CX Demo

Author: Franz Malten Buemann

  • Five customer engagement tips for using first-party cookies purposefully

    Take control of your first-party cookies to empower human-centric communication and create successful campaigns in a privacy-first world. We’ve all been told the death of the third-party cookies will suddenly catch us off guard, and there’s no denying that marketers face significant challenges this year as they prepare for Google’s planned phase-out. However, we have…
    The post Five customer engagement tips for using first-party cookies purposefully appeared first on Customer Experience Magazine.

  • This is How Much Salesforce Employees Are Paid…

    Salesforce is an impressive company. They pretty much invented the SaaS model, and are the fastest-growing enterprise software company ever. In addition, they consistently get voted one of the best places to work across the globe. It’s rare that you don’t see Salesforce grabbing the… Read More

  • The benefit of the doubt

    Rarely talked about, and the heart of marketing and more than that, of culture.

    We can’t possibly know precisely what’s inside the book or the box or the bottle before we buy it for the first time. We take meds or go to the movies in anticipation of an outcome, and we give the producer the benefit of the doubt (or we don’t go, because the doubt is too much for us to handle.)

    And we do the same thing with people. Who we hire, who we are afraid of, who we marry. We can’t know, not for sure, not until our experience with them is complete.

    And we make all of these decisions without a conscious thought.

    When we persistently and consistently do it incorrectly, we suffer. We create injustice, we miss out on opportunities, we fall prey to scams. The more we generalize our benefit of the doubt (and worse, the amplification of the doubt) the more damage we do.

    The internet has overwhelmed us with data, and some of it (but not much) is actually turned into useful information. Some of that useful information is helping us see how long we’ve been mistaken about the benefit of the doubt in so many of the biases and actions we take (and don’t take).

    Examining how we instinctually make these choices is a powerful first step in making better ones.

  • r/MarketingAutomation subreddit statistics

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  • How to Use Visual Content to Boost Your Customer Base

    One of the major lessons marketers have learned over the last year is that text-heavy content isn’t enough to generate interest. Visual content is the way forward. There is so much more content available online now. Put yourself in your customers’ shoes—what would they prioritize when there are so many choices? The answer is visual…
    The post How to Use Visual Content to Boost Your Customer Base appeared first on Benchmarkemail.

  • mLabs cria kit de ferramentas e planejamento para redes sociais / Download

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  • 16 Free Project Management Software Options to Keep Your Team On Track

    92% of U.S. workers feel that they could collaborate better with their colleagues.
    Managing multiple projects at once, delegating tasks, and collaborating across teams is difficult on a good day — but can become downright impossible when unforeseen obstacles get in the way. The data proves that project management is no walk in the park for most of us.
    When that impacts the business, it becomes an even bigger problem. Miscommunication and inefficiencies in your project management process can lead to confusing and stressful experiences for your employees. It can hinder your company’s ability to satisfy your clients’ needs or hit end-of-year goals.
    Fortunately, there are plenty of free project management apps to keep your team on track without breaking the bank.

    In a free project management tool, you’ll typically be able to create various projects, come-up with to-do lists, assign tasks to team members, and track a project’s progress until completion. Paid project management tools offer more storage, more projects, and more seats for the team. But for small teams, a free project management tool will do the trick.
    The low buy-in makes it a natural choice. With free project management software, your team can collaborate much better, reducing the risk of miscommunications and keeping everyone up to speed on team-wide projects. It’s also helpful for individual team members. They can use it to boost their productivity and ensure they’re on track.
    To streamline your process and ensure everyone on your team is on the same page, take a look at these exceptional free project management tools.

    1. HubSpot Project Management Software

    HubSpot’s project management tool includes task creation, task automation, and pre-made to-do lists. It’s specifically designed for marketing teams and integrates seamlessly with Marketing Hub. With this tool, you can keep track of tasks alongside your marketing projects — so that both are integrated and not managed on different tools.
    Features include:

    Task management right alongside your marketing workflows
    File attachment capabilities to keep track of important assets
    Pre-made to-do lists to immediately launch projects
    Custom templates for recurring projects
    Landing pages, emails, and workflows available in the same tool

    Pricing: Free with HubSpot Marketing Hub
    2. Project.co

    Project.co is a client-facing project management system that connects your team with your clients’ teams in one place. Each piece of work you do can be set up as its own project, with its own discussion feed, notes, tasks, team, and payments. You can also record time spent on each project.
    A variety of different task and project views are available, including calendar, scheduler, and Kanban view — to give you an overview of the work that’s happening within your team.
    Features include:

    Ability to quickly add/invite both internal and external users
    Discussion feed for each project — with email alerts (and the ability to reply by email without logging in)
    Variety of task views — which can be filtered — giving your whole team, each department, and even individual users their daily/weekly task lists
    Reporting tools that measure your most and least profitable or efficient projects
    Ability to integrate payment solutions and quickly, securely take card payments through the system

    Pricing:
    Free for 14 days; $10/user/month
    3. Toggl Plan

    Toggl Plan is an effective project management tool to automate your task delegation process and visualize which project tasks have been completed, and which haven’t. If your team often collaborates with other departments on projects, this might be a useful tool for you.
    Features include:

    Gantt-chart visualization to track important deadlines and projects
    Integrations with Slack, Github, Evernote, and others
    Team collaboration option through shared calendars and task notes

    Pricing: Free for 14 days; $8/user/month (Team); $13.35/user/month (Business)
    4. ClickUp

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    ClickUp provides a few impressive features to customize the all-in-one project management tool to suit your team members, including the option for each user to choose one of three different ways to view their projects and tasks depending on individual preference. If your marketing team overlaps with sales, design, or development, this is an effective solution, as it provides features for all of those four teams.
    Features include:

    The ability to organize your projects based on priority, and assign tasks to groups
    The option to set goals to remind teams what they’re aiming to accomplish
    Google Calendar two-way sync
    An easy way to filter, search, sort, and customize options for managing specific tasks
    Activity stream with mentions capability
    Image mockups
    57 integrated apps

    Pricing: Free; $5/user/month
    5. nTask

    Another free software that comes with a variety of features for project and task managers is nTask. This program has a couple of free-range tools for anyone looking to work as an individual or a professional project manager.
    nTask supports multiple projects and task creation. Users can also define team leader roles, budget, milestone and time tracking criteria that are specific to relevant projects. Understanding the needs of advanced project managers, nTask also offers an interactive Gantt chart feature. It can be personalized by a simple drag and drop mechanism to align the project to ongoing real-life changes.
    Features include:

    A powerful in-app collaboration system
    Integration with Slack and many other third-party apps
    The ability to invite stakeholders to view ongoing projects
    Resource management
    Team management via an admin-controlled process
    Multiple workspaces dedicated to different projects and tasks

    Pricing: Free (Basic); $2.99/user/month (Premium); $7.99/user/month (Business); Custom (Enterprise)
    6. Teamwork

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    Teamwork is a project management software and collaboration platform that helps in-house and remote teams stay organized and productive. Each project lets you easily upload files, assign tasks and deadlines, and chat with teammates. By centralizing your project information, you can help eliminate more misunderstandings and missed deadlines.
    Features include:

    Easy integration with HubSpot

    Teamwork Chat Instant Messenger to help you stay in your workflow and be most productive
    Time tracking to understand capacity and where a team spends their time
    Dashboards, Substasks, and Milestones to help track progress of projects

    Pricing: Free; $10/user/month (Deliver); $18/user/month (Grow); Custom (Enterprise
    7. Freedcamp

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    Freedcamp is a feature-rich project management tool that’s designed for personal and professional use. Each project has its own tasks, milestones, files, discussions, and timelines, as well as an issue tracker and calendar. The dashboard gives you a clear, concise overview of what’s going on in your team, including activity, projects, and tasks.
    Features include:

    Message-board discussion feed, with the ability to create and carry out discussions on any topic
    Powerful calendar view that lays out all upcoming events
    Third-party integrations including Google Drive, Google Calendar, Dropbox and more

    Pricing: Free; $1.49/user/month (MInimalist); $7.49/user/month (Business); $16.99/user/month (Enterprise)
    8. Asana

    Asana, one of the most well-known project management solutions, has a clean and user-friendly interface. The all-in-one tool lets you create boards to visualize which stage your project is in, and use reporting to keep track of finished tasks and tasks that need your attention.
    Features include:

    The ability to create templates to automate mundane tasks
    The ability to collaborate and share information across the team, privately and securely
    The option to set security controls and designate admins
    Over 100 integrations for a more efficient start-to-finish process
    The ability to create custom project fields, share documents, and filter tasks

    HubSpot integration for seamless syncing of workflows and contact activity

    Pricing: Free (Basic); $10.99/user/month (Premium); $24.99/user/month (Business); Custom (Enterprise)
    9. Monday.com

    Monday.com, a project management tool that also offers HR and IT tools, allows you to create team member status updates so your remote and flexible teams know their coworkers’ schedules. It allows you to easily access project updates at-a-glance so that nothing falls between the cracks.
    Features include:

    Customizable workflows to prioritize your team’s needs and take care of menial tasks
    Gantt chart for visualizing due dates and project timelines
    Integrations with popular tools such as Slack, Microsoft Teams, and Google Calendar
    Team member status updates for remote or flexible team members

    HubSpot integration so that everyone can collaborate on contact and deal management

    Pricing: Free for 14 days; $8/user/month (Basic); $10/user/month (Standard); $16/user/month (Pro); Custom (Enterprise)
    10. Wrike

    Wrike stands out as an exceptional project management tool for teams who want the option to customize workflows and edit and revise projects from within the platform itself. The tool offers the ability to color code and layer calendars, and its mobile app allows colleagues to update project information on-the-go. You can add comments to sections, videos, or documents, and create custom fields to export data most relevant to your company.
    Features include:

    Security measures to ensure only authorized personnel can access information
    Activity Stream to allow project managers to micromanage small tasks, see activities in chronological order, and tag team members
    The option to unfollow activities to declutter your own personal Stream
    Email and calendar synchronization
    Built-in editing and approval features

    Pricing: Free; $9.80/user/month (Professional); $24.80/user/month (Business); Custom (Enterprise)
    11. Paymo

    Paymo’s free version only allows access for one user, but if you’ve got a small team or you’re a freelancer, this could be an efficient option for tracking billable hours and invoicing clients. Along with tracking finances, Paymo also allows you to organize project timelines, create to-do lists, and stay on top of your budgets for multiple projects at once.
    Features include:

    Kanban boards for easy, at-a-glance project updates
    Time tracking to keep everyone on the same schedule
    File sharing and Adobe CC extension for easy sharing of assets
    Timesheet reporting to keep stakeholders in the loop
    Project templates to jumpstart projects with a click

    Pricing: Free; $9.95/user/month (Small Office); $15.79/user/month (Business)
    12. Trello

    Trello is a drag-and-drop tool that lets you move projects — personal, or professional — through workflow stages, all the way to completion.
    You define what those stages are — whether it’s work project statuses like ‘On Hold,’ or personal project categories like ‘Things to buy!’ — with tasks represented as ‘cards.’ Each card can be given a name, assigned to an individual, given a due date — and have files, such as images, attached to it.
    Features include:

    Templates for a range of different project types, from business to education to personal productivity
    Ability to add attachments such as images to any card on any board
    Customise your workflow stages to reflect your actual process
    Simple drag-and-drop movement of cards through workflow stages

    HubSpot integration for syncing marketing, sales, and service workflows into to-do lists

    Pricing: Free; $10/user/month; Custom (Enterprise)
    13. Todoist

    Todoist is a simple but powerful tool that lets you create powerful, interactive to-do lists. To-do items can be assigned priority levels, assigned to people in your team and flagged — with customizable reminders (although these are a premium feature). Actionable items can also be categorised into different projects, making a simple, easily understandable structure where each ‘list’ has a title (project name) and a series of actions. This all makes it an extremely flexible, customizable tool to get work done.
    Features include:

    Template lists to inspire and guide you
    Recurring due dates for regularly recurring tasks
    Productivity visualizations and ‘Karma’ points for completed tasks and streaks
    Labels, notification and discussion feeds to keep you organized

    Pricing: Free; $3/user/month (Pro); $5/user/month (Business)
    14. MeisterTask

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    MeisterTask is a project management tool that allows you to create Kanban boards, set recurring tasks, track project times, and create custom fields. You can automatically import data from other tools such as Trello and Asana, allowing you to get immediately to work without losing time.
    Features include:

    Up to 3 projects on the free version
    File attachments for projects
    Custom project icons to make tasks stand out
    Time tracking so that no deadlines fall through the cracks

    Pricing: Free; $8.25/user/month (Pro); $20.75/user/month (Business); Custom (Enterprise)
    15. Bitrix24

    Britrix24’s project management software includes Kanban boards, Gantt charts, task counters for easy prioritization, and reports for analyzing the time intensiveness of different tasks. You can also create to-do lists within tasks.
    Features include:

    Recurring tasks for easy task creation and automation
    Integration with Billable Hours, which is especially useful if you work with freelancers
    Task statuses to easily keep track of progress
    Monthly reports on time spent on tasks

    Pricing: Free; $19/month (Start+); $55/month (CRM+ and Project+); $79/month (Standard Business Plan); $159/month (Professional Business Plan)
    16. Airtable

    Airtable is a customizable spreadsheet and database app that can be used to create a project management tool for your team. Its project tracker template allows you to easily manage projects in a familiar spreadsheet-like environment, making it ideal for Excel and Google Sheets enthusiasts.
    Features include:

    Subtask creation within tasks
    Ability to assign tasks and establish time estimates
    Additional templates for keeping remote teams aligned, such as a team hub and asset tracker

    Highly customizable for different teams
    Integration with popular tools such as HubSpot, Asana, Dropbox, Google Workspace, and Slack

    Pricing: Free; $10/user/month (Plus); $20/user/month (Pro); Custom (Enterprise)
    Streamline Workflows with a Project Management Tool
    Using a project management app will empower your team to work more efficiently and collaborate more seamlessly. With hurdles out of the way, you can guarantee that your team can focus on what matters: bringing in more leads, selling to more prospects, and empowering more customers to grow alongside your business.
    Editor’s note: This post was originally published in August 2018 and has been updated for comprehensiveness.

  • MY Renault at the destination: driving to the CX innovation

    In this article, we continue the story about MYRenault by highlighting the most important aspects of the app. In the first part of the narrative, Axis Partners gave you an outline of the phone app market and MYRenault evolution. However, we are well aware our readers might finish the first article wondering what makes MYRenault…
    The post MY Renault at the destination: driving to the CX innovation appeared first on Customer Experience Magazine.

  • Why Customer Experience Matters Now More Than Ever

    Reputation Experience Management (RXM) is especially important now in our “”new normal.”” Since March — and for the foreseeable future — fewer opportunities exist for face-to-face interaction, and our new reality will look very different all the way down to the customer level. There has never been a more important time to pay closer attention to a business’s reputation on digital channels. With all this in mind, businesses can implement some best practices now so that their outside-in approach remains strong into the future. • Gather and listen to customer feedback wherever it exists. • Respond to all feedback — and do it quickly. • Future-proof your business model by making customer experience, customer success and customer loyalty a company priority. • Honestly evaluate your business, recognize that there’s work to be done and then do it. The customer experience evolution isn’t a coincidence, but the world’s current state of affairs has made it more important now than ever before. Because we sit at the threshold of a new reality that makes the customer experience so important, understanding and incorporating RXM best practices into company culture can go a long way in separating a good company from a great company into the future. Full article: https://www.forbes.com/sites/forbestechcouncil/2021/01/14/why-customer-experience-matters-now-more-than-ever/?sh=59efab44fd29
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  • Natterbox In-Depth Review [The AppAssessor #11]

    Natterbox provides a complete, Salesforce native telephony platform, accelerating productivity and increasing customer satisfaction. Launched in 2010, they believe that utilising telephony and voice technology should be as easy as buying a Salesforce license. They solve traditional business telephony issues by removing siloed systems and… Read More