Managing Relationships: CRMs

CRM stands for ‘Customer Relationship Management’. These software systems allow you to manage and grow the relationships that you have with your customers.
But how do you effectively use CRM? And how do you understand what type of CRM is correct for your business? There are many CRM platforms available. Many can do the same basic things, but some offer unique features.
Before selecting which platform to use, you must decide what it is you want to know in your business and know the size of your business. You need to understand what you want to get out of your customer database. Is it to understand how your customer’s behaviors converts to a purchase? Or is it that you just want to be able to regularly reach out and create client retention?
At the bare minimum, a CRM program should automatically be able to categorize your customer base, securely store their information, and give you reporting on their behaviors, whether it’s by spin decile or regional decile. Depending on the CRM program, you can go deeper and wider from there.
Ecommerce industry companies have started to use gaming industry CRM platforms. The reason for this is because in the gaming industry, the CRM platforms look at the behavior that a customer is doing on a website. This website interaction behavior can be useful information for ecommerce to convert more sales.
We are moving into a space where customers want to feel like they are in control. This is the concept of CMR, or ‘Customer Managed Relationship’. Businesses are now asking how they can give tools to the customers so that the customers feel like they are choosing how they engage with the brand, rather than forcing them into the way the brand wants them to engage. This can be hard, especially for luxury companies that are used to managing the whole customer experience.

Managing Relationships: Managing Your Customers

An aspirational customer is a customer who doesn’t know you yet. They are interacting with you for the first time. You can call them an aspirational customer or a seeker.
Then there is the intermediate customer. They shop with you sporadically, maybe a few times a year, but you want to grow them into being a loyal customer.
Finally, there is the loyal customer who is a frequent visitor to your site.
You can get this kind of information on your customers from your CRM platforms. Much of the software available today helps you segment your customers so that you can make the right choices.
When you think about customer segmentation, understanding the countries in which you are doing business is vital. For instance, your site should allow customers to switch to the language of their choice. So, if you do business in France, it should automatically ask a French customer whether they want to see the site in English or French.
These are some considerations you have to make when doing the segmentation of your customer base.
You’ve got to understand how the different cohorts of consumers use your product and what functionality they need. Then you can address the various consumer groups with a clear-cut message and targeted merchandise.
In the e-commerce world, now we have more and more data that can help you understand the diverse customer needs and wants. You can use tools like email or CRM, segmentation, and data analysis to personalize and fine-tune your message at a more granular level.
That’s how you can use the power of e-commerce to personalize your message.

Mastering the Skills of Design & Market Research to Be Successful

When you’re creating a product, it’s important to think about what information you want to continue building, or even start out with.

“So when you’re first starting out, I really like to get a market context and read up about the space as much as possible to understand trends, who the big players are, how big the market is, how much money is being made in that market,” says Agnes Pyrchla. “And that’s when I’m really defining the scope of the product”

Even if a product manager, strategist, or someone with a business perspective is likely to be in charge of that type of analysis, if a designer is interested in it as well, it’s always beneficial to add new perspectives to the UI and think about the problem more holistically which is important in UI design.

“When I think about design research versus market research, I think they have a lot of similarities in that you’re talking to end-users or potential customers,” says Daniel Holtzman. “But they have a lot of differences that are really important as well. Market research is really aimed again at and understanding people’s preferences, at describing the behaviors that they might have”

It’s all about developing people’s profiles. When we think about design research, I believe it is important to understand their motivations. It’s all about understanding the differences between what they say and what they do. And it’s all about instilling empathy in users. The way we do these things is also usually quite different. Focus groups are frequently used in market research. So there are a lot of people in a controlled environment with a moderator talking to them about a specific product, idea, or campaign and gauging their reactions. Surveys and other types of inputs are other common tools used in market research to ensure superb UX design. These skills can be attained through Online UX Design Education

These are large samples, involving a large number of people and attempting to elicit very specific data points from them. But, when I think of design research, I think of a smaller sample size than, say, market research, and it’s really focused on figuring out what the motivators behind behaviors are. Market research, on the other hand, is frequently focused on describing behaviors or understanding preferences to determine needs from a UX perspective. But what we try to do is meet people where they are.

“Human-centered design is, as the name suggests, it puts the humans at the center of whatever we design, whatever solutions that we’re creating,” says Rinat Sherzer. “And so when we look at a business, a lot of times decisions are being made driven by business opportunity, by the bottom line, by revenues and profits. And when we create a product, we first of all look at the humans, and what are their needs, and how we’re going to create an experience that is really transformative for them”

Then there’s the belief that once we crack that, the profits and revenues will follow. But first and foremost, we need to solve a real problem and get to the heart of what we’re trying to solve.

Maximizing UX in Grayscale

In UI design, many people are relying on colors or are drawn to colors to differentiate things, like illustrating the meaning of two different buttons or distinguishing a link from a regular text. However, if a user is colorblind, they may not perceive the difference. This online UX design education blog will help you build an interface that’s accessible for everyone.

Wireframe First

As a designer who has red and green colorblindness, one thing I like to do is work in as much detail as possible for the final version of wireframes for my app design or web design. I’ve found that’s really, really helpful in my work itself. You can look at a detailed wireframe as if you’re looking at a black-and-white version of your design. Working in as much detail as you can to create a UI with just black, white, and gray allows you to create a visual hierarchy for someone to successfully navigate and use your interface.

Adding Color

Black, white, and gray have a definite contrast of tonality in UX design. Use that tonality to define your color usage as well. When you’re adding colors to your UI, you can base the contrast of the colors in terms of the black and white and gray tonal contrast.

Back to Basics

I think sometimes when we give ourselves a limited amount of tools, we actually create a more accessible UX design. This is another reason why I say start in black, white, and gray. Try to reduce your tool kit first, and then design a successful UI. Then on top of that, you can add colors to make your UI design a little bit more exciting.

Modeling: A Key Task in Product Design

Often, when designers use the word modeling, and if you were to look up an industrial design model, you would see a product that really looks like the real thing. So if you looked at the model of a shoe, a model of a surgical tool, or a model of a bandage, it’s just going to look like that specific product that represents the product design concept.

But that model in what we call the high-fidelity state is not really for testing. That model is to show what we call a proof of concept or to illustrate our final design intent to help others visualize the concept. But before we ever get to that model, we’re doing all sorts of Frankenstein modeling or low-fidelity models, because we’re just trying to figure this idea out. So, there may be several steps that lead to a satisfying end result.

If we never made a drone before, we’re trying to figure out how we can pull together a drone. You might buy existing products that work similarly, take them apart, and reverse engineer them to try to understand from a product development standpoint how they work, how they fit together, and how the pieces fit. You might be taking measurements or looking at the circuits.

But you’re really trying to understand the design from existing products, and some of these things can be almost exactly what you want to create. At other times, though, the design may be very different. But we’re trying to look for those influences and inspiration from analogs. Then we’ll pull that design together into functional or semi-functional prototypes where we’re just testing these ideas. For prototyping for designers, it really is about the inquiry of trying to test hypotheses about how things might work. This process is similar to what you might learn from a professional product design education.

Designing products from models is about aesthetics. So, sometimes we’re making form prototypes where we’re trying to understand how things should look or feel in the hand or while in use. Sometimes we’re experimenting with different materials on an object. We might want to see how one material behaves versus another. That can range from a fit in the hand to how it feels to your skin, but also it includes functionally pertaining to how these things work.

If you had something that had to spin or hinge or had to be very strong, you would want to test it to see if that material and that form factor or that shape would actually be able to do what you want it to do. You can learn more about this process by getting an online product design education.

Moderated VS Unmoderated Tests in UX Design

Usability tests in online UX Design Education come in two broad categories: moderated and unmoderated.

A moderated UI usability test is when the researcher or you, as a designer, work with the user, either in the same space or online, to take them through the prototype. You ask the questions while the user completes the tasks answers the questions.

In an unmoderated test, the users work by themselves. There is no one there in the room, or in the virtual room, to help them, prompt them, or ask the question in a different way. This really tests the UI design. So, unmoderated tests can be challenging for users, but, equally, can give you really good insight into where those UX challenges are. If the users are struggling to complete the test, then that is a clear indication that something with your solution isn’t quite right, and may need some extra attention.

New Frontiers in Ecommerce: Live Shopping and Community-Building: Live Shopping as a Community Experience

Learn how live shopping and community building can provide you with the information and context needed to enhance your ecommerce shopping experience.

With live shopping, something that is incredibly valuable is understanding your communities on a deeper level. Communities are changing every hour, every minute, and every day.
I think one of the most beautiful things about live shopping events is that you’ll be able to understand what your audience is thinking, what they’re asking from you, and what they’re doing in real-time. In a way, that feels holistic and allows you to put context to the situation.

For example, we had one women’s health brand that used our solution a few months ago. We wanted to understand a little bit more about this customer. People think that live shopping events and live shopping are only for digital-first brands that are innovative and easy to sell. Such as a makeup or skincare company. However, what we’re noticing is that if you can build a community and engage, live shopping is for you.

This brand made use of a lot of our engagement modules. They asked a lot of questions and triggered a lot of polls within the live shopping experience. One of the great takeaways was they found out that 54% of their audience was first-time moms.

Now that not only is insightful information to target the rest of your live shopping event but is helpful for future events and to figure out what kind of products you want to launch later on.

Data is something that I think we’re all a little bit wary of. However, insights, context and information from your community, especially in real-time, really are priceless.

Developing Diversity in UX Design Teams

I think a really important issue when it comes to online UX design education, designing and the design space in general is that design teams themselves are often not diverse. Because of this, I’ve had several experiences when working with design teams where people are designing products and experiences, and they continue to forget about communities of color.

When you think of how many AI-enabled products come out and are unable to detect dark skin, it tells you that throughout the design-thinking process, there was probably no UX or UI researcher, designer or strategist who was a person of color who thought, “We should also be testing folks of color to see how they would interact with this product.”

The Need for Diversity in Imagery

Another thing I think people should be mindful of when designing is imagery and branding—especially when designing an app or a website. A lot of times, for communities of color, we go on a website, and we don’t see ourselves on that website at all. There is no one who thought, “We should diversify our imagery so that people can see themselves in this product.” That absence is something that can also be alienating. It goes against the root of what UX and UI design are: the ability to be empathetic.

The Need for Self-Examination and Reflection

I think that the root of the problem is really the fact that there is a lack of work done within the design space. People need the ability to look at themselves and examine the unconscious biases they have. I think that’s something that needs to be implemented within the design-thinking process in addition to having diverse teams. We want to ensure that the products that we’re coming out with are truly equitable and inclusive.

Frequently, we have these different designs that are coming out. The service, product or experience is not actually effective because the design team is not taking into consideration the actual problem space itself that may be specifically harming communities of color or other marginalized communities. It is not solving the real solution because the act of delving deeper into the nature of the problem was missing from the entire design-thinking process.

The Critical Role of Background Research

In order to make sure that we are really thinking about the full context when it comes to defining the problem space, especially when it comes to working with Black, Indigenous, and communities of color, I always like to stress the importance of first doing background research. What is the historical context? What institutional or interpersonal practices and policies have impacted these communities? This research can be done through currently published journals.

Another essential practice is intentionally connecting with community experts who have a strong sense of what the problem space is. Being able to have that context and not go into defining a problem with a colorblind mentality is really critical when it comes to determining the actual problem.

Diversity in UX and UI Technology

“I remember in 2012, just not being able to use any emojis that were my skin tone. And that’s something that was just the norm. And so I think a really big thing within the design field itself, is something that I call the white default, which is essentially, the norm is viewed as white,” says Jacquelyn Iyamah.

So, you end up with these products like emojis, Band-Aids, self-driving cars, soap dispensers that just don’t speak to communities of color. They specifically don’t speak to folks who have dark skin. Online UX Design Education must be able to be mindful of that as well as be able to, within the design thinking process, continuously question ourselves and our biases. These issues are something that’s really critical to ensure that we’re not designing products that continuously harm.

“The kind of conversation or the kind of arguments against bias that takes place is often a matter of representation. So let me give you a little historical point here. Technologies that we come to use, if and when they’re created within a capitalistic society, then the way those technologies are pursued is usually to cater to the needs of the corporations that are creating it,” says Amir Baradaran.

Kodak is a good example of that, whereby for people of color, you had a hard time being able to actually have good photos because it was never created for BIPOC. Because it was adjusted only to fair skin, who then had better purchasing capabilities, it never even cared to allow for having devices that actually would better capture the reality of our skin colors.

So, for example, when the camera has a hard time recognizing people of color or being able to distinguish between males and females in darker-skinned bodies and faces, obviously, we have an issue. That should be regulated. We should look for a better representation of data, based on which then machines can learn.

Donald Norman and UX Design in the Era of the PC

One of the most valuable parts of online UX design education is the look back at the most innovative UX developments in history.

Moving on to the ’70s and Xerox, Apple, and the PC. This is the era of personal computers. Suddenly, psychology and engineering are merged together, and that evolves into the first graphical user interfaces and the mouse, which was invented by Xerox. Apple, in 1984, develops the Macintosh — the first ever mass-market PC that involved a graphical user interface, a mouse, and a built-in screen.

Now, we arrive to the big, big, big deal of UX design. That is Donald Norman. In the ’90s, Donald Norman was the first ever person to implement the word UX in his job title. He was hired by Apple as a UX architect engineer. He was a cognitive scientist who wanted to evolve what designers had understood up until to that moment as UX. He wanted to evolve that and to expand that into the realm of the physical, including UI and UI design, industrial design, the graphical user interface, the physical interaction, even the packaging.

So, thank you Mr. Norman because, thanks to you, the world now is a better place.