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Customer Relationship Management (CRM): What is it and why you need it

CRM Meaning Customer Relationship Management, or CRM, is a way for companies to manage their interactions with customers. Any method that uses data to improve interactions during each stage of the customer journey can be considered CRM. Yet, for many, CRM is about the software that manages these relationships. What Is CRM Software? CRM Software is a tool or collection of tools that collect and store customer data. This software is then used to analyze and manage these details to help companies deliver better results. What Are the CRM Benefits? CRM software exists to collate and analyze customer data. From here, organizations can use this information to create insights into customer behavior. The different roles in a business’s CRM define which data will be helpful at each stage of the customer journey. Additionally, each department will benefit in different ways. Marketing Teams By understanding their customers' needs, profiles, and demographics, marketing teams can create more

Product Tours - Everything You Need To Know About Software Product Walkthroughs

  What Are Product Tours and What Are Their Benefits? Picture this. You've been developing a new piece of software or app for months. It's almost ready for launch. The only problem? No one knows how to use it yet. Product Tours are an interactive way of giving users and new customers a guide to using the product. They can also be employed to guide users on new features. Not all users will be tech-savvy, so to improve onboarding, guidance can make a big difference. The modern product tour has a level of complexity and sophistication that was lacking in the past. When used correctly, they are far more than just pop-ups that direct user action. Now, product tours can provide different UI patterns to create a mix of materials that guide users through their first impression of your products or digital solutions. They can teach users how to use tools and get the most from a site or platform. As the digital marketplace has become more competitive, the importance of user onboarding is

Guide to Tooltips – How To Drive User Adoption With Tooltips

When a user sits down with a new software product, the ideal scenario is that it's easy to use. To drive user adoption, the interface needs to feel fluid and intuitive. While this is the ultimate aim of an excellent user interface (UI), first-time users still need a helping hand in many cases. But a constant requirement to refer to walkthrough guides or tutorials breaks the user-software relationship. Offering help in a seamless way is a subtle, elegant art. To keep users engaged and to drive adoption, tooltips are an incredible resource. However, the software development industry has an awkward relationship with this solution; but, for the most part, this is due to poor application or design of tooltips. While tooltips can potentially harm user experience (UX), they are barely noticeable and beneficial when done correctly. What is a Tooltip? Tooltips are minor UI elements that prompt users to take specific actions. For example, when a user's mouse hovers over or clicks a speci

User onboarding tools and GDPR

What is GDPR? The General Data Protection Regulation (GDPR) is the toughest privacy and security law in the world. It imposes obligations to organizations worldwide, so long as they target or collect data related to the EU residents. ( source ) What counts as personal data? Personal data is any information that relates to an identified or identifiable individual. For example, names or addresses (identified individuals) or location, cookies or even pseudonymous data if easy to link to a specific person (identifiable individual). In every case, you need a valid reason (legal basis) to process personal data. In the context of User Onboarding, it is almost exclusively unambiguous consent . The users must explicitly agree that their personal data is processed for the purpose of user onboarding. Even when you receive explicit consent, the obligations do not end there. For example: You must collect only data absolutely necessary for the given purposes. You must store the data only for as l

5 Tips on Reducing the Customer Churn Rate with an Effective Onboarding Process

  Reducing customer churn rate is one of the top concerns among software, mobile app, or subscription-based business owners. In fact, a recent study shows that most software solutions’ customer retention rate goes down to around 3% after 30 days post-installation. Often, these drops happen as soon as the free trial or demo expires. To reduce customer churn rate, you should consider reviewing your user onboarding process. This process is crucial in leaving a great impression on your customers. Nailing it could increase their overall satisfaction and encourage them to commit to your product for the long-term. With that, here are some tips on how to reduce churn rates with an effective customer onboarding process. 1. Make help easy to find and access First-time users may have a hard time navigating through your app’s interface. Therefore, you must make sure they can easily find and access help upon logging into your software. You can have a pop up at the start asking if they want a sho