Today’s technology can enable businesses and organizations to harness their data to its fullest potential and gain insights to help boost performance and success. That is, if they use all of their data.
It is possible to source data from many different tools and systems involved in a business’s processes. Therefore, being unable to develop insights from data sources could mean missing out on some vital information. Specifically, information that could otherwise propel a business to success.
You never know what data could be monumental in transforming business practices for the better, which is why it is so important to be able to access and analyze as much as possible. In order to do this, data integration strategies can facilitate the transfer and use of data between locations.
How does integrated data impact BI of a company?
Integrated data can support BI for companies, as it can enable them to gain insights to help them make actionable decisions. These insights inform organizations of the best possible methods for achieving their desired results and help them determine ways to adjust their business strategies to incorporate this knowledge.
What outcomes are possible with data integration?
Businesses that integrate their data can find ways to improve their business decisions and processes to generate beneficial outcomes.
For example, suppose a business was to integrate its data to enable it to use the data for analysis within a software system. This could help the business determine insights and develop methods to improve its return on investment, promote its services and products, and predict future business scenarios.
Data integration can also help to improve communication and collaboration among decision-makers. This could enable them to determine methods for reaching better business outcomes.
What important data integration speedbumps might impact your BI?
Of course, the value of an insight brought on by data analysis depends on the accuracy of the data being analyzed. Unfortunately, speed bumps can pop up throughout the data integration process, which could compromise the value and usefulness of the integrated data.
Data silos
Data silos are usually accessible by a select group of individuals and can create issues with data sharing and integration. In addition, the inaccessibility and limited visibility mean that it can often be misunderstood or result in poor data quality. This can also cause inconsistencies in data that may overlap across other locations, threatening data integrity.
Data inconsistency
Data inconsistency refers is when different versions of identical data exist in multiple places. This can end up creating an incorrect representation of the information within a database. This can cause significant issues with analyzing data. Some forms of data inconsistency can include temporal, semantic, structural, and transformation inconsistency.
Disorganized data
Disorganized data, or unstructured data, is data that does not follow any predefined structure or organization hierarchy. Disorganized data can be problematic when integrating data from various sources for use within a separate system.
Compromised data integrity
Many of the aforementioned issues can result in compromised data integrity. This means the data is no longer accurate or consistent. Compromised data serves no value to BI, as it cannot be analyzed to gain real insights about the business.
Strategies for Integrating Data Into BI
Application-based integration
Many enterprise applications use prebuilt connections to facilitate the transfer of information from the source into the desired location. These applications can usually automate the retrieval, transformation, and movement of this data information, making it an easy integration option.
While this may be an ideal method for data integration, built-in connections are not always supported between software systems. Therefore, using another data integration method in these cases may be helpful.
Middleware data integration
Middleware enables the sharing of data between multiple applications. Businesses can use middleware to transfer data from source systems. This can then be moved into a central data repository, where it can be accessed for data analysis.
A helpful aspect of middleware data integration is that middleware platforms can validate and format the data before transferring it. This ensures businesses won’t end up with compromised data integrity or disorganized data.
Common storage (data warehousing)
Common storage integration is when data is copied from the source location and then transferred to a data warehouse. The data warehouse will store the information and display it in a consistent format.
The data is transformed prior to copying and storage. This means all of the information in the data warehouse has a consistent, uniformed appearance. This integration method is also great for data integrity, as all data information is accessible from the data warehouse as one single source.
Data consolidation
Data consolidation is when information from multiple data sources are combined within a system, which acts as a new single source of truth for the organization. The data consolidation technique can enable organizations to maintain fewer storage locations for data.
ETL (extract, transform, load) technology is an example of a system that uses data consolidation to move large amounts of data. It does so by pulling data from sources, cleaning, filtering, transforming, and applying business rules to the data before finally transferring it to the end location.
Hand-coding (manual data integration)
Hand-coding is the manual data integration process where humans will evaluate and categorize data without using a software system. This way, the business can develop its own strategies and custom code for organizing and integrating data information.
While this method may provide more control over the integration process, it has several drawbacks. Hand-coding can be a slow and tedious job, and the lack of automation also means a greater likelihood of human error throughout the process. Manually integrating data also means needing to manually change code when integrating new data, which can make it challenging to scale and maintain the information for larger datasets.
Office politics are unavoidable, but HR can transform any negative behavior into a positive by fostering a transparent, inclusive company culture.
Politically-motivated activities like building strategic alliances and expanding personal networks can drive organizational success as well as personal careers.
Proactively addressing behaviors like backstabbing and withholding information can prevent toxic dynamics and improve team collaboration.
Dec. 4, 2024: Rebecca Noori rewrote the article to discuss best practices when managing office politics. She included expert insights, the latest statistics, and provided a balanced account of the pros and cons of navigating these internal dynamics. Lauren Hansen wrote the original version of this article, which was published on November 23, 2022 and focused on workplace political discussions during election season in the United States.
As a writer for leading HR tech companies and a subject matter expert on employee feedback, I understand the challenges many organizations face today. Regular interviews with people leaders keep me updated on the latest strategies and software solutions to navigate workplace dynamics, ensuring my advice is grounded in real-world experience and expert perspectives.
What are office politics in the workplace?
Office politics are present in any type of work, whether corporate or blue-collar, remote or office-based, part-time or full-time. These politics describe employees’ activities and behaviors to advance their personal agenda at work. They include conversations, alliances, and strategies to progress their own careers or put themselves in a better position.
The word “politics” has such negative connotations, conjuring up cloak-and-dagger images of secret meetings, sabotage, and backstabbing. While these activities likely occur in the most toxic workplaces, many other companies realize that workplace politics are simply a sign of eager, ambitious employees. When approached with integrity, companies can foster collaboration and motivate workers to progress in their careers without any unsavory politicking.
What causes office politics in the workplace?
Office politics are the result of some common workplace issues: heirarchies and power struggles, resource competition, company culture, personality clashes, and poor communication.
Hierarchies and power struggles
Unless you’re working for a company with a truly flat organizational structure, ranks and roles will play a huge part in your workplace’s power dynamics. Employees looking for the next step up may engage in gameplay to get ahead. Speaking on the No BS Leadership podcast, host Martin Moore explains, “Politics is the path that many choose when they can’t deliver results. What they lack in ability, they make up for in ambition, so they find another way to climb the ladder. And that’s often by using politics to someone else’s detriment.”
Resource competition
Much like in the wild, employees lean on politics at work to compete for something that is scarce. For example, if there’s only one promotion opportunity in the department or a single invitation to join the CEO at a networking event, coworkers might make maneuvers to get there first.
Company culture
Company culture plays a huge role in the presence of office politics. An organization that sets the tone for collaboration is likely to experience transparency and open dialog as part of its growth culture. In contrast, a company that welcomes competition as a core value could attract politically-charged behavior.
Personality clashes
Every individual in your organization is unique—each has different opinions and experiences and may clash when working closely with others. If these interactions turn sour, toxic office politics become a tool for getting ahead while hindering collaboration.
Poor communication
Misunderstandings or lack of clarity cause serious frustration. And this may drive employees to seek alternative ways to get their messages across or achieve their goals. Poor communication can also create information silos, making some employees feel out of the loop and invoking their political skills to stay informed or exert influence.
5 examples of office politics
Employees may engage in some of the following politics to stay ahead at work: networking and personal relationships, high ambitions, backstabbing, withholding information, and impression management.
1. Networking and personal relationships
In Workplace Competition: Why We Compete at Work, Robert Hogan, PhD, founder and president of Hogan Assessments, explains that in a group context, humans are driven by a need to get along, get ahead, and find meaning. Networking achieves the first two of these, allowing employees to build bonds with influential people within the organization.
In some situations, an employee may carefully position themselves as their manager’s trusted advisor or develop a network across the company or wider industry to ensure they have strong connections to tap if needed. While networking is inextricably linked with politics, these relationships also provide access to people and resources that can ensure a team’s success.
2. High levels of ambition
Every employee in an organization is on their own personal career advancement journey, and only a few will make it to a leadership position. Ambitious employees may see workplace politics as necessary to get ahead, using any means available.
3. Backstabbing
Backstabbing is one of the darker sides of workplace politics, a weakness that shows up when employees are desperate to protect their position or advance it. Peers may deliberately harm others in the organization through:
Character assassination: Deliberately tarnishing someone’s reputation by spreading rumors or sharing false information that undermines others’ confidence in them.
Scapegoating: Letting someone else take the blame to protect themselves when things go wrong.
Being two-faced: Publicly supporting someone but taking a different stance in private.
4. Withholding information
Some employees may withhold information that could benefit the team or colleagues who are engaging in politically-motivated behavior. This may include keeping secrets, hoarding resources, or deliberately leaving others out of important conversations or meetings. This type of politicking harms team dynamics and makes it difficult for groups to work effectively together.
5. Impression management
To put a positive spin on their own endeavors, some employees will significantly embellish their achievements to pass them off as something remarkable. They may exaggerate their role in a successful project or selectively highlight their contributions to manipulate others’ perceptions of them.
How office politics affect business
At first glance, workplace politics may appear focused on individuals—but they also affect the organization’s morale, innovation, turnover, and strategic alliances.
Undermines morale and engagement
Gallup research highlights only 23% of global employees feel engaged at work, illustrating the fragility of the employee experience. There’s potential for negative office politics to erode morale and even your workers’ mental health as colleagues distrust each other.
Influences innovation
When HR teams and leaders recognize those highly motivated employees capable of excelling in their roles, they can convert their energy into innovative and productive outcomes. On the flip side, employees obsessed with the next promotion opportunity may spend more time strategizing instead of generating exciting new ideas and solutions for the company.
Creates turnover issues
In a working world where 46% of employees plan to look for a new job in the next three months, companies must be aware of how internal dynamics can influence employee satisfaction rates and push people toward the exit. Employees who feel overlooked for promotion or constantly embroiled in internal conflict may want a fresh start elsewhere. Similarly, workers whose professional development efforts haven’t worked as planned may seek opportunities with a different employer instead.
Fosters alliance-building
One of the greatest positives associated with employees engaging in office politics is their ability to foster strategic alliances. When they forge connections with customers, business partners, or even team members in adjacent departments, the overall business can benefit from these relationships through improved retention rates and increased profit.
How to address office politics
After identifying political behavior in your organization, try the following techniques to shepherd your employees toward merit-based success rather than manipulation.
Build strong team relationships
Encourage your team members to respect and learn from each other. Every new hire arrives in your organization as an individual, but integrating with the wider team will allow them to reach shared goals. According to Hanne Wulp, Leadership Development Trainer and Executive Coach at Communication Wise, “Social influence is a force that will always exist (we are social creatures) and can be used for good and bad. With this piece of knowledge, HR leaders and managers can nudge people toward acting in deliberately helpful, desired, inclusive ways, versus acting for their own personal or elite group gain.”
One way to build stronger relationships is by leveraging employee engagement solutions like Rising Team. Rising Team is an employee engagement solution that fosters stronger relationships between coworkers. Aimed at remote, hybrid, and on-site teams, its 45-60 minute Connection kit encourages each team member to reflect and share personal experiences with the wider group.
Group participants can select a discussion category to focus on in each Rising Team session. Source: Rising Team
Another way to solidify team relationships is to encourage peers, managers, and leaders to express gratitude for the contributions of those around them. Negative politics are less likely to take root when you’ve established a culture of appreciation for coworkers who stand alongside each other every day.
Peer recognition can be as simple as highlighting team members in a meeting or posting a message on a kudos wall. An alternative is to use a platform like Nectar, which offers a digital space for employees to exchange shoutouts and redeemable reward points.
Employees share appreciation with each other in Nectar’s internal social feed. Source: Nectar
Open communication will keep office gossip and mistruths from being exchanged behind closed doors. Leaders must maintain an environment where everyone feels psychologically safe voicing their opinions and knows who to approach with any concerns. Typically, this means implementing an open-door policy and hosting regular team and roundtable discussions where individuals are encouraged to speak their truth without fear of retribution.
However, this won’t happen overnight, which is where anonymous feedback can be a valuable tool in uncovering any toxic cultural practices. Employees might use Bob’s Your Voice feature as a safe space to discuss harassment, unsafe or illegal activities, and any workplace misconduct. The tool is encrypted and accessible from both mobile and web, making it easy for your workers to offer honest feedback.
Employees can report anonymous feedback to the correct case representative in just a few clicks using Your Voice. Source: Bob
Keen, motivated employees can be a blessing for your company if you can align their personal objectives with your overarching business strategy. Mitch Chailland, President of Canal HR, describes how his company aims to manage this ambition positively, “We empower managers to notice when the team member’s self-motives could be helpful to the organization, for example, when the team member is aspiring to do more work or lead a project.”
Regular career development conversations are key to this type of streamlining, drawing on performance reviews and providing actionable next steps to progress employees toward their goals. Deel Engage‘s performance management software maps individual and team goals to a company’s overall career development framework. It identifies existing skills gaps and provides targeted training programs to help employees progress from their current positions to their desired roles.
Deel Engage includes built-in AI features to generate customizable org charts, job descriptions, and competency frameworks in just a few clicks, so employees quickly achieve role clarity. Source: Deel Engage
HR’s role in navigating office politics in the workplace
Organizational politics are entirely normal. They exist everywhere and go hand in hand with managing career-focused employees who want to succeed. The HR team’s role is to be proactive in harnessing this professional enthusiasm for the good of the company rather than letting it negatively impact your other workers. Stay alert to what’s happening, understand where to provide support, and when to redirect damaging behavior into more productive channels.
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Tableau specializes in creating visualization dashboards and has pre-made templates. It’s cost is based on a per-user license and is ideal for smaller businesses.
Looker is a browser-based intelligence software that can also operate on mobile. Looker’s cost is on a per-month basis and while it is more expensive than Tableau, it offers more extensive features.
When comparing Looker vs. Tableau, two of the most popular business intelligence (BI) software tools on the market today, it’s crucial to have the facts laid out as clearly as possible before making a decision.
Business intelligence software executes data preparation and management, data querying, predictive analytics, and many other analytical tools that help managers make better decisions based on BI outputs. We will look at the features of each BI software tool to give readers more insight into which product will best fit their companies.
TechnologyAdvice is able to offer our services for free because some vendors may pay us for web traffic or other sales opportunities. Our mission is to help technology buyers make better purchasing decisions, so we provide you with information for all vendors — even those that don’t pay us.
Looker is a cloud-based Business Intelligence (BI) platform purchased by Google in 2019. Designed to offer insights and analytics, its strength lies in the powerful data modeling layer. This layer emphasizes a “single source of truth” model, ensuring accurate metric readings by consolidating information from various sources onto one dashboard.
Looker’s data modeling allows users to define intricate information and create reusable models. These can be used throughout the platform, ensuring data consistency and accuracy. This approach streamlines data exploration, giving users confidence in the displayed data.
The 23.4 release introduced the Looker Studio Connector and Connected Sheets for all Looker-hosted instances. This enhancement allows users to access and analyze Looker-modeled data, expanding the platform’s capabilities. Another feature, the Performant Field Picker Labs, offers refined search options for large Explore field pickers.
• Data Exploration and Discovery: Looker allows users to explore and discover data in real-time using an intuitive interface that requires no SQL knowledge.
• Customizable Dashboards: Users can create and share interactive, customizable dashboards that offer a comprehensive view of business metrics.
• Integrated Workflow: Looker integrates seamlessly with other tools, enabling users to embed insights directly into business workflows and applications.
• Data Modeling Layer: The LookML modeling layer enables users to define business logic centrally, ensuring consistency across all analytics.
• Collaborative Data Analytics: Looker supports collaboration by allowing users to share data insights with team members through links, dashboards, or scheduled reports.
• Real-Time Data Insights: Looker provides real-time insights, enabling businesses to act on the most current data available.
• Embedded Analytics: Organizations can embed Looker’s analytics capabilities into their own applications to offer data-driven experiences.
• Robust Security and Compliance: Looker offers enterprise-grade security features and compliance certifications, ensuring that data remains safe and secure.
Additional software required for advanced data cleaning
Tableau is a data visualization and business intelligence (BI) tool designed to help users interpret and understand their data.
Through its interface, users can create visual representations like dashboards, reports, and charts from raw data. The software allows for data integration from various sources, from databases to cloud services. Over time, Tableau has been adopted by many due to its straightforward features and ability to handle complex data sets. With each release, including the 2023.1 update, Tableau introduces modifications and improvements, reflecting feedback and the changing landscape of data analysis.
Data Visualization: Tableau excels in creating powerful, interactive visualizations that help users understand complex data intuitively.
Drag-and-Drop Interface: The drag-and-drop interface allows users to easily create visualizations and dashboards without the need for advanced technical skills.
Data Blending: Tableau enables users to combine data from multiple sources into a single view, providing a holistic perspective.
Real-Time Data Analysis: Users can connect to live data sources and perform real-time analysis to make timely decisions.
Dashboard Sharing and Collaboration: Tableau allows users to share dashboards and collaborate with others, enhancing teamwork and decision-making.
Mobile-Friendly Dashboards: Dashboards in Tableau are optimized for mobile devices, ensuring accessibility and usability on the go.
Advanced Analytics and Calculations: Tableau offers built-in tools for performing advanced analytics, such as trend analysis, forecasting, and statistical modeling.
Integration with Other Tools: Tableau integrates with a wide range of data sources and tools, including cloud services, databases, and spreadsheets, making it versatile and adaptable.
Business intelligence software has many tools to provide insightful details managers can use. However, to get the most out of one of these tools, managers need to know the company size, the types of charts and graphs needed, and the business analytical requirements.
With that data in hand, one can use this comparison as a tool to help make your final decision the right decision.
Looker vs. Tableau: Commonalities
Looker and Tableau are both comprehensive, flexible, and scalable solutions that prioritize user accessibility and collaboration. While they each have their unique strengths and weaknesses, these core commonalities make them leading choices in the realm of business intelligence software:
Looker and Tableau both offer an array of BI tools to help businesses make informed decisions using advanced Machine Learning (ML) concepts.
Both platforms are incredibly user-friendly.
You don’t need to be a data scientist to navigate through them; they’re built for everyone from the intern in the marketing department to the CFO. This universal appeal is what makes them so indispensable.
It’s like having a universal remote for all your data sources.
Integration is another area where both stand out. Whether your data lives in the cloud, in SQL databases, or even in good old Excel sheets, Looker and Tableau make it a easy to pull that data in.
Let’s talk about scalability.
Looker and Tableau have engineered their platforms to be highly scalable so they grow alongside your business.
Tableau offers a distributed server architecture that allows you to add more server nodes as your data and user base expand. This means you can handle larger data sets and more concurrent users without sacrificing performance.
Looker leverages an in-database architecture, allowing it to push queries to the database itself. This ensures that as your data grows, you can scale your database resources to maintain high-speed analytics. Both platforms also offer cloud-based solutions, providing the elasticity to quickly scale up or down based on your needs.
Both tools are big on teamwork.
They offer nifty collaboration features that make it easy to share insights, annotate findings, and even distribute reports. It’s like a virtual huddle for your team, where everyone gets to contribute to the game plan.
Looker is fully deployed as a browser-based intelligence software with no desktop installation requirement. In addition, Looker offers a mobile app solution. Tableau is a desktop-based platform with a Tableau license for cloud access but with limited cloud capabilities. Looker uses its version of structured query language called LookML with pre-built Looker Blocks. Tableau uses a spatial file connector to create maps.
While those are substantial differences, when it comes to team-facing features, the two titles serve the same overall purpose.
What are the key features of Looker?
Looker dashboard.
Looker offers several key features that will enhance the ability to view data in real-time, build applications with embedded analytics, and provide proactive insights with instant alerting for quicker decision-making. Here are some of the key features of Looker:
SQL-based type language used for data modeling and complex data analysis.
Used to create unique applications or modify existing applications with embedded analytics.
Allows users to develop reports in ad-hoc or governed data environments, which allows for data analysis in ad-hoc and governed data environments.
Looker API is used for calling data while providing a secure RESTful API that allows users to create custom applications, workflows, and scripts that can automate tasks.
Looker is owned by Google and is built on their cloud infrastructure that is available as a service to allow users to manage their Looker instances.
Predefined and pre-built code that expedites the development of applications, workflows, and analytics.
A development platform that helps developers build Looker applications while automatically performing some of the necessary steps to save time.
Looker has a mobile solution for any Internet-connected mobile device that users can access using a QR code or biometric authentication.
Provides expected authentication and access controls that help businesses stay within compliance regulations.
Interface code that helps developers create filter controls like radio buttons, sliders, and tag lists, which can be embedded in applications or dashboards.
What are the key features of Tableau?
Tableau’s focus is on creating sophisticated visual representations of data. As a result, Tableau allows users to quickly analyze large amounts of data that can be converted into reports. Tableau has a heavy focus on dashboards, but here are some other key features of this BI solution:
Offers a wide variety of visual objects and text elements that can form stories or provide multiple views, layouts, and formats using the available filters.
Provides instant data sharing for quick reviews of dashboards and data visualization.
The ability to connect to live data sources or extract data from external sources allowing a user to access data from multiple sources without limitations.
A primary feature that allows users to create a wide variety of data visualizations.
Pre-installed map information on cities, and the maps can contain geology layers.
Tableau has a foolproof security system that uses authentication and a permission methodology for user access and data connections.
The ability to create views to be seen on iOS and Android devices.
Allows users to type a query about data using their natural language and the ability of this feature to respond with text or a visual representation as an answer.
Uses time series forecasting by selecting historical time-stamped data
Looker vs. Tableau: Pricing
Looker pricing:
Platform pricing: Looker offers three editions—Standard, Enterprise, and Embed. The Standard edition costs $5,000 per month with a pay-as-you-go model. Enterprise and Embed editions require you to call sales for an annual commitment.
User licensing: Looker offers three types of user licenses—Viewer ($30/user/month), Standard ($60/user/month), and Developer ($125/user/month). These fees are consistent across all editions.
Tableau pricing:
License tiers: Tableau offers three tiers—Creator, Explorer, and Viewer. The Creator license is $70/user/month for the cloud version and $35/user/month for on-premise. The Explorer license is $42/user/month for cloud and $20/user/month for on-premise. The Viewer license is $15/user/month for cloud and $10/user/month for on-premise.
Enterprise package: Tableau also offers an enterprise package with custom pricing.
Additional Costs: Some users have noted that Tableau may require additional tools for data extraction, adding to the total cost.
Key takeaways
Looker offers a more customized pricing model, allowing for tailored solutions. Tableau offers fixed pricing tiers, which may or may not suit all organizational needs.
Both platforms offer tiered user licensing but differ in costs and capabilities.
Tableau provides upfront pricing, whereas Looker requires you to engage with their sales team for most of their offerings.
Looker vs. Tableau: Feature comparison overview
As you can see, Looker and Tableau have different key features available to users. This section will look at some of the expected features of a business intelligence and data analytics software solution.
Feature
Looker
Tableau
Advantage
Data Visualization
Looker provides a dynamic dashboard filter feature that can filter for data visualization types and specific users or groups. Looker also has a mapping feature to aid in chart creation.
Tableau specializes in visualization dashboards and infographics. Tableau provides pre-made templates and has a wizard feature that helps non-technical users.
Integration
Looker integrates with big data platforms and databases and can execute queries without extracting data
Tableau has over 200 connectors that can connect to multiple sources such as RDBMS, spreadsheets, Presto, SQL Server, Cloudera, Hadoop, Amazon Athena, and Salesforce
Data Modeling
LookML is a data modeling tool that is reusable and flexible. LookML has pre-built modeling called Looker Blocks used to build sophisticated query analytics
Tableau uses snowflakes and dimensional data models that help improve the performance of queries
Reporting
Provides basic reporting templates
Users can build customized reports with extensive connectors to create dashboards and reports
Speed
Looker is slower, and users may need several hours to share a report
Allows a user to create visualization reports in short periods
Advanced Analytics
Looker pre-built code blocks are configurable, and LookLM allows for a deeper analytical review of data
Tableau does not have pre-built code blocks, but it is more configurable than Looker
Security
Looker provides an admin panel to change security settings and 2-factor authentication
Tableau allows a user to protect reports and dashboards, but not with the detail of Looker
Mobile Support
Looker’s mobile app allows you to view data using any browser with an Internet connection. Emails and chat sessions are available too. Users can log in using a QR code or biometrics
Android and iOS devices can use Tableau’s mobile web application
Pricing
For a company, $5,000/per month, but Looker offers a variety of business plans depending on size
Tableau’s creator license cost per user is $70/per month, and for a viewer, it’s $15/per month
Looker vs. Tableau: Which BI software is right for your business
The best BI solution is subjective since every company’s situation differs slightly. For example, a company that uses Salesforce may lean towards Tableau since Salesforce purchased Tableau four years ago. Any company heavily invested in using Google products may lean towards Looker. Just because a company uses Google or Salesforce products should not be the basis for a decision.
Other factors to consider are the existing infrastructure, analytical data needs, and storage preferences, whether cloud or local, are only a subset of reasons why a company may choose one BI product over the other.
How to choose between Tableau vs Looker
A business need for a BI software solution was identified as a requirement. Next, the company generates a list of requirements on why BI software is needed. These requirements vary from company to company, but they are the driving force behind choosing a BI solution. Finally, decision-makers are on track to make the right decision using the key features and the comparison overview along with additional research.
When comparing Looker vs Tableau, know both are powerful BI tools, but they serve different needs. Looker excels in data modeling and integration with SQL-based databases, while Tableau is known for its advanced visualizations and ease of use. The choice depends on your specific requirements.
The downside of Looker is its reliance on SQL for data exploration, which can be a barrier for non-technical users. Additionally, its pricing can be prohibitive for smaller businesses, and it may require more setup and customization compared to other BI tools.
Looker is expensive due to its robust data modeling capabilities, enterprise-level features, and deep integration with SQL databases. The cost reflects the advanced functionality, scalability, and customization options it offers to large organizations.
Yes, Looker is owned by Google. It was acquired by Google in 2020 and is now part of the Google Cloud ecosystem, enhancing its integration with other Google Cloud services.
Tableau is better for users seeking intuitive, visually rich analytics with minimal setup, while Looker is preferred for those needing strong data modeling and SQL-based querying. The best choice depends on your business needs and technical expertise.
Tableau uses a distributed server architecture to manage increased data and user loads, whereas Looker relies on in-database processing to scale alongside your database resources.
Unlike descriptive and predictive analytics, which focus on understanding past data and predicting future trends, prescriptive analytics provides actionable recommendations on what steps to take next. Below are nine of the best prescriptive analytics tools to help you forecast the business weather and prepare for the storms ahead.
TechnologyAdvice is able to offer our services for free because some vendors may pay us for web traffic or other sales opportunities. Our mission is to help technology buyers make better purchasing decisions, so we provide you with information for all vendors — even those that don’t pay us.
Alteryx’s simple interface helps break down complex data workflows, making data analysis accessible even to non-coders. This feature, coupled with a comprehensive suite of pre-built analytic models and an extensive library of connectors, allows you to derive actionable insights seamlessly. Its Alteryx Academy further enhances its usability and facilitates speedy adoption. The availability of Alteryx Community, a platform for peer support and learning, underlines why it is our top choice for the best end-user experience.
KNIME, another strong contender known for its flexibility and budget-friendly options, still falls short in user experience compared to Alteryx. While KNIME offers powerful data analytics capabilities, its interface can be less intuitive, requiring more technical knowledge to navigate. Alteryx, on the other hand, prioritizes maintaining a user-friendly design, making it easier for users at all technical levels to perform complex analytics tasks without extensive training.
Alteryx is your go-to platform for simplifying complex data workflows. Its intuitive drag-and-drop interface makes tasks like data blending, cleansing, and analysis accessible to both technical and non-technical users.
For small businesses up to large enterprises, Alteryx empowers your analysts with advanced analytics capabilities without requiring extensive coding knowledge. You can take advantage of a wide range of data sources and benefit from extensive training resources through Alteryx Academy. For automating repetitive tasks and boosting your data analysis capabilities, Alteryx offers a powerful and user-friendly solution.
Self-service data analytics: Quick and precise insights delivery with an end-to-end platform for data discovery, blending, and analysis.
Drag-and-drop workflow: Easy creation and alteration of analytical workflows through an intuitive user interface.
Predictive analytics: With more than 60 pre-built tools, Alteryx allows the harnessing of advanced analytics for spatial and statistical analysis and predictive modeling without any coding required.
Data connectors: Native data connectors to numerous sources such as SQL, Oracle, Excel, and Access and supports cloud-based data from AWS, Google Analytics, Salesforce, etc.
As part of the Azure environment, Azure Machine Learning benefits from all the security features used to protect the cloud service at large. Similar to how Office 365 enables increased controls regarding access privileges, data storage and sharing, and identity management, Azure Machine Learning ensures the safeguarding of connected data pipelines and workflows. Its built-in security measures include advanced threat protection, encryption at rest and in transit, and comprehensive compliance certifications, providing a robust framework for data privacy.
When compared to Oracle Autonomous Data Warehouse, another strong contender known for its security features, Azure Machine Learning stands out particularly in the realm of integrated data privacy. Oracle provides excellent data security and compliance, but Azure’s extensive suite of security tools and seamless integration with other Microsoft services offer a more comprehensive approach to data privacy. Azure’s identity management and access controls, along with its ability to monitor and respond to threats in real-time, give users a higher level of confidence in the protection of their data.
Azure Machine Learning, part of the Microsoft Azure ecosystem, offers a secure and scalable platform for developing and deploying machine learning models.
It integrates with various Azure services and supports multiple development environments, providing you with flexibility in model building and deployment. Advanced tools for automated machine learning, data labeling, and model interpretability make Azure Machine Learning comprehensive for your AI projects. If your enterprise prioritizes data privacy and needs a reliable environment for developing sophisticated machine learning applications, this platform is an excellent choice.
Enterprise-grade MLOps: Build, deploy, and manage machine learning models efficiently at scale, fostering robust operationalization and lifecycle management of your models.
Automated machine learning: Makes the selection and tuning of machine learning models hassle-free, increasing productivity and reducing the possibility of errors.
On-premises, multi-cloud, and at-the-edge deployment: Flexibility to deploy your machine learning models wherever you need them.
Explainability and fairness of models: Includes built-in features for model interpretability and fairness.
Security and compliance: Provides advanced security controls and privacy-preserving features, including differential privacy and confidential computing.
Integrated notebooks: Offers Jupyter Notebooks as part of the service.
Studio
Free plan: Available, no Azure subscription required.
Standard: $9.99/user/month plus $1 per studio experimentation hour; Azure subscription required. Unlimited modules and storage, experiments can last up to 7 days, with a maximum of 24 hours per module.
Production Web API
Web API Dev/Test: Free. Includes 1000 transactions per month, 2 compute hours, and 2 associated web services.
Web API Standard S1: $100.13/user/month, includes 100,000 transactions and 25 compute hours per month. Overage rates are $0.50 per 1,000 transactions and $2 per API compute hour.
Web API Standard S2: $1,000.06/user/month; includes 2,000,000 transactions and 500 compute hours per month. Overage rates are $0.25 per 1,000 transactions and $1.50 per API compute hour.
Web API Standard S3: $9,999.98/user/month; includes 50,000,000 transactions and 12,500 compute hours per month. Overage rates are $0.10 per 1,000 transactions and $1 per API compute hour.
With the full might of SAP’s suite behind it, you can ensure seamless data flow and consistency across business processes. This makes SAP IBP particularly effective for organizations looking to optimize their supply chain operations comprehensively and efficiently.
SAP IBP integrates key planning processes, including demand sensing, inventory optimization, and sales and operations planning, into a single unified platform.
SAP IBP provides end-to-end supply chain visibility and advanced predictive analytics tailored specifically for supply chain management. While Oracle focuses on data management and processing, SAP IBP offers specialized modules for supply chain operations, including demand-driven replenishment and supply chain control tower capabilities, which are not as deeply embedded in Oracle’s offering.
SAP Integrated Business Planning (IBP) offers a comprehensive solution for managing your supply chain, providing advanced tools for demand planning, inventory optimization, and sales and operations planning.
It processes real-time data and uses predictive analytics to deliver accurate forecasts and scenario planning. SAP IBP’s collaboration features facilitate coordination across your business units, improving overall supply chain efficiency. If you are seeking to optimize your supply chain operations with extensive customization options and scalability, SAP IBP meets the needs of businesses of all sizes, enhancing your supply chain performance through data-driven insights.
Looker’s secret weapon is its ability to create powerful, scalable data models using its LookML language. It allows teams to curate and centralize business metrics, fostering better data governance. Plus, its in-database architecture means models can handle large datasets without performance trade-offs. Looker’s versatility and adaptability, including its integration capabilities with SQL and other data sources, make it ideal for businesses that need an intuitive data modeling platform.
The platform’s most natural competitor, Tableau, still leaves something to be desired when it comes to data modeling. Tableau’s strengths lie in its visual analytics, but it falls short in its data modeling capabilities. Looker allows for more sophisticated and reusable data models through LookML, ensuring centralized management and consistency across the organization. Looker’s ability to integrate with SQL databases without data extraction enhances its performance, making it more efficient.
Looker, part of Google Cloud, specializes in data modeling capabilities using its proprietary LookML language.
This platform is ideal if your team needs scalable, centralized business metrics to enhance data governance. Looker processes data within the database itself, maintaining high performance even with large datasets. If you require comprehensive data modeling, Looker integrates smoothly with various SQL databases and other data sources. Its ability to create detailed visualizations and dashboards supports your organization in making strategic, informed decisions.
LookML data modeling: Looker’s proprietary language, LookML, offers a code-based approach to defining business logic and data relationships, providing granular control over how data is queried and visualized.
Data blocks: Pre-modeled pieces of business logic or whole datasets from third-party sources that can be natively integrated into your existing models.
Looker actions: Allows users to take meaningful actions on insights directly from within Looker, like changing data in your database, sending an email, or creating a task in project management software.
Embedded analytics: Looker’s Powered by Looker platform enables you to embed real-time analytics and data visualizations directly into your workflows, applications, or portals.
Tableau is well-known for its ability to turn complex data into comprehensible visual narratives. Its intuitive, drag-and-drop interface makes it accessible for non-technical users while still offering depth for data experts. The large array of visualization options, from simple bar graphs to intricate geographical maps, allows for highly customized presentations of data. With top-notch real-time analytics, mobile-ready dashboards, and secure collaboration tools, Tableau proves to be an invaluable asset for quick, accurate decision-making.
When compared to Microsoft Power BI, another platform known for its data visualization, Tableau excels in providing more sophisticated and customizable visualization options. While Power BI integrates well with other Microsoft products and offers competitive pricing, its visualization capabilities are not as advanced or flexible as Tableau’s. Tableau’s ability to handle large datasets and perform real-time analytics without compromising performance sets it apart. Additionally, its extensive community support and continuous updates ensure that it remains at the forefront of data visualization technology.
Tableau transforms complex data into clear, comprehensible visual narratives. Its drag-and-drop interface is designed for users of all technical levels, making it easy to create a wide array of visualizations, from simple charts to intricate maps.
If you need to present data visually in an engaging and understandable way, Tableau should be at the top of your list. The platform supports real-time analytics and mobile-ready dashboards, providing you with immediate access to insights. Collaboration tools make it easier for your teams to work together on data projects, improving overall efficiency and understanding.
Data blending: Enables users to blend data from multiple sources, providing a unified view of multiple datasets.
Drag-and-drop interface: Users can create complex visualizations using a simple drag-and-drop mechanism.
Real-time data analysis: Real-time data analysis allows for up-to-the-minute business insights and decision making.
Interactive dashboards: Lets users drill down into charts and graphs for more detail.
Tableau Public: A free service that allows users to publish data visualizations to the web. These can be embedded into webpages and blogs, shared via social media or email, and made available for download for other users.
Mobile-ready dashboards: Dashboards are optimized for tablets and smartphones, enabling users to access their data anytime, anywhere.
Oracle Autonomous Data Warehouse is designed to take the heavy lifting out of database operations while delivering impressive performance and adaptability. Imagine a system that grows with your business, automatically adjusting its resources based on your needs.
While IBM brings strong machine learning capabilities to the table, it can’t match Oracle’s seamless scalability and automated management. Oracle goes a step further by baking machine learning right into the system, helping to fine-tune performance, bolster security, and streamline backups.
But it’s not just about handling more data. Oracle’s system plays well with others, integrating smoothly with its cloud ecosystem and a variety of enterprise tools.
Perhaps most impressively, Oracle allows you to perform sophisticated data analysis and predictive modeling right within the warehouse. This in-database machine learning feature is a game-changer for efficiency and insights.
Oracle Autonomous Data Warehouse is designed to streamline data management processes, providing an efficient and automated platform for your analytics needs. As the industry’s first self-driving database, it runs natively on Oracle Cloud Infrastructure (OCI), automating tasks such as patching, provisioning, tuning, and scaling without the need for human intervention. This platform is particularly suited for enterprises looking to manage vast amounts of data with minimal manual effort, offering high performance and scalability.
You can benefit from its ability to integrate with various cloud environments, including AWS, Azure, and Google Cloud, providing expansive multicloud functionality. The platform supports real-time analytics and advanced machine learning models through its built-in Oracle Machine Learning services, which accelerate model creation and deployment. Additionally, Oracle Autonomous Data Warehouse’s Exadata infrastructure offers high-performance storage at reduced costs, making it a cost-effective solution for large-scale data operations.
Ideal for businesses that need to consolidate data from multiple sources into a single, query-optimized data store, Oracle Autonomous Data Warehouse provides robust support for data integration and analysis. With features like automatic data preparation, AutoML for automated model development, and graph analytics for managing complex data relationships, this platform enhances your ability to derive meaningful insights from your data. For organizations looking to modernize their data architecture and improve data accessibility and performance, Oracle Autonomous Data Warehouse is a powerful choice.
In-database machine learning: Offers in-database machine learning capabilities, allowing users to build and deploy models without moving data.
Natural language queries: Enables natural language querying with AI, letting users interact with data without needing SQL knowledge.
Vector search: Supports vector search for identifying similar data across documents, images, and other unstructured data types.
Graph analytics: Includes advanced graph analytics features for uncovering relationships within complex data sets.
Spatial features: Provides comprehensive spatial data processing for large-scale location intelligence and geospatial applications.
Automated threat detection: Uses AI-driven automated threat detection and remediation to enhance data security.
Compute Costs (ECPU Billing Model):
Serverless:
ECPU per hour: Pricing starts at approximately $0.1125 per ECPU hour.
Dedicated Infrastructure:
Exadata Storage per ECPU: Costs vary based on the specific configuration and usage, typically higher than serverless options.
Storage Costs:
Serverless:
Database Storage: Charged per terabyte (TB) per month.
Backup Storage: Charged separately per terabyte (TB) per month.
Dedicated Infrastructure:
Database Storage and Backup Storage: Provisioned in TB increments, with specific pricing based on configuration.
Minimum Term:
For dedicated infrastructure deployments, the minimum subscription term is 48 hours.
Additional Notes:
BYOL (Bring Your Own License): Users with existing Oracle licenses can benefit from reduced pricing under the BYOL model.
Cost Estimator Tool: Oracle provides an online cost estimator tool to help users calculate their expected monthly expenses based on their specific usage requirements.
Complex advanced features may be overwhelming for learners
Why we chose RapidMiner Studio
The most compelling attribute of RapidMiner Studio is the level of nuance it provides during data discovery. ETL processes can be defined with numerous granular modifications, making the process of importing and scrubbing data a lot easier. Even messy, unstructured, or poorly organized data can be quickly parsed and processed once the correct automations are in place.
Data almost always has value, but for humans to leverage it meaningfully, it needs to be formatted in a comprehensible way for both users and AI tools. This is RapidMiner’s strong suit: transforming convoluted piles of information into visualizations, dashboards, and prescriptive insights.
KNIME also offers powerful data integration and manipulation capabilities but often requires more manual configuration and coding knowledge. RapidMiner provides a more user-friendly interface and automation features that streamline the ETL process, making it accessible to users with varying levels of technical expertise. Additionally, RapidMiner’s support for handling unstructured data and its ability to produce actionable insights swiftly make it the preferred choice for organizations focused on efficient data mining and aggregation.
RapidMiner Studio is a premier platform for data mining and predictive analytics. It is suitable for both data scientists and business users, offering extensive tools for data preparation, model building, and validation.
If your organization needs to perform advanced data analysis and predictive modeling, RapidMiner’s integration capabilities with various data sources and third-party applications enhance its versatility. The platform’s collaborative features allow your teams to share workflows and insights effectively, driving better business outcomes.
Automated data science: Simplifies complex data transformation, model selection, and validation tasks.
Multi-threaded execution: Capitalizing on your machine’s computational capabilities, RapidMiner offers multi-threaded execution for faster data processing and model building.
Rich data preprocessing tools: Provides a vast range of preprocessing operators, allowing users to clean, transform, and enrich their data efficiently.
IBM has been a major player in computer technologies for decades, having transitioned from producing hardware to developing cutting-edge machine learning systems. Their expertise in this area has placed them at the forefront of business intelligence and prescriptive analytics. While IBM Watson often receives the most attention, IBM Decision Optimization is an equally impressive suite of BI tools that enable large-scale enterprises to transform their operational data into powerful optimization solutions. It is part of IBM’s extensive suite of business intelligence tools.
Alteryx is a very similar competitor, also offering strong data preparation and predictive analytics but lacking the sophisticated optimization capabilities that IBM provides. A key differentiator is IBM’s use of CPLEX solvers, which allow for complex, large-scale optimization problems to be solved efficiently—a feature Alteryx does not offer.
IBM also has the advantage of offering seamless integration with Watson Studio. This gives you direct utilization of machine learning models within optimization workflows, providing a streamlined, high-performance solution for real-time data processing and scenario planning. Alteryx, while strong in its domain, requires more manual effort to combine predictive and prescriptive analytics, limiting its efficiency in handling complex optimization scenarios.
With IBM Decision Optimization, you can tackle complex operational challenges across various sectors, from supply chain management to resource allocation.
Leveraging advanced algorithms and CPLEX solvers integrated with IBM Cloud Pak for Data, this platform turns intricate data sets into actionable insights. If you run a large enterprise that requires sophisticated scenario analysis and what-if modeling to optimize your operations, IBM Decision Optimization is especially beneficial. By integrating with IBM Watson Studio, you can merge machine learning models with optimization techniques, enhancing your operational efficiency and accuracy.
Prescriptive analytics: Uses mathematical and computational sciences to suggest decision options to advantage businesses.
Mixed-integer programming (MIP): Enables users to model and solve problems where the decision variables are a mix of continuous and integer variables.
Constraint programming: Helps solve complex combinatorial problems by specifying the constraints that need to be satisfied.
Heuristic methods: For complex problems where exact methods might be too slow, IBM Decision Optimization provides fast, high-quality heuristic solutions.
Scenario analysis: Allows businesses to consider a range of outcomes and conditions for multiple scenarios to better manage risks and uncertainties.
While KNIME lacks the sleek, push-button UIs that most other BI tools present, this isn’t necessarily a drawback, depending on the use case. For those in need of high levels of customization and the ability to shape the models and learning algorithms to their data pipelines, workflows, and native environments, KNIME has a lot to offer.
Additionally, KNIME is free to use for individual users, and its more DIY structure facilitates lower costs than other solutions when adding to the user base. KNIME’s “data sandbox” is perfect for data teams that want to supercharge their efforts but don’t need to offer widespread end-user access to the tools themselves.
When compared to RapidMiner Studio, another competitor known for its strong data mining and aggregation capabilities, KNIME wins in the categories of flexibility and cost-effectiveness. RapidMiner offers a more guided experience with its automation features, but this comes at a higher price point and with less customization. KNIME, in contrast, provides a more open environment where data scientists can build highly tailored workflows without being constrained by pre-built processes.
KNIME (Konstanz Information Miner) provides a highly customizable environment for your data analytics needs, catering to data scientists and analysts who require granular control over their workflows.
Its modular design allows you to build data processes using a variety of nodes for tasks like data preprocessing and machine learning. KNIME’s open-source nature makes it accessible to individual users at no cost, with additional enterprise features available for larger teams. If you prioritize flexibility and innovation in your data science projects, KNIME offers a sandbox environment perfect for experimenting with different models and algorithms.
Visual workflow editor: Provides an intuitive, drag-and-drop style visual interface for building data workflows. This makes the process of data manipulation, analysis, and visualization easy to understand and execute.
Extensive integration capabilities: Supports a wide range of data formats and systems, including SQL, NoSQL, Hadoop, and various cloud storage options, enabling seamless data integration from diverse sources.
Open source and customizable: Offers the flexibility to customize the platform according to specific needs. Users can contribute new functionalities via KNIME’s node extension system.
Rich analytics tools: Houses a comprehensive set of tools for data mining and machine learning algorithms, statistical functions, and data visualization, serving as a robust platform for data-driven decision-making.
A quick breakdown of the four common functions of business intelligence:
Descriptive Analytics
The “What”
Used to organize data, parse it, and visualize it to identify trends.
Diagnostic Analytics
The “Why”
Used to analyze trends, examine their progress over time, and establish causality.
Predictive Analytics
The “When”
Used to compile trend and causality data, and extrapolate upcoming changes to anticipate outcomes.
Prescriptive Analytics
The “How”
Used to predict possible scenarios, test possible strategies for ROI or loss potential, and recommend actions.
Prescriptive analytics is among the most advanced business applications for machine learning and data science. It requires a significant amount of AI processing and depends on large volumes of reliable data. More importantly, like a human employee, it can be trained to respond to inputs and scenarios over time, improving the recommendations it outputs.
“Always tell me the odds”: Why prescriptive analytics matter
Prescriptive analytics isn’t a crystal ball. What it is might be closer in analogy to an independent consultant or a military tactician. It surveys the battlefield and considers numerous scenarios based on likelihood, parameters and circumstantial constraints, intensity of effects on final outcomes, and the options or resources available to the organization.
Then, after simulating the possibilities and comparing current plans to potential alternatives, it makes recommendations to promote the most positive results.
In short, it doesn’t remove the uncertainty from business planning; it reduces the level of disruption caused by unanticipated events or a lack of forethought.
Forecasting outcomes like this can be used to achieve a number of important business goals:
Preventing or mitigating loss
Minimizing or avoiding risk factors
Optimizing processes, schedules, and routes
Improving resource utilization and limiting downtime
Anticipating opportunities
With prescriptive analytics, businesses can work proactively, instead of reactively. It’s reassurance and validation when things go according to plan, and it’s a safety net when things take a turn for the catastrophic. Either way, you’ve explored the possibilities via numerous scenarios and simulations, and you’re as prepared as possible for what the future brings.
Choosing the best prescriptive analytics software
Remember, “crazy prepared” is only a negative until everyone needs what you’ve prepared in advance. Hopefully, this list of prescriptive analytics tools will help you find the solution that positions your business as the Batman of your industry. If not, check out our in-depth embedded analytics guide for more insight on how to choose a provider for your use case.
Prescriptive analytics is a branch of data analytics that uses machine learning and computational modeling to suggest actions for optimal outcomes based on given parameters.
To choose the best prescriptive analytics platform for your business, assess your specific needs such as data volume, type of analytics required, scalability, user-friendliness, and budget, and review the features, integrations, support, and customer reviews of potential platforms.
Techniques of prescriptive analytics include optimization, simulation, decision analysis, machine learning, and heuristics. These methods help in recommending actions, predicting outcomes, and finding the best course of action based on data-driven insights.
Examples of prescriptive analytics include supply chain optimization, personalized marketing, financial portfolio management, and healthcare treatment plans. These applications use data to recommend specific actions that achieve desired outcomes.
The four types of data analytics tools are descriptive (e.g., dashboards, reports), diagnostic (e.g., root cause analysis), predictive (e.g., forecasting, regression analysis), and prescriptive (e.g., optimization models, recommendation systems).
Algorithms used in prescriptive analytics include linear programming, mixed-integer programming, constraint satisfaction, genetic algorithms, and machine learning algorithms like reinforcement learning. These algorithms help in determining optimal decisions and actions.
Learn about the benefits of prescriptive analytics tools and software, and review the top options currently available on the market. See our top tools of 2024.
Metadata refers to a series of data tags that contain information embedded in the source code of virtually every webpage that can be accessed online. These data tags go unseen by casual visitors and work in the background to describe the contents of your website, making metadata important for gaining visibility on social media and improving search engine results.
Overall, metadata plays a crucial role in information sharing, usage rights, and content reuse, as it provides essential context and structure for organizing, tracking, and distributing much of the content we find online today.
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Micro (0-49), Small (50-249), Medium (250-999), Large (1,000-4,999), Enterprise (5,000+)
Micro, Small, Medium Sized Companies
Core Features
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Integrations
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What is metadata?
Metadata is information that provides clear context or details about other data and helps describe, organize, and manage content by making it easier to find and access while browsing the internet. At its core, whether your data is structured or unstructured, metadata helps you understand and work with data more easily and efficiently.
Metadata in a database system is information that describes the data’s structure, properties, and organization. It includes details like table and column names, data types, constraints, and indexes. When metadata is stored, it acts as an easily accessible blueprint that helps users and applications understand how to access and manage that data. Metadata also ensures consistency, enables efficient querying, and supports data integrity, serving as an essential foundation for database functionality and usability.
Metadata models and standards
Metadata models define the structure and organization of metadata, enabling the consistent representation and management of information. Common models include hierarchical, relational, and graph-based, with each suited for specific use cases. Standards ensure uniformity and promote compatibility across systems.
These models and standards streamline data integration, discovery, and sharing by providing clear and simplified frameworks. Adopting standardized metadata practices supports scalability, enhances data quality, and simplifies collaboration. This makes it easier to manage complex datasets across diverse platforms and industries.
What is metadata in database management?
Metadata and database management are intricately connected, as metadata serves as the descriptive framework for the structure and organization of a database. In database management, metadata plays a key role in optimizing performance, ensuring security, and supporting data governance. It helps guide query optimization, defines user roles and access permissions, and tracks changes to the database. Essentially, metadata serves as an operational guide that ensures databases are organized and secure.
What should metadata tell you about the data?
Metadata provides key information about the data, making it easier to understand and use. It should describe what the data is, its purpose, and how it is organized. This helps users and systems interact with the data properly and run accurate queries. Metadata also tracks where the data came from, when it was created or updated, and who made changes to it.
Metadata is important because it provides essential context about data, enabling users and systems to understand, organize, and utilize it effectively. It describes the structure, content, and origin of data, which ensures its proper management.
Metadata also supports security by defining access controls and compliance requirements while enhancing data quality. Additionally, it aids in data discovery, making it easier to locate, interpret, and maintain data over time.
Benefits of metadata
The benefits of metadata include improved organization, accessibility, and data usability. It helps users understand data’s structure and purpose, making it easier to locate and define. Metadata also boosts efficiency by enabling accurate searches and better data management overall. By validating data quality and recording its origin and changes, metadata ensures overall reliability, simplifies data management, and supports timely decision-making.
Why metadata is important for a data set
Metadata is important for a dataset because it explains the data and how it is organized, making it easier to understand and use. It supports accurate analysis, ensures data quality by tracking changes and validation rules, and improves security through access controls and compliance. Metadata also records the data’s source and history. This clarity and organization make datasets more reliable, accessible, and manageable.
Why metadata is important for data management
Metadata is important for data management because it helps organize, access, and maintain data by providing structure and context. It also makes it easier to understand the data’s content and rules, which ensures its accurate use. Additionally, metadata improves data quality by tracking changes and enforcing rules, while supporting security by defining access and ensuring compliance.
Metadata improves data quality by setting rules and standards for how data is stored, accessed, and maintained. It defines details like data types and the relationships between datasets to ensure consistency and accuracy. Additionally, metadata improves data quality by preventing errors like invalid entries and duplicate records, which works to improve overall reliability.
Metadata also improves usability by documenting where data comes from, when it was updated, and how it has been used. This transparency helps identify and fix issues while ensuring users understand the data’s history. Additionally, metadata organizes information and defines relationships, making data easier to find and interpret. By providing structure and context, metadata supports high-quality data throughout its lifecycle.
To use metadata effectively, establish clear standards and governance to ensure consistency and accuracy. Automation tools like artificial intelligence (AI) help manage large datasets efficiently and regularly updating metadata keeps it accurate. Collaboration among teams also ensures that metadata meets both your technical and business needs. Metadata should provide enough detail for context without being overwhelming.
Challenges include inconsistent standards, which can hinder data integration, and the resource-intensive nature of metadata management. Legacy systems may struggle with compatibility when adopting modern tools, and poorly managed metadata can cause confusion and erode trust in data. As datasets grow, balancing automation with human oversight is crucial to maintaining accuracy and usability.
The future of metadata is increasingly tied to automation and advanced technologies like AI and machine learning (ML). These technologies enable automated metadata generation, classification, and management, which reduces manual effort and ensures more consistent and comprehensive metadata creation.
As datasets grow in complexity and scale, dynamic and adaptive metadata systems are becoming more essential. These systems can adjust in real-time to evolving data environments, supporting faster analytics and decision-making. Enhanced metadata standards are also driving innovation by ensuring metadata improves data discoverability and usability across diverse platforms.
Emerging trends in metadata include its integration with blockchain for improved security and the rise of metadata powered by natural language processing (NLP). Another trend is the growing focus on metadata governance, as organizations recognize its importance for compliance, privacy, and ethical data use. With these advancements, metadata is evolving from a passive descriptive tool to an active enabler of intelligent and scalable data ecosystems.
Frequently Asked Questions (FAQ)
Metadata provides descriptive information about data, such as its content, origin, or structure. It helps organize, search, and understand data efficiently, enabling better data management and usability across various systems.
Metadata is used in databases, websites, digital media, and documents to describe, classify, and manage content. It supports search engines, data analysis, and file organization, which ensures efficient retrieval, categorization, and accessibility across industries like marketing and research.
Metadata is data that describes other data, providing context and making it easier to find, organize and use. Examples of its common types include descriptive metadata (titles, keywords), structural metadata (format, relationships), administrative metadata (creation dates), and statistical metadata (collection methods, analysis details).
Metadata is created by data creators, automated systems, or metadata specialists. It can also be generated collaboratively by users who tag various online content. Each contributes to describing, organizing, and managing data for efficient use and easy retrieval.
Metadata is used in everyday life to organize and search digital files, improve online search engine results, manage libraries and archives, monitor website analytics, and support business decisions by providing structured information about datasets.
Choosing the right VoIP for your small business is no small take. A voice-over-internet-protocol (VoIP) system is a software solution that enables businesses to make voice calls online. Compared to traditional landline systems, it’s more scalable and affordable, eliminating the high costs and disruptive downtimes when a business expands its communication operations. Different businesses benefit from VoIP systems, including telecommunications companies providing customer assistance and healthcare organizations offering telemedicine services.
The best VoIP for small businesses features tools for supporting different call volumes, integrates with a wide range of third-party solutions, and offers high uptime guarantees. In this article, we listed the top software solutions to help you decide which one is best for your communication needs:
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Featured partnersFeatured Partners: VoIP Solutions
Interactive voice response (IVR): Create up to 250 IVR menus for different company departments or representatives.
Call delegation: Assign up to 10 assistants to an executive and up to 10 executives to an assistant to efficiently manage phone calls.
Conference call: Set up a call for multiple individuals, whether it be internal or external stakeholders. RingCentral accommodates up to 1,000 conference call participants.
Hot desking: Access your own extension, user profile, and voicemails in any phone registered in the system.
Vanity numbers: Customize your phone numbers to make them memorable and increase brand recognition.
The pricing below is for one to five users on a monthly billing arrangement. Save up to 33% by paying annually.
Core plan: $30/user/month
Includes:
Unlimited domestic calling
Toll-free numbers
100 toll-free minutes
25 business texts
Basic call queues
Unlimited audio conferencing
Video conferencing for up to 100 participants
Advanced: $35/user/month
Includes:
1,000 toll-free minutes
100 business texts
Advanced call queue rules and routing
Automatic and on-demand call recording
Advanced call monitoring, namely whisper, barge, and monitor
Hot desking
Video conferencing for up to 100 participants
Ultra: $45/user/month
Includes:
10,000 toll-free minutes
200 business texts
Unlimited file storage for files, messaging, and recordings
Device analytics and alerts
RingCentral is the best VoIP services for small businesses wanting to grow operations quickly without the high expansion costs. Its feature-rich tiered subscription plans provide options suitable for different stages of scaling communications. Since it’s a hosted private branch exchange (PBX) system, you can add users to your account as the team grows and not worry about the hefty installation and maintenance expenses.
Compared to vendors mentioned here, RingCentral has the most third-party integrations, further supporting scaling operations. It works with over 300 apps. Companies that see spikes in inbound calls will benefit from connecting customer relationship management (CRM) tools to the platform, allowing agents to see customer profiles, understand the context of concerns, and resolve queries faster. RingCentral integrates with popular CRM solutions like Salesforce, HubSpot, and Microsoft Dynamics.
Aside from CRM, the platform features analytics, collaboration, customer support, marketing automation, and productivity apps in its integration catalog. Moreover, it offers access to APIs, allowing you to add communication capabilities to your business platforms.
RingCentral is a unified communications platform that allows users to make phone calls, chat with colleagues, send and receive text and fax messages, and facilitate video meetings. It supports local public switched telephone networks (PSTN) in 46 countries and offers international virtual numbers in 100 locations, enabling businesses to easily expand overseas.
Aside from the robust VoIP system, the company has a contact center platform powered by artificial intelligence (AI). It automatically records interaction summaries, notes, and follow-ups in a customer relationship management (CRM) tool, tracks keywords and phrases, like competitor names and product features, and generates call scoring.
For its robust small business VoIP phone system, RingCentral was recognized as a Leader in Gartner’s 2023 Magic Quadrant for Unified Communications as a Service (UCaaS) Worldwide report.
Nextiva: Best for toll-free calling
Pros
Free local and toll-free number
No-cost number porting
Unlimited internet fax in all subscription plans
Unlimited conference call participants
Supports Bring Your Own Device (BYOD)
Cons
Voicemail transcription is an add-on feature before reaching the highest-tier subscription package
Call analytics: Track call center metrics to gauge how productive and efficient your team is. Nextiva displays the total number of inbound, outbound, answered, and missed calls for a specific period. You may also refer to the inbound and outbound talk times and the average talk time.
Call park: Place an active call in a communal parking spot and enable other team members to retrieve a call. This allows more qualified agents to handle the call and resolve a customer’s concern.
Call notify: Receive an email notification about an important call. Configure the conditions for call notification.
Priority alerts: Set the phone system to ring differently when specific callers come through the system. Nextiva allows users to list up to 12 phone numbers for each priority alert entry.
Conversational AI: Let callers discuss their concerns when interacting with the interactive voice response (IVR), as they would discuss with a live human agent. The powerful artificial intelligence (AI) tool can understand human language and enable the IVR to direct the customer to the appropriate team or agent handling their concern.
The pricing below is for 1–4 users on a monthly billing arrangement.
Core: $35/user/month
Includes:
Unlimited calling within the U.S. and Canada
Free local and toll-free number
Up to 1,500 toll-free minutes
Voicemail-to-email notifications
Unlimited internet fax
Video calling and video meeting for up to 45 minutes
Engage: $50/user/month
Includes:
Multi-level auto-attendant
Conference call for up to 40 participants
Up to 3,000 toll-free minutes
Up to 1,000 messages sent and received per user
Voicemail-to-SMS notifications
Advanced integrations with CRM tools
Power Suite: $75/user/month
Includes:
Call recording
Conference call for unlimited participants
Up to 12,500 toll-free minutes
Up to 2,000 messages sent and received per user
Voicemail transcription
Enterprise integrations with CRM tools
Single sign-on
Nextiva is the best VoIP for small businesses with a country-wide clientele, offering a generous toll-free minute allowance. When you subscribe to the highest-tier plan, you can use up to 12,500 toll-free minutes, translating to communication cost savings in the long run. Compared to other vendors on this list, Nextiva is the one that has the biggest offering for toll-free minutes.
By providing toll-free calling, companies allow clients to easily connect and get assistance for their concerns without any cost on their end. On top of the toll-free minute allowance, Nextiva’s unified communication system helps businesses serve customers more efficiently. Team members consult each other via chat conveniently and can jump into a video meeting to discuss matters in depth.
Since 2006, Nextiva has offered various communications solutions packed with excellent sales and customer service tools. When subscribed to its small business phone system, VoIP features like unlimited domestic calling, conference calls, free number porting and enterprise integrations are accessible. The platform features call pop, a native CRM system, and customizable sales pipelines, which allow agents to streamline lead generation and nurturing processes.
Meanwhile, the provider’s contact center provides access to robust proactive outreach features, such as the auto-dialer and dynamic scripting. It supports various communication channels, including voice, SMS, chat, email, social, and web forms. In 2023, Nextiva was recognized as a Customers’ Choice in the Gartner Peer Insights “Voice of the Customer” report for UCaaS.
Google Voice: Best for solopreneur communications
Pros
Affordable subscription plan
Seamless integration with other Google products
Easy to navigate thanks to its simple, clean interface
Multi-level auto-attendant: Welcome callers with customized, professional greetings and messages from the auto-attendant system. Let customers choose among phone directory options to be connected to the right team or agent.
Ring groups: Alert multiple devices and users in your phone system to ensure you don’t miss any important calls. Assign specific users as ring group managers who configure ring duration settings and call routing rules.
eDiscovery: If you need to revisit conversation details, Google Voice allows you to search for specific voice calls, voicemails, transcripts, and text messages easily. The search results only show the call and messaging participants’ phone numbers, not their names or email addresses.
Call recording: Record phone calls to accurately document customer conversations. Use the recordings for training agents and ensuring compliance with quality standards.
Integration with Google products: Google Voice connects with Google Meet and Calendar. This offers a convenient platform for moving to a video meeting to discuss issues at length.
Starter: $10/user/month
Includes:
Unlimited calling to the U.S. and Canada
Unlimited calling to most European countries from within Europe
Unlimited text messaging
Call forwarding
Voicemail transcription
Integration with Google Calendar and Meet
Usage and activity reporting
Standard: $20/user/month
Includes:
Multi-level auto-attendant
Ring groups
Ad-hoc user call recording
SIP link
eDiscovery for calls, voicemails, and text messages
Premier: $30/user/month
Includes:
Unlimited international locations
Advanced reporting
Automatic call recording
Among the providers listed in this article, Google Voice is the ideal small business VoIP system for solopreneurs, as it’s the only one offering a free plan for one user. At no cost, you can use unlimited domestic calling and text messaging. Voicemail transcription is likewise included, enabling you to read voicemails and avoid the hassle of repeatedly playing audio files to get the message details.
While the free VoIP phone service is ideal for solopreneurs, the paid packages still suit solopreneurs’ budgets as they are more affordable than other VoIP providers. The entry-level plan only costs $10 per user per month. Its most expensive plan is $30 per user monthly, offering valuable call management tools such as multi-level auto-attendant, automatic call recording, and advanced reporting.
Google Voice is a VoIP phone service launched in 2009 after tech giant Google acquired the phone service GrandCentral. It allows users to forward calls to a phone number linked to the account. Those subscribed to the paid plan can secure phone numbers in over 10 countries and regions.
Aside from the U.S. and Canada, the platform is available in various international locations, including Belgium, Denmark, France, Italy, and the United Kingdom. In 2023, the small business phone system VoIP introduced spam warning functionality for texts, labeling suspicious texts as “suspected spam.”
Acefone: Best for call center operations
Pros
Entry-level plan includes almost all VoIP features
Unlimited inbound and outbound minutes
Unlimited texting
24/7 customer support and assisted onboarding
Cons
Integrates with fewer than 20 third-party apps
Number porting costs $10
Additional monthly fee of $5 per user for call recording when you choose the entry-level plan
Warm transfer: Before moving a live call to another service representative, speak to the agent first and tell them about the customer’s concern. The customer will be put on hold while you’re on a call with the agent.
Call twinning: Ring multiple devices when an incoming call comes through. Simply link the devices to the same agent account.
Call detail reports: Managers can check call reports to see customer interaction details. This helps create strategies for improving first call resolution and shortening average handling time.
Text-to-speech: Record welcome greetings and announcements without the hassle. Select the accent and voice you want from the text-to-speech tool.
View contact profile: See a comprehensive profile of the customer you’re talking to. Acefone’s contact profile displays purchase and query history.
The pricing below is for teams with a minimum of 3 users on a monthly billing arrangement.*
Basic: £4.99($6.31)/user/month
Includes:
Unlimited inbound minutes
Call Detail Record analysis
Support for Android, iOS, Desktop, and Chrome
Call conferencing
HD voice calls
24/7 customer support
Business: £9.99($12.63)/user/month
Includes:
1000 outbound minutes
Multi-level auto-attendant
Call queue
Real-time call monitoring
Analytics and reporting
Ring groups
Premium: £14.99($18.95)/user/month
Includes:
Unlimited outbound minutes
Unlimited ring groups
Call recording
IP desk phone compatibility
Integration with premium apps like Salesforce
Custom integrations, APIs, and webhooks
*Currency conversion rates subject to change without notice.
Acefone is a small business VoIP platform ideal for companies running call centers. It features advanced call management capabilities that support large volumes of calls. The automatic call distribution (ACD) automatically receives and assigns phone calls to available service representatives. Scheduled callbacks help shorten long queues and prevent customer frustration.
Compared to other providers in this list, Acefone is the only one offering the sticky agent tool, allowing you to assign certain agents to callers. This enables representatives to build rapport with clients and become more familiar with specific concerns. The phone system is equipped with call monitoring tools, including whisper and barge. These features let managers observe live conversations, evaluate the agent’s performance, and help resolve customer queries.
Founded in 2019, U.K.-based company Acefone offers various cloud-based communication platforms, including VoIP systems and inbound and outbound contact centers. It provides 99.99% uptime, translating to only four minutes of monthly downtime. Its round-the-clock support helps businesses troubleshoot issues quickly, enabling uninterrupted customer service.
Aside from VoIP for small businesses, Acefone has a broad catalog of toll-free and vanity numbers. Through custom digits, companies can reflect brand identity in their contact information. Acefone earned Capterra’s “Best Ease of Use” badge in 2022 for its highly intuitive interface.
Ooma: Best for brick & mortar communications
Pros
Free plan for homepreneurs
Discounts for hardware phones for sale
Unlimited calling in the United States, Canada, Mexico, and Puerto Rico
Offers analog fax machine support
Cons
Limited third-party integrations
Desktop app isn’t available in the entry-level plan
Digital call deflection: Customers can switch from a voice call to an SMS to reduce wait times and shorten the long call queues.
Enhanced call blocking: Prevent scammers and telemarketers from reaching your phone line. Ooma automatically blocks these calls or sends them to voicemail.
Analytics user leaderboard: See specific user’s calling trends and refer to call center metrics to measure your team’s performance.
Video conferencing: Host up to 100 participants in a video meeting. Use the in-meeting chat to share ideas with colleagues.
Call flip: Switch between devices while in an ongoing call. This removes the need to hang up and resume the call on a different device, as the phone system seamlessly moves the call from one device to another.
Essentials: $19.95/user/month
Includes:
Unlimited calling within the U.S., Canada, Mexico, and Puerto Rico
Virtual receptionist
Call park
Call logs
Intercom
Overhead paging
IP phone paging
Pro: $24.95/user/month
Includes:
Call recording
Dynamic caller ID
Enhanced call blocking
Voicemail transcription
Text messaging
Video conferencing for up to 25 participants
Pro Plus: $29.95/user/month
Includes:
Call queues
Hot desking
Digital call deflection
Find me, follow me
Integration with customer relationship management (CRM) tools
Ooma is the best VoIP for small businesses for companies needing efficient communications within their offices or stores since it’s the only provider in this list that supports intercom calling and overhead paging. Intercom calling lets you discuss important matters with people working in different locations.
Meanwhile, the overhead and IP phone paging makes announcements in key office areas easier. For instance, in the reception room, the system allows the front desk staff to call individuals waiting to be attended to. Ooma allows linking 10 compatible IP phones in a single paging group. In addition, the phone solution features hot desking, letting employees log into any phone in the system and access their calls, messages, and unique profile settings.
Phone service vendor Ooma provides home and office plans, catering to households, homepreneurs, and small and large companies. Ooma Residential features the analog telephone adapter Ooma Telo, which offers a VoIP phone service without a monthly charge, only a one-time fee for the device.
Meanwhile, Ooma Office caters to small teams regularly receiving customer service calls. Ooma Enterprise is for large organizations, providing access to a call center platform with intelligent routing capabilities and open APIs.
Phone.com: Best for fluctuating call volumes
Pros
Unlimited video meeting duration
Live receptionist services
Complies with Health Insurance Portability and Accountability Act (HIPAA) standards
Click-to-call: Launch a phone call with a single click. When agents select the click-to-call button, the phone system automatically dials the phone number and connects the agent to the call recipient.
Follow me: Route calls to different devices according to a predetermined schedule or sequence.
International calling: Connect to contacts overseas and pay per minute. Take advantage of U.S. local rates when calling landline numbers in Canada, France, Germany, Israel, Italy, Puerto Rico, and the U.K.
Dial-by-name directory: Allow callers to search for the name of the agent they’re looking for on their keypad. This improves customer experience, as they are sent directly to the person they want to speak to.
Breakout rooms: Put meeting participants in smaller discussion groups so they can interact and listen actively to insights discussed.
The pricing below is for a maximum of four users on a monthly billing arrangement. Save more as you add more users and choose the annual billing option.
Basic: $14.99/user/month
Includes:
One phone number per account
500 calling minutes
Auto-attendant
Scheduled greetings
Dial-by-name directory
Call logs
Video conferencing for up to 10 participants
Plus: $21.99/user/month
Includes:
One phone number per user
Unlimited calling minutes
IP desk phone compatibility
Voicemail transcription
Video conferencing for up to 25 participants
Video meeting recording
Whiteboard
Pro: $31.99/user/month
Includes:
Call analytics
Call recording
Video conferencing for up to 100 participants
Live video streaming
Breakout rooms
Integrations with third-party solutions
Phone.com is the best VoIP small businesses as it offers the flexibility of metered and unlimited call plans. Choose the entry-level subscription package with 500 pooled minutes when you have low call volumes. Switch to the higher-tier plans that provide unlimited minutes when the number of calls increases.
Among the vendors on this list, Phone.com is the only one that allows mixing and matching of users, so you only get the features you need for current call volume demands for a specific period. The best part about Phone.com is that you can access almost all the standard VoIP features, whichever subscription plan you choose. Access tools like call forwarding, call transfer, caller ID, call waiting, greetings, and call screening.
Phone.com, a communications software company founded in 2007, offers a business phone system with more than 50 standard VoIP features, including auto-attendant, hold music, call handling rules, and call logs. It features an artificial intelligence (AI)- powered intelligent answer bot that automatically connects callers to the right service representatives and screens spam calls. To help clients handle calls more efficiently, Phone.com offers live receptionist services.
Aside from call management, the provider supports other types of communications, such as video conferencing, accommodating a maximum of 100 participants. Attendees can use collaboration tools, like chat and whiteboards, while in the session. On top of that, Phone.com enables users to send and receive text and fax messages.
Key components of VoIP systems
VoIP for small businesses facilitates efficient communications with customers and among team members thanks to its various capabilities. These are the features included in cloud-based phone systems:
Unlimited calling: VoIP solutions offer unlimited domestic calling within the U.S. and Canada, with some extending the coverage to overseas territories, like Mexico. Others offer unlimited international calling, benefiting companies with clients abroad. When you compare VoIP and cellular services, the former offers more significant money savings since it doesn’t come with roaming charges that apply to the latter.
Call management: These tools include call forwarding, call transfer, hold music, call waiting, and call queues, which enable teams to handle incoming calls in an orderly manner.
Mobility: A softphone app compatible with iOS and Android systems helps users place and accept calls outside the office. Voicemail transcription makes referring to message details easier, especially when traveling. Virtual fax lets you send and receive fax messages wherever you are.
Phone numbers: Most VoIP systems offer local phone numbers, while others offer toll-free and vanity numbers. Still, some provide local numbers in overseas locations.
Analytics: A customizable analytics dashboard shows various performance metrics in real-time. Some VoIP solutions feature robust historical reporting tools, wherein you can generate custom reports based on the performance areas you want to track and evaluate.
Benefits of using VoIP systems
Businesses will find VoIP platforms valuable in streamlining communications. The advanced call management features — designed to direct customers to the right agents and create a pleasant call experience — contribute to customer loyalty in the long run. Aside from customer communications, VoIP systems improve team collaboration as they offer access to instant messaging and video conferencing.
Similarly, VoIP systems help lower communication costs. You won’t have to spend on installing and maintaining phone lines and hardware equipment, as in landline systems. The money savings are greater in the long run, especially when you add more users to the phone system since there’s no need to install extra physical phone lines.
When you choose a hosted VoIP solution, you only pay a fixed monthly fee per user. The maintenance of the infrastructure is already included in your subscription.
Considering all the ways this service can be leveraged, it’s important to find the right VoIP providers for your small business. After all, not all businesses have the same exact needs.
Choosing the best VoIP system for your small business
VoIP platforms help small businesses boost customer satisfaction, facilitate team collaboration, and reduce communication costs. As you consider adopting cloud-based phone systems, consider your communication needs to find the best VoIP providers for small business that match your requirements.
If your company plans to grow its operations soon, choose RingCentral as its robust third-party integrations support scalability. Go for Nextiva and maximize its generous toll-free minute allowance if you serve a national clientele. Google Voice is the ideal solution for solopreneurs since it offers a free plan and basic calling features.
Acefone is an excellent VoIP choice for companies running call center operations, as it’s packed with advanced call management tools. For brick-and-mortar communications, choose Ooma, the phone system that supports intercom calling and overhead paging. Finally, Phone.com should be your top option for fluctuating call volumes since you can choose between metered and unlimited calling plans.
Check out our VoIP software guide to browse other solutions if you have other communication requirements.
FAQ
Yes, some providers offer free VoIP services with basic features, but for more advanced functionalities and reliability, a paid plan is recommended. For a full list of recommendations, check out our buyer’s guide, How to Get a Free Business Phone Number.
The exact cost of VoIP depends on your chosen software provider. But the monthly fee ranges from $10 to $50 per user.
Yes, VoIP is worth it for small businesses. It offers cost savings, scalability, advanced features, and flexibility compared to traditional phone systems, making it an efficient communication solution.
To set up VoIP, choose a VoIP provider, ensure a stable internet connection, select compatible hardware (phones, headsets), configure the system with the provider’s software, and train staff on its use.
Continuous performance management is a process that involves regular check-ins between managers and their direct reports to track performance on an ongoing basis.
Most performance management software allows you to implement and track formal and informal employee feedback cadences in one place for a more holistic and accurate view of performance.
TechnologyAdvice is able to offer our services for free because some vendors may pay us for web traffic or other sales opportunities. Our mission is to help technology buyers make better purchasing decisions, so we provide you with information for all vendors — even those that don’t pay us.
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What is continuous performance management?
Continuous performance management is a style of performance management where team leads check in frequently with their direct reports. It’s a cycle made up of three steps: setting objectives, checking in with managers, and getting feedback.
In a continuous performance management cycle, the employee and manager work together to create goals and metrics to measure them. Then they have at least one check-in meeting where a manager can answer questions and address any issues that have arisen. Finally, they have a review meeting where a manager offers more formal feedback. This gives the two of them an opportunity to adjust or set new goals, and the cycle begins again.
Continuous performance management vs. standard review processes
What sets continuous performance management apart from the standard performance review is its frequency. Most traditional performance reviews are conducted annually, while continuous performance management includes opportunities for feedback every few weeks. Frequent feedback ensures clarity on expectations so employees feel more confident in their contributions, and it gives them an opportunity to improve by acting on that feedback.
“89% of HR managers think that continuous performance management is more useful than traditional performance management.” — BetterWorks
Continuous performance management is also different from putting an employee on a performance improvement plan (PIP), since the former is a cadence of feedback for all employees, while the latter is meant to help struggling employees meet their goals. However, the structure of a PIP and a continuous performance management strategy can be very similar, since both of them rely on consistent feedback and 1:1s between manager and direct report. In fact, continuous performance management can serve as a good alternative to using PIPs.
Benefits of continuous performance management
Continuous performance management offers a variety of benefits. It can improve employee performance and engagement, and it helps foster transparency in larger performance reviews.
Improves employee performance
It’s hard to know how to improve without consistent feedback from your manager. If you only get structured feedback once a year, you could have spent the last year learning bad habits and turning in work that didn’t meet expectations without knowing it. On top of that, there’s just not enough time in one meeting to discuss everything that needs to be done.
Continuous performance management gives more opportunities for that feedback. Not only does that direct an employee’s growth, it also provides role clarification. That, alongside consistent, guided goal-setting, ensures that employees are working on the right things that affect the company’s bottom line.
Increases employee engagement
Frequent, meaningful feedback makes you feel like what you do matters. If you’re just submitting work and moving on, it can feel like you’re not contributing to the broader organization. That has an impact, especially on the younger generation of workers; most of Gen Z want to do meaningful work that keeps them engaged.
“80% of employees who say they have received meaningful feedback in the past week are fully engaged.” — Gallup
In addition to constructive feedback, continuous performance management meetings are a great place to provide recognition for an employee’s good work. Recognition is another element that dramatically affects employee engagement; in a survey by Great Place to Work, 37% of respondents said they’d be motivated to do better work if they received personal recognition.
Fosters transparency
Continuous performance management provides a much more comprehensive record of employee growth and success than traditional performance reviews. Frequent goal-setting and reviewing means managers see the details of everything an employee has attempted and accomplished.
That’s incredibly important when it comes to those end-of-year overall reviews, which are often tied to promotion and compensation cycles. The more accurate record gives employees an opportunity to advocate for themselves and see that their hard work is rewarded with career growth. An employee using continuous performance management can go into an annual review confident that they are meeting the expectations set by their role and contributing to their company’s objectives.
How to implement the continuous performance management process
It’s one thing for a manager to set up a continuous performance management system with their direct reports. If you want to implement this system company-wide, though, HR needs to play a role.
Thankfully, the strategy for setting up continuous performance management isn’t too different from setting up any sort of performance management strategy, at least with regard to the decisions that need to be made.
You’ll need to decide on meeting cadences, create a universal goal-setting system, and make sure your managers are trained on how to provide effective feedback. Then, you’ll need to implement the change carefully, communicating openly, and giving people plenty of time to adjust.
1. Decide on meeting cadences
Meeting frequency is a difficult needle to thread. Too few check-in opportunities, and employees don’t get enough feedback. Too many, though, leaves people drowning in pointless meetings. There’s also the very real concern of Zoom fatigue.
There is plenty of research you can use as your baseline when it comes to determining meeting cadence. For example, according to research by TruQu, 76% of employees want feedback on their work at least once a month.
It might also be wise to allow for some wiggle room for individual managers; if they find that more or fewer meetings work for their team, they shouldn’t be punished for making that adjustment.
2. Create a goal-setting system
It’s important to make sure that your organization is aligned on how to create, set, and measure goals. Implementing a system like SMART goals, OKRs, or KPIs can help ensure consistency across the board.
It’s important to emphasize the scope of goals in a continuous performance management system. Whatever goals managers and direct reports are setting need to be reasonable within the timeframe of a review cycle. Using a goal-setting software like Leapsome or 15Five can be very helpful for keeping goals organized and measurable.
Feedback is a learned skill. Anyone can offer their opinion, but it takes practice and training to give feedback that is effective and constructive. Unfortunately, it is a skill that many managers seem to be lacking. According to a report from OfficeVibe, 64% of employees think the feedback they get from their managers could be improved.
Continuous performance management strategies rely heavily on the quality of a manager’s feedback for each employee’s success. As such, it’s important to make sure that those managers are well-trained before making the transition to any such system.
When making any major change to a company’s operational structure, it’s important to roll out the change slowly and with transparency. Simply dropping the plan on your managers’ laps and expecting them to implement it will only cause confusion. Communication and pacing are both key to rolling out continuous performance management.
When communicating this change, be clear about the steps and timeline of implementation. Explain the benefits of continuous performance management, and provide space to answer anyone’s questions or concerns.
Your communication strategy can’t end once the system is in place, either. Take time to gather feedback from managers and employees during the whole process, and make changes if necessary.
The role of continuous performance management software
The first and arguably most important use of performance management software is that it connects and organizes data. Software is a great resource to make sure employee goals are in line with organizational objectives and paint a fuller picture of an employee’s impact. Such systems of connecting data also help keep the consistency and alignment across the whole business.
Software also takes some of the administrative labor off of HR, giving them time to work on performance management strategy. Moreover, many apps can schedule review and 1:1 cadences, send reminders, and provide templates of review documents. These tools also keep track of employee compensation and job title changes over time.
Finally, many performance management apps have AI tools that assist in your strategy. Some AI tools provide insights and suggested action plans based on performance data. Others prevent bias by checking feedback language used by managers and monitoring equity and fairness in growth and compensation to meet DEI goals.
Every performance management software is different, and some might suit your needs better than others. Check out our handy Performance Management Software Guide to help determine which software is best for your business.
Hiring international hiring offers numerous advantages, but it’s more complicated than posting a job ad and interviewing candidates.
To successfully hire abroad, you must know the differences in labor laws, recruitment, payroll, benefits, and cultural standards from country to country.
Weigh the challenges and benefits of international hiring to ensure your business resources are utilized effectively and your recruiting strategy promotes a positive global brand.
Nov. 22, 2024: Alana Rudder added a step-by-step guide to hiring an international employee and a section highlighting current international hiring trends. Lauren Hansen wrote the original version of this article, which was published on April 21, 2023 and previously updated on March 26, 2024.
TechnologyAdvice is able to offer our services for free because some vendors may pay us for web traffic or other sales opportunities. Our mission is to help technology buyers make better purchasing decisions, so we provide you with information for all vendors — even those that don’t pay us.
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Benefits of recruiting globally
Despite large upfront costs and compliance risks associated with international expansion, companies can reap enormous benefits from hiring a global talent base. For example, you can increase productivity and reduce costs by hiring international workers in countries where labor is cheaper.
In addition, global talent brings unique perspectives to a company by virtue of their different lived experiences, cultures, and traditions. As a result, companies can garner unique solutions to problems and spark company innovation.
Ultimately, companies must compare the risks and rewards of hiring internationally before expanding globally, as a faulty global recruitment strategy could do more harm than good to the company’s brand.
Challenges of hiring employees internationally
In addition to competing labor laws, cultures, customs, and taxation regulations, companies will likely encounter numerous additional challenges that make hiring in another country difficult, including:
Budgeting effectively for international recruitment, including international job board postings, purchasing recruiting software or upgrading existing HR tech, and hiring more recruiters.
Ensuring correct currency conversion rates and pay scales per country.
Communicating with international teams across time zones.
Understanding employee classification laws and other labor regulations that vary by country.
Competing for talent at the local level and from other global companies.
6 Steps to hire internationally
Hiring an international employee requires an understanding of your goals, the hiring environment, your budget, and your structural options. Then, you must select candidates, evaluate them, narrow them down to your new-hire picks, and onboard them. And, the whole process must be legally and culturally appropriate to the new hire’s country. Here is a six-step guide to this process.
1. Understand your goals
When evaluating your international hiring goals, consider not only your business’s wants and needs, but the requirements surrounding international hiring. For example, determine if you need to build an entity within the hiring country.
In addition, consider the candidates you wish to attract to your position. For example, would you rather hire full-time employees or contractors? What skills, qualifications and experience do you need in the candidate?
Once you’ve decided how you want to go about hiring internationally and the types of candidates you need, create key performance indicators (KPIs) around your international hiring. One way to do so is defining goals that are measurable, attainable, relevant, and time-bound (SMART).
Many HR software offer tools to define and track such goals. For example, Rippling offers a SMART goal template. It then allows you to input your KPIs into the software and gather data to determine your success. You can even connect the goals to new-hire performance and 360-degree reviews to create definitive insights into the program’s success.
Rippling’s SMART goals template can help your employees set clear and achievable targets for their professional growth. Source: Rippling
Once you have your goals defined, decide what steps are required to reach them and research how to go about completing those steps. For example, If you want to hire full-time international employees, determine the country in which you’ll hire and research the requirements for doing so.
Also research:
Are you required to have an entity within the country before hiring?
Does the country have requirements for base salaries, employee classification, benefits, holidays, severance pay, or employment practices (such as termination notice periods)?
To help you complete this research, many HR software offer tools and complementary services that complete this complex research for you. Some even automate their implementation. For example, Remote’s payroll services ensure local compliance across the globe. Others, like Rippling, auto-calculate and remit payroll taxes based on the global location of the employee or contractor.
Understanding the costs associated with hiring a foreign employee can help you determine when and at what speed you can expand hiring in your chosen hiring countries. Typically, hiring internationally costs thousands of dollars extra in up-front costs. However, hiring an international employee to work for your company abroad will typically have a different cost than sponsoring an employee to work in the U.S. For example, Remote reports that if you hire a software engineer in Argentia with a USD salary of $60,000, you may pay up to an additional $15,731.76 in other mandatory employer costs such as employee pensions and Argentina’s social welfare fund.
Here are some basic costs to consider when hiring remotely:
Talent acquisition: This includes what you may pay an employer of record (EOR) to help you find and evaluate candidates for hire. Or, you may need to upgrade your current recruitment and HR software to meet international hiring demands.
Foreign entity: If you don’t plan to hire an EOR or similar service provider, consider the cost of setting up a foreign entity in your chosen country or countries, including architectural services and planning, work equipment, building materials, legal services, electricity and internet costs, property taxes, work permits, building labor and local-managerial labor, among other case-specific costs.
Employee relocation: If you plan on relocating your new hire to the U.S., research the costs associated with doing so, For example, Visa applications and legal fees can add up to thousands of dollars. For example, New York based immigration law firm XU Law Group estimates these costs to be between $3,000 and $5,000 on average per new hire.
Taxes: Countries have different payroll tax laws and payment requirements. In addition, many countries charge a permanent establishment tax for the privilege of having an ongoing business presence in the country.
Employee benefits: Countries have varying expectations and laws regarding benefits packages. For example, some countries require a certain number of months for paid parental leave.
Employee training programs: Consider investing in a cultural-awareness, diversity and/or language program to ensure your new hires are set up to be productive in their new roles and are comfortable enough to build relationships with existing employees.
Security measures: If you plan for your international hires to work from their home countries remotely, consider the software, equipment and technology you must set up to ensure they can be productive while also securing your company’s data.
While this is a lot to consider, remember that there are tools and services available to help you knowledgeably and efficiently complete these calculations. If you want to go the do-it-yourself (DIY) route, Oyster offers a free employee cost calculator that shows you the baseline salary and benefit requirements of the countries in which you are hiring, and the fee if you choose to avail of its services.
Or, you can sign up for EOR services that allow you to hire internationally without building an entity in each country. These services calculate the costs for you. In addition, they offer tools to make compliance, hiring, and foreign employee management easy and, often, automated. EORs can also manage relevant calculations, paperwork, payroll setup, benefits setup, administration, and onboarding roadmaps.
4. Decide your hiring structure
Now that you know the costs of both building a structure within the countries in which you’re hiring or going through an EOR, determine which option is most affordable to your company.
In addition, consider your company’s future global expansion plans. If you plan to hire from multiple countries, it may make more sense to hire an EOR so you don’t have to build an entity in each country. If you decide to go with an EOR service, decide whether you want a partner that is an owned-entity provider or whether they are partner-reliant.
An owned-entity EOR provider owns the legal entity in the foreign country and takes personal responsibility for its compliance with local laws.
A partner-reliant EOR provider operates by going through third-party entities within the chosen country, creating more risk, hidden costs, and, often, bureaucracy.
5. Select and evaluate candidates
Construct a job post that defines the open position and offers culturally appropriate information about ideal-candidate qualifications. Your job post should be detailed so no communication barriers create false assumptions.
In the post, walk the applicant through what documents they need to submit, including what information should be included on each one. Also ensure they know information that may be culturally driven, such as your company’s values. Using a recruitment agency within the country can help make this step culturally appropriate, including selecting appropriate recruiting channels.
Next, evaluate the candidates. Review their resumes and CVs, their applications, and answers to all screening questions. Many recruitment software, like Rippling, offer applicant tracking systems to help you select and evaluate candidates who are interview-qualified.
At this point, set up interviews with your top candidates. Remember to consider their time zones as you do. In preparation for these interviews, research and set up an itinerary to align with the interview conventions of the candidate’s country and to ensure all interview questions are culturally and legally appropriate. If you work with an EOR or a recruitment agency, they can help you craft such questions.
Rippling applicant tracking systems (ATS). Source: Rippling
6. Hire candidates
Once you’ve selected a candidate, offer them the job and begin the onboarding process. It’s important to make this process applicable to the new hire’s culture. For example, craft your offer letter to include information your new hire will need to know. If you’ve hired an EOR, lean on its local HR experts for this step.
In addition, provide new hires legal and tax documents that are relevant to international hiring, such as Form W-8, which exempts them from U.S. taxes. Also provide company contracts, handbooks, and immigration or tax documents pertinent to their hiring arrangements, locations, and roles.
Finally, offer an onboarding schedule and checklist for an efficient and welcoming onboarding experience. As you do, carefully adhere to the workday norms of the new hire’s country. For example, many Latin American and some European countries close businesses for a couple of hours during the hottest portions of the afternoon, then reopen to finish the workday. Be sure to know such work norms so you can provide a culturally appropriate onboarding and work experience.
Free global hiring checklist
If you’re looking to hire staff in another country, our global hiring checklist ensures your company follows every step in a successful international talent search. Open the template in your preferred file format via one of the buttons below.
Download your free global hiring checklist template:
Download your free global hiring checklist template:
Considerations before hiring international employees
Before hiring in other countries, consider these factors to increase your chances of hiring success.
Recruitment
When hiring outside the U.S., you will first need to decide whether to hire independent contractors or full-time, benefits-eligible employees. This decision depends on the nature of the work that you want an international employee to perform and how quickly the you want to fill roles.
Contractors are defined differently based on the country. Therefore, in order to avoid legal issues, you have to ensure that international independent contractors are not legally defined as employees under foreign labor laws.
Otherwise, recruiting full-time employees internationally can take up to six times longer than doing so domestically, so don’t expect to fill roles right away.
However, there are some things you can do to accelerate the process. Global job boards like Indeed, Monster, and ZipRecruiter help companies find great talent because they have databases of candidates looking for work at international companies.
Some pre-employment testing software solutions like Predictive Index (PI) help companies assess the skills of international job candidates. PI includes assessments in over 70 languages, preventing language or cultural barriers from getting in the way of finding talent.
To ensure accuracy, you must collect the right kind of information from new employees. Solutions like Rippling have customized forms that collect the necessary data from international employees. For example, a new employee in India will enter their Universal Account Number instead of their Social Security Number.
Investing in a solution that handles international payroll means employees get paid in a timely and secure manner. Relying on bank transfers or money portals like PayPal can spell delays, processing fees, and security threats from hackers.
Need a solution that handles global payroll? We suggest Rippling, Paylocity, and ADP.
Benefits administration
To compete for international talent and remain compliant, a U.S.-based company will have to adjust their benefits offerings and time-off policies for employees in other countries.
Depending on the country, there might be stipulations regarding the following benefits:
Health and medical insurance.
Paid holidays.
Vacation, sick leave, and parental leave.
Pension contributions.
In Ireland, for example, most employees are entitled to four weeks of paid leave each year. Also, while paid parental leave is not required by employers in the U.S., international employees, on the other hand, may be entitled to guaranteed paid leave that U.S. employers must grant. Birthing parents in Canada, for instance, are guaranteed at least 15 weeks of paid leave.
Compliance
Countries have their own unique labor laws that govern work hours, severance payments, workplace health and safety, and other work conditions. U.S. employers have a duty to investigate and adhere to these rules even if this conflicts with the company handbook or means employees in the U.S. receive different treatment.
Hiring employees in other countries requires cultural competence, as it increases the chances of filling roles from abroad and maximizing the benefits of a diverse workforce.
One of the most important aspects of hiring international employees is communication to avoid any misunderstandings. Because of different cultural expectations around hiring, recruiters must explicitly state information that should or should not be included in applicants’ resumes and cover letters.
For example, professional headshots don’t figure in the U.S. job search, but job applications in Germany typically include these. Companies mitigating hiring bias and hiring in Germany, for example, should explicitly tell applicants to forego photographs in their applications.
Conversely, applicants from some cultures may shy away from highlighting individual accomplishments in their cover letter or during the interview because, to them, it appears boastful and arrogant. U.S. employers seeking this kind of information should encourage or require international applicants to share their achievements.
It’s also important to prepare and train the domestic workforce, including recruiting and hiring personnel, in order to address and break down stereotypes and unconscious bias. This helps cultivate a more welcoming work environment and positive onboarding experience when the first international employees join the team.
Training and ongoing company communication should focus on cultural awareness, so employees are educated on similarities and differences among cultures. For example, managers should be encouraged to allow their international direct reports to honor observed holidays in their country to demonstrate cultural sensitivity and respect.
On the job, managers and co-workers should be mindful of international employees’ work rhythms, time zones, and rituals. For example, a typical workday in some parts of Spain and Italy may still include a siesta or riposo, respectively, which is an afternoon break that can last a few hours. So, a company may delegate certain tasks to different time zones or set up a split schedule for employees in a country whose culture shuts down for some time each afternoon.
International hiring trends
Statistics reveal the international hiring trends of 2024, including where talent is being sourced by U.S. companies and globally, the industries most likely to source international talent, and how global talent is likely to respond to the new opportunities going forward. These statistics can help to shed light on these trends:
Where are companies hiring?
Brazil is rapidly rising in popularity in the international hiring space. It became the 4th most popular location for global hiring in 2021 and 2022, up from the 13th most popular just two years prior (2019).
According to Deel, a global payroll, onboarding, tax management, invoicing, compliance and HRIS platform, U.S.-based companies are hiring the fastest in Nepal, Sri Lanka, and Jamaica.
What industries are hiring internationally?
77% of businesses are reporting difficulties in filling key roles, with the biggest talent gaps existing in the healthcare, consumer goods and services and information technology spaces. As such, companies that are most experiencing these talent gaps are looking abroad to find qualified talent.
International employees’ response to global opportunities
Not only are employees seeking international hiring opportunities, but international workers are increasingly seeking jobs within the U.S. The share of clicks on Indeed U.S. job postings has doubled since 2018 and 2019, according to Indeed’s 2024 U.S. Jobs and Hiring Trends Report.
Where do small businesses stand in the international hiring trend?
Small businesses are also looking abroad to find top talent. In fact, in a Gusto survey of 500 small U.S-based businesses, 75% planned to increase their international hiring.
SMBs have varied reasons for this shift. 86% of them reported looking abroad to manage costs and 58% said they are doing so to bypass the talent shortage currently occurring within the U.S. market.
Hiring international contractors can benefits small businesses as 84% of these workers have a university degree, with 40% having a master’s or higher, and 40% having an undergrad degree or its equivalent.
These same small businesses report that understanding international hiring compliance is the biggest obstacle to their international hiring plans.
The top countries where U.S.-based SMBs are hiring include the Philippines, Canada, and India.
Overall, small businesses wanting to hire internationally can further control costs and increase their chances of finding the talent they need by hiring an EOR. Doing so allows them to bypass the expenses of building an entity in the countries in which they’d like to hire, lean on local compliance experts to avoid hefty compliance penalties, and lean on local HR experts to source the talent they currently lack.
Gusto graph on top countries U.S.-based companies are sourcing talent. Source: Gusto
Check out our top global payroll solutions for recommended software that helps you keep track of data for domestic and international employees while remaining compliant. Then, browse our recruiting software guide to get started with a global hiring platform.
Business intelligence (BI) solutions help business decision-makers plan for the best possible outcomes based on their organizational data. So, how can organizations properly store their data, so it is readily accessible for analysis and reporting? Additionally, how can you do that and still ensure it’s safe and secure from data loss or security breaches?
Business intelligence requires the use of raw data that is transformed into insights and actionable information, which would allow organizations to make data-driven decisions. Hence, organizations must store their BI data in accessible but secure locations.
Read on to learn how the best data storage solutions function to address the BI needs for organizations in 2023.
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Secure sharing of live data with other Snowflake users
Multi-cloud platform
Cons
Limited native ETL capabilities
Moving large volumes of data into Snowflake can be challenging, especially from on-premises systems
Multi-cluster shared data architecture: This feature allows for separate scaling of compute and storage resources, providing flexibility and optimized performance.
Secure data sharing: Snowflake supports real-time data sharing across different units or with external partners, eliminating the need for data copying.
Zero-copy cloning: This feature supports instant and efficient duplication of databases, schemas, or tables, useful for testing, development, and data recovery.
Time travel: Snowflake enables access to historical data at any point within a defined period, which aids in easy data recovery and auditing.
The system allows organizations to query their semi-structured data with speed and flexibility. By running pipelines through Snowflake’s elastic processing engine and streamlining pipeline development through their language of choice, users can process their data without the need for excessive maintenance.
Data stored in the Snowflake Data Lake is secure, as users can protect their data across clouds with scalable role-based access policies. The system’s Classification feature lets it automatically identify sensitive data and enable secure collaboration with live, secure data sharing.
This cross-cloud data storage solution lets users access all of their data on one platform, including their structured, unstructured, and semi-structured data. Many different workloads can be supported through the system using the user’s choice of language, making it an accessible choice for a variety of users.
Oracle Autonomous Database – Best for automated management
Automates database tuning, security, backups, updates, and other routine management tasks
Employs machine-learning algorithms for its self-securing capabilities
Guarantees 99.995% availability
Cons
Limited control over detailed system parameters
Migrating existing databases to Oracle’s Autonomous Database can be complex, especially if coming from non-Oracle databases
Exadata infrastructure: The Autonomous Database is built on Oracle Exadata infrastructure, providing superior performance and efficiency for Oracle Database workloads
Machine learning integration: The platform provides built-in machine learning algorithms, allowing users to develop ML models directly within the database
Converged database capabilities: The Autonomous Database supports multiple data types and workloads, including relational, JSON, XML, graph, spatial, IoT, and blockchain
APEX application development: Oracle offers a low-code application development platform (Oracle APEX), enabling rapid development and deployment of data-driven applications
This is a nice choice for non-experts and experts alike, as it offers robust data management capabilities while being a hands-off, autonomous system. With auto-scaling, auto-securing, auto-tuning, auto-backups, auto-repairing, and auto-patching, organizations can manage their data while reducing their administrative costs.
The solution also provides self-service data management tools, enabling users to easily load and transform their data to generate actionable insights. Additional features include machine learning capabilities, graph analytics, and spatial analytics.
Oracle offers many different data solutions for business intelligence. The Autonomous Database is an excellent solution for organizations that desire fast data storage and processing with a low likelihood of human error. The cloud database is fully automated and formatted to support fast database provisioning, extracting, loading, and transforming data.
Serverless model abstracts underlying infrastructure
Highly scalable
Integration with Google ecosystem
Cons
Charges for data storage and processing
Limited SQL dialect
Limited ETL processes
Geospatial data analysis: Google BigQuery has built-in support for geospatial data types and functions, enabling sophisticated location-based analytics.
BigQuery ML: This allows users to create and execute machine learning models in BigQuery using standard SQL queries, simplifying the process of predictive analytics.
BigQuery BI engine: An in-memory analysis service for BigQuery that allows users to analyze large and complex datasets interactively with sub-second query response time and high concurrency.
BigQuery data transfer service: This service automates data movement from SaaS applications to BigQuery on a scheduled, managed basis, streamlining the ETL process.
Pay As You Go Model:
Standard Edition: $0.04 per slot hour, billed per second with a 1-minute minimum, no commitment required.
Enterprise Edition: $0.06 per slot hour, billed per second with a 1-minute minimum, no commitment required.
Enterprise Plus Edition: $0.1 per slot hour, billed per second with a 1-minute minimum, no commitment required.
1 Year Commitment Model:
Enterprise Edition: $0.048 per slot hour, billed for one year.
Enterprise Plus Edition: $0.08 per slot hour, billed for one year.
3 Year Commitment Model:
Enterprise Edition: $0.036 per slot hour, billed for three years.
Enterprise Plus Edition: $0.06 per slot hour, billed for three years.
BigQuery is designed to enable users to run analytic queries over large datasets. As a managed service, BigQuery automatically allocates storage for users as they move data into the system, so users only need to pay for the storage they utilize. The solution also protects users’ data from data loss by replicating it across multiple availability zones as well as encrypts all user data before it is written to disk.
Users can load their data into BigQuery through batch loading sets of data records, streaming individual records or batches of records, generating new data using queries or overwriting the results to a table, or by using a third-party application or service.
Google BigQuery is an enterprise data warehouse where organizations can store and analyze their data. The solution stores user’s data in a columnar storage format to support analytical queries. BigQuery automatically replicates its storage across multiple locations to provide high data availability.
IBM Enterprise Data Storage Solutions – Best for AI-driven data management
Data protection and disaster recovery capabilities
Integrates well with various platforms, including hybrid cloud environments
Cons
Hardware dependency
Licensing models for storage solutions can be complicated to understand and manage
Transferring data from existing systems to IBM’s storage solutions can be complex when dealing with non-IBM legacy systems
IBM Spectrum Discover: This feature provides advanced data insight for unstructured data, enabling efficient metadata management, data analytics, and AI project acceleration
IBM FlashSystem Family: These high-performance storage solutions provide low-latency, high-speed access to data, vital for AI applications
IBM Spectrum Scale: This feature provides high-speed, reliable access to data across scalable storage systems, supporting large-scale AI workloads
Storage for Data and AI: IBM’s solutions offer a suite of tools designed specifically to streamline the data pipeline for AI projects, from collection to inference
Free Tier – Lite Plan:
Offers 25GB of storage for free
Paid Storage Options:
Cold Storage: $0.0094 per GB
Frequently Accessed Storage: $0.0237 per GB
Request Charges:
PUT Requests: $0.006 per 1,000 requests
GET Requests: $0.005 per 10,000 requests
Data Transfer Charges:
First 50TB: $0.09 per GB
Next 100TB: $0.07 per GB
Next 350TB: $0.05 per GB
IBM’s Enterprise Data Storage Solutions are integrated data storage platforms that act as a single source of truth for users within an organization. They offer data storage software solutions for simplified management and secure data protection.
Multiple storage classes designed for different use cases
Lifecycle management capabilities that allow automatic migration of objects between different storage classes
Cons
Some lower-cost storage classes have retrieval costs
Inter-region transfer costs
Early deletion fees apply if objects are deleted before the minimum storage duration for some products
S3 Object Lambda: This feature allows you to add your own code to S3 GET requests to modify and process data as it is returned to an application
Multi-region access points: They simplify managing data access across multiple regions, using a single global endpoint to access a data set that spans multiple AWS regions
S3 batch operations: It is a large-scale, managed data manipulation feature that can execute a single operation on billions of objects
S3 replication: This feature automates, monitors, and retains copies of S3 objects across different AWS accounts or in different AWS Regions for compliance and security
In the race of cost-effectiveness, Amazon AWS S3 bags the title due to its pay-as-you-go pricing. With no upfront costs, you pay for what you use, making it ideal for businesses of all sizes. AWS S3’s multiple storage classes allow for cost optimization based on access frequency. Plus, free data transfer into S3 and tiered pricing for outbound data transfer sweeten the deal. Its robust lifecycle management system automates data migration between storage classes, cutting costs without manual intervention, proving AWS S3 a worthy victor in cost-effectiveness.
Amazon Simple Storage Service is just one of Amazon’s cloud storage solutions. This object storage service is a scalable and secure infrastructure for organizations looking to virtually store and protect their data. Users can use the solution for structured and unstructured data to create and scale their own data lake in a secure environment.
AWS provides services for AI, HPC (high-performance computing), machine learning, and media data processing that users can run on their data lakes, enabling them to gain insights and information about their stored data. The solution also supports integrations with many third-party service providers, so users can easily analyze and transform their data.
With data lakes, users can remove data silos and gain insights by analyzing diverse datasets. Transferring data to the Amazon Simple Storage Service is simple with the AWS data transfer services for hybrid cloud storage, online data transfer, and offline data transfer.
What are the key features of BI data storage?
Space and scalability
Organizations often require lots of space to store their data, which can add up. However, utilizing cloud-based or hybrid solutions often enables users to purchase only the amount of data they need and scale up as necessary.
Accessibility
Data held in these storage solutions should be easily accessible for use in the organization’s other BI analysis, reporting, and visualization solutions. In order for organizations to gain real-time analysis and insights from their data, the storage solutions should be able to allow quick access to support the necessary data flow for these operations.
Management
The raw data that enters the BI data storage solutions may be unstructured and complex. Therefore, many data storage solutions provide ways for users to manage their data storage. Additionally, they will manage the data storage processing for users to ensure data is properly organized within the system.
Security
These storage solutions should come with features to protect organizations against the risk of data loss. They should also provide end-to-end encryption and appropriately meet the organization’s compliance standards.
What are the Benefits of a BI Data Storage Solution?
BI data storage solutions can provide many benefits to the organizations that use them, allowing for fast and safe data use within their analysis systems. To appropriately discuss the various benefits of data storage solutions, let’s look at some advantages that different types of BI data storage solutions can offer their users.
Data warehousing
Data warehousing solutions can provide users with more control over their data and can be a scalable option for BI data storage. They can help users maintain and clean up raw data from multiple disparate sources. The data is then stored within the data warehouses, which are an excellent interface for querying, transforming, and extracting data.
Data lakes
Data lakes can store all structured and unstructured data. This option is beneficial for performing machine learning, profiling, big data analysis, and real-time and predictive analytics on organizational data.
Cloud-based solutions
Cloud storage solutions are easily accessible for users at any place and any time, so long as they have internet access. They are also often an economical choice, as many cloud storage providers only allow users to pay for their required storage space. Storing organizational data in a single location through the cloud can also provide a single source of truth for users and lowers the likelihood of having duplicate datasets and data complexity.
Analytical databases
Analytical databases are great for querying, BI analysis, and managing Big Data. They let users benefit from fast query response times and can handle high volumes of data. They are also highly scalable, SQL-compatible, and allow for efficient data compression.
How are BI storage needs different from other storage needs?
BI operations depend upon software solutions to analyze data and transform it into actionable insights. The software needs to be able to access the data from the data storage solution. This data movement from the storage site into the BI solution is commonly referred to as the data flow. An organization’s BI data storage solution should support data flow into their analysis software solution.
Depending on the amount of data an organization needs to utilize, organizations may require much more storage space for their BI operations than they would need otherwise. Hence, scalability is a necessary feature of any BI data storage solution. Additionally, data stored within BI data storage solutions should be secure and address the appropriate compliance standards. This is because these locations will house important information that should not fall into the wrong hands.
The data stored within these solutions can come from multiple data sources and may be varying and complex. For this, storage solutions should also be able to organize and manage data in a way that allows it to be easily retrieved and used by other systems and for data queries.
At TechnologyAdvice, we assess a wide range of factors before selecting our top choices for a given category.
To make our selections, we rely on our extensive research, product information, vendor websites, competitor research and first-hand experience. After those considerations, we then consider what makes a solution best for customer-specific needs.
For our Best Data Storage Solutions for BI list, we looked at 17 options before whittling them down to the five that cover all data storage needs for startups all the way up to enterprises.
Businesses constantly seek innovative ways to understand, engage, and retain customers. AI-powered customer Relationship Management (CRM) software facilitates this by blending artificial intelligence and customer relationship management. This breakthrough addition to sales software promises to transform how companies interact with their clientele.
At its core, an AI-powered CRM system integrates artificial intelligence capabilities with traditional CRM functionalities. It’s not just about storing customer data anymore; it’s about analyzing, predicting, and automating real-time interactions.
As AI is becoming an integral factor in the software we use daily, we decided to curate a list of our top picks for AI CRM solutions:
HubSpot’s AI capabilities are transforming CRM from a reactive tool into a proactive, strategic asset for businesses.
Embedded directly on your website, chatbots understand user behaviors and predict needs, offering instant, personalized solutions without human intervention.
The AI website builder can create an aesthetically pleasing, SEO-optimized site with just a few prompts.
By analyzing your business’s tone, audience demographics, and content preferences, HubSpot’s content assistant helps in crafting blog posts, emails, landing pages, and ad copies that resonate with your target audience.
HubSpot’s AI features include enhanced reporting tools, providing detailed sales forecasts and analytics.
HubSpot offers a user-friendly interface that seamlessly integrates AI-driven features, enhancing the efficiency and accuracy of sales and marketing processes.
The AI-assisted lead scoring system is particularly noteworthy, as it automatically prioritizes leads based on their likelihood to convert, ensuring that sales teams focus their efforts where they matter most. Additionally, the platform’s email sentiment analysis provides invaluable insights into customer sentiments, allowing for tailored communication strategies. Including predictive lead scoring, customizable chatbots, content recommendations, and sales forecasting further cements HubSpot’s position as a leader in the CRM space. These advanced features, combined with its availability at no cost, make HubSpot CRM an unbeatable choice for businesses seeking an AI-enhanced CRM solution without the hefty price tag.
Pricing: 5/5
General features and interface: 4.6/5
Core features: 5/5
Advanced features: 4/5
AI and automation: 3.8/5
Integration and compatibility: 5/5
UX: 4.8/5
HubSpot is a developer and marketer of software products for inbound marketing, sales, and customer service. Founded in 2006, the company’s software has been adopted by businesses worldwide to “attract, engage, and delight customers,” according to HubSpot.
HubSpot’s journey began with a focus on inbound marketing, a strategy that aims to attract customers through content and interactions that are relevant and helpful. Over the years, the company expanded its product suite to include CRM, sales, and service hubs. The introduction of AI into its platform was a natural progression, given the increasing importance of data-driven decision-making in modern business.
Visitor tracking: Monitors website user journeys, providing insights into how potential customers interact with your online presence.
Real-time customer service: Engages with customers in real-time, answering queries and providing instant support.
Automated email campaigns: Automated marketing campaigns, ensure timely and relevant communication with leads and customers.
360-degree customer profiles: Provides comprehensive profiles of customers, including insights into previous interactions.
Lead qualification and intelligent insights: Qualifies leads based on various parameters, ensuring that the sales team focuses on high-potential prospects. It also provides intelligent insights to guide sales strategies.
Automated triggers: Automatically triggers actions such as sending welcome emails, making calls, or sending notifications based on specific customer behaviors or milestones.
Free plan available for up to 3 users
Growth Plan: $9/user/month billed annually or $11/user/month billed monthly
Pro Plan: $39/user/month billed annually or $47/user/month billed monthly
Features: All features from the GROWTH plan plus advanced custom fields, workflows (50), sales sequences (10 per user), predictive contact scoring, and live chat.
Enterprise Plan: $59/user/month billed annually or $71/user/month billed monthly
Features: All features from the PRO plan plus workflows (100), sales teams (max 100), data storage (100 GB per user), sales sequences (25 per user), AI-powered deal insights, WhatsApp Business, AI-powered forecasting insights, transactional emails, custom modules, dedicated account manager.
The primary reason for this selection is Freshsales’ integration of Freddy AI, a state-of-the-art artificial intelligence system to enhance customer interactions. Freddy AI automates routine tasks and offers predictive insights, making the sales process more efficient and data-driven. Furthermore, Freshsales’ AI chatbot capabilities excel in real-time customer engagement, providing instant support and nurturing leads outside regular business hours. The platform’s seamless integration capabilities mean the chatbot can access customer data in real time, offering personalized responses based on past interactions and preferences. Additionally, the intuitive interface and robust analytics tools of Freshsales make it easier for businesses to track chatbot performance and optimize strategies.
Pricing: 4.8/5
General features and interface: 4.6/5
Core features: 5/5
Advanced features: 3.1/5
AI and automation: 3.8/5
Integration and compatibility: 4.2/5
UX: 4.5/5
Freshsales, developed by Freshworks, is a CRM solution that offers tools that streamline the sales process, from lead management to email and event tracking.
Its chatbots are designed to engage customers in real time, providing immediate responses to queries, offering support, and nurturing leads around the clock. This ensures that businesses remain responsive to potential opportunities at all times. Freshsales boasts the inclusion of Freddy AI, a sophisticated artificial intelligence system. Freddy AI not only automates routine tasks but also delivers predictive insights, enhancing the efficiency and data-driven approach of the sales process. Its ability to access real-time customer data allows for personalized interactions, making each engagement more meaningful and tailored to individual customer needs.
Pipedrive’s AI-Powered Sales Assistant Bot can analyze vast amounts of sales data and provide actionable next-step suggestions. This feature not only enhances the productivity of sales teams but also ensures that no potential lead or opportunity is overlooked.
Pipedrive’s performance-based tips, driven by sophisticated algorithms, offer invaluable insights that guide sales strategies and decision-making. The centralized notification system further ensures that sales reps are always informed and aligned, fostering efficient collaboration. The platform’s progress updates, presented through intuitive graphical representations, provide a clear view of performance trends, enabling teams to adjust strategies in real time.
Pricing: 3.6/5
General features and interface: 4.6/5
Core features: 5/5
Advanced features: 3.1/5
AI and automation: 4.3/5
Integration and compatibility: 4.6/5
UX: 5/5
Pipedrive is a leading CRM platform emphasizing ease of use, visual sales pipelines, and effective lead management. What truly sets Pipedrive apart, however, is its integration of advanced AI features and tools. The AI-Powered Sales Assistant Bot analyzes sales data in real time to provide actionable next-step suggestions, ensuring that sales reps are always focused on the most promising leads and opportunities.
The platform also boasts centralized notifications and insights, keeping sales reps informed and aligned, and its progress updates give a clear snapshot of performance trends.
Zoho CRM: Best for broad AI capabilities
Pros
AI chatbot assistant
Smart sales forecasting and other predictive tools
Zoho CRM’s AI assistant has multifaceted features, ranging from autonomously generating business emails to responding to customer support tickets. The integration with OpenAI further amplifies Zia’s content generation capabilities, making it a powerful tool for diverse business needs. Additionally, Zia’s ability to create concise meeting summaries ensures that key discussions are never missed, streamlining team communication. The platform’s native AI tools, designed to integrate with the Zoho ecosystem seamlessly, offer a holistic approach to managing and analyzing data.
Pricing: 3.9/5
General features and interface: 4.6/5
Core features: 4.5/5
Advanced features: 3.1/5
AI and automation: 4/5
Integration and compatibility: 4.4/5
UX: 4.3/5
Zoho’s Zia AI is an intelligent assistant designed to enhance the capabilities of the Zoho ecosystem. As an integral part of Zoho CRM, Zia offers predictive sales analytics, lead scoring, and even sentiment analysis to gauge customer feelings based on their interactions. Beyond CRM, Zia’s capabilities extend to automating routine tasks, offering smart solutions based on data-driven insights, and even assisting in content generation. The AI is designed to learn from user interactions over time, continuously improving its suggestions and automating more tasks. Zia can also answer queries, provide real-time notifications, and generate reports, making it a versatile tool that aids in various business processes.
Lead scoring: Utilizes AI to prioritize leads based on their conversion likelihood, ensuring sales teams focus on the most promising prospects.
Sales forecasting: AI-driven predictions provide insights into future sales trends, helping teams prepare and strategize.
Email sentiment analysis: Analyzes email content to gauge the sentiment of the communication, allowing sales reps to tailor their approach.
Automated data entry: Reduces manual data input by automatically populating lead and deal information from various sources.
Smart notifications: AI-driven reminders and alerts ensure timely follow-ups and actions on important tasks or deals.
Recommendation engine: Offers suggestions on the next best actions to take with leads or deals based on historical data and predictive analytics.
Sell Team: $19/user/month
Sell Growth: $55/user/month
Sell Professional: Price: $115/user/month
Sell Enterprise: $169/user/month
Zendesk Sell’s AI-driven lead scoring system ensures that sales teams prioritize leads with the highest potential, optimizing both time and resources. Automated lead nurturing, encompassing email and SMS, ensures consistent and personalized engagement, enhancing conversion rates. Furthermore, its predictive sales forecasting offers invaluable insights into future sales trends, enabling proactive strategy adjustments. The platform’s intuitive design, complemented by features like email sentiment analysis and smart notifications, empowers sales teams to deliver tailored interactions, fostering stronger customer relationships.
Pricing: 3.6/5
General features and interface: 4.5/5
Core features: 4.1/5
Advanced features: 3.1/5
AI and automation: 4/5
Integration and compatibility: 4/5
UX: 4.7/5
Zendesk Sell is a dynamic CRM offering a blend of traditional CRM functionalities and advanced AI capabilities. At its core, Zendesk Sell streamlines the sales process, ensuring leads, contacts, and deals are efficiently managed. What sets it apart, however, is its AI integration.
The platform boasts an AI-driven lead scoring system that intelligently prioritizes leads, ensuring sales efforts are directed towards the most promising prospects. Automated lead nurturing, facilitated through AI, ensures personalized and timely engagement with potential customers. Predictive sales forecasting, another AI feature, provides invaluable insights into potential sales trends, enabling teams to strategize proactively. Features like email sentiment analysis offer a deeper understanding of customer interactions, allowing for more tailored communication.
What is AI CRM?
Artificial Intelligence Customer Relationship Management (AI CRM) integrates machine learning and other AI technologies into CRM software to automate, enhance, and optimize customer relationship management processes. It enables businesses to analyze vast amounts of customer data in real time, offering predictive insights, automating routine tasks, and personalizing customer interactions.
AI CRM can intelligently prioritize leads, forecast sales trends, and provide chatbot support, among other functionalities. By harnessing AI, CRM systems become more proactive, helping businesses anticipate customer needs, streamline operations, and ultimately drive sales and customer satisfaction. The integration of AI into CRM represents the next evolution in customer relationship management, making it more efficient and data-driven.
How does AI work in CRM?
AI in CRM works by leveraging machine learning, natural language processing, and predictive analytics to enhance customer relationship management. It sifts through vast amounts of data to identify patterns, trends, and insights that would be challenging for humans to detect. For instance, AI can analyze customer interactions to predict which leads are most likely to convert, helping sales teams prioritize their efforts. It can also automate routine tasks, such as data entry or lead scoring, improving efficiency.
Chatbots, powered by AI, can handle basic customer inquiries 24/7, ensuring immediate response. Predictive analytics can forecast sales trends, helping businesses strategize effectively. Furthermore, natural language processing aids in sentiment analysis, gauging customer feelings from their communications.
Benefits of integrating AI into CRM
Integrating AI into CRM offers a plethora of benefits that enhance business operations and customer relationships:
Enhanced lead scoring: AI can analyze vast amounts of data to prioritize leads based on their likelihood to convert, ensuring sales efforts are directed efficiently.
Automated routine tasks: AI can handle repetitive tasks such as data entry, appointment scheduling, and follow-up reminders, freeing up staff for more strategic activities.
Predictive analytics: AI can forecast sales trends, customer behaviors, and potential churn, enabling businesses to strategize proactively.
Personalized customer interactions: AI analyzes customer data to tailor marketing campaigns, product recommendations, and communications to individual preferences.
24/7 customer support: AI-powered chatbots can handle basic inquiries round the clock, ensuring immediate response and improved customer satisfaction.
Sentiment analysis: By analyzing customer communications, AI can gauge sentiments, helping businesses address concerns and capitalize on positive feedback.
Enhanced data analysis: AI can sift through vast datasets, extracting actionable insights that can drive decision-making.
Improved efficiency: With AI handling data analysis and automation, CRM processes become faster and more streamlined.
Reduced errors: AI minimizes human errors in data entry, analysis, and prediction, ensuring more accurate outcomes.
Continuous learning: As AI systems process more data, they continually refine their algorithms, improving performance over time.
Real-world applications
Einstein GPT (Salesforce):
Salesforce’s Einstein GPT is a generative AI technology that enhances the CRM platform’s capabilities. It processes real-time data, performing over 1 trillion predictive analyses every week. Its integration with platforms like OpenAI further amplifies its AI capabilities, enabling businesses to refine their consumer engagement strategies.
Generative AI for Call-Center CRM (IBM Consulting):
Bouygues Telecom, a mobile phone company, collaborated with IBM Consulting to boost its call center operations using generative AI. IBM introduced generative AI models for automatic call summarization and topic extraction. This integration updated the CRM with precise and actionable insights, leading to over $5 million in savings and a 30% reduction in call operations.
Use cases of generative AI in CRM
Answering simple requests: Generative AI can autonomously respond to basic CRM queries, such as details about a customer’s last purchase or address updates.
Shipping process control: It can manage shipping processes by generating optimal shipping routes based on real-time data, predicting potential shipping issues, and auto-generating customer updates about their order’s shipping status.
Payment automation: Generative AI can craft payment-related communications tailored to each transaction or client. For instance, it can auto-generate polite reminder messages for overdue invoices.
Recommendation system: By analyzing a customer’s purchase history and preferences, generative AI can suggest products they might be interested in, enhancing personalized marketing efforts.
Data collection: Generative AI can auto-populate CRM fields with minimal input, streamlining data entry processes for sales and service teams.
These real-world applications and use cases underscore the transformative potential of integrating generative AI into CRM systems, offering businesses innovative tools to enhance customer interactions and streamline operations.
Measuring ROI of AI CRM
Integrating Artificial Intelligence (AI) into Customer Relationship Management (CRM) systems has been a game-changer for many businesses. But how can companies effectively measure this integration’s Return on Investment (ROI)?
Enhanced customer interactions: With most CRM users seeking AI or machine learning capabilities when choosing software, the improved customer interactions resulting from AI integration can be a significant metric. Track customer satisfaction scores, Net Promoter Scores (NPS), and customer retention rates before and after AI implementation.
Operational efficiency: AI can automate routine tasks, freeing up employees for high-value work. Measure the time saved on tasks like data entry, lead scoring, and customer query responses. For instance, Bouygues Telecom reduced call operations by 30% with AI integration.
Sales forecasting accuracy: AI-enhanced CRMs, like Salesforce’s Einstein GPT, can perform predictive analyses, improving sales forecasting. Compare the accuracy of sales forecasts before and after AI integration to gauge improvements.
Increased sales and upselling: AI-driven recommendation systems can suggest products based on a customer’s purchase history. Monitor the uptick in sales and the success rate of upselling campaigns post-AI integration.
Cost savings: Track cost savings resulting from AI-driven efficiencies. For example, IBM’s generative AI models led to savings of over $5 million for Bouygues Telecom.
Data-driven decision-making: AI can provide actionable insights from vast datasets. Measure the increase in data-driven decisions and the success rate of strategies based on these insights.
To effectively measure the ROI of AI in CRM, businesses must set clear benchmarks before implementation and continuously monitor performance metrics post-integration. By doing so, they can understand the value AI brings to their CRM processes.
The future of customer relationships
As we stand on the cusp of a new era in customer relationship management, integrating AI into CRM systems heralds a transformative shift. No longer are CRM systems mere repositories of customer data; they are evolving into intelligent platforms capable of proactive decision-making, predictive analytics, and personalized customer interactions.
The fusion of AI with CRM is not just enhancing operational efficiency; it’s reshaping the very fabric of customer relationships. Businesses can anticipate customer needs, tailor interactions with unparalleled precision, and foster deeper, more meaningful connections. As AI advances, we can expect even more nuanced and personalized customer experiences, solidifying its role as an indispensable tool in shaping the future of customer relationships.
In this landscape, businesses that embrace and integrate AI-driven CRM solutions will undoubtedly lead the charge, setting new standards for customer engagement and satisfaction.
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An AI CRM is a Customer Relationship Management system that uses artificial intelligence to automate tasks, analyze customer data, and provide insights, enhancing customer interactions and sales processes.
CRM leverages AI to enhance customer interactions, predict sales trends, automate tasks, and provide personalized marketing insights.
You should look for a CRM with AI to optimize customer engagement, streamline operations, and make data-driven decisions efficiently.
Three examples of AI in CRM are chatbots for customer service, predictive analytics for sales forecasting, and personalized marketing automation.
AI is transforming CRM by automating routine tasks, providing actionable insights through data analysis, improving customer engagement, and enhancing decision-making with predictive analytics.
The future of AI CRM includes advanced personalization, predictive analytics, and deeper integration with other technologies, driving more efficient and effective customer relationship management.