Harnessing the Power of “i” in your CRM UI

Martin Schneider —  May 7, 2014 — Leave a comment

We here at SugarCRM are coming off an AMAZING week. In addition to gathering in San Francisco with our customer and partners at SugarCon, we sugarcrm-dashboardalso celebrated our tenth anniversary as a company. All throughout SugarCon, we talked about the Power of “i” and what it means in terms of empowering more individuals in the organizations we serve to be more effective every time they engage with a customer, and to simply perform their jobs better. A huge part of empowering companies to harness the power of “i” comes from the innovative user experience found in Sugar 7. We designed Sugar 7 with the individual in mind – aiming at offering a unique UI that gives users more actionable insight on every screen, as well as a more collaborative approach to CRM. In short, giving users what is most relevant to the tasks at hand – nothing more, nothing less.

Just before SugarCon, analysis firm Software Advice rated their Top 5 Favorite SFA Software User Interfaces, and I can say I am not surprised that Sugar 7 made the list. Here is what the author of the report told SugarCRM he was looking for when making their evaluations:

“When we were evaluating SFA user interfaces (UIs), we looked for designs that included intuitive, unobtrusive navigation systems; clear, aesthetically pleasing reports; and sensible layouts that make smart use of space to emphasize important information. Our favorites combine all these elements (and others) to make using the software both painless for the uninitiated and lightning-fast for SFA veterans,” says Jay Ivey, Managing Editor at Software Advice.

And while Ivey and Software Advice were not necessarily keen to our Power of “i” concept before writing the report, his description of why Sugar 7 made the cut speaks directly to the vision we hold around empowering individual users:

“We chose SugarCRM as one of our favorite interfaces for a lot of reasons, but we especially liked how easy it is for users to customize every aspect of their experience. With a wide range of drag-and-drop dashlets (which are basically widgets containing elements such as opportunity forecasts or contact information), it’s easy to make dashboards your own,” says Ivey. “Once you curate and arrange information to best suit your particular needs, you’ll find yourself wasting less time clicking through multiple screens to access what you’re looking for.”

The validation from Software Advice is not simply a nice kudos to a well designed product. Instead, it is a deeper validation of SugarCRM’s innovative vision in a marketplace that for many years has remained somewhat static. In my opinion, our refreshing approach to user enablement sets us apart, and it is great to see third parties agreeing as well.

Martin Schneider

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Martin is Head of Product Evangelism at SugarCRM.

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