Keeping It Simple is Not So Easy! (KISNOSE)

One of the biggest challenges in On2Biz development is to manage a complex set of features required for users to manage their business online, while keeping the interface as simple as possible. One of the gurus of Web application design, Luke Wroblewski describes in an article on UX Matters, a magazine for usability titled “The complexity of simplicity”, about why making things simple is so difficult:

  • Perceived simplicity can often conflict with actual simplicity of usage – Users initially associate simplicity by the lack of options. A ’simple’ interface is perceived to be one where there are very few options. However, that is not necessarily easy to use. An interface that provides ready access to features that may otherwise be difficult to access greatly simplifies the usability of the system. Managing this balance is one of the most difficult skills in designing user interfaces
  • Actions that provide real value — and drive revenue — often have formidable learning curves – It is evident that users who learn to use all the features of the the tool deliver higher performance. But the learning curve required to become power users is steep. Hence the interface has to manage users at all stages of this learning curve. And this balance is a moving target, because as we add more features to On2Biz, experienced users will move ahead, while making the initial jump higher for new users. This is what makes our job difficult, but interesting
  • Gradual engagement, the most frequently cited solution for managing complexity, is actually quite difficult to design and build – The approach that On2Biz uses is to gradually get users accustomed to the various features available. Initially, users are expected to only manage their pipelines, then gradually move on to managing their tasks and appointments, then move ahead to task optimization and improving throughput. Managing this gradual engagement of the user is one of the challenges for the On2Biz development team. As Luke says, “In order to present the right user interface to the right user at the right time, designers must track multiple types of users and their various states, then map those contexts to an appropriate presentation of features and content. This, of course, is a non-trivial challenge and, as a result, is often done poorly. If the logic is not thought through completely, some users end up with too many options, while others feel they have too few”

Another issue with simplicity is the perceived value of the solution by prospective customers of On2Biz. Often, the simplicity is mistaken for lack of features. Customers evaluating a business management solution often look for the most features in the system they buy. But often, the result is that nobody uses the system!

In another post titled “The sweet spot for buying“, Luke refers to a Harward Business Review article which describes how:

“Before using a product, people will judge its desirability and quality based on ‘what it does’ (i.e. the number of features). Even though they may be aware that usability is likely to suffer, they will mostly choose products with many features. After having used these products however, usability will start to matter more than features and people will choose easy-to-use products over products with many features. The dilemma is that in order to maximize initial sales one needs to build products with many features, products that do lots of “stuff”. But in order to maximize repeat sales, customer satisfaction and retention one needs to prioritize ease-of-use over features.”

The accompanying graph also summarizes this very well:
Graph showing optimal level of features to win new prospects and keep customers

Our major effort in On2Biz is to manage this optimal level of features that ensures we have all the “bells and whistles” that new customers will look for in choosing a system, as well as keep the fluff out for regular users who are only concerned about productivity.

Posted in CRM Implementation Challenges, Development Progress | Leave a comment

Lead Management: What is a lead and how to qualify leads?

Brian Carroll, CEO of InTouch, Inc. and author of Lead Generation for the Complex Sale (McGraw-Hill 2006) maintains a blog for B2B Lead Generation. He is an expert in B2B marketing, lead generation and complex sales. He wrote an interesting article in the Target Magazine which talks about “What’s a Lead?”. In a post on his widely read blog, Jim Berkowitz, another leading CRM expert explains the salient points of Brian’s article:

  • The number one issue for most CEOs and marketers is lead generation – getting more leads to their sales team. The number one desire for salespeople, however, is more selling time with sales-ready opportunities
  • Numerous lead qualification programs have shown that as little as 5 percent to 15 percent of all inquiries are truly sales-ready opportunities
  • The biggest mistake made by marketers is to give mere inquiries to a salesperson
  • There is a systematic process for successful qualification that includes specific steps
    1. Define and Agree On What the Word “Lead” Means
    2. Consolidate and Centralize Your Prospect Information
    3. Pick Up the Phone and Qualify Prospective Leads
    4. Handing Off Leads to Sales
    5. Closing the Loop
  • More Is Not Better – Instead of concentrating on generating more leads, companies need to do a better job managing and qualifying the leads (or more likely the inquiries) they already have
  • Effective lead qualification is key to building a reliable sales pipeline

On2Biz is an ideal tool for helping you keep track of your leads. It provides a consolidated view of all leads in your pipeline. You can create a standard form for lead qualification consisting of various questions that your tele-sales team can ask before forwarding the lead to the field sales staff. It helps you to measure the leads pipeline through various stages of the sales cycle, and measure the effectiveness of lead conversion.

For hands-on trial of how On2Biz can help you to manage your lead processing, apply for an evaluation account now.

Read the review
Read the original article

Posted in CRM, Sales Activity Manager | Leave a comment

On2Biz virtual development team, thanks to open source

I recently met someone who sells Microsoft CRM to companies in the Middle East. When I demonstrated On2Biz to him, he was really impressed with how much we have achieved. But he raised one important question about On2Biz – how can you compete with the likes of Microsoft with their huge development team, marketing and sales channel and deep pockets?

Here is the first part of the answer – the development resources that are behind On2Biz are probably as big as the development team of any large product development company, thanks to the open source applications that On2Biz is based on.

On2Biz uses the following major open source components. If you combine the total number of developers who continuously support and upgrade these applications, I would venture to guess that the number would be in thousands!

  1. Linux, Apache, MySQL, Perl (LAMP) – is the server framework. All our development computers also run on Linux. There is no doubt about the stability of this platform any more, which is evident from the wide spread support from industry bigwigs for this platform
  2. Berkley DB – the object database that we use to store native XML objects. The fact that Oracle recently bought Berkley DB shows the kind of traction BDB has. Remains to be seen whether it will remain open source for long, though.
  3. Comprehensive Perl Archive Network (CPAN) – several hundreds of modules from CPAN have saved us several man years of development, and continue to provide regular updates at no cost.
  4. Firefox / Mozilla – the main browser that is supported by On2Biz (we are planning to support IE in the near future, but right now prefer to spend time developing the core features rather than waste time creating work arounds to handle browser vagaries. Fortunately, our users are not complaining too much)
  5. jQuery – poetry in javascript originally coded by John Resig, master of Javascript, and now supported by several other developers. jQuery forms the core of the On2Biz interface, with several plugins that add further value thanks to their respective authors.
  6. Wordpress – this site runs on Wordpress, the coolest blog software there is. The blog helps to keep the entire On2Biz community in the loop, as well as keeps prospective users informed about the service. This would otherwise have taken a whole marketing and customer support team.
  7. Subversion (SVN) – this is a version management system that helps us to keep track of all development changes we make to the entire code base. Since we use an iterative development process, tracking changes and the ability to revert back to any previous version is extremely important. Subversion also has a huge development team supporting it.

We are using several more open source applications as part of our development process. There are tools like Inkscape, GIMP and Open Office that we use for designing the interface and documentation, libraries like Open Clipart, and public domain graphics by generous souls like Mark James which give us access to a huge virtual design team.

As you can see, using open source resources and platforms has effectively provided us with a virtual development team consisting of hundreds of programmers and designers which would otherwise have costs millions of dollars. And the fact that none of these developers actually are employed by us ensures that they will never leave :-) , hence its a very stable work force!

And then there are our users! Most of On2Biz features planning and quality control is done by the users! We have a loyal set of users who tirelessly use the application, test it, give us feedback and suggestions that keeps On2Biz functioning smoothly and growing in value for everyone.

Posted in Development Progress, Open Source Technology | Leave a comment

Why do you need a CRM or Sales Force Management System?

As individual sales persons, we are quite adept at managing our sales process. We have been doing pretty well without any “systems”. So why do we need one?
The simple answer: To grow your sales! You can drastically improve your sales performance. Not just tweak it, but take it to the next level!

Managing customer relationships is like managing any relationship. The work you need to do to manage your relationship with your spouse takes time, effort and constant attention. Without these, the relationship goes sour. Customers are no less demanding than a spouse. The only difference is, there are many more of them (unless you have a harem… wonder whether one can use CRM for managing your harem). And we want even more customers. But the available time, effort and attention get diluted when divided among several customers. The inevitable result is compromise in customer relationships.

To handle a growing number of customers, businesses hire more sales persons. This increases the available time and resources. And in India where salaries are affordable, this is the easiest way to facilitate growth. So most small businesses have a much larger sales force compared to their sales revenues. However, you cannot continue this strategy beyond a certain point, because good sales persons are not easy to find. To make average sales persons work with the same efficiency, you need to work as a team. And as the team size increases, managing the team becomes expensive and cumbersome, leading to loss of sales effectiveness. Hence sales effectiveness is not scalable

Scalable Sales Effectiveness by using CRM / Sales Management System like On2Biz

I recently read an article on Roy Gough’s blog about this issue. Roy is a successful CRM professional who has implemented CRM systems for companies in the US. He lists the following problems commonly faced by sales teams that try to grow without a system.

  • Promised return phone calls not made, and information not sent
  • Not being informed of possible delays or problems
  • That call to tell you when your order is ready – promised but not made.
  • One department in the company having no idea what another department said to you in the last call or letter.
  • No one bothering to call to make sure the goods arrived, or are satisfactory. Probably no calls at all – until of course they want to sell you something else
  • No one knowing what they last sold to you – or when
  • No one knowing enough about you to offer you items or services that would enhance or compliment your purchase. Frequently only one person in the company seems to know anything about you! And if they’re not available…?

The answer is a CRM or sales management system like On2Biz gives you scalable sales effectiveness. The system works

  1. by enhancing the efficiency of every individual sales person
  2. as well as improving team management capabilities.

For an individual sales person, the system works like a personal secretary who never forgets, and who allows the individual to handle more customers within the same available time and resources. For a team, the system becomes the communication platform that allows a large team to work together without communication gaps, forgotten tasks, and incomplete briefs. So adding a CRM or sales management system is almost like doubling your sales force, but without the high cost and loss of effectiveness.

But the challenge in using a CRM or sales management system is in getting your sales force to adapt their working style to a more structured process, where information is recorded systematically and accurately. This additional responsibility is often viewed as an unnecessary overhead by individual sales persons. Sales persons initially tend to view the system as a way for managers to keep tabs on their activity. They consider it as a burden that hampers them rather than serving to enhance their productivity.

That is where On2Biz differs from other such systems available. On2Biz has been designed to minimize the pain involved in adopting a system that requires individuals to work in a structured process. Based on the years of experience in implementation of workflow management systems in India, Reach1to1 has created a business management system specifically for ensuring successful user adoption of sales management systems.

Contact the On2Biz team for creating an evaluation account for your sales team today!

Posted in CRM Implementation Challenges, Sales Activity Manager, Sales Pipeline Manager | Leave a comment