Improving client Management efficiency
Project Brief
We worked with PearComms on their CRM software QuickDesk. The purpose of this project was to find an effective and efficient way for users to manage leads data.
ROLE
User Researcher
Design Studio Facilitator
Gamification System Designer
Interface Designer
Tools
Sketch
UXPin
Design Process
Research
Ideation
Design studio workshop session with client
Feature prioritisation during design studio
Early wireframes and design
Designing GUI assets
Problem
The potential of the software was not fully met because users were reluctant to use it. Salespersons were uninterested in dealing with manual data entry, but this led to a circular problem, where this lack of good data and information served as a disincentive for use.
Solution
01; Gamification
We designed a gamification system to incentivise use of the software. This can help users and companies to set KPIs, achieve sales target and track progress through data visualisation of the information that they have entered.
02; Improved Mobile Experience
Encourage quick data update on the go by offering allowing users to access the most commonly used features on the mobile app from the home screen, a featured offered.
Users are also prompted by the notification system to make regular updates.
03; Activity Log
Allow involved parties to refer to the notes and activity log of each prospective lead. This neat order of information will not only make handovers easier but also reduce information asymmetry between involved users.
A detailed breakdown of the design process and justification can also be found here:
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