CRM Sales Management
Specialized in providing B2B CRM solutions that offer real-time sales metrics quarterly performance analysis, and improve
decision-making efficiency.
Background & Strategy Kickoff
Task definition
B2B CRM system, providing sales managers with a real-time view of the sales processes quarterly. The design integrates central functions that allow tracking of the quarterly profit achieved or the total profit, together with information about potential customers.
Our Users
The persona I built the Dashboard for is C-suite.
These managers need a system that allows them to effortlessly read and interpret data, enabling them to make informed decisions efficiently.
Their primary goals include tracking total profit, identifying profit opportunities, and monitoring the status of each opportunity.
Provide real-time
B2B sales insights.
Enhance understanding of various customer statuses in a user-friendly and efficient manner.
My Goals
Enable sales managers to
access comprehensive sales data.
Monday
One of Monday aims is to present data in a flexible way, while emphasizing different parameters for customer management. However, users experience frustrations due to system complexity, integration issues, slow performance with large datasets, slow customer support, and storage limitations due to the nature of the subscription.
Pipedrive
Users can track, record leads and transactions, leads can be prioritized. However, some lacks such as changing multiple records at the same time is not possible and integration is not fully supported in other platforms, visualization can be a little overwhelming.
Research
Competitors
Ideate
Possible Solutions
Problem statement
Frustration and Growing Pains
1. Complexity and Overwhelm
Many general CRM systems overwhelm C-suite executives with unnecessary features, creating a steep learning curve and complexity.
2. Integration Challenges
Issues with CRM integration can result in fragmented data and disrupt the smooth flow of information across the organization.
3. System Scalability
General CRM systems may struggle
to scale with x growth, posing
challenges in adapting
to larger user
bases or complex operations.
4. Prioritize Strategic
Numerous general CRM systems fail to
prioritize strategy, hindering informed
decision-making
for C-suite executives.
Ideate
Mapping
Main screens
Displaying customer status alongside key quarterly metrics
To assist sales managers, I created a screen presenting real-time customer status updates. I incorporated vital data, such as average financial income per customer stage and quarterly earnings, facilitating quick access to pertinent information.
This design optimizes decision-making, ensuring users efficiently achieve their goals.
Key Features
Seamless access to vital sales manager data
Presenting vital quarterly data dynamically updated in real time, the application features user-friendly widgets for swift access to timely information.
Designed to empower sales managers to make informed decisions and take prompt action.
Effortless filtering and streamlined UX
The CRM dashboard includes a number of filters, including a drop-down menu for selecting quarters, a search bar for customer names, and drop-down menus for filtering by region, industry, revenue range, and sales stage, along with options for data transfer, priority, employees, and last contact date, enabling data navigation and analysis effective.
Intuitive features on hover
When the mouse hovers over a customer line, an explanation appears showing additional contact details and an email address. This feature provides quick access to key contact information without having to open a separate page or window.
Empowering users to edit/delete multiple customers at once
Yearly income summary
segmented quarterly distribution document
The screen provides users with a comprehensive view of annual revenue, neatly segmented into quarterly divisions for clarity. Users can also identify the year's most profitable customers and the average number of signed customers per quarter.
Key Features
Insightful financial reporting
Presenting vital quarterly data dynamically updated in real-time, the application features user-friendly widgets for swift access to timely information.
Designed to empower sales managers to make informed decisions and taking prompt action.
Easy access to the filter in the application and optimization of use
A crucial feature of the app is a user-friendly filter tailored to relevant topics. By using this filter, users can find information effortlessly, improving the system's overall contribution to their experience.
Insights
Importance of preliminary competitors research.
Understanding target users needs.
Writing UX design specification.
Using clear visualizations to enhance efficiency.
Let's talk to start designing 🚀
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