What are your current challenges with Salesforce?
1. Do your employees complain about clicking too much?
2. Does your sales team avoid administrative tasks because they take too long?
3. Do you have a low conversation rate on your Salesforce web portal?
4. Are you still using the classic user interface?
If you’ve answered “yes” to any of these questions, I can help.
What is user experience (UX)?
People have been using websites and web applications for decades. They have a basic understanding on how things work, and they have a preconceived notion on how things should work. For example, they identify buttons and links based on appearance and know how they behave before they interact with them.
Since users spent time on many platforms and websites, they expect to understand how to use your application without an instruction manual. Similarly, although your employees may need specific training to perform certain aspects of their job, they resist change and hate feeling like their are wasting their time.
“I feel like the time that I spend waiting for a web page to load actually ages me more than normal time. It’s like I’m losing extra life.”
Usability study participant at Nielson Norman Group
Instead of trying to teach users how to use your application, it’s much better to design and implement your application around user’s built-in expectations and the way the human brain works.
As such, UX design includes various human and computer aspects, while usability covers the most important parts of UX design:
Keep in mind, UX isn’t just about creating high quality applications, but focusing on high quality experiences the applications create.
What is Salesforce user experience?
Salesforce, like any other web application, can be customized to be more user-friendly and useable.
Using Salesforce should
- be transparent and intuitive
- leverage the Salesforce design system
- properly use page layouts and compact layouts
- automate redundant tasks
- reduce the number of clicks to accomplish a task
There’s a reason why Salesforce is the world’s #1 client relationship management (CRM), but most Salesforce implementers tend to focus on functionality and overlook usability.
Salesforce UX design
Competent Salesforce UX design provides you with a great competitive advantage, including
- Increased usage and adoption
- Job satisfaction
- Reduced training costs
- Employee time savings
- Increased trust
- Increased conversion rates
- Decreased training and support calls
- More sales
Maximize your Salesforce investment by minimizing the sales process
Perhaps it’s time to leverage the knowledge of a certified and trusted guide, someone that can explain complex things using simple wording. Someone with 20 years of CRM and UX experience and a success trail of happy clients.
I am a UX expert who can explain why one design is better than another.
Salesforce User Experience (UX) Heuristic Evaluation
If your employees are complaining about Salesforce’s usability, you may benefit from a heuristic analysis.
A heuristic analysis is an evaluation method in which your Salesforce implementation is compared to a list of predefined design principles and identifies where the platform is not following those principles. This applies to all applications, including Sales Cloud, Service Cloud, Field Service and Experience Cloud.
Further,
- The analysis identifies Salesforce’s most noticeable usability issues, such as lack of consistency, discoverability and error prevention
- The principles of NNG’s 10 Usability Heuristics for User Interface Design are leveraged
- Applying heuristic standards produces designs that simply work better
You receive an actionable report that uncovers many usability problems, that once resolved, will significantly improve your user experience.