CRM Design Issues and How You Can Overcome Them

CRM design can be very complex, and it often happens that the users are not fully familiar with all its features and functions. Fortunately, you do not have to worry about spending hours trying to figure out how this works, or about sending the wrong file to thousands of customers. Now, you can quickly identify and address the CRM design issues in a timely manner, and here are some of the most common problems companies encounter when it comes to CRM services: 1. The Employees Do Not Know How To Operate It worried-man-against-white-background-1000622-m ┬áThis is a commonly met problem related to the CRM system – one of the biggest mistake company owners tend to do nowadays is that they implement the CRM without offering the employees proper training. It is worthless to implement such an extensive system if nobody can operate it. At the same time, it often happens that even though employees are open to new ideas and suggestions, the CRM system is simply too complex and too technical for their understanding, so they give up the CRM before they even get the chance to understand it. 2. The CRM Does Not Rise To Your Expectations Although CRM systems are very versatile and they can be easily tailored to meet your business profile, sometimes it may happen that hiding-face-910278-mthe system simply doesn’t work according to plan. Regardless of the CRM-related issues, here is how you manage them: keep the system simple, informative, relevant, easy-to-use, customer-oriented and comprehensive. Only this way your CRM will be employee-friendly and it will be targeted to user needs. In a nutshell, these systems are nothing more than complex dashboards that are used by company owners in order to achieve their business objectives in the long run. Speaking of objectives, here is a list of the most notable factors you should pay attention to: 1. Keep The Data Concise, Relevant And Informative First and foremost, it is essential to make sure that the data is not overwhelming – this is a very common problem when it comes to CRM systems, so make sure to keep the historical data as low as possible. The system must display past information, but focus more on the present and future data rather than on the past data. This will help you achieve your goal and be more future-oriented. 2. Make Sure the Design Is Appealing The design of the CRM system is also extremely important, as it can interfere with its efficacy either in a positive or in a negative way. The design must be clear and the dashboard must clearly display the statistics, numbers and graphics. Also, the system must be comprehensive and readable, and the users must find what they are looking for without struggling too much. Otherwise stated, navigability is another vital aspect that you need to keep in mind when it comes to CRM systems. 3. Make Sure the Legends Are Crystal Clear i-see-471223-m Focus on displaying the legends graphically rather than using words – either way, the secret is to create legends that are clear and well-defined. Focus on comprehensive and informative graphic representations. 4. Keep the User Engaged Last, but not least, every successfully implemented CRM system must keep the user engaged and interesting in the long run – this can be achieved only with a clear and eye-catching design, and with interactive visual flows. The Basics Of WalkMe – How Can It Help You? WalkMe can be of great use if you find your CRM system to be too technical, as it is aimed at helping users become more familiar with it and at adopting a self-service approach. Moreover, WalkMe is also designed to reduce the training costs and to boost their knowledge and skills when it comes to operating CRM systems. This program can be used for adding appealing call-to-actions on the CRM system as well!


Megan Wilson is user experience specialist & editor of UX Motel. She is also the Quality Assurance and UX Specialist at WalkMe Megan.w(at)