As an IT manager, Lindsay is making a headstart in their company with CRM software. She states that usability is a primary issue with her colleagues who are not so used to the technology. She asks this question:
“ Our company is about to embark on customer relationship management and am on the lookout for the best easy to use CRM software . I believe this would be ideal for late adopters to the web based, cloud hosted system in our office. They still have to familiarize themselves with new technology and the great benefits of CRM. Can you tell me more about easy to use CRM software and what features to look for?” – Lindsay, CT
Hi Lindsay. You’re right on track. The good news is that easy to use CRM software is already incorporated in most systems on offer today, largely because of consumer demand for this feature. What is software if it cannot be easily accessed by users, right?
When looking for easy to use CRM software, read a review or ask your salesman for a demo. On the computer screen, the first thing you should examine is the dashboard design. It should be able to show to you a quick overview of all relevant CRM data. At a glance, your dashboard should be able to make a comparison of your company’s sales performance versus targets, and other indicators in terms of numbers, graphs and charts.
Your easy to use CRM software should also enable you to send emails and launch marketing campaigns with user-friendly templates that can be customized with just a few clicks. Most software available in the market today are equipped with a simple drag and drop functionality so that even the most technophobic of users can acquaint themselves with it.
Email marketing is one of the most crucial tasks for a company’s sales team. Writing need not be a daunting task for those curious on what is a good business email that’s most effective for recipients. Most software available in the market today have instant email creation formats. All you really have to do is customize it a bit and press ‘send.’
Moreover, some software have functions that will enable you to track the email when it is read by your customer, whether they are reading it on a desktop or mobile phone, and what links to your product or website they are clicking on.
Intuition also plays a part in selecting your software. Our guideline is to choose one which fits your company’s needs. First impressions count and when faced with a product, observe the whole interface. Are the colors pleasant to the eyes? Does the software design enable you to go through uncomplicated multiple tabs so that you are able to multi-task as well? How is the placement of toolbars and icons in the menu? Does the software enable you to toggle easily between names of contacts, phone numbers and other data that you need to access all of the time?
Take note of the following side-by-side comparison of usage and usability features of various CRM software to guide you better in your judgment. Good luck!
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