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With user experience to a successful CRM
application

CRM: Perfect support for business processes

Professional                                                      From functional to optimal
Customer Relationship Management                                  user support
The true measure of business success is how effectively a         The latest generation of CRM systems must offer more
company manages it relationships with its customers. The          than supporting and tracking customer-relevant business
sales, marketing and service departments all play an              processes.
important role, and depicting their business processes in
the CRM system is essential.                                      User interface design has become a key factor in
                                                                  optimizing usability and maintaining a consistent focus
CRM systems must support operative activities and foster          on positive user experiences.
efficiency. High-quality CRM systems are easily adapted
to user needs and scalable at any time.                           If these factors are not taken into appropriate
                                                                  consideration, the user acceptance suffers.Users do not
                                                                  enjoy working with a bloated business application on a
                                                                  daily basis. In CRM systems, excessive complexity affects
                                                                  data quality: employees may neglect to enter relevant
                                                                  data and management may draw the wrong conclusions as
                                                                  a result, harming their ability to optimize their company's
                                                                  business processes.

                                                                  User-optimized systems can counteract this and help users
                                                                  make the most of the full functional scope available.




Users as the focal point: new qualities of CRM systems

User experience is a broad concept that covers many               Usability describes not only the quality of the product
different factors:                                                itself, but also how well users can use an application to
                                                                  perform their tasks.
„   Perceptions and reactions of a person that result from
    the actual and/or anticipated use [...] of a system or
                                                                  Systematically optimizing user experience and usability is
                                                                  therefore another success factor for any customer
    a service.
    ISO standard 9241-210
                                                              “   relationship management system. This is why it is so
                                                                  important to involve users throughout the various stages
Usability is one of the core aspects of a CRM system.             of development, from start to finish.


„   In the context of a CRM system, usability is defined as
    how effectively and efficiently users can fully achieve
                                                                  Only by incorporating users can their needs be taken fully
                                                                  into account.

    specified goals.                                          “   This is the approach update takes in its product
                                                                  development.




update software AG | info@update.com | www.update.com                                                                     1/2
Experience management as a success factor
  The Top 3 optimization points
                                                                    Precisely in the area of enterprise applications, providers try
    »     clear navigation thanks to functional
                                                                    to combat competitive pressure with an expanded functional
          areas of the application
                                                                    scope and a longer list of features. The goal of offering
    »     A structured display make information                     "more functions than in the last release" can have a negative
          easy to find                                              impact when increasing requirements become the sole focus
                                                                    and users’ needs are forgotten.
    »     Goal-oriented guidance through
          complex work processes.                                   Experience management in contrast aims to promote
                                                                    optimal product and service experiences.

                                                                    The focus is on users with their ideas, needs, and also
Usability levels and factors                                        concerns. In well-established market segments in particular,
Progressive CRM solutions are focused on the needs of users         factors such as these that go beyond standard qualities have
in the following way:                                               a significant effect on purchasing decisions, customer
                                                                    loyalty, and brand loyalty. Usability, user experience, and
    »     Mapping of the processes (user goals, flows)              user interface design are effectively "business tools" that
    »     Structure of the application (information, functions)     have a lasting impact on the success of a product and
                                                                    significantly differentiate it from rival products.
    »     Design of the user interface


Benefits and advantages of usability-optimized
CRM systems
    »     Rapid user acceptance

    »     Higher usage rates

    »     Improved data quality

    »     Lower error rates

    »     Pleasure in use

    »     Intuitive systems require less training

    »     Exact mapping of the business processes thanks to
          guided processes                                                       Fig. Experience management / source: USECON




We would be happy to provide you with additional information.
We look forward to your inquiry.

update Software AG, Vienna                                        USECON GmbH, Vienna
Gerlinde Götz                                                     Mag. Michael Bechinie
Product Marketing Manager                                         Senior Consultant
Tel: +43 (1) 878 55 – 193                                         Tel: +43 (1) 743 545 1 – 401
E-mail:   gerlinde.goetz@update.com                               E-mail:   bechinie@usecon.com

update Software AG, Vienna                                        USECON GmbH, Vienna
Mag. Birgit Harthum                                               Mag. Markus Murtinger
Produkt Manager ISI                                               Managing Consultant
Tel: +43 (1) 878 55 – 156                                         Tel: +43 (1) 743 5451 - 400
E-mail:   birgit.harthum@update.com                               E-mail:   murtinger@usecon.com

update software AG | info@update.com | www.update.com                                                                           2/2

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With user experience to a successful CRM application (Shortpaper)

  • 1. With user experience to a successful CRM application CRM: Perfect support for business processes Professional From functional to optimal Customer Relationship Management user support The true measure of business success is how effectively a The latest generation of CRM systems must offer more company manages it relationships with its customers. The than supporting and tracking customer-relevant business sales, marketing and service departments all play an processes. important role, and depicting their business processes in the CRM system is essential. User interface design has become a key factor in optimizing usability and maintaining a consistent focus CRM systems must support operative activities and foster on positive user experiences. efficiency. High-quality CRM systems are easily adapted to user needs and scalable at any time. If these factors are not taken into appropriate consideration, the user acceptance suffers.Users do not enjoy working with a bloated business application on a daily basis. In CRM systems, excessive complexity affects data quality: employees may neglect to enter relevant data and management may draw the wrong conclusions as a result, harming their ability to optimize their company's business processes. User-optimized systems can counteract this and help users make the most of the full functional scope available. Users as the focal point: new qualities of CRM systems User experience is a broad concept that covers many Usability describes not only the quality of the product different factors: itself, but also how well users can use an application to perform their tasks. „ Perceptions and reactions of a person that result from the actual and/or anticipated use [...] of a system or Systematically optimizing user experience and usability is therefore another success factor for any customer a service. ISO standard 9241-210 “ relationship management system. This is why it is so important to involve users throughout the various stages Usability is one of the core aspects of a CRM system. of development, from start to finish. „ In the context of a CRM system, usability is defined as how effectively and efficiently users can fully achieve Only by incorporating users can their needs be taken fully into account. specified goals. “ This is the approach update takes in its product development. update software AG | info@update.com | www.update.com 1/2
  • 2. Experience management as a success factor The Top 3 optimization points Precisely in the area of enterprise applications, providers try » clear navigation thanks to functional to combat competitive pressure with an expanded functional areas of the application scope and a longer list of features. The goal of offering » A structured display make information "more functions than in the last release" can have a negative easy to find impact when increasing requirements become the sole focus and users’ needs are forgotten. » Goal-oriented guidance through complex work processes. Experience management in contrast aims to promote optimal product and service experiences. The focus is on users with their ideas, needs, and also Usability levels and factors concerns. In well-established market segments in particular, Progressive CRM solutions are focused on the needs of users factors such as these that go beyond standard qualities have in the following way: a significant effect on purchasing decisions, customer loyalty, and brand loyalty. Usability, user experience, and » Mapping of the processes (user goals, flows) user interface design are effectively "business tools" that » Structure of the application (information, functions) have a lasting impact on the success of a product and significantly differentiate it from rival products. » Design of the user interface Benefits and advantages of usability-optimized CRM systems » Rapid user acceptance » Higher usage rates » Improved data quality » Lower error rates » Pleasure in use » Intuitive systems require less training » Exact mapping of the business processes thanks to guided processes Fig. Experience management / source: USECON We would be happy to provide you with additional information. We look forward to your inquiry. update Software AG, Vienna USECON GmbH, Vienna Gerlinde Götz Mag. Michael Bechinie Product Marketing Manager Senior Consultant Tel: +43 (1) 878 55 – 193 Tel: +43 (1) 743 545 1 – 401 E-mail: gerlinde.goetz@update.com E-mail: bechinie@usecon.com update Software AG, Vienna USECON GmbH, Vienna Mag. Birgit Harthum Mag. Markus Murtinger Produkt Manager ISI Managing Consultant Tel: +43 (1) 878 55 – 156 Tel: +43 (1) 743 5451 - 400 E-mail: birgit.harthum@update.com E-mail: murtinger@usecon.com update software AG | info@update.com | www.update.com 2/2