But we must admit that was not always the case. Our old UI was pretty bad. Why? And most importantly – why and how did we fix it?
Well, traditionally we focused on the MANAGEMENT side of Sales. We were making CRM Administrators and VPs of Sales happy. Their goal is to automate the entire sales process and also get insight into their sales funnel! With our features around Customization, Role Based Security, Workflow Management, Web Forms, Reports and Dashboards and so on, that was very easy to do.
For example, this is the kind of feedback we were getting from THAT audience.
@sarahschaeff: Loving the flexibility & functionality in @zohocrm
By talking with our users, sales & marketing folks – the people who cannot live without a CRM system on a day-to-day basis – we learned what should have been obvious since the beginning:they want to sell more and spend very little time inside their CRM. To be more productive is all they wanted. Consider your typical sales rep. Their focus is to qualify more leads, close more deals and meet the monthly sales targets. They don’t like spending time inside the CRM system and updating status.
So then we asked ourselves questions like:
– How do Sales people behave inside a CRM system?
– What do they expect a CRM system to offer?
– What are their CRM usage patterns?
And then we understood. We needed to provide a balance between Automation and Productivity. Our feature set was good enough to automate any business, but we had to re-design the user interface of Zoho CRM for easier navigation and data access. It should be a CRM system that helps Sales Reps to focus more on managing their customer relationships and less on CRMing.
After 9 months of iteration and iteration, the outcome of our efforts is almost ready:
So we were, understandably so, elated when we saw Gary’s tweet. We think we’re on the right track.
Here are some of the highlights of the new design:
The Setup page is better organized with all links grouped under relevant headings. It’s easier to find what you are looking for and there’s no more scrolling.
The Business Card View. Goodbye Scrolling!
When clicking a contact, you’ll find the basic information at the top of the page. So, if you have a call with a contact, you do not have to hunt for details like the phone number or the account name. It’s right where you can see it.
Faster access to customer conversations
Right below the Business Card view is the Notes section – which you can get to quickly during a call. And we made it easier for sales reps to enter notes. And from our very own, internal experience, usage of notes inside CRM sky-rocketed.
Those are just three examples of the many changes we made.
The public launch of the New Zoho CRM is not very far away. Meanwhile, you can start working on the new CRM, right now. We’re still fixing some details – so please let us know your feedback. Please take into account that you’ll be accessing your live DATA but with a different UI. Any changes that you make will be reflected on your “other” account – it’s just the same data, just looking at it through a different – and hopefully better – window.
Check out our new CRM today. Head over to
Stay tuned for more!