UX for a Sales Force based CRM
This CRM was created in coraporation with Sales Force Israel.
I have made th UX, trying to give the best solutions for the needs of the organization.
Later on, a Sales Force developer made the best match with Sales Force features,
in order to create the system we were looking for.
The system was meant to arrange all public inquiries coming in to our organiztion,
allowing fluent transportation of tasks and knowledge between all team members.
I tried to create the most easy to use and follow CRM,
that encourages the users to work fast and keep in track, and yet- to enjoy their work.
UX Identifications and Supporting Tools
Due to the fact that a CRM system can be very complicated to understand,
I tried my best supplying UX identities that will help to separate topics from eachother,
for example- different types of CTA’s,
as well as to differentiate status and types of public calls,
all in order to spare confusion and speed up the work, and make it easy and friendly.
As well, in order to encourage the wowrkers,
I have added a Conffety Indication to done tasks, to add some gamification to the user esperience.
