In today's fast-paced business environment, different users have different requirements when it comes to accessing and analyzing data. For example, for a sales rep, the Deal page should display the next steps, key decision-makers, and pain points, front and center. For a sales manager, the Deal page should show what happened in the recent past, and any insights. Similarly, a Contact page should prominently feature related documents if used in a real estate or law office. In contrast, a Contact page should feature related deals and cases in a B2B sales organization. To achieve optimal user experience, the information displayed on the screen should match what the user needs - not more, not less. The Layout Designer will help you create screens with such exact layouts. Layout Designer offers several benefits, including: - Increased Sales Efficiency: Reps close deals faster by quickly accessing what they need without sifting through irrelevant data.
- Improved User Experience: The Layout Designer enhances the overall user experience by providing users with a customized view of their data.
- Increased Productivity: A personalized layout allows users to access the most relevant data and perform their tasks more effectively, leading to increased productivity and improved performance.
The Layout Designer also improves alignment and increases data integrity by displaying information specific to the user. We believe that Layout Designer is a game-changer for businesses. By providing organizations the flexibility to create customized layouts, we are enabling you: - To empower your users with a personalized and efficient CRM experience.
- To unlock the full potential of their CRM data and drive better business outcomes.
Note: Layout Designer is currently available in beta release. To request access, please email [email protected]. |