Make Your CRM SaaS Easy to Use

CRM SaaS is one of the main contributors to the SaaS revolution; and its changing the world of software and business for good.

Before software as a service was readily available, it was necessary for companies to develop a lot of custom, niche software for their specific needs. This ‘super specific software,’  was expensive. You had to pay for discs, mail out updates to customers, and provide ongoing support– what a nightmare! The other option was to have your developers create features for internal use, but that was pricey and time – inefficient.

The best a company could do was to use general purpose, utilitarian software that could be configured or applied to other areas, in order to complete all the necessary tasks. While there were a few CRM software solutions out there (such as Platypus), most companies just used a database system (like Access), alongside a primitive webserver, spreadsheet and word processing software to get this job done.

But now, with CRM SaaS, this system obsolete.

While there are hundreds of great, competent CRM solutions offered these days, Salesforce is probably the most popular, and for a good reason. In many reviews, where its compared to other CRM software solutions such as Sun or Microsoft’s CRM offerings, it still seems to win out, even by users of the competitive providers.

;Salesforce is powerful and flexible; It has a rich programmable API, updated features, automation and App Exchange . But, Salesforce is not perfect, as nothing ever is;  it’s still a bit of a daunting task to master it, train employees, and properly set it up to be efficient to operate.

The problem is that it has so many features that a newcomer, or a user who is not technically savvy will find it complicated and difficult to use. There is a huge learning curve  and may be hard to get used to. It’s not all Salesforce’s fault, as this situation  is endemic to all CRM solutions.

Even if a user does pick it up pretty quickly, and becomes very confident and competent within one area, there are always new areas that will be require learning. You can add  good plugins and Apex modules to help, but it’s still going to be time consuming to perform some tasks. TSalesforce procedures often require numerous small steps. If you need help, customer service a bit slower than people would prefer; the representatives ahave to take you through the minute details in order to complete a task.

But, there is a solution to this, and it’s from an unlikely source; a self-service tool called Walkme. If you’ve not heard of Walkme, then read up; it’s taken the training and tutorial creation communities by storm. Basically, it’s a GUI system that can be programmed by point and click scripting.Walkme integrates smoothly into any other software design. From here, it can watch and guide a user – in real time. It is aware of the content and user – and their interaction.

Now, this software is actually pretty slick, because it can spot mistakes users might make, and intervene to suggest solutions, correct them and move on. WalkMe allows trainees to learn as they go; and keeps tired, burned out staff from making errors that could be calamitous to business.

WalkMe helps reduce the inefficiency lengthy tasks. It can automatically handle a lot of automatic routine steps, that don’t really need the focus and calculation of a human.

You can think of Walkme as an AI assistant,  that can you or your  staff work SalesForce, or for that matter any other CRM SaaS offering, much faster and more efficiently than ever before.

To sum it up, CRM SaaS has revolutionized customer relationship management quite significantly, but in order to make your CRM SaaS easy to use, you must take advantage of SaaS tools that can teach, train and guide you along the way.


Omri is the Head of Demand Generation, as well as the Lead Author & Editor of the SaaSAddict Blog. Omri established the SaaSAddict blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to SaaS and cloud migration.