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The natural bedfellow of User Interface & Experience (UI/UX) is Ease of Use. Second, does the visual design entice you to take the next step? Is it neat and only has the options you require, or is it crowded with every option possible? To begin, how long does it take to add a note to a new contact or deal? Consider time and flow. Here are a couple of simple methods for determining ‘ease of use' – ? Ease of Use - it's a well-known catchphrase that "the solution must be simple to use." But how do you know if it really is? Only you and your team members can answer this. Here’s an example - do you want all users to have the same permissions so they can all export contact or deal data? A risk you can avoid with Role-Based Access. This may not seem important for a small number of users however you will ‘get stuck’ as your business grows and you need to differentiate users' permissions and visibility.
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? Role-Based Access - this refers to what each of your users can see and do. You'll want to know how much you can 'make your own,' if you can do it yourself rather than hiring consultants or partners, and if you can quickly 'interrogate' your customised data for insight. ? Customisation - tailoring a CRM solution to your language, sales process, and customer engagement is a good place to start when it comes to user familiarity and adoption. ? Email - how well your email communication integrates is the key to capturing your customer journey and keeping the team up to date on your engagement. ? Mobile Options - having access to and updating data while on the road is crucial to achieving data richness and integrity. On-premise or installed on your servers is less common, however, it may be necessary for some circumstances. ? Cloud or On-Premise - Most CRM solutions nowadays are cloud-based, giving constant access from any location with an internet connection. So, let us look at some CRM feature considerations. The point is that if you have some clarity on the issues I presented in my last post, you will be able to identify which CRM functions you should have, which are nice to have, and which may be useful in your specific circumstances. Then there are some features you may never use or be aware of, such as heated seats, automated ride height adjustment, auto parking, sensor lights, and summon your vehicle.
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There are the nice-to-haves, such as adaptive cruise control (which is now nearly standard), heated seats, leather seats, Apple Car Play or Android Auto, a sunroof, and so on. When considering CRM features, the analogy of purchasing a new car remains valid.ĪBS brakes, seatbelts, airbags, a good ANCAP/NCAP safety rating, and, in this day and age, an automatic transmission are almost standard and required features. In my previous article, I discussed What is the best CRM for business and why such a simple topic requires context and consideration of additional questions.