The case for an intuitive CRM software
Sales does not need one more training! Certainly not how to use a CRM software.
Software should be easy to use and functional. By which we mean, it should allow you to do what you set out to do. Without someone guiding you along. That’s the bare minimum. Good software does not need a guided tour- those annoying pop-ups telling you “hey, click this button”. Good software (and here we say in the context of technical/ business software) logically groups work areas in a consistent way. Good software recognizes you and tailors the menu. Good software is intuitive.
Good software grows on you and grows with you. It should be intuitive enough so that you can start using it from the first day. A good software is open to discovery: as you mature as a user, you will find things inside that you did not know existed.
Features do not overwhelm you; not in a good software. Not in an intuitive CRM software, like Saleswah.
Good software celebrates content
Bad software is stunning, visually wow! Tremendous to look at, terrible to use. Focus is on the form, not on the data. For a CRM software, that’s the wrong focus. For any software, that’s the wrong focus. What is the usage model? Who are the users? Focus on getting the job done and then try to be part of the work-day of an average user.
Let me explain this. A user comes to your software with a specific objective or two. When a salesman sees your CRM software for the first time, it must help him to know:
- What can he do with it
- How many of his present day to day activities can be done using it
If she/ he needs training to figure out the above; then it is bad software. Obviously, you want him to use the software as much as possible; but not because it is tedious to use, but over time he discovers usages that help him do what he does, everyday.
Good CRM software is intuitive CRM software
An intuitive CRM software knows its audience- its users. They are sales and marketing people.
They need to know who their customers are, what they do, how they interact, their past worth and future potential. They need to add them to the software, and surface the above details of their activity and profile.
An intuitive CRM software shows you the business metrics that matter so you can immediately focus on improving them. The Dashboard becomes the launch-pad.
Setting up vs settling down
The admin user needs to set up the account so other users can get the full power of Saleswah. If she forgets, and you are stopped from sending a quote (for examples) because your admin has not uploaded a product list, you can message him through the system.
As an admin, you can start setting up at the pace the users set or need. Or, drive their adoption by setting up everything in one go.
Take a look at Saleswah CRM, on your own. The most intuitive CRM software. We do have a support team, but they are really under-worked. 🙂
Want to evaluate the software but do not want to go through setting up your own free account? How about checking out our demo account at your own pace??
Check out the all new look. Click here to register, for free.