With the evolution of CRM (Customer Relationship Management), it has become easy to monitor and analyze the customers’ impressions and hits throughout the customer lifecycle. It has helped the concerned team to maintain a business relationship with the customers, assist them and drive noticeable sales growth.
Being a necessary supplement for companies to win a customer, Microsoft introduced its own CRM, named as Dynamics CRM. This Microsoft product helps the team to personalize the customers’ experience, allowing them to engage and make them skillful. But even to achieve a good customer relationship, you need to make a command on Dynamics CRM. So, checkout the 6 secrets of getting awesome user experience from Dynamics CRM.
Understand User Experience Design: Designing an interface is what needs to be catchy while enabling a good customer relationship. It’s obvious that the designer’s perspective is not always same as user’s perspective. You can offer an impressive design for your product, but your customer may not be comfortable with it. In that case, you will find that aspect as one of the major flaw in your development process, which needs to be overhauled.
Initialize from the Navigation part: After getting updates from CRM 2013, switch module was introduced to reduce the problem of scroll to right for navigation menus. In order to optimize the data, prefer to create a separate landing page for each area. Also, you should add the areas in case you require them in the CRM tool.
Add info Bubble on each click: In case your data has been already in a sorted format, then you don’t need to elaborate any information to the customer. But in order to provide more information in an elaborate way, you should use bubble information for each and every click. With each information shown in the form of a bubble, the customer doesn’t get confused while hovering the CRM.
Offer a Responsive Form: For the customer, the main thing that irritates them is a number of entity-attribute forms. Not being a niche expert, the customers feel annoying with the CRM. So, in order to grab great user experience, it is highly preferable to offer them responsive forms that not only minimize their time in navigating the data, but also enhance the overall sales. To make the forms responsive, you can opt for hiding un-necessary fields from them, showcasing only the data, which the user is willing to view.
Show the Work flow to user: More the user understands the working of the product, stronger the customer relation will be. The same is while using Dynamics CRM. In order to grab good experience, prefer to use the work flow of each process in the CRM. This will enable the customer to get root details about its working, resulting in the transformation from customer to client.
Work According to your Client: Over the past few years, the main selling points have changed. So, based on that, the expectations of your clients will too migrate from the earlier ones. Never forget your client’s present needs. Now, CRM is not just a browser compatible application. Instead, it has travelled through Outlook, tablets, reaching the mobile platform. So, you should work according to your clients.
As the customer is the backbone of every business, it’s important to hold the customers for a long and mold them into your trustworthy clients. The Extendable CRM solution is Dynamics CRM.
So, get ready to experience alluring user experience from the Microsoft Dynamics CRM