JoshSweeney

Balance Progress between CRM UI and CRM Code Development

During CRM consulting projects there is always the need to show progress to customers. The caveat is that progress has to be shown with a certain amount of balance.

Too Much UI

You cannot do all of the UI development up front and show the customer. The problem with this is that to a non developer the UI in the CRM is everything. Once a customer sees the UI they assume that it works and all backend work is complete.

Too Much Code

Too much code is the complete opposite of too much UI. In this situation you will have almost all of the backend CRM functionality working but the customer will feel like you aren’t making any progress. This can lead to the customer not trusting the hours being put in during the project.

The Balance

Based on the type of CRM work being implemented it is important to find the right balance. Finding the right balance creates trust with the customer and ensures that your project goes smoothly.