User Experience Issues of CRMs

Sales is an inherently dynamic business.

The salesperson's vacillations between writing a report and rushing to the next point are never-ending, and because we don't like writing, reports are often postponed until the evening.

Reporting the details of all the meetings you held during the day to your manager in the evening is a separate pain, so it is a virtue.

After a while, customer visit reports begin to become templates, turn into copy-paste versions of the same sentences, and then become unfilled. If the manager does not exert enough pressure to ensure the content and continuity of these reports, the CRM investment will be wasted.

According to Gartner's research, the expected efficiency rate of projects initiated for digital transformation remains at 65%. Again, according to a study conducted by Nucleus Research, the failure rate of digital transformation projects is over 50%. These results remind us of the obstacles to digital transformation intention.

In order for these investments not to go to waste, the digital transformation tools to be used must be designed to be flexible and compatible with the company culture. Flexibility in digital transformation has become even more possible with new software technologies and languages. Artificial intelligence algorithms have filled the gaps in digitalization that fell victim to human laziness and have become the assurance of investments made by companies.

Screen dependency is the biggest problem in the administrator's CRM usage experience. Minimizing the manager's obligation to follow the screens for control with the contribution of artificial intelligence should be the main focus of a CRM software. This way, managers can spend time on more strategic issues instead of monitoring screens. A COREDINAT user manager can find opportunities for strategic management instead of micromanagement.