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Ask not what your CRM can do, but what can your CRM can do for you

Published on 10 April 15
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Customer Relation Management (CRM) is a system that manages a companyâs interactions with customers. You probably knew that already. Excellent! Youâre one step ahead, so pat yourself on the back. Now, stop patting yourself because there is work to be done! Letâs get down to the nitty gritty details. How many CRMs are available on the market? Well, quite a few actually. Obviously, everybodyâs needs are different, so the CRM has to be right for you.

Anyway, my point is that you want to have a CRM software that has flexibility to change. Companies are always evolving. We all have to change to keep pace with all the competition out there. If you donât have the technology to keep you moving forward, then youâll be in trouble later on. The CRM you use should have customizable module of some sort that can change later if needs be, or brand new modules can be added altogether. You donât want to have a stock product that just sits there and canât be modified.

Letâs talk user interface (UI). The UI should be flawless. There is no excuse for the UI to be broken in this day and age. There are too many products out there, and CRMs have been around for far too long. The UI should also be intuitive. You should be able to navigate through the menus with ease. The UI shouldnât be clunky or confusing. The menus should be fairly self-explanatory. If this doesnât sound like the CRM that you are using, then I suggest looking at switching it up. The UI should also be responsive. As a culture now, we have a severe case of ADD. We all want things now. That means when you click something you donât want to take a coffee break to wait for the page to load.

What about the capability of your CRM ? What can it actually do for you? Some systems are very limited in capabilities, leaving you with no other option then to use multiple systems. That can be very awkward and confusing to bounce back and forth between multiple systems. Imagine that you have a pretty hectic day where youâre trying to put together an e-mail, reviewing reports, taking a call from a customer, and looking up a product. Now, think about needing to jump between different systems for each one of those tasks. Oh boy! That sounds like a party doesnât it? Iâll pass, thank you very much. There are products that combine all of those tasks.

Now, letâs talk about a support portal. No matter how clever you are, at some point youâre going to need help on some topic. Having suitable documentation for each topic is necessary. If there isnât any respectable documentation, then there better be a good customer service center that you can reach.

Customer Relation Management (CRM) is a system that manages a companyâs interactions with customers. You probably knew that already. Excellent! Youâre one step ahead, so pat yourself on the back. Now, stop patting yourself because there is work to be done! Letâs get down to the nitty gritty details. How many CRMs are available on the market? Well, quite a few actually. Obviously, everybodyâs needs are different, so the CRM has to be right for you.

Anyway, my point is that you want to have a CRM software that has flexibility to change. Companies are always evolving. We all have to change to keep pace with all the competition out there. If you donât have the technology to keep you moving forward, then youâll be in trouble later on. The CRM you use should have customizable module of some sort that can change later if needs be, or brand new modules can be added altogether. You donât want to have a stock product that just sits there and canât be modified.

Letâs talk user interface (UI). The UI should be flawless. There is no excuse for the UI to be broken in this day and age. There are too many products out there, and CRMs have been around for far too long. The UI should also be intuitive. You should be able to navigate through the menus with ease. The UI shouldnât be clunky or confusing. The menus should be fairly self-explanatory. If this doesnât sound like the CRM that you are using, then I suggest looking at switching it up. The UI should also be responsive. As a culture now, we have a severe case of ADD. We all want things now. That means when you click something you donât want to take a coffee break to wait for the page to load.

What about the capability of your CRM ? What can it actually do for you? Some systems are very limited in capabilities, leaving you with no other option then to use multiple systems. That can be very awkward and confusing to bounce back and forth between multiple systems. Imagine that you have a pretty hectic day where youâre trying to put together an e-mail, reviewing reports, taking a call from a customer, and looking up a product. Now, think about needing to jump between different systems for each one of those tasks. Oh boy! That sounds like a party doesnât it? Iâll pass, thank you very much. There are products that combine all of those tasks.

Now, letâs talk about a support portal. No matter how clever you are, at some point youâre going to need help on some topic. Having suitable documentation for each topic is necessary. If there isnât any respectable documentation, then there better be a good customer service center that you can reach.

This blog is listed under Development & Implementations and Enterprise Applications Community

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