Customer Relationship Management software (CRM) is an essential tool that helps businesses manage interactions with old and new customers. A well-designed CRM system allows businesses to service automation, streamline processes, improve customer retention and increase sales. Thus, it can play an instrumental role in improving the efficiency of your business processes. This system can also be used to create and promote a positive work place. A positive work place will also improve the team’s wellbeing. Consider these features below when designing your ideal CRM to benefit towards health improvements at work.
User-Friendly CRM
Firstly, one of the most important feature for a CRM is user-friendliness. For a user-friendly design, user interfaces need to be intuitive, easy to navigate and simple to use. Sometimes simplicity is more. The system needs to have a simple navigation and key functions that prioritises business needs and customer preferences. Before designing the system, you need to learn the roles and responsibilities of different users. Then, you need to find the key data they need to access often. Also, consider key UX/UI principles and laws when creating a user-friendly system. As a result, a user-friendly CRM will facilitate user productivity and boost the team’s wellbeing.
Training & Onboarding
Working at a new job can be a lot and getting a new employee started can take awhile. Before they can start, there are many softwares and systems they need to learn and sign up for. Therefore, having an onboarding system in the CRM can streamlined this process and transition new hires quickly. This is the results of combining the onboarding and data into a single source. The company can also provide training on how to effectively use the customer relationship management software. Thus, making transitioning into a new job less stressful and more efficient.
Mobile Compatibility
There are many people working on the go who uses a mobile phone or a tablet to work. Therefore, is important to have a mobile compatible CRM because it allows people to access data and continue to work while on the go. The ability to stay connected in different work environments allows flexibility which supports the team’s wellbeing and boosts productivity.
Integration with Other Systems
The CRM system should be integrated with other tools and systems used within the business. This allows the business to streamline existing workflows. As a result, the team does not have to worry about switching from one system to another. But, it is important to make sure these third-party systems do not affect the system’s data security.
Data Security in CRM
Lastly, an ideal CRM needs strong data security measures to protect both the customer and the business’ information. Use advanced cyber security tools to strengthen the security defence. There are many types of cyber security tools such as encryption tools, firewalls, web vulnerability scanning tools, antivirus software and etc. Choose a cyber security tool that suits your needs.
A well-designed CRM can help improve a company’s efficiency, employees’ wellbeing and customer retention. Therefore, it is important to consider these features when designing.
Get a Customised Customer Relationship Management (CRM)
At FONSEKA, we specialise in creating customised Customer Relationship Management (CRM) solutions tailored to improve workplace health and productivity. With a decade of expertise in this niche, we understand the unique challenges businesses face in managing employee well-being. Our adaptable CRM systems seamlessly integrate health metrics, task management, and communication tools to foster a healthier work environment. Trust our 10 years of experience to deliver a CRM that not only enhances your business operations but also prioritises the health and satisfaction of your workforce.
