You nailed it Craig, I'm in your camp on this one! I want to bend our vendors ears.
All Technology Vendors need to build their platforms from the dealership up, not the platform down.
My favorite clusterf* is CRM. If our sales reps don't understand it, they start pushing buttons to "shut it up".
CRM Vendors, If training a noob on your CRM takes more than 30-60 minutes, then you have a UI/design problem.
CRM Vendors, if your reports can't help a sales manager find holes in his daily work-flow, then you have a UI/Design problem. If 5% of your subscribers use your reports then you have a UI/Design problem. If the 5% of report users only use 20% of your reports, then you have a UI/Design problem.
Oh Oh! if your answer to this is "they don't get it" then you REALLY have a UI/Design problem.
CRM Vendors, do you test your designs? Have you scored yourself on your platforms ability to supply RESULTS?
Idea: Create a test for sales reps that covers all the CRM basics. Make it task based. Create tasks like: log a phone up, find a customers phone#, switch stock#s after a deal# is created, create a personal email campaign to the reps unsold prospects, create a personal email campaign to the reps prior customers,etc. Create tasks and label them from easy to complex. Do the same for sales managers, then RECORD the actual results using:
Silverback 3
No cheating! You have to ask good questions, real life questions! Be careful, it's easy to shape questions to confirm your beliefs, you're doing this to challenge your decisions, you need to truly validate your plan! Avoid questions that create favorable outcomes!
Back to the sales reps UI.
If you don't create an intuitive experience for the sales reps, the input they make creates distorted reporting and our decision makers create flawed decisions made from junk input data.
IMO, CRM Product Developers should hire UI gurus like
37signals.
Next, the CRM Product Developers need to shape the UI (User Interface) to the needs of the login (Sales Reps, Sales Managers, GMs, etc).
This CRM rant is not fair and balanced. It's time for some balance. After my visit to DD9, I have discovered there is no CRM vendor that is universally liked. All CRM vendors are evolving as are the dealers they serve. I think of the difficulty to design "CRM for all" when each dealer is unique. From my seat, if I can't get the reps to master it easily, then everything else is junk.
CRM design is VERY difficult, we've got all the reporting horsepower needed, now we've got to improve the user experiences and realize that better data is more important than more data.
Sorry for the Uncle Joe rant. I return you to your regularly scheduled broadcast.