Usability in the CRM system is much more than colorful graphics
Posted: Mon Feb 03, 2025 3:36 am
Get your employees used to the new CRM system interface slowly. The GUI (Graphical User Interface) is the only interface users have with the CRM software . This is like the handlebars and pedals on a bicycle. Ergonomics and clarity are key here, as is the ability to reapply existing IT knowledge.
Don't just pay attention to pretty charts and animated diagrams, which are more for upper management. As a rule, these functions and gimmicks are not the key to value-added work. The "normal user" needs much more support in their daily work. The following seven usability criteria serve as a guideline:
Task Appropriateness: Support austria whatsapp data in completing work tasks
Self-description ability: Orientation in the software
Controllability: Controllability of working speeds and processes
Conformity to expectations: Compliance with general operating principles, such as right-clicking opens the context menu
Fault tolerance: ability to correct operating and input errors
Customizability: Settings according to the individual way of working, for example reminders as a pop-up or via email
Learning support: Support for users to learn functions and operating procedures themselves
(Source: Competence Center Usability for SMEs )
The GUI must have clear contrasts and structures for an optimal display of the data sets. The user's eye must quickly and logically grasp the content that is important for his work. Gently getting used to the new system within a test environment builds trust, even before the go-live. It gives the user the opportunity to deal with the new tool not only in a theoretical and abstract way, but also in a practical way.
Best practice CRM software coaching & user support
Before users can work productively with the new CRM, individual instructions are absolutely necessary. To do this, make a direct reference to the specific work tasks of the respective user groups. Show best practice approaches and explain them step by step.
Very often, the software does not offer just one way to achieve the goal. Take the time to show the different ways of completing tasks in the new system. Always remember that not every user is the same. It is also important to think outside the box: "How will my own work results be used in the CRM software and how can I (the user) contribute to further processing with better quality?" or "Where do the data I need come from?".
Don't just pay attention to pretty charts and animated diagrams, which are more for upper management. As a rule, these functions and gimmicks are not the key to value-added work. The "normal user" needs much more support in their daily work. The following seven usability criteria serve as a guideline:
Task Appropriateness: Support austria whatsapp data in completing work tasks
Self-description ability: Orientation in the software
Controllability: Controllability of working speeds and processes
Conformity to expectations: Compliance with general operating principles, such as right-clicking opens the context menu
Fault tolerance: ability to correct operating and input errors
Customizability: Settings according to the individual way of working, for example reminders as a pop-up or via email
Learning support: Support for users to learn functions and operating procedures themselves
(Source: Competence Center Usability for SMEs )
The GUI must have clear contrasts and structures for an optimal display of the data sets. The user's eye must quickly and logically grasp the content that is important for his work. Gently getting used to the new system within a test environment builds trust, even before the go-live. It gives the user the opportunity to deal with the new tool not only in a theoretical and abstract way, but also in a practical way.
Best practice CRM software coaching & user support
Before users can work productively with the new CRM, individual instructions are absolutely necessary. To do this, make a direct reference to the specific work tasks of the respective user groups. Show best practice approaches and explain them step by step.
Very often, the software does not offer just one way to achieve the goal. Take the time to show the different ways of completing tasks in the new system. Always remember that not every user is the same. It is also important to think outside the box: "How will my own work results be used in the CRM software and how can I (the user) contribute to further processing with better quality?" or "Where do the data I need come from?".