Creating a Customer Relationship Workflow

Discipline: UX Design, UI Design

Collaborators: Sales, Sales Director, Ownership

Logistics company's sales software, that works well for booking loads, but often leads to confusion when it comes to onboarding new customers, as well as keeping existing relationships with current customers.

User Stories

As a sales person I need a location to see my managed customers. Currently I have to look up each customer individually, and further look up when we last made contact as well as scheduling follow-up tasks.

My Role

This concept was created after learning that sales people were using spread sheets to track customer relationships. Data was collected through user observations and interviews. Designs were prototyped, tested, and presented to ownership.

The Challenge

The UX in the software was presented on the customer level, meaning users had to drill into each customer to find info (last contact, last order). Presenting the info on the user level would solve this problem (rewrite - add an image helping to explain)

The Solution

Red Core CRM

How We Arrived

The UX in the software was presented on the customer level, meaning users had to drill into each customer to find info. Presenting the info on the user level would solve this problem (rewrite - add an image helping to explain)