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Our first hire on the product side was a UX/Product designer specifically for this reason. CRMs are incredibly complex and making it easy to use is a real chall

by tyre 10y ago

Our first hire on the product side was a UX/Product designer specifically for this reason. CRMs are incredibly complex and making it easy to use is a real challenge. What expectations are you having trouble with? As for mobile, I wouldn't try to have it do everything that the desktop version does. It's just not possible, at least not well, with that size screen and type of input.

moflome 10y ago
The point I was trying to make about mobile is that "master/detail" patterns are well established and the UX clear (cf. Android & iOS default address book apps); this is not the case on the web. Each of SFDC, SugarCRM, Insightly (and presumably Romulus) uses a different pattern. And if you look at front-end frameworks for guidance (Bootstrap, Foundation, cx_codaxy [0]) most don't do more that provide data tables with in-line edit; rather tedious for CRM with several dozen fields. We try to use UX analysis tools and interview users (Inspectlet, UserTesting) but we still sense a lot of frustration & confusion... Sorry, this is heading off topic for the OP, but interesting to note the priority of your first hire -- smart choice! [0] http://cx.codaxy.com http://cx.codaxy.com