The Magic Button. Everybody wants one. The CEO is looking for a Magic Button that will show all Opportunities, Forecasted Sales, Activities and a complete view of each client on a single screen. The sales person wants a Magic Button which, when pressed, will complete all activities, enter in notes, update the opportunity pipeline and monitor expenses. Are these people somehow misinformed as to how
The answer is, “it depends.” Yes, it is true that no one has figured out how to create a single button which when pressed, knows what the presser's frame of reference is and, more importantly, what task the person wants completed. But CRM software publishers and their distribution arm, the
In practice, multiple buttons and simple consolidation of data into single Views have been the answer. In fact, the Magic Button for many is really a Magic View. A single place to go that provides a clear understanding of the data. Initially, that view was made available in the form of a report. More recently, the publishers have been adding Dashboard Views. Dashboards have distinct advantages over reports in that they are live, tend to render faster than reports, and are integrated with the
Where Dashboards fall short, is that they don't help the everyday user in making his/her job easier. Most CRM users spend a majority of their day in Outlook, sending and receiving email.
So the Magic Button does not exist just yet. But we're getting closer.
by Core Solutions,