Easy-to-Use CRM

Top 5 Features of an Easy-to-Use CRM System

How to find a CRM system that is simple to use, but doesn’t sacrifice functionality.

The truth is, many CRM systems are tedious and non-intuitive. CRM users won’t use a system to it's full capability if it’s not simple. This can have the unintended consequence of reducing the system to an over-engineered contact information app. Ideally, a CRM system should offer useful functionality in a user-friendly application along with a simple, intuitive interface.

The Top 5 Features include:

  1. Simple or familiar CRM user interface.
  2. Minimal clicks to reach customer detail.
  3. Mobile access to CRM functionality.
  4. Visual icons and intuitive menus.
  5. Quick learning curve for system users.

We asked a Los Angeles based CRM expert, Emad Bill Hanna of ASCENTREN, to share his thoughts on how to find an easy-to-use CRM system which offers the top 5 features sought by CRM users without a reduction in system quality. As a longtime CRM Consultant, and himself a CRM user, Bill has earned a strong reputation as a sound guide on the topic of CRM user experience.

In speaking with Bill, we discovered that Microsoft Dynamics 365 CRM is the perfect fit for CRM users seeking the top 5 ease-of-use features, without sacrificing functionality. Bill pointed out that the Dynamics CRM interface is familiar to those who use Microsoft Office applications including Outlook, WORD and Excel, so users become productive quickly without the steep learning curve required by other CRM solutions. This encourages user-adoption, which helps businesses get the most out of their CRM investment.

We also learned that Microsoft has launched a full-featured cloud-based Dynamics 365 CRM for Customer Engagement, which presents a full set of CRM functionality in a seamless, easy-to-use portal. Dynamics 365 CRM CE supports sales, marketing and customer service processes and offers intuitive icons and menus to access customer information. Dynamics 365 CRM for Customer Engagement can be used on mobile devices - great for sales staff who need field access to CRM.

In addition to ease-of-use features, Bill highlighted that Dynamics 365 CRM is flexible and can be customized to fit the needs of a business. By tailoring CRM to an organizations unique workflow, users will be more productive and can focus on key tasks rather than on struggling to use the CRM system.

Schedule a free demo so you can experience first-hand the ease-of-use features your staff needs to be productive.

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