CRM Software Navigation: 5 Secrets to Success

CRM Software Systems, you can love them or you can hate them.  Page after page needing form after form completing.  It’s enough to put anyone off! What do you do to ensure that that scale sits more with love than hate?  Here are 5 tips on simple yet effective measures that can be taken to ensure that your staff is positive about navigating through the CRM software system.

  1. We all know that when we view a website we want to be able to find what we’re after quickly and easily.  I personally hate sites where it takes me through multiple pages when it could be done within two.  Why should your CRM software be any different? Having a Menu bar that holds all of the most required pages that can then be accessed within one click will keep your users happy.  You can have other items fall under these pages but keep it basic and relevant from the start.
  2. Keeping Forms simple so that they do not immediately put the user off is important.  If it appears to be daunting you will find that users ignore it, to a certain degree.  This won’t help you with your data tracking and reports so as much as you want to capture every last detail, having a subtler approach will produce better results in the long run.  A tip with this is to have the form fields that are mandatory at the top with the more in-depth details being in collapsed fields that can be opened if needed.  Keeping it visually appealing will encourage your users to complete it.
  3. It is very poor time management to have to search for various items that could be grouped together on your CRM.  Ensure that you maximize your time efficiency by Grouping such items.  Maybe it’s under a customer name, project name, phone calls of the day or even a certain product sold.  If it relates to it, keep it together.  Also ensure that the data inputting fields flow well and don’t require the same pieces of information.
  4. Update the system by Erasing or hiding the pages, modules and fields that you don’t need within your CRM.  When it was implemented it may have been important to have a fax number field but if you find that you haven’t actually received a fax number for 2 years, why do you need that field? Spring cleaning your CRM software is just as important as doing it anywhere else because by taking away the extra baggage that is attached, you will be left with a more simple and easy to load program.  You can asses what areas this should apply to by researching which fields aren’t being populated by the user and why.
  5. Having a Troubleshooting sheet in place can work wonders with the CRM users.  When you are trying to get work done and have deadlines looming over you, you do not have time to wait on a third party or search through pages of technical information to find an answer to the simplest question.  Creating your own troubleshooting sheet that is based on the top questions that your staff ask will not only save time on problem solving, it will also boost their confidence because they will be able to figure it out on their own.  Before you know it you will have staff sharing knowledge with each other and becoming CRM experts all on their own.  Once they reach this level then they will absolutely love the CRM system because they will appreciate the benefits that it bring to their workload and how time effective it makes them.

Through following these simple yet effective steps you can create a much nicer, user friendly, CRM system that through being easier to navigate, can produce great Results.