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HubSpot promotes their inbound marketing concepts through their own marketing, and has been called &quot;a prolific creator of content&quot; such as blogs, social media, webinars and white papers.\r\nSource: https://en.wikipedia.org/wiki/HubSpot","companyTypes":[],"products":{},"vendoredProductsCount":4,"suppliedProductsCount":4,"supplierImplementations":[],"vendorImplementations":[],"userImplementations":[],"userImplementationsCount":0,"supplierImplementationsCount":1,"vendorImplementationsCount":1,"vendorPartnersCount":0,"supplierPartnersCount":0,"b4r":0,"categories":{},"companyUrl":"https://www.hubspot.com/","countryCodes":[],"certifications":[],"isSeller":false,"isSupplier":false,"isVendor":false,"presenterCodeLng":"","seo":{"title":"HubSpot","keywords":"HubSpot, marketing, Sales, online-systems, supplier, vendor","description":"HubSpot is a developer and marketer of software products for inbound marketing and sales. It was founded by Brian Halligan and Dharmesh Shah in 2006. Its products and services aim to provide tools for social media marketing, content management, web analytics a","og:title":"HubSpot","og:description":"HubSpot is a developer and marketer of software products for inbound marketing and sales. It was founded by Brian Halligan and Dharmesh Shah in 2006. 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That means doing more deals and less data entry.\r\nPlus, interactions are tracked automatically and deals are displayed on one dashboard for total visibility without added work.\r\nBest of all, you can enjoy up to 1,000,000 contacts, users, and storage without any expiration date – whether you're a team of 1 or 1,000.\r\nHubSpot’s free CRM makes staying organized effortless.\r\nManage your pipeline with total visibility.\r\nGet an up-to-the-minute view of your entire sales funnel on a clean, visual dashboard.\r\nYou can sort deals won and lost, appointments scheduled, and contracts sent over any time period, and track performance against quotas you set.\r\nSort deals by name, owner, amount, or stage with custom filters for actionable intel in a fraction of the time.\r\nLog sales activity automatically.\r\nHubSpot CRM tracks customer interactions automatically – whether they’re in an email, across social media, or on a call\r\nSync with Gmail or Outlook using HubSpot Sales, and capture every call, email, or meeting as it happens.\r\nSee everything about a lead in one place\r\nGo way beyond names and job titles. Every interaction with a lead is stored in a tidy timeline, including calls, emails, meetings, and notes\r\nYou’ll never need to dig through a messy inbox or spreadsheet to figure out where a relationship left off\r\nSync up with HubSpot Marketing, and you’ll know which content your lead has consumed so you can personalize your approach\r\nUse with HubSpot's sales software, and skyrocket productivity\r\nContacts and deals are only the beginning. HubSpot CRM is part of a full suite of sales productivity tools that sync up with your inbox and make every part of selling easier\r\nSend Personalized Sequences\r\nQueue up a series of emails and deliver them to a prospect on a schedule you set\r\nCreate and Measure Email Templates\r\nTurn repetitive emails into templates you can send in seconds. Then track performance and share the best ones with your team\r\nGet Real-Time Notifications\r\nKnow the instant a prospect opens an email or downloads an attachment so you can follow up when you’re top-of-mind\r\nEnrich Contact Records Automatically\r\nGet insights your sales team will actually use by automatically populating contact records with details from our database of over 20 million businesses\r\nPlace Calls From Inside the CRM\r\nCall with a click and choose whether or not to record the conversation. A log is automatically saved on your contact’s timeline\r\nBook More Meetings\r\nSet your availability and get a shareable link that syncs with your calendar and lets leads pick a time that works for everyone.","shortDescription":"HubSpot CRM is everything you need to organize, track, and nurture your leads and customers. 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The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]}],"countries":[],"startDate":"0000-00-00","endDate":"0000-00-00","dealDate":"0000-00-00","price":0,"status":"finished","statusLabel":"Finished","isImplementation":true,"isAgreement":false,"confirmed":1,"implementationDetails":{"businessObjectives":{"id":14,"title":"Business objectives","translationKey":"businessObjectives","options":[{"id":4,"title":"Reduce Costs"},{"id":5,"title":"Enhance Staff Productivity"},{"id":7,"title":"Improve Customer Service"},{"id":252,"title":"Increase Customer Base"}]},"businessProcesses":{"id":11,"title":"Business process","translationKey":"businessProcesses","options":[{"id":174,"title":"No unified email system"},{"id":176,"title":"No unified address book"},{"id":177,"title":"Decentralized IT systems"},{"id":356,"title":"High costs of routine operations"},{"id":340,"title":"Low quality of customer service"},{"id":388,"title":"Failure to attract new customers"},{"id":389,"title":"Customer attrition"},{"id":390,"title":"Low quality of customer support"}]}},"categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"additionalInfo":{"budgetNotExceeded":"","functionallyTaskAssignment":"","projectWasPut":"","price":0,"source":{"url":"https://www.hubspot.com/customers/storehub","title":"Web-site of vendor"}},"comments":[],"referencesCount":0}],"vendorImplementations":[{"id":334,"title":"HubSpot CRM for iPad Point of Sale system company","description":"StoreHub Boosts Conversion Rates by 20% with HubSpot\r\n\r\nStoreHub is a cloud-based retail management solution that provides a revolutionary iPad point of sale (POS) system to small-to-medium enterprises (SMEs) across the globe. Wai Hong Fong is the co-founder of StoreHub and is based in the company’s head office in Malaysia. Before HubSpot, StoreHub had no way of tracking their leads or properly scoring them, which lead to prioritisation inefficiencies when it was time for sales to follow up. They also relied on a host of manual processes to during the follow-up process, causing it to be much more time-consuming than necessary. With HubSpot, StoreHub has been able to implement a holistic lead-tracking system that allows them to score each lead and prompt effective follow-up from sales. The sales team also now use a host of features from the HubSpot Sales Pro suite to automate their actions and save much time and effort in the process. These changes have led to a fantastic 20% increase in conversion rates, as well as the automation of over 20,000 email touchpoints and over 700 hours of work saved through this automation.\r\n\r\n20% overall increase in conversion rates\r\n700+ hours saved across the sales team to date\r\n20k+ email touchpoints automated\r\nAbout StoreHub\r\nStoreHub is a cloud-based retail management solution that provides a revolutionary iPad point of sale (POS) system to small-to-medium enterprises (SMEs) across the globe.\r\n\r\nMarketing Automation, Lead Generation, Sales Process, Sales Enablement, Lead Conversion, Case Study, Malaysia, Marketing And Sales Alignment\r\n\r\nNo lead scoring and inefficient follow-up\r\n\r\nPrior to HubSpot, StoreHub were using Pipedrive as their marketing and sales solution, which didn’t allow them to see where their leads were coming from or understand the actions each lead took. Without these engagement metrics, they ran into problems around lead scoring, where they couldn’t apply an accurate estimation of the quality of each lead. This lack of knowledge on quality had a knock-on effect across the sales team, where they weren’t able to effectively prioritise their leads and when to follow up. This then had a negative impact on their ability to close deals and lowered conversion rates.\r\n\r\nWai Hong also stated that their sales team was expending much effort on manual processes, losing out on time that could be spent on more value-adding tasks. As StoreHub strives to get in touch with leads within two minutes of first contact, Wai Hong knew that he needed a solution that could help his team prioritise better and work more efficiently. “We’re a pretty call-heavy company and we commit to contacting a lead within two minutes, so time is a big factor for us when prioritising calls and taking action.”\r\n\r\nOnce he decided to look for a solution, Wai Hong opened up a conversation with HubSpot and learned how the tool could help StoreHub to move their information across teams faster and more effectively, as well as automating many of the tasks that were being done manually.","alias":"hubspot-crm-for-ipad-point-of-sale-system-company","roi":0,"seo":{"title":"HubSpot CRM for iPad Point of Sale system company","keywords":"StoreHub, that, their, HubSpot, lead, sales, across, solution","description":"StoreHub Boosts Conversion Rates by 20% with HubSpot\r\n\r\nStoreHub is a cloud-based retail management solution that provides a revolutionary iPad point of sale (POS) system to small-to-medium enterprises (SMEs) across the globe. Wai Hong Fong is the co-founder o","og:title":"HubSpot CRM for iPad Point of Sale system company","og:description":"StoreHub Boosts Conversion Rates by 20% with HubSpot\r\n\r\nStoreHub is a cloud-based retail management solution that provides a revolutionary iPad point of sale (POS) system to small-to-medium enterprises (SMEs) across the globe. Wai Hong Fong is the co-founder o"},"deal_info":"","user":{"id":4046,"title":"StoreHub","logoURL":"https://old.roi4cio.com/uploads/roi/company/storehub.png","alias":"storehub","address":"","roles":[],"description":"StoreHub is a powerful iPad Point of Sale (POS) system that will change the way you do business.We are headquartered in sunny Kuala Lumpur, Malaysia with offices in the Philippines, Thailand and China. 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That means doing more deals and less data entry.\r\nPlus, interactions are tracked automatically and deals are displayed on one dashboard for total visibility without added work.\r\nBest of all, you can enjoy up to 1,000,000 contacts, users, and storage without any expiration date – whether you're a team of 1 or 1,000.\r\nHubSpot’s free CRM makes staying organized effortless.\r\nManage your pipeline with total visibility.\r\nGet an up-to-the-minute view of your entire sales funnel on a clean, visual dashboard.\r\nYou can sort deals won and lost, appointments scheduled, and contracts sent over any time period, and track performance against quotas you set.\r\nSort deals by name, owner, amount, or stage with custom filters for actionable intel in a fraction of the time.\r\nLog sales activity automatically.\r\nHubSpot CRM tracks customer interactions automatically – whether they’re in an email, across social media, or on a call\r\nSync with Gmail or Outlook using HubSpot Sales, and capture every call, email, or meeting as it happens.\r\nSee everything about a lead in one place\r\nGo way beyond names and job titles. 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The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. 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Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]}],"countries":[],"startDate":"0000-00-00","endDate":"0000-00-00","dealDate":"0000-00-00","price":0,"status":"finished","statusLabel":"Finished","isImplementation":true,"isAgreement":false,"confirmed":1,"implementationDetails":{"businessObjectives":{"id":14,"title":"Business objectives","translationKey":"businessObjectives","options":[{"id":4,"title":"Reduce Costs"},{"id":5,"title":"Enhance Staff Productivity"},{"id":7,"title":"Improve Customer Service"},{"id":252,"title":"Increase Customer Base"}]},"businessProcesses":{"id":11,"title":"Business process","translationKey":"businessProcesses","options":[{"id":174,"title":"No unified email system"},{"id":176,"title":"No unified address book"},{"id":177,"title":"Decentralized IT systems"},{"id":356,"title":"High costs of routine operations"},{"id":340,"title":"Low quality of customer service"},{"id":388,"title":"Failure to attract new customers"},{"id":389,"title":"Customer attrition"},{"id":390,"title":"Low quality of customer support"}]}},"categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. 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In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. 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Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"additionalInfo":{"budgetNotExceeded":"","functionallyTaskAssignment":"","projectWasPut":"","price":0,"source":{"url":"https://www.hubspot.com/customers/storehub","title":"Web-site of vendor"}},"comments":[],"referencesCount":0}],"userImplementations":[],"userImplementationsCount":0,"supplierImplementationsCount":1,"vendorImplementationsCount":1,"vendorPartnersCount":0,"supplierPartnersCount":0,"b4r":0,"categories":{"52":{"id":52,"title":"SaaS - software as a service","description":"<span style=\"font-weight: bold;\">Software as a service (SaaS)</span> is a software licensing and delivery model in which software is licensed on a subscription basis and is centrally hosted. It is sometimes referred to as &quot;on-demand software&quot;, and was formerly referred to as &quot;software plus services&quot; by Microsoft.\r\n SaaS services is typically accessed by users using a thin client, e.g. via a web browser. SaaS software solutions has become a common delivery model for many business applications, including office software, messaging software, payroll processing software, DBMS software, management software, CAD software, development software, gamification, virtualization, accounting, collaboration, customer relationship management (CRM), Management Information Systems (MIS), enterprise resource planning (ERP), invoicing, human resource management (HRM), talent acquisition, learning management systems, content management (CM), Geographic Information Systems (GIS), and service desk management. SaaS has been incorporated into the strategy of nearly all leading enterprise software companies.\r\nSaaS applications are also known as <span style=\"font-weight: bold;\">Web-based software</span>, <span style=\"font-weight: bold;\">on-demand software</span> and<span style=\"font-weight: bold;\"> hosted software</span>.\r\nThe term &quot;Software as a Service&quot; (SaaS) is considered to be part of the nomenclature of cloud computing, along with Infrastructure as a Service (IaaS), Platform as a Service (PaaS), Desktop as a Service (DaaS),managed software as a service (MSaaS), mobile backend as a service (MBaaS), and information technology management as a service (ITMaaS).\r\nBecause SaaS is based on cloud computing it saves organizations from installing and running applications on their own systems. That eliminates or at least reduces the associated costs of hardware purchases and maintenance and of software and support. The initial setup cost for a SaaS application is also generally lower than it for equivalent enterprise software purchased via a site license.\r\nSometimes, the use of SaaS cloud software can also reduce the long-term costs of software licensing, though that depends on the pricing model for the individual SaaS offering and the enterprise’s usage patterns. In fact, it’s possible for SaaS to cost more than traditional software licenses. This is an area IT organizations should explore carefully.<br />SaaS also provides enterprises the flexibility inherent with cloud services: they can subscribe to a SaaS offering as needed rather than having to buy software licenses and install the software on a variety of computers. The savings can be substantial in the case of applications that require new hardware purchases to support the software.<br /><br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Who uses SaaS?</span></h1>\r\nIndustry analyst Forrester Research notes that SaaS adoption has so far been concentrated mostly in human resource management (HRM), customer relationship management (CRM), collaboration software (e.g., email), and procurement solutions, but is poised to widen. Today it’s possible to have a data warehouse in the cloud that you can access with business intelligence software running as a service and connect to your cloud-based ERP like NetSuite or Microsoft Dynamics.The dollar savings can run into the millions. And SaaS installations are often installed and working in a fraction of the time of on-premises deployments—some can be ready in hours. \r\nSales and marketing people are likely familiar with Salesforce.com, the leading SaaS CRM software, with millions of users across more than 100,000 customers. Sales is going SaaS too, with apps available to support sales in order management, compensation, quote production and configure, price, quoting, electronic signatures, contract management and more.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why SaaS? Benefits of software as a service</span></h1>\r\n<ul><li><span style=\"font-weight: bold;\">Lower cost of entry</span>. With SaaS solution, you pay for what you need, without having to buy hardware to host your new applications. Instead of provisioning internal resources to install the software, the vendor provides APIs and performs much of the work to get their software working for you. The time to a working solution can drop from months in the traditional model to weeks, days or hours with the SaaS model. In some businesses, IT wants nothing to do with installing and running a sales app. In the case of funding software and its implementation, this can be a make-or-break issue for the sales and marketing budget, so the lower cost really makes the difference.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reduced time to benefit/rapid prototyping</span>. In the SaaS model, the software application is already installed and configured. Users can provision the server for the cloud and quickly have the application ready for use. This cuts the time to benefit and allows for rapid demonstrations and prototyping. With many SaaS companies offering free trials, this means a painless proof of concept and discovery phase to prove the benefit to the organization. </li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Pay as you go</span>. SaaS business software gives you the benefit of predictable costs both for the subscription and to some extent, the administration. Even as you scale, you can have a clear idea of what your costs will be. This allows for much more accurate budgeting, especially as compared to the costs of internal IT to manage upgrades and address issues for an owned instance.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">The SaaS vendor is responsible for upgrades, uptime and security</span>. Under the SaaS model, since the software is hosted by the vendor, they take on the responsibility for maintaining the software and upgrading it, ensuring that it is reliable and meeting agreed-upon service level agreements, and keeping the application and its data secure.&nbsp; While some IT people worry about Software as a Service security outside of the enterprise walls, the likely truth is that the vendor has a much higher level of security than the enterprise itself would provide. Many will have redundant instances in very secure data centers in multiple geographies.&nbsp; Also, the data is being automatically backed up by the vendor, providing additional security and peace of mind. Because of the data center hosting, you’re getting the added benefit of at least some disaster recovery. Lastly, the vendor manages these issues as part of their core competencies—let them.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Integration and scalability.</span> Most SaaS apps are designed to support some amount of customization for the way you do business. SaaS vendors create APIs to allow connections not only to internal applications like ERPs or CRMs but also to other SaaS providers. One of the terrific aspects of integration is that orders written in the field can be automatically sent to the ERP. Now a salesperson in the field can check inventory through the catalog, write the order in front of the customer for approval, send it and receive confirmation, all in minutes. And as you scale with a SaaS vendor, there’s no need to invest in server capacity and software licenses. </li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Work anywhere</span>. Since the software is hosted in the cloud and accessible over the internet, users can access it via mobile devices wherever they are connected. This includes checking customer order histories prior to a sales call, as well as having access to real time data and real time order taking with the customer.</li></ul>\r\n<p class=\"align-left\">&nbsp;</p>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/SaaS__1_.png","alias":"saas-software-as-a-service"},"71":{"id":71,"title":"CRM - Customer Relationship Management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png","alias":"crm-customer-relationship-management"},"814":{"id":814,"title":"Landing pages","description":"In online marketing, a landing page, sometimes known as a &quot;lead capture page&quot;, &quot;static page&quot;, or a &quot;destination page&quot;, is a single web page that appears in response to clicking on a search engine optimized search result, marketing promotion, marketing email, or an online advertisement. The landing page will usually display directed sales copy that is a logical extension of the advertisement, search result or link. Landing pages are used for lead generation. The actions that a visitor takes on a landing page is what determines an advertiser's conversion rate. A landing page may be part of a microsite or a single page within an organization's main web site.\r\nLanding pages are often linked to social media, e-mail campaigns or search engine marketing campaigns in order to enhance the effectiveness of the advertisements. The general goal of a landing page is to convert site visitors into sales or leads. If the goal is to obtain a lead, the landing page will include some method for the visitor to get into contact with the company, usually a phone number, or an inquiry form. If a sale is required, the landing page will usually have a link for the visitor to click, which will then send them to a shopping cart or a checkout area. By analyzing activity generated by the linked URL, marketers can use click-through rates and conversion rate to determine the success of an advertisement.","materialsDescription":"<span style=\"font-weight: bold;\">What is a landing page?</span>\r\nLanding pages are selling pages. Ideally - ONE page that:\r\n<ul><li>first introduces the proposal,</li><li>then describes the “goodies” and benefits of YOUR offer,</li><li>and finally, allows you to “skim the cream” - get a subscription, letter or call from a potential client.</li></ul>\r\nAnd if you have a store or a catalog of goods (services), then get the transition to the store for purchase.\r\n<span style=\"font-weight: bold;\">Should the landing page be located on a separate resource or on my website?</span>\r\nIt is possible but not necessary. It is important to understand: a landing page in the perception of the Internet user is a separate page with a special offer. It can be physically located on the other side of the world. Or lie literally next to them. In any case, it is one click from your store. But its perception by the visitor - as well as the result - does not change in any way.\r\nThe only caveat: if the landing page is created on a reputable and specialized service with a high rating, then the likelihood of visiting it and triggering increases. And the availability of technical support for the service allows you to count on its round-the-clock availability.\r\n<span style=\"font-weight: bold;\">Landing against the site - a real contradiction or myth?</span>\r\nIn fact, the problem is far-fetched, and there is no contradiction. The landing page (selling page) and the regular site differ in many ways, but they don’t “fight” at all, and in many cases, they successfully complement each other. You can own and use productively:\r\n<ul><li>Separate landing (one or more),</li><li>A separate site (corporate office, storefront, catalog, store, online magazine or online school),</li><li>A site with an unlimited number of landings.</li></ul>\r\nAnd you can actively use a bunch of landing sites (your own or others), extracting the maximum benefit from this.<br />It all depends on the specific tasks that you set for each element of this scheme and their successful combination.\r\n<span style=\"font-weight: bold;\">What are the main differences between a landing page and a site?</span>\r\n<ul><li>The &quot;purity&quot; of the idea and its visual display,</li><li>Refusal of all superfluous, doubtful and &quot;passing&quot; elements,</li><li>Maximum emphasis on the main thing, use of the most effective means and formulations for this,</li><li>As a rule, the solution of one single task: to convince or inform about something, sell something, attract customers to the store or participants for some specific event.</li></ul>\r\n<span style=\"font-weight: bold;\">What is necessary to create a good landing?</span>\r\n<span style=\"font-weight: bold;\">1. Clear and detailed information about who and why the landing page is created.</span> A full description, actual and digital characteristics and a sufficient selection of illustrations. Approximately the same as you would surely introduce to a future partner, investor or buyer in order to arouse trust and desire to cooperate and buy.\r\nFor what? To arouse trust and desire to cooperate or buy. And, so that there is no room for silly questions. Smart ones are welcome.\r\n<span style=\"font-weight: bold;\">2. An idea of how the landing page will &quot;work&quot;.</span> In other words, the script. Where to start, what to talk about next, then to complete a &quot;conversation&quot; with a landing visitor. Where and what accents to place. What to say (or keep silent). And how to bring a potential customer to the most important thing - the formed desire to buy.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon-landing-pages.png","alias":"landing-pages"},"820":{"id":820,"title":"Marketing Automation","description":"Marketing automation refers to software platforms and technologies designed for marketing departments and organizations to more effectively market on multiple channels online (such as email, social media, websites, etc.) and automate repetitive tasks.\r\nMarketing departments, consultants and part-time marketing employees benefit by specifying criteria and outcomes for tasks and processes which are then interpreted, stored and executed by digital marketing software, which increases efficiency and reduces human error. Originally focused on email marketing automation, marketing automation now refers to a broad range of automation and analytic tools for marketing, especially inbound marketing. Marketing Automation platforms are used as a hosted or web-based solution, and no software installation is required by the customer.\r\nThe reason for using a marketing automation platform is to streamline sales and marketing organizations by replacing high-touch, repetitive manual processes with automated solutions.\r\nMarketing automation is a platform that marketers use to plan, coordinate, manage and measure all of their marketing campaigns, both online and offline. It is often used along with lifecycle marketing strategy to closely manage and nurture generated leads, aiming to convert leads into customers.\r\nMarketing automation is a type of software that allows companies to effectively target customers with automated marketing messages across channels including email, websites, social media and text messages to generate sales leads. The technology is a segment of customer relationship management, or CRM, and is typically used by marketing departments as a way to remove repetitive tasks from staff workflows and increase overall marketing efficiency.\r\nOften, a brand will use multiple marketing automation tools, referred to as the marketing technology or martech — stack. These automation platforms assist in lead generation via email marketing, chatbots hosted on social media or websites, and other channels such as short message service (SMS) text. Marketing automation tools extend the reach of marketing campaigns, creating inbound marketing, a term some vendors use to refer to the strategy of finding prospects for top- to mid-funnel via personalization of pitches derived through analytics tools, which segment customers into different groups for different approaches.\r\n<p class=\"align-center\"><span style=\"font-weight: bold;\">Marketing automation features</span></p>\r\nDigital marketing automation software manages the online element of a marketing campaign, including data analytics that can create more precise personalization of content to individual customers to drive engagement and revenue.\r\nArtificial intelligence (AI) applications such as chatbots can help automate the delivery of that information or direct potential customers to webpages, online documents or forms that help create sales or gauge a potential customer's current or future interest in purchasing a company's goods or services. Marketing manager tools can also administer customer satisfaction and product usage surveys and then collect, measure and segment the response data.\r\nThe main features of marketing automation software typically include:\r\n<ul><li>Account-based marketing</li><li>Analytics for CRM</li><li>Campaign management</li><li>Inbound marketing</li><li>Lead management</li><li>Marketing ROI</li><li>Targeting and segmentation</li><li>Social marketing</li></ul>","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal; \">Who should use marketing automation?</span></h1>\r\n<p class=\"align-left\">The beauty of a marketing automation system is that it can help your business maximize on efforts that have already proven successful. Attracting new audiences through the use of effective marketing strategies is step one, but if you want to do more to nurture those people so that they become customers, marketing automation is a good bet.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal; \">How can marketing automation benefit my business?</span></h1>\r\n<p class=\"align-left\">Marketing software solutions removes the hassle from your marketing strategy and allows you to streamline, automate and evaluate tasks and workflows. Your business will be able to scale its efforts and improve how you target customers.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal; \">What is marketing automation software?</span></h1>\r\n<p class=\"align-left\">In essence, it’s a set of solutions that automates, streamlines and analyzes marketing-related workflows and engagement to get more leads and qualify them for sales. The idea is the more qualified leads you get the higher the conversion rate and the more revenue you generate. </p>\r\n<p class=\"align-left\">Marketing software programs differ from CRM in that the purpose of marketing automation software is to get top-of-funnel leads, while the latter nurtures middle- and bottom-of-funnel leads. In short, marketing automation qualifies leads to feed into the CRM sales funnel for nurturing prospects to conversion.</p>\r\n<p class=\"align-left\">Marketing automation plugs into a company's CRM system, which, typically, has its own native marketing automation cloud service (such as Salesforce Pardot and Oracle Eloqua). Eloqua will work with other CRM platforms that compete with Oracle's, and Marketo, an independent marketing automation platform, will work with Salesforce, Oracle, Microsoft and other CRM systems. HubSpot also is a popular marketing automation platform that has its own CRM backbone.</p>\r\n<p class=\"align-left\">This becomes important when a company's marketing operations rely on a survey, email, social media or chatbot app for inbound lead-generation efforts that plug into Marketo or Eloqua, which, in turn, allows those marketing processes to continue regardless of which CRM the company uses. In effect, they act as middleware connecting the thousands of niche marketing automation tools and large CRM systems, where a company's customer data resides.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal; \">What are the types of marketing automation software?<br /></span></h1>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">CRM integrated</span>. Many CRM solutions today have multi-channel marketing tools to make lead generation a seamless experience from top-of-funnel to conversion. If not fully packaged, at least the marketing automation and CRM are modularized and have native integration.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Email marketing</span>. Marketing automation has its beginnings with email marketing software. Many mailers are established and have maintained their email marketing UI as their core functionality, but they now offer newer marketing automation features like lead scoring, landing page integration and analytics beyond the open-click metric.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Marketing automation.</span> This is the primary category featuring the standard tools, such as: forms, landing pages, lead scoring, lead database, reporting and analytics and pre-built or integrated email marketing and CRM functions.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Marketing analytics software</span>. They can be standalone apps or modules to a bigger marketing automation system. They lend more powerful analytics to the base system and cross over to the business intelligence category.<br />Social marketing. These are marketing software solutions with focus on social media functionalities such as Twitter and LinkedIn prospecting, brand mention tracking on Facebook and triggered posts on your pages based on your rules for keywords, hashtags or mentions.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal; \">What does marketing automation software do?</span></h1>\r\n<p class=\"align-left\">Here are the main features of marketing automation technology, which you should look for when subscribing to one.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Lead scoring. </span>Allows you to automatically grade leads based on specific criteria you set, including demographics, prospect behaviors and historical interactions. You assign a weight to each criterion and the system aggregates them to calculate the prospect’s lead score. The lead scores can be segregated by range and automatically funneled to their respective workflows. </p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Lead database</span>. The lead database captures a qualified prospect’s details and other marketing activities like web visits, email clicks and downloads. This database funnels leads to your CRM sales pipeline and, once converted, into your main customer database. The lead database may also allow for segmentation to help you target groups.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Lead nurturing.</span> Generally runs workflows designed to filter or shortlist prospects, which include managing the processes in email marketing and other channels and capturing data that helps in further qualifying leads.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Email marketing.</span> Business email marketing software allows email drip campaigns and features newsletter and email templates or an editor that lets you design your layout with ease. It allows for mass emails to targeted lists with a tracking tool to view number of opens and click-throughs. It may also feature an advanced tool for triggered emails, which send the right response in real time to specific customer actions.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">CRM integration</span>. Once the leads are qualified at the top-of-funnel, they are sent to the sales team; hence, marketing automation software should have seamless CRM integration. The integration can be with a third-party solution or as an add-on to the marketing automation software.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Forms and landing pages.</span> A form is embedded on the landing page to collect lead data, where it is funneled into your database for lead scoring. The landing page can also include dynamic content, where images, texts and calls-to-action are customized to the lead based on profiling like geolocation, industry, job title, previous interactions with you, etc.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Progressive profiling.</span> This is a smart form that delivers the right fields to different leads. A web visitor is analyzed for key details (for example: IP address, source page, Y/N customer) and is led to a series of unique short forms to capture specific data. This feature may also require social credentials for deeper profiling.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Reporting &amp; analytics. </span>You can calculate an individual campaign’s cost and ROI and, generally, your marketing activities, by running analytics on key metrics that are sliced and diced in different ways that include open emails, downloads, lead volume, etc. In conjunction with CRM, you can associate these values against sales metrics like conversion rate, win-loss rate and total sales.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Mobile-optimized. </span>Mobile-optimized landing pages and emails help you target users who access the Internet from their smartphones or tablets. Mobile-optimized also means you can access the system and your data on the go.<br /><br /><br /><br /></p>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon-marketing-automation.png","alias":"marketing-automation"},"842":{"id":842,"title":"Chatbot Development","description":"A chatbot is a piece of software that conducts a conversation via auditory or textual methods. Such programs are often designed to convincingly simulate how a human would behave as a conversational partner, although as of 2019, they are far short of being able to pass the Turing test. Chatbots are typically used in dialog systems for various practical purposes including customer service or information acquisition. Some chatbots use sophisticated natural language processing systems, but many simpler ones scan for keywords within the input, then pull a reply with the most matching keywords, or the most similar wording pattern, from a database.\r\nThe term &quot;ChatterBot&quot; was originally coined by Michael Mauldin (creator of the first Verbot, Julia) in 1994 to describe these conversational programs. Today, most chatbots are accessed via virtual assistants such as Google Assistant and Amazon Alexa, via messaging apps such as Facebook Messenger or WeChat, or via individual organizations' apps and websites. Chatbots can be classified into usage categories such as conversational commerce (e-commerce via chat), analytics, communication, customer support, design, developer tools, education, entertainment, finance, food, games, health, HR, marketing, news, personal, productivity, shopping, social, sports, travel and utilities.\r\nBeyond chatbots, Conversational AI refers to the use of messaging apps, speech-based assistants and chatbots to automate communication and create personalized customer experiences at scale.\r\nThe process of building, testing and deploying chatbots can be done on cloud-based chatbot development platforms offered by cloud Platform as a Service (PaaS) providers such as Oracle Cloud Platform SnatchBot and IBM Watson. These cloud platforms provide Natural Language Processing, Artificial Intelligence and Mobile Backend as a Service for chatbot development.\r\nSome Companies like Microsoft Azure and AARC are currently providing their Bot Engines through which chatbot Platforms or Software can be developed.","materialsDescription":"New tools designed to simplify the interaction between humans and computers have hit the market: Chatbots or Virtual Assistants. In banking, chatbots and virtual assistants are some of the industry’s newest tools designed to simplify the interaction between humans and computers.\r\n<span style=\"font-weight: bold;\">What is a chatbot?</span>\r\nA chatbot is artificial intelligence (AI) software that can simulate a conversation (or a chat) with a user in natural language through messaging applications, websites, mobile apps or through the telephone.\r\n<span style=\"font-weight: bold;\">Why are chatbots important?</span>\r\nA chatbot is often described as one of the most advanced and promising expressions of interaction between humans and machines. However, from a technological point of view, a chatbot only represents the natural evolution of a Question-Answering system leveraging Natural Language Processing (NLP). Formulating responses to questions in natural language is one of the most typical examples of Natural Language Processing applied in various enterprises’ end-use applications.\r\n<span style=\"font-weight: bold;\">How does a chatbot work?</span>\r\nThere are two different tasks at the core of a chatbot:\r\n<ol><li>user request analysis</li><li>returning the response</li></ol>\r\nUser request analysis: this is the first task that a chatbot performs. It analyzes the user’s request to identify the user intent and to extract relevant entities.\r\nThe ability to identify the user’s intent and extract data and relevant entities contained in the user’s request is the first condition and the most relevant step at the core of a chatbot: If you are not able to correctly understand the user’s request, you won’t be able to provide the correct answer.\r\nReturning the response: once the user’s intent has been identified, the chatbot must provide the most appropriate response for the user’s request. The answer may be:\r\n<ul><li>a generic and predefined text;</li><li>a text retrieved from a knowledge base that contains different answers;</li><li>a contextualized piece of information based on data the user has provided;</li><li>data stored in enterprise systems;</li><li>the result of an action that the chatbot performed by interacting with one or more backend application;</li><li>a disambiguating question that helps the chatbot to correctly understand the user’s request.</li></ul>\r\n<span style=\"font-weight: bold;\">In what is the benefit of chatbots?</span>\r\nChatbot applications streamline interactions between people and services, enhancing the customer experience. At the same time, they offer companies new opportunities to improve the customer's engagement process and operational efficiency by reducing the typical cost of customer service.\r\nTo be successful, a chatbot solution should be able to effectively perform both of these tasks. Human support plays a key role here: Regardless of the kind of approach and the platform, human intervention is crucial in configuring, training and optimizing the chatbot system.\r\n<span style=\"font-weight: bold;\">Which chatbot application is right for you?</span>\r\nThere are different approaches and tools that you can use to develop a chatbot. Depending on the use case you want to address, some chatbot technologies are more appropriate than others. In order to achieve the desired results, the combination of different AI forms such as natural language processing, machine learning, and semantic understanding may be the best option.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Chatbot_Development.png","alias":"chatbot-development"}},"branches":"Information Technology","companySizes":"More than 2000 Employees","companyUrl":"https://www.hubspot.com/","countryCodes":["USA"],"certifications":[],"isSeller":true,"isSupplier":true,"isVendor":true,"presenterCodeLng":"","seo":{"title":"HubSpot","keywords":"HubSpot, marketing, Sales, online-systems, supplier, vendor","description":"HubSpot is a developer and marketer of software products for inbound marketing and sales. It was founded by Brian Halligan and Dharmesh Shah in 2006. Its products and services aim to provide tools for social media marketing, content management, web analytics a","og:title":"HubSpot","og:description":"HubSpot is a developer and marketer of software products for inbound marketing and sales. It was founded by Brian Halligan and Dharmesh Shah in 2006. Its products and services aim to provide tools for social media marketing, content management, web analytics a","og:image":"https://old.roi4cio.com/uploads/roi/company/HubSpot.png"},"eventUrl":"","vendorPartners":[],"supplierPartners":[],"vendoredProducts":[{"id":1142,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/HubSpot_CRM.png","logo":true,"scheme":false,"title":"HubSpot CRM","vendorVerified":0,"rating":"1.00","implementationsCount":1,"suppliersCount":0,"supplierPartnersCount":0,"alias":"hubspot-crm","companyTitle":"HubSpot","companyTypes":["supplier","vendor"],"companyId":4045,"companyAlias":"hubspot","description":"Manage your pipeline and speed up your sales team with the CRM that’s free, forever.\r\nYour sales team wants to sell – not fight with messy spreadsheets, cluttered inboxes, or clunky tools that slow them down.\r\nHubSpot CRM automates the tasks salespeople hate and takes minutes to learn – not months. That means doing more deals and less data entry.\r\nPlus, interactions are tracked automatically and deals are displayed on one dashboard for total visibility without added work.\r\nBest of all, you can enjoy up to 1,000,000 contacts, users, and storage without any expiration date – whether you're a team of 1 or 1,000.\r\nHubSpot’s free CRM makes staying organized effortless.\r\nManage your pipeline with total visibility.\r\nGet an up-to-the-minute view of your entire sales funnel on a clean, visual dashboard.\r\nYou can sort deals won and lost, appointments scheduled, and contracts sent over any time period, and track performance against quotas you set.\r\nSort deals by name, owner, amount, or stage with custom filters for actionable intel in a fraction of the time.\r\nLog sales activity automatically.\r\nHubSpot CRM tracks customer interactions automatically – whether they’re in an email, across social media, or on a call\r\nSync with Gmail or Outlook using HubSpot Sales, and capture every call, email, or meeting as it happens.\r\nSee everything about a lead in one place\r\nGo way beyond names and job titles. Every interaction with a lead is stored in a tidy timeline, including calls, emails, meetings, and notes\r\nYou’ll never need to dig through a messy inbox or spreadsheet to figure out where a relationship left off\r\nSync up with HubSpot Marketing, and you’ll know which content your lead has consumed so you can personalize your approach\r\nUse with HubSpot's sales software, and skyrocket productivity\r\nContacts and deals are only the beginning. HubSpot CRM is part of a full suite of sales productivity tools that sync up with your inbox and make every part of selling easier\r\nSend Personalized Sequences\r\nQueue up a series of emails and deliver them to a prospect on a schedule you set\r\nCreate and Measure Email Templates\r\nTurn repetitive emails into templates you can send in seconds. Then track performance and share the best ones with your team\r\nGet Real-Time Notifications\r\nKnow the instant a prospect opens an email or downloads an attachment so you can follow up when you’re top-of-mind\r\nEnrich Contact Records Automatically\r\nGet insights your sales team will actually use by automatically populating contact records with details from our database of over 20 million businesses\r\nPlace Calls From Inside the CRM\r\nCall with a click and choose whether or not to record the conversation. A log is automatically saved on your contact’s timeline\r\nBook More Meetings\r\nSet your availability and get a shareable link that syncs with your calendar and lets leads pick a time that works for everyone.","shortDescription":"HubSpot CRM is everything you need to organize, track, and nurture your leads and customers. Yes, it's 100% free, forever.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":1,"sellingCount":15,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"HubSpot CRM","keywords":"with, your, HubSpot, sales, automatically, deals, team, that","description":"Manage your pipeline and speed up your sales team with the CRM that’s free, forever.\r\nYour sales team wants to sell – not fight with messy spreadsheets, cluttered inboxes, or clunky tools that slow them down.\r\nHubSpot CRM automates the tasks salespeople hate a","og:title":"HubSpot CRM","og:description":"Manage your pipeline and speed up your sales team with the CRM that’s free, forever.\r\nYour sales team wants to sell – not fight with messy spreadsheets, cluttered inboxes, or clunky tools that slow them down.\r\nHubSpot CRM automates the tasks salespeople hate a","og:image":"https://old.roi4cio.com/fileadmin/user_upload/HubSpot_CRM.png"},"eventUrl":"","translationId":1143,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[{"id":3,"title":"CRM"}],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":6524,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/hubspot.png","logo":true,"scheme":false,"title":"Hubspot Landing Page Builder","vendorVerified":0,"rating":"1.00","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":0,"alias":"hubspot-landing-page-builder","companyTitle":"HubSpot","companyTypes":["supplier","vendor"],"companyId":4045,"companyAlias":"hubspot","description":"<p><span style=\"font-weight: bold;\">Launch professional-looking landing pages in seconds.</span></p>\r\n<p><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Create and publish new landing pages in no time.</span></span></p>\r\n<p>Quickly design and launch professional-looking landing pages without help from developers or IT.</p>\r\n<p>Choose from our built-in library of mobile-optimized templates that are proven to convert, or build pages from the ground up. With the drag-and-drop page editor, customizing your page&rsquo;s content, forms, layout, and branding is a snap.</p>\r\n<p>Preview how your page looks on different devices before publishing. Then watch the leads roll in.</p>\r\n<p><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Personalize landing page content for individual visitors.</span></span></p>\r\n<p>Display personalized content, CTAs, and forms for each and every visitor to improve the performance of your landing pages.</p>\r\n<p>Dynamically show different content based on a visitor&rsquo;s location, source, device, lifecycle stage, or any other contact detail stored in your CRM. Gather more information about prospects using dynamic forms that never ask the same question twice.</p>\r\n<p>Provide customers with the best experience possible by tailoring landing page content to individual visitors.</p>\r\n<p><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Analyze, test, and optimize landing page performance.</span></span></p>\r\n<p>Identify your best converting landing pages in a centralized dashboard. Get customized SEO suggestions to optimize your pages for search.</p>\r\n<p>Then dig deeper to see how many visits, contacts, and customers each page is generating. Test up to five variations of a page and have HubSpot automatically choose the winner. Run tests on every element, including headlines, images, CTAs, forms, and more - driving more leads, faster than ever.</p>","shortDescription":"Create and test beautiful landing pages that generate leads and look great on any device — no designers or IT help required.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":0,"sellingCount":0,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Hubspot Landing Page Builder","keywords":"","description":"<p><span style=\"font-weight: bold;\">Launch professional-looking landing pages in seconds.</span></p>\r\n<p><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Create and publish new landing pages in no time.</span></span></p>\r\n<p>Quickly design an","og:title":"Hubspot Landing Page Builder","og:description":"<p><span style=\"font-weight: bold;\">Launch professional-looking landing pages in seconds.</span></p>\r\n<p><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Create and publish new landing pages in no time.</span></span></p>\r\n<p>Quickly design an","og:image":"https://old.roi4cio.com/fileadmin/user_upload/hubspot.png"},"eventUrl":"","translationId":6524,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[{"id":142,"title":"Landing Page Builders"}],"testingArea":"","categories":[{"id":814,"title":"Landing pages","alias":"landing-pages","description":"In online marketing, a landing page, sometimes known as a &quot;lead capture page&quot;, &quot;static page&quot;, or a &quot;destination page&quot;, is a single web page that appears in response to clicking on a search engine optimized search result, marketing promotion, marketing email, or an online advertisement. The landing page will usually display directed sales copy that is a logical extension of the advertisement, search result or link. Landing pages are used for lead generation. The actions that a visitor takes on a landing page is what determines an advertiser's conversion rate. A landing page may be part of a microsite or a single page within an organization's main web site.\r\nLanding pages are often linked to social media, e-mail campaigns or search engine marketing campaigns in order to enhance the effectiveness of the advertisements. The general goal of a landing page is to convert site visitors into sales or leads. If the goal is to obtain a lead, the landing page will include some method for the visitor to get into contact with the company, usually a phone number, or an inquiry form. If a sale is required, the landing page will usually have a link for the visitor to click, which will then send them to a shopping cart or a checkout area. By analyzing activity generated by the linked URL, marketers can use click-through rates and conversion rate to determine the success of an advertisement.","materialsDescription":"<span style=\"font-weight: bold;\">What is a landing page?</span>\r\nLanding pages are selling pages. Ideally - ONE page that:\r\n<ul><li>first introduces the proposal,</li><li>then describes the “goodies” and benefits of YOUR offer,</li><li>and finally, allows you to “skim the cream” - get a subscription, letter or call from a potential client.</li></ul>\r\nAnd if you have a store or a catalog of goods (services), then get the transition to the store for purchase.\r\n<span style=\"font-weight: bold;\">Should the landing page be located on a separate resource or on my website?</span>\r\nIt is possible but not necessary. It is important to understand: a landing page in the perception of the Internet user is a separate page with a special offer. It can be physically located on the other side of the world. Or lie literally next to them. In any case, it is one click from your store. But its perception by the visitor - as well as the result - does not change in any way.\r\nThe only caveat: if the landing page is created on a reputable and specialized service with a high rating, then the likelihood of visiting it and triggering increases. And the availability of technical support for the service allows you to count on its round-the-clock availability.\r\n<span style=\"font-weight: bold;\">Landing against the site - a real contradiction or myth?</span>\r\nIn fact, the problem is far-fetched, and there is no contradiction. The landing page (selling page) and the regular site differ in many ways, but they don’t “fight” at all, and in many cases, they successfully complement each other. You can own and use productively:\r\n<ul><li>Separate landing (one or more),</li><li>A separate site (corporate office, storefront, catalog, store, online magazine or online school),</li><li>A site with an unlimited number of landings.</li></ul>\r\nAnd you can actively use a bunch of landing sites (your own or others), extracting the maximum benefit from this.<br />It all depends on the specific tasks that you set for each element of this scheme and their successful combination.\r\n<span style=\"font-weight: bold;\">What are the main differences between a landing page and a site?</span>\r\n<ul><li>The &quot;purity&quot; of the idea and its visual display,</li><li>Refusal of all superfluous, doubtful and &quot;passing&quot; elements,</li><li>Maximum emphasis on the main thing, use of the most effective means and formulations for this,</li><li>As a rule, the solution of one single task: to convince or inform about something, sell something, attract customers to the store or participants for some specific event.</li></ul>\r\n<span style=\"font-weight: bold;\">What is necessary to create a good landing?</span>\r\n<span style=\"font-weight: bold;\">1. Clear and detailed information about who and why the landing page is created.</span> A full description, actual and digital characteristics and a sufficient selection of illustrations. Approximately the same as you would surely introduce to a future partner, investor or buyer in order to arouse trust and desire to cooperate and buy.\r\nFor what? To arouse trust and desire to cooperate or buy. And, so that there is no room for silly questions. Smart ones are welcome.\r\n<span style=\"font-weight: bold;\">2. An idea of how the landing page will &quot;work&quot;.</span> In other words, the script. Where to start, what to talk about next, then to complete a &quot;conversation&quot; with a landing visitor. Where and what accents to place. What to say (or keep silent). And how to bring a potential customer to the most important thing - the formed desire to buy.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon-landing-pages.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":6056,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/hubspot.png","logo":true,"scheme":false,"title":"Chatbot Builder","vendorVerified":0,"rating":"1.00","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":0,"alias":"chatbot-builder","companyTitle":"HubSpot","companyTypes":["supplier","vendor"],"companyId":4045,"companyAlias":"hubspot","description":"<span style=\"font-weight: bold; \">Automate and scale the chat conversations on your website. Easily build and launch chatbots on your website — no coding required.</span>\r\n<p class=\"align-center\"><span style=\"font-style: italic;\">Now you can have unlimited, personalized conversations ... at scale.</span></p>\r\n<p class=\"align-left\">Today, your visitors, prospects, and customers expect to connect with you in real time via live chat. But for most companies, supporting one-to-one conversations on a larger scale can be a challenge.</p>\r\n<p class=\"align-left\">With HubSpot’s chatbot software, you can lighten the load for your team. Easily create bots that help you qualify leads, book meetings, provide answers to common customer support questions, and more — so your team has more time to focus on the conversations that matter most.</p>\r\n<p class=\"align-left\">Configure your bot to hand the conversation off to a live agent once qualified, create support tickets, add users to lists and workflows, and more.</p>\r\n<p class=\"align-left\"><span style=\"font-style: italic;\">Create and customize chatbots yourself — no coding skills required</span><span style=\"font-style: italic;\"></span></p>\r\nNo experience creating bots? No problem. HubSpot’s canned bot templates make it easy to get started.\r\n<p class=\"align-left\">Choose a template based on your bot’s goal, and hit the ground running. Then use the visual editor to customize the conversation and match your brand’s voice and tone. Tweak the copy, add questions and multiple choice responses, and make each bot your own.</p>\r\n<p class=\"align-left\">Or start from scratch with HubSpot’s easy-to-use chatbot software to build your bot from the ground up.</p>\r\n<p class=\"align-center\"><span style=\"font-weight: bold;\">The Free CRM That Goes Far Beyond Contact Management</span></p>\r\n<p class=\"align-left\"><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Contact &amp; Lead Management</span></span></p>\r\n<p class=\"align-left\">Add company and contact records, log sales activities automatically, and easily keep records up to date. See every interaction you've had with contacts, and use this data to build campaigns that close more deals.<br /><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Pipeline Management</span></span></p>\r\n<p class=\"align-left\">Add deals to your CRM with a single click, assign tasks to push deals forward, and track progress in your dashboards.<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\"></span></span></p>\r\n<p class=\"align-left\"><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Contact &amp; Company Insights</span></span></p>\r\n<p class=\"align-left\">Get insights your sales team will actually use by automatically pulling company details from our database of over 20 million businesses.<br /><span style=\"font-weight: bold;\"><span style=\"font-style: italic;\">Email Tracking</span></span><br />Know the second a lead opens an email, clicks a link, or downloads an attachment — then send a perfectly timed follow-up.<br /><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Email Templates &amp; Documents</span></span><br />Turn your most effective and repetitive sales emails into templates, and build a library of documents that you can access inside your inbox and share with your entire team.<br /><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Gmail &amp; Outlook Integration</span></span><br />Out-of-the-box integration with Gmail, G Suite, and Outlook or Office 365 for Windows. Access email templates, contact and company info, and more right inside your inbox.<br /><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Facebook &amp; Instagram Lead Ads</span></span><br />Create lead ads for Facebook or Instagram that automatically capture contact information and sync with your HubSpot account.<br /><span style=\"font-weight: bold;\"><span style=\"font-style: italic;\">Forms</span></span><br />Build mobile-optimized forms, pop-ups, banners, and slide-ins to convert visitors into leads, and add them to any web page.</p>\r\n<p class=\"align-left\"><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Contact Activity</span></span><br />See detailed interactions between a contact and your website in a single place, including page views, form submissions, sales activity, and more.<br /><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Meeting Scheduling</span></span><br />Create a scheduling link that you can share with prospects, giving them the power to book time on your sales team’s calendar.<br /><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Live Chat &amp; Bots</span></span><br />Connect with website visitors in real time to convert new leads, close more deals, and provide better support to your customers. Use bots to automate and scale your live chat conversation</p>","shortDescription":"Qualify leads, book meetings, provide customer support, and scale your one-to-one conversations — all with bots.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":0,"sellingCount":0,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Chatbot Builder","keywords":"","description":"<span style=\"font-weight: bold; \">Automate and scale the chat conversations on your website. Easily build and launch chatbots on your website — no coding required.</span>\r\n<p class=\"align-center\"><span style=\"font-style: italic;\">Now you can have unlimited, pe","og:title":"Chatbot Builder","og:description":"<span style=\"font-weight: bold; \">Automate and scale the chat conversations on your website. Easily build and launch chatbots on your website — no coding required.</span>\r\n<p class=\"align-center\"><span style=\"font-style: italic;\">Now you can have unlimited, pe","og:image":"https://old.roi4cio.com/fileadmin/user_upload/hubspot.png"},"eventUrl":"","translationId":6057,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[{"id":103,"title":"Chatbot Development"}],"testingArea":"","categories":[{"id":842,"title":"Chatbot Development","alias":"chatbot-development","description":"A chatbot is a piece of software that conducts a conversation via auditory or textual methods. Such programs are often designed to convincingly simulate how a human would behave as a conversational partner, although as of 2019, they are far short of being able to pass the Turing test. Chatbots are typically used in dialog systems for various practical purposes including customer service or information acquisition. Some chatbots use sophisticated natural language processing systems, but many simpler ones scan for keywords within the input, then pull a reply with the most matching keywords, or the most similar wording pattern, from a database.\r\nThe term &quot;ChatterBot&quot; was originally coined by Michael Mauldin (creator of the first Verbot, Julia) in 1994 to describe these conversational programs. Today, most chatbots are accessed via virtual assistants such as Google Assistant and Amazon Alexa, via messaging apps such as Facebook Messenger or WeChat, or via individual organizations' apps and websites. Chatbots can be classified into usage categories such as conversational commerce (e-commerce via chat), analytics, communication, customer support, design, developer tools, education, entertainment, finance, food, games, health, HR, marketing, news, personal, productivity, shopping, social, sports, travel and utilities.\r\nBeyond chatbots, Conversational AI refers to the use of messaging apps, speech-based assistants and chatbots to automate communication and create personalized customer experiences at scale.\r\nThe process of building, testing and deploying chatbots can be done on cloud-based chatbot development platforms offered by cloud Platform as a Service (PaaS) providers such as Oracle Cloud Platform SnatchBot and IBM Watson. These cloud platforms provide Natural Language Processing, Artificial Intelligence and Mobile Backend as a Service for chatbot development.\r\nSome Companies like Microsoft Azure and AARC are currently providing their Bot Engines through which chatbot Platforms or Software can be developed.","materialsDescription":"New tools designed to simplify the interaction between humans and computers have hit the market: Chatbots or Virtual Assistants. In banking, chatbots and virtual assistants are some of the industry’s newest tools designed to simplify the interaction between humans and computers.\r\n<span style=\"font-weight: bold;\">What is a chatbot?</span>\r\nA chatbot is artificial intelligence (AI) software that can simulate a conversation (or a chat) with a user in natural language through messaging applications, websites, mobile apps or through the telephone.\r\n<span style=\"font-weight: bold;\">Why are chatbots important?</span>\r\nA chatbot is often described as one of the most advanced and promising expressions of interaction between humans and machines. However, from a technological point of view, a chatbot only represents the natural evolution of a Question-Answering system leveraging Natural Language Processing (NLP). Formulating responses to questions in natural language is one of the most typical examples of Natural Language Processing applied in various enterprises’ end-use applications.\r\n<span style=\"font-weight: bold;\">How does a chatbot work?</span>\r\nThere are two different tasks at the core of a chatbot:\r\n<ol><li>user request analysis</li><li>returning the response</li></ol>\r\nUser request analysis: this is the first task that a chatbot performs. It analyzes the user’s request to identify the user intent and to extract relevant entities.\r\nThe ability to identify the user’s intent and extract data and relevant entities contained in the user’s request is the first condition and the most relevant step at the core of a chatbot: If you are not able to correctly understand the user’s request, you won’t be able to provide the correct answer.\r\nReturning the response: once the user’s intent has been identified, the chatbot must provide the most appropriate response for the user’s request. The answer may be:\r\n<ul><li>a generic and predefined text;</li><li>a text retrieved from a knowledge base that contains different answers;</li><li>a contextualized piece of information based on data the user has provided;</li><li>data stored in enterprise systems;</li><li>the result of an action that the chatbot performed by interacting with one or more backend application;</li><li>a disambiguating question that helps the chatbot to correctly understand the user’s request.</li></ul>\r\n<span style=\"font-weight: bold;\">In what is the benefit of chatbots?</span>\r\nChatbot applications streamline interactions between people and services, enhancing the customer experience. At the same time, they offer companies new opportunities to improve the customer's engagement process and operational efficiency by reducing the typical cost of customer service.\r\nTo be successful, a chatbot solution should be able to effectively perform both of these tasks. Human support plays a key role here: Regardless of the kind of approach and the platform, human intervention is crucial in configuring, training and optimizing the chatbot system.\r\n<span style=\"font-weight: bold;\">Which chatbot application is right for you?</span>\r\nThere are different approaches and tools that you can use to develop a chatbot. Depending on the use case you want to address, some chatbot technologies are more appropriate than others. In order to achieve the desired results, the combination of different AI forms such as natural language processing, machine learning, and semantic understanding may be the best option.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Chatbot_Development.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":2043,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/hubspot.png","logo":true,"scheme":false,"title":"HubSpot Marketing","vendorVerified":0,"rating":"1.00","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":0,"alias":"hubspot-marketing","companyTitle":"HubSpot","companyTypes":["supplier","vendor"],"companyId":4045,"companyAlias":"hubspot","description":"<p>All-in-One Inbound Marketing Software will help your team grow traffic, convert leads, and track your entire funnel in one place.</p>\r\n<p><span style=\"font-weight: bold;\">Build and Modify Your Website Without IT</span></p>\r\n<p>Drag and drop your way to polished web pages, blog posts, landing pages, and email templates. Editing your content and modifying your designs is just as simple. And you&rsquo;ll be ready for visitors from any device because your templates are responsive out of the box.</p>\r\n<p><span style=\"font-weight: bold;\">Get Your Content in Front of the Right People</span></p>\r\n<p>Create a content strategy that adapts to the way modern search works, and easily publish blog content without the hassle of formatting. Get real-time SEO suggestions, and publish to social media at optimal times to reach the right influencers and followers. Serve up relevant content, images, headlines, and CTAs based on past behaviors.</p>\r\n<p><span style=\"font-weight: bold;\">Drive More Traffic to Key Landing Pages</span></p>\r\n<p>Design calls-to-action your visitors can&rsquo;t help but click and personalize messaging based on location, traffic source, device, persona, and more &ndash; no coding required.</p>\r\n<p><span style=\"font-weight: bold;\">Convert More Visitors Into Qualified Leads</span></p>\r\n<p>Launch professional-looking landing pages in seconds without relying on a web developer, attach a form with a single click, and run A/B tests to increase conversions over time. Engage with interested website visitors in real time with live chat.</p>\r\n<p><span style=\"font-weight: bold;\">Turn Leads Into Customers With Less Effort</span></p>\r\n<p>Give each lead a personalized path to purchase. With drip campaigns, you can queue up a series of emails that give leads everything they need to become paying customers. And every interaction with your content can trigger the perfect follow-up or next step automatically.</p>\r\n<p><span style=\"font-weight: bold;\">Track Customers and Report Your Impact on the Bottom Line</span></p>\r\n<p>Connect with HubSpot CRM or Salesforce to automatically record and organize every interaction customers have with your brand. Use this data to confidently report on how each marketing campaign and asset contributes to sales.</p>\r\n<p>The Software includes:</p>\r\n<ul>\r\n<li>Blogging</li>\r\n<li>Landing Pages</li>\r\n<li>Email</li>\r\n<li>Marketing Automation</li>\r\n<li>Lead Management</li>\r\n<li>Analytics</li>\r\n<li>CMS</li>\r\n<li>Social Media</li>\r\n<li>SEO</li>\r\n<li>Calls-to-Action</li>\r\n<li>Ads</li>\r\n<li>Salesforce Integration</li>\r\n</ul>\r\n<p>&nbsp;</p>","shortDescription":"All-in-One Inbound Marketing Software will help your team grow traffic, convert leads, and track your entire funnel in one place.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":14,"sellingCount":6,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"HubSpot Marketing","keywords":"","description":"<p>All-in-One Inbound Marketing Software will help your team grow traffic, convert leads, and track your entire funnel in one place.</p>\r\n<p><span style=\"font-weight: bold;\">Build and Modify Your Website Without IT</span></p>\r\n<p>Drag and drop your way to poli","og:title":"HubSpot Marketing","og:description":"<p>All-in-One Inbound Marketing Software will help your team grow traffic, convert leads, and track your entire funnel in one place.</p>\r\n<p><span style=\"font-weight: bold;\">Build and Modify Your Website Without IT</span></p>\r\n<p>Drag and drop your way to poli","og:image":"https://old.roi4cio.com/fileadmin/user_upload/hubspot.png"},"eventUrl":"","translationId":2044,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[{"id":65,"title":"Marketing Automation"}],"testingArea":"","categories":[{"id":820,"title":"Marketing Automation","alias":"marketing-automation","description":"Marketing automation refers to software platforms and technologies designed for marketing departments and organizations to more effectively market on multiple channels online (such as email, social media, websites, etc.) and automate repetitive tasks.\r\nMarketing departments, consultants and part-time marketing employees benefit by specifying criteria and outcomes for tasks and processes which are then interpreted, stored and executed by digital marketing software, which increases efficiency and reduces human error. Originally focused on email marketing automation, marketing automation now refers to a broad range of automation and analytic tools for marketing, especially inbound marketing. Marketing Automation platforms are used as a hosted or web-based solution, and no software installation is required by the customer.\r\nThe reason for using a marketing automation platform is to streamline sales and marketing organizations by replacing high-touch, repetitive manual processes with automated solutions.\r\nMarketing automation is a platform that marketers use to plan, coordinate, manage and measure all of their marketing campaigns, both online and offline. It is often used along with lifecycle marketing strategy to closely manage and nurture generated leads, aiming to convert leads into customers.\r\nMarketing automation is a type of software that allows companies to effectively target customers with automated marketing messages across channels including email, websites, social media and text messages to generate sales leads. The technology is a segment of customer relationship management, or CRM, and is typically used by marketing departments as a way to remove repetitive tasks from staff workflows and increase overall marketing efficiency.\r\nOften, a brand will use multiple marketing automation tools, referred to as the marketing technology or martech — stack. These automation platforms assist in lead generation via email marketing, chatbots hosted on social media or websites, and other channels such as short message service (SMS) text. Marketing automation tools extend the reach of marketing campaigns, creating inbound marketing, a term some vendors use to refer to the strategy of finding prospects for top- to mid-funnel via personalization of pitches derived through analytics tools, which segment customers into different groups for different approaches.\r\n<p class=\"align-center\"><span style=\"font-weight: bold;\">Marketing automation features</span></p>\r\nDigital marketing automation software manages the online element of a marketing campaign, including data analytics that can create more precise personalization of content to individual customers to drive engagement and revenue.\r\nArtificial intelligence (AI) applications such as chatbots can help automate the delivery of that information or direct potential customers to webpages, online documents or forms that help create sales or gauge a potential customer's current or future interest in purchasing a company's goods or services. Marketing manager tools can also administer customer satisfaction and product usage surveys and then collect, measure and segment the response data.\r\nThe main features of marketing automation software typically include:\r\n<ul><li>Account-based marketing</li><li>Analytics for CRM</li><li>Campaign management</li><li>Inbound marketing</li><li>Lead management</li><li>Marketing ROI</li><li>Targeting and segmentation</li><li>Social marketing</li></ul>","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal; \">Who should use marketing automation?</span></h1>\r\n<p class=\"align-left\">The beauty of a marketing automation system is that it can help your business maximize on efforts that have already proven successful. Attracting new audiences through the use of effective marketing strategies is step one, but if you want to do more to nurture those people so that they become customers, marketing automation is a good bet.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal; \">How can marketing automation benefit my business?</span></h1>\r\n<p class=\"align-left\">Marketing software solutions removes the hassle from your marketing strategy and allows you to streamline, automate and evaluate tasks and workflows. Your business will be able to scale its efforts and improve how you target customers.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal; \">What is marketing automation software?</span></h1>\r\n<p class=\"align-left\">In essence, it’s a set of solutions that automates, streamlines and analyzes marketing-related workflows and engagement to get more leads and qualify them for sales. The idea is the more qualified leads you get the higher the conversion rate and the more revenue you generate. </p>\r\n<p class=\"align-left\">Marketing software programs differ from CRM in that the purpose of marketing automation software is to get top-of-funnel leads, while the latter nurtures middle- and bottom-of-funnel leads. In short, marketing automation qualifies leads to feed into the CRM sales funnel for nurturing prospects to conversion.</p>\r\n<p class=\"align-left\">Marketing automation plugs into a company's CRM system, which, typically, has its own native marketing automation cloud service (such as Salesforce Pardot and Oracle Eloqua). Eloqua will work with other CRM platforms that compete with Oracle's, and Marketo, an independent marketing automation platform, will work with Salesforce, Oracle, Microsoft and other CRM systems. HubSpot also is a popular marketing automation platform that has its own CRM backbone.</p>\r\n<p class=\"align-left\">This becomes important when a company's marketing operations rely on a survey, email, social media or chatbot app for inbound lead-generation efforts that plug into Marketo or Eloqua, which, in turn, allows those marketing processes to continue regardless of which CRM the company uses. In effect, they act as middleware connecting the thousands of niche marketing automation tools and large CRM systems, where a company's customer data resides.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal; \">What are the types of marketing automation software?<br /></span></h1>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">CRM integrated</span>. Many CRM solutions today have multi-channel marketing tools to make lead generation a seamless experience from top-of-funnel to conversion. If not fully packaged, at least the marketing automation and CRM are modularized and have native integration.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Email marketing</span>. Marketing automation has its beginnings with email marketing software. Many mailers are established and have maintained their email marketing UI as their core functionality, but they now offer newer marketing automation features like lead scoring, landing page integration and analytics beyond the open-click metric.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Marketing automation.</span> This is the primary category featuring the standard tools, such as: forms, landing pages, lead scoring, lead database, reporting and analytics and pre-built or integrated email marketing and CRM functions.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Marketing analytics software</span>. They can be standalone apps or modules to a bigger marketing automation system. They lend more powerful analytics to the base system and cross over to the business intelligence category.<br />Social marketing. These are marketing software solutions with focus on social media functionalities such as Twitter and LinkedIn prospecting, brand mention tracking on Facebook and triggered posts on your pages based on your rules for keywords, hashtags or mentions.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal; \">What does marketing automation software do?</span></h1>\r\n<p class=\"align-left\">Here are the main features of marketing automation technology, which you should look for when subscribing to one.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Lead scoring. </span>Allows you to automatically grade leads based on specific criteria you set, including demographics, prospect behaviors and historical interactions. You assign a weight to each criterion and the system aggregates them to calculate the prospect’s lead score. The lead scores can be segregated by range and automatically funneled to their respective workflows. </p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Lead database</span>. The lead database captures a qualified prospect’s details and other marketing activities like web visits, email clicks and downloads. This database funnels leads to your CRM sales pipeline and, once converted, into your main customer database. The lead database may also allow for segmentation to help you target groups.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Lead nurturing.</span> Generally runs workflows designed to filter or shortlist prospects, which include managing the processes in email marketing and other channels and capturing data that helps in further qualifying leads.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Email marketing.</span> Business email marketing software allows email drip campaigns and features newsletter and email templates or an editor that lets you design your layout with ease. It allows for mass emails to targeted lists with a tracking tool to view number of opens and click-throughs. It may also feature an advanced tool for triggered emails, which send the right response in real time to specific customer actions.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">CRM integration</span>. Once the leads are qualified at the top-of-funnel, they are sent to the sales team; hence, marketing automation software should have seamless CRM integration. The integration can be with a third-party solution or as an add-on to the marketing automation software.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Forms and landing pages.</span> A form is embedded on the landing page to collect lead data, where it is funneled into your database for lead scoring. The landing page can also include dynamic content, where images, texts and calls-to-action are customized to the lead based on profiling like geolocation, industry, job title, previous interactions with you, etc.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Progressive profiling.</span> This is a smart form that delivers the right fields to different leads. A web visitor is analyzed for key details (for example: IP address, source page, Y/N customer) and is led to a series of unique short forms to capture specific data. This feature may also require social credentials for deeper profiling.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Reporting &amp; analytics. </span>You can calculate an individual campaign’s cost and ROI and, generally, your marketing activities, by running analytics on key metrics that are sliced and diced in different ways that include open emails, downloads, lead volume, etc. In conjunction with CRM, you can associate these values against sales metrics like conversion rate, win-loss rate and total sales.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Mobile-optimized. </span>Mobile-optimized landing pages and emails help you target users who access the Internet from their smartphones or tablets. Mobile-optimized also means you can access the system and your data on the go.<br /><br /><br /><br /></p>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon-marketing-automation.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]}],"suppliedProducts":[{"id":1142,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/HubSpot_CRM.png","logo":true,"scheme":false,"title":"HubSpot CRM","vendorVerified":0,"rating":"1.00","implementationsCount":1,"suppliersCount":0,"supplierPartnersCount":0,"alias":"hubspot-crm","companyTitle":"HubSpot","companyTypes":["supplier","vendor"],"companyId":4045,"companyAlias":"hubspot","description":"Manage your pipeline and speed up your sales team with the CRM that’s free, forever.\r\nYour sales team wants to sell – not fight with messy spreadsheets, cluttered inboxes, or clunky tools that slow them down.\r\nHubSpot CRM automates the tasks salespeople hate and takes minutes to learn – not months. That means doing more deals and less data entry.\r\nPlus, interactions are tracked automatically and deals are displayed on one dashboard for total visibility without added work.\r\nBest of all, you can enjoy up to 1,000,000 contacts, users, and storage without any expiration date – whether you're a team of 1 or 1,000.\r\nHubSpot’s free CRM makes staying organized effortless.\r\nManage your pipeline with total visibility.\r\nGet an up-to-the-minute view of your entire sales funnel on a clean, visual dashboard.\r\nYou can sort deals won and lost, appointments scheduled, and contracts sent over any time period, and track performance against quotas you set.\r\nSort deals by name, owner, amount, or stage with custom filters for actionable intel in a fraction of the time.\r\nLog sales activity automatically.\r\nHubSpot CRM tracks customer interactions automatically – whether they’re in an email, across social media, or on a call\r\nSync with Gmail or Outlook using HubSpot Sales, and capture every call, email, or meeting as it happens.\r\nSee everything about a lead in one place\r\nGo way beyond names and job titles. Every interaction with a lead is stored in a tidy timeline, including calls, emails, meetings, and notes\r\nYou’ll never need to dig through a messy inbox or spreadsheet to figure out where a relationship left off\r\nSync up with HubSpot Marketing, and you’ll know which content your lead has consumed so you can personalize your approach\r\nUse with HubSpot's sales software, and skyrocket productivity\r\nContacts and deals are only the beginning. HubSpot CRM is part of a full suite of sales productivity tools that sync up with your inbox and make every part of selling easier\r\nSend Personalized Sequences\r\nQueue up a series of emails and deliver them to a prospect on a schedule you set\r\nCreate and Measure Email Templates\r\nTurn repetitive emails into templates you can send in seconds. Then track performance and share the best ones with your team\r\nGet Real-Time Notifications\r\nKnow the instant a prospect opens an email or downloads an attachment so you can follow up when you’re top-of-mind\r\nEnrich Contact Records Automatically\r\nGet insights your sales team will actually use by automatically populating contact records with details from our database of over 20 million businesses\r\nPlace Calls From Inside the CRM\r\nCall with a click and choose whether or not to record the conversation. A log is automatically saved on your contact’s timeline\r\nBook More Meetings\r\nSet your availability and get a shareable link that syncs with your calendar and lets leads pick a time that works for everyone.","shortDescription":"HubSpot CRM is everything you need to organize, track, and nurture your leads and customers. Yes, it's 100% free, forever.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":1,"sellingCount":15,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"HubSpot CRM","keywords":"with, your, HubSpot, sales, automatically, deals, team, that","description":"Manage your pipeline and speed up your sales team with the CRM that’s free, forever.\r\nYour sales team wants to sell – not fight with messy spreadsheets, cluttered inboxes, or clunky tools that slow them down.\r\nHubSpot CRM automates the tasks salespeople hate a","og:title":"HubSpot CRM","og:description":"Manage your pipeline and speed up your sales team with the CRM that’s free, forever.\r\nYour sales team wants to sell – not fight with messy spreadsheets, cluttered inboxes, or clunky tools that slow them down.\r\nHubSpot CRM automates the tasks salespeople hate a","og:image":"https://old.roi4cio.com/fileadmin/user_upload/HubSpot_CRM.png"},"eventUrl":"","translationId":1143,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[{"id":3,"title":"CRM"}],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":6524,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/hubspot.png","logo":true,"scheme":false,"title":"Hubspot Landing Page Builder","vendorVerified":0,"rating":"1.00","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":0,"alias":"hubspot-landing-page-builder","companyTitle":"HubSpot","companyTypes":["supplier","vendor"],"companyId":4045,"companyAlias":"hubspot","description":"<p><span style=\"font-weight: bold;\">Launch professional-looking landing pages in seconds.</span></p>\r\n<p><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Create and publish new landing pages in no time.</span></span></p>\r\n<p>Quickly design and launch professional-looking landing pages without help from developers or IT.</p>\r\n<p>Choose from our built-in library of mobile-optimized templates that are proven to convert, or build pages from the ground up. With the drag-and-drop page editor, customizing your page&rsquo;s content, forms, layout, and branding is a snap.</p>\r\n<p>Preview how your page looks on different devices before publishing. Then watch the leads roll in.</p>\r\n<p><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Personalize landing page content for individual visitors.</span></span></p>\r\n<p>Display personalized content, CTAs, and forms for each and every visitor to improve the performance of your landing pages.</p>\r\n<p>Dynamically show different content based on a visitor&rsquo;s location, source, device, lifecycle stage, or any other contact detail stored in your CRM. Gather more information about prospects using dynamic forms that never ask the same question twice.</p>\r\n<p>Provide customers with the best experience possible by tailoring landing page content to individual visitors.</p>\r\n<p><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Analyze, test, and optimize landing page performance.</span></span></p>\r\n<p>Identify your best converting landing pages in a centralized dashboard. Get customized SEO suggestions to optimize your pages for search.</p>\r\n<p>Then dig deeper to see how many visits, contacts, and customers each page is generating. Test up to five variations of a page and have HubSpot automatically choose the winner. Run tests on every element, including headlines, images, CTAs, forms, and more - driving more leads, faster than ever.</p>","shortDescription":"Create and test beautiful landing pages that generate leads and look great on any device — no designers or IT help required.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":0,"sellingCount":0,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Hubspot Landing Page Builder","keywords":"","description":"<p><span style=\"font-weight: bold;\">Launch professional-looking landing pages in seconds.</span></p>\r\n<p><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Create and publish new landing pages in no time.</span></span></p>\r\n<p>Quickly design an","og:title":"Hubspot Landing Page Builder","og:description":"<p><span style=\"font-weight: bold;\">Launch professional-looking landing pages in seconds.</span></p>\r\n<p><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Create and publish new landing pages in no time.</span></span></p>\r\n<p>Quickly design an","og:image":"https://old.roi4cio.com/fileadmin/user_upload/hubspot.png"},"eventUrl":"","translationId":6524,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[{"id":142,"title":"Landing Page Builders"}],"testingArea":"","categories":[{"id":814,"title":"Landing pages","alias":"landing-pages","description":"In online marketing, a landing page, sometimes known as a &quot;lead capture page&quot;, &quot;static page&quot;, or a &quot;destination page&quot;, is a single web page that appears in response to clicking on a search engine optimized search result, marketing promotion, marketing email, or an online advertisement. The landing page will usually display directed sales copy that is a logical extension of the advertisement, search result or link. Landing pages are used for lead generation. The actions that a visitor takes on a landing page is what determines an advertiser's conversion rate. A landing page may be part of a microsite or a single page within an organization's main web site.\r\nLanding pages are often linked to social media, e-mail campaigns or search engine marketing campaigns in order to enhance the effectiveness of the advertisements. The general goal of a landing page is to convert site visitors into sales or leads. If the goal is to obtain a lead, the landing page will include some method for the visitor to get into contact with the company, usually a phone number, or an inquiry form. If a sale is required, the landing page will usually have a link for the visitor to click, which will then send them to a shopping cart or a checkout area. By analyzing activity generated by the linked URL, marketers can use click-through rates and conversion rate to determine the success of an advertisement.","materialsDescription":"<span style=\"font-weight: bold;\">What is a landing page?</span>\r\nLanding pages are selling pages. Ideally - ONE page that:\r\n<ul><li>first introduces the proposal,</li><li>then describes the “goodies” and benefits of YOUR offer,</li><li>and finally, allows you to “skim the cream” - get a subscription, letter or call from a potential client.</li></ul>\r\nAnd if you have a store or a catalog of goods (services), then get the transition to the store for purchase.\r\n<span style=\"font-weight: bold;\">Should the landing page be located on a separate resource or on my website?</span>\r\nIt is possible but not necessary. It is important to understand: a landing page in the perception of the Internet user is a separate page with a special offer. It can be physically located on the other side of the world. Or lie literally next to them. In any case, it is one click from your store. But its perception by the visitor - as well as the result - does not change in any way.\r\nThe only caveat: if the landing page is created on a reputable and specialized service with a high rating, then the likelihood of visiting it and triggering increases. And the availability of technical support for the service allows you to count on its round-the-clock availability.\r\n<span style=\"font-weight: bold;\">Landing against the site - a real contradiction or myth?</span>\r\nIn fact, the problem is far-fetched, and there is no contradiction. The landing page (selling page) and the regular site differ in many ways, but they don’t “fight” at all, and in many cases, they successfully complement each other. You can own and use productively:\r\n<ul><li>Separate landing (one or more),</li><li>A separate site (corporate office, storefront, catalog, store, online magazine or online school),</li><li>A site with an unlimited number of landings.</li></ul>\r\nAnd you can actively use a bunch of landing sites (your own or others), extracting the maximum benefit from this.<br />It all depends on the specific tasks that you set for each element of this scheme and their successful combination.\r\n<span style=\"font-weight: bold;\">What are the main differences between a landing page and a site?</span>\r\n<ul><li>The &quot;purity&quot; of the idea and its visual display,</li><li>Refusal of all superfluous, doubtful and &quot;passing&quot; elements,</li><li>Maximum emphasis on the main thing, use of the most effective means and formulations for this,</li><li>As a rule, the solution of one single task: to convince or inform about something, sell something, attract customers to the store or participants for some specific event.</li></ul>\r\n<span style=\"font-weight: bold;\">What is necessary to create a good landing?</span>\r\n<span style=\"font-weight: bold;\">1. Clear and detailed information about who and why the landing page is created.</span> A full description, actual and digital characteristics and a sufficient selection of illustrations. Approximately the same as you would surely introduce to a future partner, investor or buyer in order to arouse trust and desire to cooperate and buy.\r\nFor what? To arouse trust and desire to cooperate or buy. And, so that there is no room for silly questions. Smart ones are welcome.\r\n<span style=\"font-weight: bold;\">2. An idea of how the landing page will &quot;work&quot;.</span> In other words, the script. Where to start, what to talk about next, then to complete a &quot;conversation&quot; with a landing visitor. Where and what accents to place. What to say (or keep silent). And how to bring a potential customer to the most important thing - the formed desire to buy.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon-landing-pages.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":6056,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/hubspot.png","logo":true,"scheme":false,"title":"Chatbot Builder","vendorVerified":0,"rating":"1.00","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":0,"alias":"chatbot-builder","companyTitle":"HubSpot","companyTypes":["supplier","vendor"],"companyId":4045,"companyAlias":"hubspot","description":"<span style=\"font-weight: bold; \">Automate and scale the chat conversations on your website. Easily build and launch chatbots on your website — no coding required.</span>\r\n<p class=\"align-center\"><span style=\"font-style: italic;\">Now you can have unlimited, personalized conversations ... at scale.</span></p>\r\n<p class=\"align-left\">Today, your visitors, prospects, and customers expect to connect with you in real time via live chat. But for most companies, supporting one-to-one conversations on a larger scale can be a challenge.</p>\r\n<p class=\"align-left\">With HubSpot’s chatbot software, you can lighten the load for your team. Easily create bots that help you qualify leads, book meetings, provide answers to common customer support questions, and more — so your team has more time to focus on the conversations that matter most.</p>\r\n<p class=\"align-left\">Configure your bot to hand the conversation off to a live agent once qualified, create support tickets, add users to lists and workflows, and more.</p>\r\n<p class=\"align-left\"><span style=\"font-style: italic;\">Create and customize chatbots yourself — no coding skills required</span><span style=\"font-style: italic;\"></span></p>\r\nNo experience creating bots? No problem. HubSpot’s canned bot templates make it easy to get started.\r\n<p class=\"align-left\">Choose a template based on your bot’s goal, and hit the ground running. Then use the visual editor to customize the conversation and match your brand’s voice and tone. Tweak the copy, add questions and multiple choice responses, and make each bot your own.</p>\r\n<p class=\"align-left\">Or start from scratch with HubSpot’s easy-to-use chatbot software to build your bot from the ground up.</p>\r\n<p class=\"align-center\"><span style=\"font-weight: bold;\">The Free CRM That Goes Far Beyond Contact Management</span></p>\r\n<p class=\"align-left\"><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Contact &amp; Lead Management</span></span></p>\r\n<p class=\"align-left\">Add company and contact records, log sales activities automatically, and easily keep records up to date. See every interaction you've had with contacts, and use this data to build campaigns that close more deals.<br /><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Pipeline Management</span></span></p>\r\n<p class=\"align-left\">Add deals to your CRM with a single click, assign tasks to push deals forward, and track progress in your dashboards.<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\"></span></span></p>\r\n<p class=\"align-left\"><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Contact &amp; Company Insights</span></span></p>\r\n<p class=\"align-left\">Get insights your sales team will actually use by automatically pulling company details from our database of over 20 million businesses.<br /><span style=\"font-weight: bold;\"><span style=\"font-style: italic;\">Email Tracking</span></span><br />Know the second a lead opens an email, clicks a link, or downloads an attachment — then send a perfectly timed follow-up.<br /><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Email Templates &amp; Documents</span></span><br />Turn your most effective and repetitive sales emails into templates, and build a library of documents that you can access inside your inbox and share with your entire team.<br /><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Gmail &amp; Outlook Integration</span></span><br />Out-of-the-box integration with Gmail, G Suite, and Outlook or Office 365 for Windows. Access email templates, contact and company info, and more right inside your inbox.<br /><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Facebook &amp; Instagram Lead Ads</span></span><br />Create lead ads for Facebook or Instagram that automatically capture contact information and sync with your HubSpot account.<br /><span style=\"font-weight: bold;\"><span style=\"font-style: italic;\">Forms</span></span><br />Build mobile-optimized forms, pop-ups, banners, and slide-ins to convert visitors into leads, and add them to any web page.</p>\r\n<p class=\"align-left\"><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Contact Activity</span></span><br />See detailed interactions between a contact and your website in a single place, including page views, form submissions, sales activity, and more.<br /><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Meeting Scheduling</span></span><br />Create a scheduling link that you can share with prospects, giving them the power to book time on your sales team’s calendar.<br /><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Live Chat &amp; Bots</span></span><br />Connect with website visitors in real time to convert new leads, close more deals, and provide better support to your customers. Use bots to automate and scale your live chat conversation</p>","shortDescription":"Qualify leads, book meetings, provide customer support, and scale your one-to-one conversations — all with bots.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":0,"sellingCount":0,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Chatbot Builder","keywords":"","description":"<span style=\"font-weight: bold; \">Automate and scale the chat conversations on your website. Easily build and launch chatbots on your website — no coding required.</span>\r\n<p class=\"align-center\"><span style=\"font-style: italic;\">Now you can have unlimited, pe","og:title":"Chatbot Builder","og:description":"<span style=\"font-weight: bold; \">Automate and scale the chat conversations on your website. Easily build and launch chatbots on your website — no coding required.</span>\r\n<p class=\"align-center\"><span style=\"font-style: italic;\">Now you can have unlimited, pe","og:image":"https://old.roi4cio.com/fileadmin/user_upload/hubspot.png"},"eventUrl":"","translationId":6057,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[{"id":103,"title":"Chatbot Development"}],"testingArea":"","categories":[{"id":842,"title":"Chatbot Development","alias":"chatbot-development","description":"A chatbot is a piece of software that conducts a conversation via auditory or textual methods. Such programs are often designed to convincingly simulate how a human would behave as a conversational partner, although as of 2019, they are far short of being able to pass the Turing test. Chatbots are typically used in dialog systems for various practical purposes including customer service or information acquisition. Some chatbots use sophisticated natural language processing systems, but many simpler ones scan for keywords within the input, then pull a reply with the most matching keywords, or the most similar wording pattern, from a database.\r\nThe term &quot;ChatterBot&quot; was originally coined by Michael Mauldin (creator of the first Verbot, Julia) in 1994 to describe these conversational programs. Today, most chatbots are accessed via virtual assistants such as Google Assistant and Amazon Alexa, via messaging apps such as Facebook Messenger or WeChat, or via individual organizations' apps and websites. Chatbots can be classified into usage categories such as conversational commerce (e-commerce via chat), analytics, communication, customer support, design, developer tools, education, entertainment, finance, food, games, health, HR, marketing, news, personal, productivity, shopping, social, sports, travel and utilities.\r\nBeyond chatbots, Conversational AI refers to the use of messaging apps, speech-based assistants and chatbots to automate communication and create personalized customer experiences at scale.\r\nThe process of building, testing and deploying chatbots can be done on cloud-based chatbot development platforms offered by cloud Platform as a Service (PaaS) providers such as Oracle Cloud Platform SnatchBot and IBM Watson. These cloud platforms provide Natural Language Processing, Artificial Intelligence and Mobile Backend as a Service for chatbot development.\r\nSome Companies like Microsoft Azure and AARC are currently providing their Bot Engines through which chatbot Platforms or Software can be developed.","materialsDescription":"New tools designed to simplify the interaction between humans and computers have hit the market: Chatbots or Virtual Assistants. In banking, chatbots and virtual assistants are some of the industry’s newest tools designed to simplify the interaction between humans and computers.\r\n<span style=\"font-weight: bold;\">What is a chatbot?</span>\r\nA chatbot is artificial intelligence (AI) software that can simulate a conversation (or a chat) with a user in natural language through messaging applications, websites, mobile apps or through the telephone.\r\n<span style=\"font-weight: bold;\">Why are chatbots important?</span>\r\nA chatbot is often described as one of the most advanced and promising expressions of interaction between humans and machines. However, from a technological point of view, a chatbot only represents the natural evolution of a Question-Answering system leveraging Natural Language Processing (NLP). Formulating responses to questions in natural language is one of the most typical examples of Natural Language Processing applied in various enterprises’ end-use applications.\r\n<span style=\"font-weight: bold;\">How does a chatbot work?</span>\r\nThere are two different tasks at the core of a chatbot:\r\n<ol><li>user request analysis</li><li>returning the response</li></ol>\r\nUser request analysis: this is the first task that a chatbot performs. It analyzes the user’s request to identify the user intent and to extract relevant entities.\r\nThe ability to identify the user’s intent and extract data and relevant entities contained in the user’s request is the first condition and the most relevant step at the core of a chatbot: If you are not able to correctly understand the user’s request, you won’t be able to provide the correct answer.\r\nReturning the response: once the user’s intent has been identified, the chatbot must provide the most appropriate response for the user’s request. The answer may be:\r\n<ul><li>a generic and predefined text;</li><li>a text retrieved from a knowledge base that contains different answers;</li><li>a contextualized piece of information based on data the user has provided;</li><li>data stored in enterprise systems;</li><li>the result of an action that the chatbot performed by interacting with one or more backend application;</li><li>a disambiguating question that helps the chatbot to correctly understand the user’s request.</li></ul>\r\n<span style=\"font-weight: bold;\">In what is the benefit of chatbots?</span>\r\nChatbot applications streamline interactions between people and services, enhancing the customer experience. At the same time, they offer companies new opportunities to improve the customer's engagement process and operational efficiency by reducing the typical cost of customer service.\r\nTo be successful, a chatbot solution should be able to effectively perform both of these tasks. Human support plays a key role here: Regardless of the kind of approach and the platform, human intervention is crucial in configuring, training and optimizing the chatbot system.\r\n<span style=\"font-weight: bold;\">Which chatbot application is right for you?</span>\r\nThere are different approaches and tools that you can use to develop a chatbot. Depending on the use case you want to address, some chatbot technologies are more appropriate than others. In order to achieve the desired results, the combination of different AI forms such as natural language processing, machine learning, and semantic understanding may be the best option.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Chatbot_Development.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":2043,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/hubspot.png","logo":true,"scheme":false,"title":"HubSpot Marketing","vendorVerified":0,"rating":"1.00","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":0,"alias":"hubspot-marketing","companyTitle":"HubSpot","companyTypes":["supplier","vendor"],"companyId":4045,"companyAlias":"hubspot","description":"<p>All-in-One Inbound Marketing Software will help your team grow traffic, convert leads, and track your entire funnel in one place.</p>\r\n<p><span style=\"font-weight: bold;\">Build and Modify Your Website Without IT</span></p>\r\n<p>Drag and drop your way to polished web pages, blog posts, landing pages, and email templates. Editing your content and modifying your designs is just as simple. And you&rsquo;ll be ready for visitors from any device because your templates are responsive out of the box.</p>\r\n<p><span style=\"font-weight: bold;\">Get Your Content in Front of the Right People</span></p>\r\n<p>Create a content strategy that adapts to the way modern search works, and easily publish blog content without the hassle of formatting. Get real-time SEO suggestions, and publish to social media at optimal times to reach the right influencers and followers. Serve up relevant content, images, headlines, and CTAs based on past behaviors.</p>\r\n<p><span style=\"font-weight: bold;\">Drive More Traffic to Key Landing Pages</span></p>\r\n<p>Design calls-to-action your visitors can&rsquo;t help but click and personalize messaging based on location, traffic source, device, persona, and more &ndash; no coding required.</p>\r\n<p><span style=\"font-weight: bold;\">Convert More Visitors Into Qualified Leads</span></p>\r\n<p>Launch professional-looking landing pages in seconds without relying on a web developer, attach a form with a single click, and run A/B tests to increase conversions over time. Engage with interested website visitors in real time with live chat.</p>\r\n<p><span style=\"font-weight: bold;\">Turn Leads Into Customers With Less Effort</span></p>\r\n<p>Give each lead a personalized path to purchase. With drip campaigns, you can queue up a series of emails that give leads everything they need to become paying customers. And every interaction with your content can trigger the perfect follow-up or next step automatically.</p>\r\n<p><span style=\"font-weight: bold;\">Track Customers and Report Your Impact on the Bottom Line</span></p>\r\n<p>Connect with HubSpot CRM or Salesforce to automatically record and organize every interaction customers have with your brand. Use this data to confidently report on how each marketing campaign and asset contributes to sales.</p>\r\n<p>The Software includes:</p>\r\n<ul>\r\n<li>Blogging</li>\r\n<li>Landing Pages</li>\r\n<li>Email</li>\r\n<li>Marketing Automation</li>\r\n<li>Lead Management</li>\r\n<li>Analytics</li>\r\n<li>CMS</li>\r\n<li>Social Media</li>\r\n<li>SEO</li>\r\n<li>Calls-to-Action</li>\r\n<li>Ads</li>\r\n<li>Salesforce Integration</li>\r\n</ul>\r\n<p>&nbsp;</p>","shortDescription":"All-in-One Inbound Marketing Software will help your team grow traffic, convert leads, and track your entire funnel in one place.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":14,"sellingCount":6,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"HubSpot Marketing","keywords":"","description":"<p>All-in-One Inbound Marketing Software will help your team grow traffic, convert leads, and track your entire funnel in one place.</p>\r\n<p><span style=\"font-weight: bold;\">Build and Modify Your Website Without IT</span></p>\r\n<p>Drag and drop your way to poli","og:title":"HubSpot Marketing","og:description":"<p>All-in-One Inbound Marketing Software will help your team grow traffic, convert leads, and track your entire funnel in one place.</p>\r\n<p><span style=\"font-weight: bold;\">Build and Modify Your Website Without IT</span></p>\r\n<p>Drag and drop your way to poli","og:image":"https://old.roi4cio.com/fileadmin/user_upload/hubspot.png"},"eventUrl":"","translationId":2044,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[{"id":65,"title":"Marketing Automation"}],"testingArea":"","categories":[{"id":820,"title":"Marketing Automation","alias":"marketing-automation","description":"Marketing automation refers to software platforms and technologies designed for marketing departments and organizations to more effectively market on multiple channels online (such as email, social media, websites, etc.) and automate repetitive tasks.\r\nMarketing departments, consultants and part-time marketing employees benefit by specifying criteria and outcomes for tasks and processes which are then interpreted, stored and executed by digital marketing software, which increases efficiency and reduces human error. Originally focused on email marketing automation, marketing automation now refers to a broad range of automation and analytic tools for marketing, especially inbound marketing. Marketing Automation platforms are used as a hosted or web-based solution, and no software installation is required by the customer.\r\nThe reason for using a marketing automation platform is to streamline sales and marketing organizations by replacing high-touch, repetitive manual processes with automated solutions.\r\nMarketing automation is a platform that marketers use to plan, coordinate, manage and measure all of their marketing campaigns, both online and offline. It is often used along with lifecycle marketing strategy to closely manage and nurture generated leads, aiming to convert leads into customers.\r\nMarketing automation is a type of software that allows companies to effectively target customers with automated marketing messages across channels including email, websites, social media and text messages to generate sales leads. The technology is a segment of customer relationship management, or CRM, and is typically used by marketing departments as a way to remove repetitive tasks from staff workflows and increase overall marketing efficiency.\r\nOften, a brand will use multiple marketing automation tools, referred to as the marketing technology or martech — stack. These automation platforms assist in lead generation via email marketing, chatbots hosted on social media or websites, and other channels such as short message service (SMS) text. Marketing automation tools extend the reach of marketing campaigns, creating inbound marketing, a term some vendors use to refer to the strategy of finding prospects for top- to mid-funnel via personalization of pitches derived through analytics tools, which segment customers into different groups for different approaches.\r\n<p class=\"align-center\"><span style=\"font-weight: bold;\">Marketing automation features</span></p>\r\nDigital marketing automation software manages the online element of a marketing campaign, including data analytics that can create more precise personalization of content to individual customers to drive engagement and revenue.\r\nArtificial intelligence (AI) applications such as chatbots can help automate the delivery of that information or direct potential customers to webpages, online documents or forms that help create sales or gauge a potential customer's current or future interest in purchasing a company's goods or services. Marketing manager tools can also administer customer satisfaction and product usage surveys and then collect, measure and segment the response data.\r\nThe main features of marketing automation software typically include:\r\n<ul><li>Account-based marketing</li><li>Analytics for CRM</li><li>Campaign management</li><li>Inbound marketing</li><li>Lead management</li><li>Marketing ROI</li><li>Targeting and segmentation</li><li>Social marketing</li></ul>","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal; \">Who should use marketing automation?</span></h1>\r\n<p class=\"align-left\">The beauty of a marketing automation system is that it can help your business maximize on efforts that have already proven successful. Attracting new audiences through the use of effective marketing strategies is step one, but if you want to do more to nurture those people so that they become customers, marketing automation is a good bet.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal; \">How can marketing automation benefit my business?</span></h1>\r\n<p class=\"align-left\">Marketing software solutions removes the hassle from your marketing strategy and allows you to streamline, automate and evaluate tasks and workflows. Your business will be able to scale its efforts and improve how you target customers.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal; \">What is marketing automation software?</span></h1>\r\n<p class=\"align-left\">In essence, it’s a set of solutions that automates, streamlines and analyzes marketing-related workflows and engagement to get more leads and qualify them for sales. The idea is the more qualified leads you get the higher the conversion rate and the more revenue you generate. </p>\r\n<p class=\"align-left\">Marketing software programs differ from CRM in that the purpose of marketing automation software is to get top-of-funnel leads, while the latter nurtures middle- and bottom-of-funnel leads. In short, marketing automation qualifies leads to feed into the CRM sales funnel for nurturing prospects to conversion.</p>\r\n<p class=\"align-left\">Marketing automation plugs into a company's CRM system, which, typically, has its own native marketing automation cloud service (such as Salesforce Pardot and Oracle Eloqua). Eloqua will work with other CRM platforms that compete with Oracle's, and Marketo, an independent marketing automation platform, will work with Salesforce, Oracle, Microsoft and other CRM systems. HubSpot also is a popular marketing automation platform that has its own CRM backbone.</p>\r\n<p class=\"align-left\">This becomes important when a company's marketing operations rely on a survey, email, social media or chatbot app for inbound lead-generation efforts that plug into Marketo or Eloqua, which, in turn, allows those marketing processes to continue regardless of which CRM the company uses. In effect, they act as middleware connecting the thousands of niche marketing automation tools and large CRM systems, where a company's customer data resides.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal; \">What are the types of marketing automation software?<br /></span></h1>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">CRM integrated</span>. Many CRM solutions today have multi-channel marketing tools to make lead generation a seamless experience from top-of-funnel to conversion. If not fully packaged, at least the marketing automation and CRM are modularized and have native integration.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Email marketing</span>. Marketing automation has its beginnings with email marketing software. Many mailers are established and have maintained their email marketing UI as their core functionality, but they now offer newer marketing automation features like lead scoring, landing page integration and analytics beyond the open-click metric.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Marketing automation.</span> This is the primary category featuring the standard tools, such as: forms, landing pages, lead scoring, lead database, reporting and analytics and pre-built or integrated email marketing and CRM functions.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Marketing analytics software</span>. They can be standalone apps or modules to a bigger marketing automation system. They lend more powerful analytics to the base system and cross over to the business intelligence category.<br />Social marketing. These are marketing software solutions with focus on social media functionalities such as Twitter and LinkedIn prospecting, brand mention tracking on Facebook and triggered posts on your pages based on your rules for keywords, hashtags or mentions.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal; \">What does marketing automation software do?</span></h1>\r\n<p class=\"align-left\">Here are the main features of marketing automation technology, which you should look for when subscribing to one.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Lead scoring. </span>Allows you to automatically grade leads based on specific criteria you set, including demographics, prospect behaviors and historical interactions. You assign a weight to each criterion and the system aggregates them to calculate the prospect’s lead score. The lead scores can be segregated by range and automatically funneled to their respective workflows. </p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Lead database</span>. The lead database captures a qualified prospect’s details and other marketing activities like web visits, email clicks and downloads. This database funnels leads to your CRM sales pipeline and, once converted, into your main customer database. The lead database may also allow for segmentation to help you target groups.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Lead nurturing.</span> Generally runs workflows designed to filter or shortlist prospects, which include managing the processes in email marketing and other channels and capturing data that helps in further qualifying leads.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Email marketing.</span> Business email marketing software allows email drip campaigns and features newsletter and email templates or an editor that lets you design your layout with ease. It allows for mass emails to targeted lists with a tracking tool to view number of opens and click-throughs. It may also feature an advanced tool for triggered emails, which send the right response in real time to specific customer actions.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">CRM integration</span>. Once the leads are qualified at the top-of-funnel, they are sent to the sales team; hence, marketing automation software should have seamless CRM integration. The integration can be with a third-party solution or as an add-on to the marketing automation software.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Forms and landing pages.</span> A form is embedded on the landing page to collect lead data, where it is funneled into your database for lead scoring. The landing page can also include dynamic content, where images, texts and calls-to-action are customized to the lead based on profiling like geolocation, industry, job title, previous interactions with you, etc.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Progressive profiling.</span> This is a smart form that delivers the right fields to different leads. A web visitor is analyzed for key details (for example: IP address, source page, Y/N customer) and is led to a series of unique short forms to capture specific data. This feature may also require social credentials for deeper profiling.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Reporting &amp; analytics. </span>You can calculate an individual campaign’s cost and ROI and, generally, your marketing activities, by running analytics on key metrics that are sliced and diced in different ways that include open emails, downloads, lead volume, etc. In conjunction with CRM, you can associate these values against sales metrics like conversion rate, win-loss rate and total sales.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Mobile-optimized. </span>Mobile-optimized landing pages and emails help you target users who access the Internet from their smartphones or tablets. Mobile-optimized also means you can access the system and your data on the go.<br /><br /><br /><br /></p>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon-marketing-automation.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]}],"partnershipProgramme":null}},"aliases":{},"links":{},"meta":{},"loading":false,"error":null},"implementations":{"implementationsByAlias":{},"aliases":{},"links":{},"meta":{},"loading":false,"error":null},"agreements":{"agreementById":{},"ids":{},"links":{},"meta":{},"loading":false,"error":null},"comparison":{"loading":false,"error":false,"templatesById":{},"comparisonByTemplateId":{},"products":[],"selectedTemplateId":null},"presentation":{"type":null,"company":{},"products":[],"partners":[],"formData":{},"dataLoading":false,"dataError":false,"loading":false,"error":false},"catalogsGlobal":{"subMenuItemTitle":""}}