How we hacked our CRM software to work more efficiently for us
Summary
Its just hard to make a UI that has an easy learning curve, but is also packaged in such a way that a power user reaches everything in under two clicks. I hope Im not boring you but the process is that, in order to make our decision, we need to scan all the sections and the timeline in the middle (shown in green). Multiply this by the number of contacts we have, and youve quickly spent the morning just working the CRM, in part due to its UI. Its a simple way to connect various applications to a common interface and allows you to customize interactions and layouts of the Cards to completely suit the use case at hand. All-in-all, even though it may not be a perfect solution, it was a great improvement for our team and took us all of an afternoon to create which should be more than made up through time savings in the future.
Classifications
AskAI Classifications
LabelsLinked Companies
