CRM system is one of the most common B-end management systems, many systems on the market on the operating experience is unsatisfactory, resulting in many customers to buy CRM, but also CRM as a decoration, Daqian UI Factory often helps customers design and optimize CRM, some experience to share with the old iron, if there is a need for private chat. Open the whole.CRM system refers to the customer relationship management system, which is a comprehensive management system, which aims to realize the whole process management of customers through the integration of internal and external resources of the enterprise, including customer information management, sales management, marketing management, service management, etc., so as to improve customer satisfaction and customer loyalty and enhance the market competitiveness of enterprises.
The following are the common functional modules of CRM systems:
Customer information management: including basic customer information, contact information, customer classification, customer level, customer history, etc.
Sales management: including sales opportunity management, sales order management, sales contract management, sales management, etc.
Marketing management: including market research, market analysis, market planning, marketing campaign management, customer care, etc.
Service management: including customer service management, after-sales service management, customer complaint management, customer suggestion management, etc.
Performance management: including sales performance management, customer satisfaction management, customer loyalty management, customer value management, etc.
Analysis reports: including sales analysis, customer analysis, market analysis, performance analysis, etc.
System management: including user management, permission management, role management, and data backup management.
Mobile applications: including mobile clients, mobile sales terminals, mobile server terminals, etc., making the CRM system more convenient and efficient.
The above are the common functional modules of CRM systems, and different CRM systems may vary, but they will generally include these modules.
To find out what the problem is, the ugly and uneasy performance of the CRM system may include the following:
Unsightly interface design: The interface design of the CRM system is not beautiful enough, the color matching is not coordinated, and the font size is inconsistent.
Poor operation: The operation process of the CRM system is not smooth enough, users need to perform too many operations to complete a task, and the operation interface is not intuitive and easy to understand.
Imperfect function: The function of the CRM system is not perfect, lacks some necessary functional modules, or the functional module design is not reasonable enough, and it is difficult to meet the needs of users.
Poor user experience: The user experience of the CRM system is not good enough, and users need to spend too much time and effort to find the information they need, or they need to do a lot of repetitive operations.
Seeing the essence of the problem through performance, the reasons for the ugly and uneasy interface of the CRM system may include the following:
Unreasonable design: The design of the CRM system is not reasonable enough, does not take into account the user's usage habits and needs, or the designer does not have enough experience and skills.
System architecture problems: The system architecture of the CRM system is not reasonable enough, resulting in slow system running speed, or problems such as lag and crash, which affects the user's experience.
Technical implementation problems: The technical implementation of the CRM system is not good enough, the quality is not high, there are vulnerabilities and security risks, or the latest technology is not adopted, resulting in poor system performance.
User demand problem: The design of the CRM system does not fully consider the needs of users, or does not update and improve the system functions in a timely manner, resulting in poor user experience.
Therefore, in order to solve the problem of ugly and difficult to use the interface of the CRM system, it is necessary to start from many aspects such as design, system architecture, technical implementation, and user needs, and continuously optimize and improve the system to improve the user's experience.
Once you've found the problem and found the reason behind it, let's take a look at the specific steps to improve.
Design a simple and clear UI interface: Adopt a simple design style, avoid excessive decoration and redundant information, and allow users to quickly find the information they need.
Use easy-to-understand icons and labels: Use easy-to-understand icons and labels to avoid confusion and misunderstanding among users.
Design easy-to-operate interactions: Adopt interaction methods that conform to user habits, such as drag-and-drop, click, etc., so that users can quickly complete operations.
Design a clear and clear operation process: Design a clear and clear operation process so that users can complete the operation quickly and avoid confusion and confusion.
Provide real-time feedback: Provide real-time feedback information, so that users can understand the operation results in a timely manner, and avoid operation errors and misunderstandings.
Design a customizable interface: Provide a customizable interface that allows users to personalize it according to their needs and preferences, increasing user satisfaction.
Provide search and filter functions: Provide search and filter functions to allow users to quickly find the information they need and improve user efficiency.
Design-friendly error prompts: Design-friendly error prompts allow users to quickly understand the cause of the error and how to solve it, avoiding confusion and confusion among users.
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