Issues with CRM Form Validation

We all know that not having a CRM system is difficult, but having a bad one is a nightmare. There are many consequences to having CRM systems with bad data from internal misalignment to angry, frustrated customers.

From lost time to wasted resources, companies are better off preventing bad data than just trying to clean them up. One way to avoid this is by creating proper forms that validate content before it’s added to the system.

Why Form Validation is Important

Forms are tricky. Besides having the right fields, they also have to have a great customer experience. There’s nothing more stressful than customers or sales representatives filling out several boxes, and then receiving a validation error afterward.

A great form that is optimized is a key element for converting customers and keeping your sales teams efficient and effective. Whether it’s for your external or internal customers, making sure the experience is seamless is necessary. But what are the issues companies face with validating their forms?

The Three Common CRM Form Validation Issues

Lack of Progress

When forms are filled and rejected, many people tend to feel like they have wasted their time. Many single page forms that look daunting will make people dread to fill them. When people take time to share information, companies should treat every second as valuable. Not being able to give people a sense of progress will make them resent their experience.

No Separation of Erroneous & Correct Fields

Rejected forms are bad enough on their own, but CRM forms that do not make it clear what you did wrong is worse. A lack of visual cues on invalid fields can mean users spend more time than necessary trying to figure out what they did incorrectly, instead of correcting their input. Customers waste their time sorting through multiple fields with little assistance.

Form Abandonment

Nothing bothers users more than getting several errors in a row. When a customer’s form is not accepted more than a couple of times, many people will call it a day and abandon it altogether. Sales representatives who are already spending 2/3 of their time doing admin work will be prone to delaying data entry, causing issues with your sales pipeline.

How to Avoid Form Validation Issues

Form validations issues require a joint effort between UX designers, web developers, and sales teams. It starts with choosing the right fields, validating them both in-line and after submission, and making sure the customer is always happy throughout the process.

Avoid scaring away customers and stressing out sales teams by reducing errors in the data entry process with Hey DAN. With expertise from seasoned CRM professionals, Hey DAN can help your company optimize your CRM forms efficiently.

Hey DAN can also take your company a step further with their specialized voice to CRM technology, which combines machine learning and real people to make sure your data is up to date, relevant, and valid. Hey DAN makes sure that your customer relationships always start with a good note.