneath the main WordPress Dashboard link. So you won’t waste time sifting through the sidebar trying to find your theme’s settings, and everything displayed in the dashboard is designed to help you get the most out of your WordPress theme. 

Clicking on the BeTheme or the Dashboard link gives you immediate access to the following: 

  • Theme registration information
  • BeTheme’s step-by-step website creator
  • A Navigation bar that directs you to BeTheme’s frequently used tools
  • Plugin status and updates and new features announcements
  • The latest additions to BeTheme’s ever-growing library of pre-built websites
  • Beloved BeTheme integrations

It takes a minute to fully appreciate how helpful this dashboard will be. 

BeTheme

2. Dark/Light Mode

Research on dark mode benefits is inconclusive. But since so many people seem to like it, it is offered as an option in many popular apps and devices.

Dark mode users will tell you that they experience less eye strain, they sleep better, and their device’s batteries last longer than is the case with light mode.

BeTheme’s backend offers a dark mode option, and you are encouraged to try it.

If you feel it beneficial, so much the better, and you needn’t concern yourself with what the research indicated, or didn’t indicate.

BeTheme

3. Step-by-Step Website Creator

When you first install a WordPress theme, it’s not uncommon to spend some time trying to figure out what to do next. The theme’s advertisements may highlight a selection of impressive demos, but where are they more exactly?

Of course, you’ll eventually find them, but is whatever difficulty you may have encountered necessary?

BeTheme removes that impediment. 

You will notice the Setup Wizard under BeTheme (and in the dashboard as well.) Click on the wizard, and with its step-by-step website, you can: 

  • Give your website a name.
  • Select the page builder you want to work with and choose your preferred editing mode.
  • Pick an ideal pre-built website based on your new website’s industry or niche.
  • Easily replace existing content with your own.

The entire process of loading your brand-new site and page builder into WordPress takes a minute (or more like 30 seconds once you are used to it).

BeTheme

4. Pre-Built Site Previews

With BeTheme, you can choose from more than 650 pre-built websites. New ones are being added as we speak, and they’re delightfully easy to find. Just look under the dashboard’s Websites link or Pre-built Websites in BeTheme’s sidebar menu, and there they are!

You’ll be familiarized with the available design aids and options in no time, and you’ll find it easy to incorporate the latest design trends into your websites. BeTheme has even placed previews of its newest pre-built websites in your dashboard to help you along.

You may choose one of the latest pre-built websites to work with, or you might find one or more others you particularly like. Pre-built sites you do not plan to work with can still be sources of inspiration.

Whatever your choices, you’ll find it easy to incorporate the latest trends into website designs.

BeTheme

5. Plugin Manager

BeTheme’s Plugins area differs from what you see in the WordPress plugins area. You’ll find several of these differences to be particularly helpful in that BeTheme’s plugins manager enables you to: 

  • View the active plugins you’ve installed.
  • Update plugins when necessary.
  • Install and activate plugins only when it’s required.

The last item is essential in that plugins do not appear in the WordPress plugin manager until you have installed them. Not having to install plugins you will not need will help keep your website operating at a high level of performance.

BeTheme

6. BeTheme Support

WordPress is a powerful content management system and an extremely popular one. It may, in fact, be the most powerful and popular system of its type.

WordPress is also community-driven to a considerable extent, which can sometimes create user inconvenience. As a user, you might sometimes have to dig to find answers to your questions or get help when needed.

You don’t have to experience that inconvenience to get support from BeTheme.

To gain access to BeTheme’s support center, you need go no further than BeTheme’s sidebar or dashboard to access self-support options or open a ticket for direct assistance.

BeTheme

7. Theme Options

Plenty of well-known WordPress themes have theme settings customization capabilities. With BeTheme, it’s easy to set brand colors, choose custom fonts, and establish global layouts. The same holds for configuring responsiveness, performance, and accessibility, all of which are essential for optimizing UX and search engine functionalities.

The problem with most theme options is that they can only be modified from the main WordPress dashboard. So if, while designing on a page, you suddenly realize a portion of its design hasn’t been configured correctly, or you’re dissatisfied with any design segment, you’ll have to save your changes and go to your theme’s backend to make the necessary fixes.

From the BeTheme dashboard inside the BeBuilder BeTheme, you can modify your Theme Options without having to interrupt your workflow.

BeTheme

8. White-Label Mode

A final feature of the BeTheme WordPress theme’s backend you should become familiar with is BeCustom. This critical feature is located under BeTheme in the sidebar.

BeCustom enables you to access some white-label regions in BeTheme. 

  You can use BeCustom to:

  • Substitute Be’s branding with your business’s branding to reinforce your name with your clients.
  • Disable any features your clients have no use for and deny access to any features you do not want them to modify while at the same time making the WordPress theme’s backend easier to work with.
  • Create an extra user-friendly and secure WordPress login.
  • Customize the dashboard’s “Welcome” message.

BeTheme

Make Your WordPress Design Projects Simple to Handle With BeTheme

Is there anything BeTheme doesn’t do?

Most likely, but nothing that would adversely impact your design effort.

This multipurpose WordPress theme’s hundreds of pre-built websites will help you get virtually any website project off to a rapid start and headed in the right direction.

BeTheme features the fastest and most powerful page builder for WordPress.

You will have total control over every feature and facet of your website’s UI.

In short, BeTheme offers the finest way to manage any web design project within WordPress.

 

[- This is a sponsored post on behalf of BeTheme -]

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The post Why Do WordPress Theme Backends Have to Suck? (Hint: They Don’t!) first appeared on Webdesigner Depot.

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Rightsizing resource requests is an increasing challenge for teams using Kubernetes—and especially critical as they scale their environments. Overprovisioning CPU and memory lead to costly overspending, but underprovisioning risks CPU throttling and out-of-memory errors if requested resources aren’t sufficient. Dev and engineering teams that don’t thoroughly understand the live performance profile of their containers will usually play it safe and request vastly more CPU and memory resources than required, often with significant budget waste.

The open source Kubecost tool (https://github.com/kubecost) has had a Request Sizing dashboard to help Kubernetes users bring more cost efficiency to their resource requests. One of the tool’s most popular optimization features, the dashboard identifies over-requested resources, offers recommendations for appropriate per-container resource requests, and estimates the cost-savings impact of implementing those recommendations. The dashboard utilizes actual usage data from live containers to provide accurate recommendations. However, leveraging the dashboard has included some hurdles, requiring users to manually update YAML requests to align resource requests with Kubecost recommendations or introduce integrations using a CD tool. 

Source de l’article sur DZONE

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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Every day design fans submit incredible industry stories to our sister-site, Webdesigner News. Our colleagues sift through it, selecting the very best stories from the design, UX, tech, and development worlds and posting them live on the site.
The best way to keep up with the most important stories for web professionals is to subscribe to Webdesigner News or check out the site regularly. However, in case you missed a day this week, here’s a handy compilation of the top curated stories from the last seven days. Enjoy!

Tailwind Fast Started Template

Are these the Worst Logos of 2022 so Far?

5 Open Source Tips to Reduce Waste in Web Design

Introducing Material Symbols

Should I Use a Carousel?

What’s Coming in WordPress 6.0 (Features and Screenshots)

20 Best New Sites, May 2022

Choosing a WordPress Website Builder and Why You Should Use One

What if Our Sliders Actually Slid?

A New Future for the Interface

6 Web Design Trends to Look Out for in 2022

The Best Free Tailwind CSS Components for 2022

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

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

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

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

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

The “Opt-In” Form

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

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

Opt-in forms are all about generating action.

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

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

How to Design a Great Opt-In Form

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

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

The Contact Form 

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

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

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

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

How to Design a Great Contact Form

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

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

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

The Online Payment Form 

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

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

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

How to Design a Great Payment Form

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

Remember to:

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

Support Forms

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

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

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

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

How to Design a Great Customer Support Form

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

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

Customer Feedback Forms

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

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

Here’s an example of an Apple feedback form:

How to Design a Great Customer Feedback Form

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

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

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

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

Top Tips to Improve Every Form Design

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

When creating any form, remember:

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

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

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

 

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