Innovative display of CRM relationships
I previously posted on the use of Process Manager to automate sales lead follow ups as part of a sales management process.
Recently we have improved the sales manager product with an innovative use of a tag cloud to indicate the staff in our own company who have the closest relationship with a customer contact, for various types of information.
Tag cloud in CRM
The TAG cloud is built automatically by the sales manager software as staff contribute information to the customizable tabs of meta data. Instantly the TAG cloud shows who has provided the most information – and by clicking on the persons name the software filters all the tabs to only show information from that contact.
Of course the software also provides a one click link to contact information on the member of staff concerned, to ask any questions and clarify any information that might help in the sales process.
For companies with multiple people in touch with client accounts through a long sales process and ongoing into the customer relationship, this is an innovative and intuitive way to capture that information.
I think this relatively small addition to CRM contacts is a great example of intuitive functionality. Tag clouds, a simple concept are very versatile and this just highlights the perfect application of such a feature. More commonly associated with forums and tags on posts (as the name suggests), it just goes to show that with a little thought, ideas can be brought in from a variety of sources and leveraged in new ways to create a great user experience.
This is really good to know thanks for sharing mate.