CRM software design evaluation points and collection evaluation points

System Architecture

In this section, we will first verify the development platform of the tested products and the types of supported clients, so that the user's IT department can understand the technical basis of these products. At the same time, we will also examine the ability of the product to interact with the third-party management system, for example, whether the product can be imported and exported according to the data formats of various common customer information management applications. When examining these problems, we may apply some specific tools and test environments. These situations will be explained based on specific product reviews when necessary.

Peripheral functions

As the functional groups of the CRM suite develop rapidly, in addition to testing the core CRM functions, we also try out various peripheral functions of the tested products, to better demonstrate the role of the product. This part of the test covers many functions, including finance, production, human resources, inventory and daily office, at the same time, operations and management functions such as call centers and text messages that enterprises often use will also be involved. In fact, even if the CRM system does not contain these management functions, the user is bound to deal with the problem of integration with these functions.

System Functions

In the Security Management Section, whether encryption, session protection, data encryption, and other functions determine whether system access is secure. Specifically, that is, the on-line CRM system should at least have Web security mechanisms such as SSL Secure Login and verification code. For data security, we will evaluate whether the products support backing up data to the user's local database and the data that supports backing up.

User Interface

The physical operation burden mainly refers to the completion of a set of common operations by the participating products, and records the number of mouse clicks required, so as to assess the workload of the operator in the Process of operating the software. Screen Utilization refers to the proportion of screen space in the system interface used to display valid application content, which is often proportional to the effectiveness of the interface. The absence of indicator task completion is used to evaluate the proportion of all basic function operations without the help of the product manual and help system, which can greatly reflect the ease of use of the participating products. Memory burden refers to the information that the operator needs to remember when completing an operation through multiple steps, this indicator is usually used to judge the rationality of the layout of interface elements, the arrangement of interface depth, the step-by-step design of operations, and other interface design issues, it reflects the ability of products based on intuition or whether they meet the psychological habits of operators.

Customization capability

Due to the wide variety of user requirements, if the CRM system provides a wide range of configuration and customization capabilities, it is an important indicator to determine the value of the system application process.

In this evaluation, we specifically tested a set of basic product configuration mechanisms, including the ability to customize basic elements of products such as database fields and interfaces, it also includes the customization capability for business elements such as documents, reports, and processes. Customization support for these elements reflects the scalability, applicability, and flexibility of products, and is an important benchmark for users to determine product investment risks. In addition, we will combine the product's secondary development capabilities with other evaluation content such as the Development Platform for review.

 

The above are the evaluation requirements of CRM software. What are the important evaluation points of a collection software?