SaleSphere: streamlines the management of Sale & leads, proposals and client agreements to enhance productivity by addressing existing solution limitations.
To comply with my non-disclosure agreement (NDA), I have omitted and obfuscated confidential information such as brand name of the product & some branding identity in this case study.
Overview
Research & Insights
Conclusion
My Role
Conducted Market Research & Competitor Analysis
Finished Heuristic Evaluation and highlighted ten points
Completed a SWOT Analysis
Designed final Screens and prototype
Process Skills
Competitor Analysis, Heuristic Evaluation
SWOT Analysis
Timeline
Nov 2023 - Jan 2024
Problem Statement 🚩
Businesses frequently encounter issues with current CRM platforms. Highlighting some of the most common challenges below:
Lack of Customization
Existing CRM solutions often feature generic tools that misalign with business workflows.
Data Security Concerns
Using third-party CRMs raises concerns about data security and compliance.
Recurring Costs
Subscription-based CRMs incur recurring costs, forcing businesses to pay for unnecessary features.
Proposed Solutions 💡
An internal CRM platform can address these challenges by offering the following solutions:
Flexibility and Customization
Tailored features and adaptable design to match specific business workflows & needs.
Data Security and Ownership
Full data control, enhanced security and compliance with as per your industry's regulations.
Long-Term Cost Efficiency
Cost-effective over time, avoids recurring fees and builds only necessary features.
Brainstorming 🧠
Competitor Analysis: Started with setting up the step by step process of how to proceed with the Competitor Analysis.
Market Research 🧠
Heuristic Evaluation: I conducted a Heuristic Evaluation of a competitor's product using Jakob Nielsen's 10 Usability Heuristics, detailing issues and solutions for each.
In this case study, I have chosen not to disclose the actual name of the company analyzed. This decision is made to maintain professional discretion and avoid any potential legal implications associated with publicly referencing a specific brand.
1
Visibility of system status
The system effectively informs users after completing an action, providing clear feedback on the current status and guiding them on the next steps.
2
Match between system and the real world
The system employs common design patterns to align its functions, ensuring clarity and ease of understanding for users.
3
User control and freedom
Users can cancel the action or close the popup if they choose not to attach files, providing them with control and flexibility.
4
Consistency and standards
Maintains consistency across buttons, tabs, icons, and text, ensuring uniformity in headings and subheadings.
5
Error prevention
Error prevention taken care of right away by showing if an employee is still part of the company or not and their availability.
6
Recognition rather than recall
All major sections of the platform are clearly visible, enhancing navigation and overall user experience.
7
Flexibility and efficiency of use
The platform tailors the user experience for both novice and experienced users with a variety of AI-driven search operations and customizable themes.
8
Aesthetic and minimalist design
The design is visually appealing and minimalist, utilizing pastel colors to effectively highlight different sections.
9
Help users recognize, diagnose and recover from errors
Error messages provide an explanation of the issue, including the cause of the error and guidance on how to resolve it.
10
Help and documentation
A concise tutorial is provided on the page, detailing the buttons and their functions for user guidance.
Strategy and Scope ✍️
SWOT Analysis: To refine the product strategy, conducted a SWOT analysis which provided valuable insights into the internal capabilities and external factors that could impact the platform's success.
Skelton and Surface 🖼️
Dashboard: Provides users with a comprehensive overview of the platform, highlighting key data, statistics and easy navigation to essential modules.
✅
Complete Module List in Navigation
✅
To-do's access from Dashboard
✅
Dark/light Theme
View Leads: Provides a dedicated section to view comprehensive details of all leads.
✅
List & Grid View | Update Status
✅
Categorized list of Leads
✅
Action details | Activity log
Add New Lead: Provides comprehensive details to enter for a clearer understanding of the potential prospect.
✅
Attach Documents
✅
Allocate to team member
✅
Contact Details
Conclusion ⚓
Takeways: Highlighting some of the major takeaways & experiences during & after the successful completion of the project.
20%
Improved Efficiency
35%
Enhanced Data Accessibility
50%
Effective Task Management
Lessons Learned: Developing an internal management system brings valuable insights and learnings, some of which are highlighted below:
Value of Market Research
Market research helps tailor an internal management system to user needs, boosting efficiency.
Role-Based Access Control
Implement permissions to control who can access, view, and edit different sections of the system.
Explore More Work ⚓