• Mathew Omeike

Why UI/UX Matters for a CRM

At the most basic level, the user interface (UI) is the series of screens, pages, and visual elements that enable a person to interact with a product or service. User experience (UX), on the other hand, is the internal experience that a person has as they interact with every aspect of a company’s products and services.


Zoho CRM combines reliability, flexibility and consistency and has an array of benefits for all business types, in turn creating effective UI and UX for your customers.


The importance of User Interface (UI)


Before choosing your CRM tool, it is important to remember that it is much easier for users to embrace a new system if they don’t have to waste time searching for the right field to enter or retrieve their data. At its core, our CRM tool creates a simple user interface for a collection of data that helps businesses recognise and communicate with customers in a scalable way.


By using UI effectively, it will reduce the amount of work its users do, which in turn reduces the amount of effort needed by them and the frustration felt using the system, allowing users to consume the data better. This is done by our system recognising and representing natural structures and collections of related data together in the user interface.


The most important result is that any CRM tool is used to its full potential as this benefits the business the most. To ensure this happens, you need the users to understand its’ capabilities. CRM Socius makes this easy by allowing full customisation and personalisation of the system to suit your business needs.



The importance of User Experience (UX)


Zoho CRM is known for its user experience. It offers a range of different tools all of which have detailed features which add to the experience and make it easy and enjoyable to work with. UX encompasses all the experiences a person has with a product or service.


Customers today don’t just want a service or product, they pay for an experience as well. This is exactly why our system should be the one for you, with its easy to use with added detailed features.


The user is the one who will be using the software the most, and that’s exactly why it is crucial that they feel comfortable with it. If they want to use the software one way, but it won’t allow them to, it can make them feel frustrated. A software program is only as good as the experience it brings to its users. 


Next to the experience, UX can also simplify the use of the system and increase the productivity of its users. With the automation our system provides, you can track, forecast and produce lead management with ease.



Why choose CRM Socius?


We acknowledge the value of user experience and user interface; a CRM solution should be a helpful essential. CRM should be quick & easy to navigate and simple to use so users can “focus more on managing their customer relationships and less on CRMing


Here at CRM Socius, we offer a suite of applications for your business. 


We listen, to understand your business goals and we implement solutions on the Zoho Platform to improve your process, increase efficiency and grow your revenue.


Try Zoho CRM for free.


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