Top 3 design considerations in CRM for “trickle up” benefits
When it comes to design, people tend to use what works well. The key word there being “well”. An easy to use CRM (and xRM) system not only increases user adoption and productivity but also has a “trickle up” effect for the entire organization.
What is the trickle up effect in CRM?
In my view, since a well-designed CRM/xRM provides numerous user benefits, the organization realizes “trickle up” benefits. Here are 3 to consider:
- Lots of good quality data that drives compelling analytics on an organization’s key performance indicators thus providing insight on past and recent performance.
- Comparative and historical data that provide predictive indicators to maximize growth opportunities and thus provide insight to future performance.
- Greater satisfaction. Happy users are more productive and happy customers provide repeat business and referrals.
My Top 3 Design Considerations
When deploying or upgrading your CRM, take into account these top 3 design considerations.
1. Business Process Driven – These days you can turn on most CRM systems and start using them right away. So why bother with gathering your unique business processes? I mean, can’t you just change your process to match the way the CRM works out of the box? Yes and no. Yes, an organization can and should utilize the rich features that come with the CRM system out of the box. No, not all organizations have the exact same processes. Take the time to gather your unique business and data processes as well as reporting needs and then have your team (or more likely a consultant) document how CRM and xRM (eXtended CRM) will support each process.
3. Sweat the Small Stuff – Attention to detail is key. To maximize user adoption and productivity, make sure you drill into and properly address all the details – before and after user testing. It is these design details that often make the difference. Things like placing a short cut to a key report or process conveniently on the user taskbar or increasing the default font size on the mobile interface. Even with xRM (see video on how to customize CRM), creating proper icons for new entities make a difference and sends a strong message to users that they are using a well thought out and complete system. The design details and experiences across device make the difference.
Design will influence how users will interact with CRM. Just remember that people tend to use what works well.
Does your CRM provide “trickle up” benefits? Is it hard to use? Do users even use it? If you need help with making your CRM shine, please feel free to contact me.