This entry was posted on Thursday, January 24th, 2008 at 11:11 am and is filed under General CRM. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.
Remember the basics
I have found that consultants like most of us are sometimes forgetting to put an emphasis on the basics as we are working with our internal users and our clients. Like forgetting to tell loved ones we love them or forgetting to put gas in the car, sometimes we take basic things for granted.
A good CRM example is using an asterisk to aid in using find. We all know its there and CRM even pops up a handy reminder that says “use asterisk(*) wildcard character to search on partial text” but I’ve found many users that are frustrated with the find functionality because they have either not been told by their consultants or have forgotten about the asterisk.
Hopefully this brief example will be a reminder to us all to not always get caught up in the complicated (sometimes fun) customizations and to remind our users of simple functionality to make their lives easier.
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