Introduction
The era of managing customer database through hundreds of spreadsheets and scribbles on Post-it notes is gone. Now every business – large and small – needs a client relationship management software that helps them store client information and manage sales. CRM systems automate a great number of client lifecycle management tasks. But you still need other tools to make proposals and issue invoices. A reliable lead generation network can sustain your business for a long time. The AI-powered tool of Salesforce, Einstein can personalize and optimize lead generation strategies. It allows you to build the right lead generation strategies for driving your business growth.
About US
Salesforce is known as the # 1 customer relationship management platform used by businesses of all sizes, all over the world. Salesforce solutions offer integrated services through sales, marketing and services with the Customer 360-degree platform. It helps your business to grow easily. Our expertise in Community Cloud development and implementation enables you to benefit from Salesforce and Community Cloud features in a cost-efficient way.
My Role
User Experience design Interface design
Timeline
4 months
Tools
Figma
Adobe XD
User Centered Design Process
Emphathize
Define
Ideate
Design
Test
The Challenge
- The main challenge was to create a website that represents the brand’s trust, reliability, and uniqueness, as the website was going to be the face of the firm.
- The main challenge for digital salesforce strategy and design team was to enable scalability without sacrificing consistency in the experience.
- The website had to cover all necessary information regarding the firm and a very accessible contact us option for the visitors.
The Goal
- A website that represents their values (trust, reliability, and uniqueness).
- That showcases their best works to visitors.
- Contains all information needed for the potential clients.
- Helps increase the sales leads.
- Should contain scroll jacking in all pages.
- A responsive website.
Understanding The User
User Research
User research is a key component of every UX design process. However, conducting user research for enterprise software requires a slightly different approach than research for everyday consumer products. For one thing, it s important to remember that the client for the product is usually not the end user of the enterprise software the client is the manager or executive who authorizes the use of the software, while the user is the person who will actually use the software every day to get their jobs done.
Research Goal
The goal of user research, or UX design research, is to really understand what the user s goals are, see how the goals overlap between different roles, and challenge the stakeholders assumptions about how the users work and interact with the product. It s also helpful to have the structure of the business in mind before going into user research. I ve understand the ecosystem of the business, including financial drivers and what the product does, in order to create a more productive tool.
Research Interviews
We spent a lot of time watching the recordings to understand which features get used more, and which are completely ignored. This helped us arrive at the conclusion of how to build a user interface. We conducted six one-hour interviews with the users to understand and prioritize their needs.
We used empathy mapping to gain a deeper insight into their customers.
Research Insights
At the end of our research phase, we pooled together all our insights and discovered what users wanted most from our services.
- Custom Development services
- Consulting Services on Salesforce Implementation
- Dedicated Services on Salesforce Integration
- Predict Customer Experiences
- Automate Marketing
Competitive Analysis
Here is a competitive map to better understand the current CRM market. The tool is the perfect mix between specificity on the entertainment sector and technical expertise.
Start The Designa
Paper Sketches
Digital Wireframes
Next, I created high fidelity wireframes mainly to serve as a blueprint for the visual interface, and to be used for a prototype that allows us to test the effectiveness of visualize hierarchy, priority, and flow before implementing more details, such as font and colors.
High Fidelity designs
Mockups
Website Link:
Takeaway
For this project, having research, knowing the business goals, and understanding the users needs were key in helping Digital salesforce achieve their goals better through adding a features. The greatest challenge here is creating a design that will flawlessly integrate into their current system.