Redesigning Lead Management System for Improved Productivity and Satisfaction
Challenge
How might we address the difficulties struggled by sales managers with the CRM's complex Lead Management System to enhance productivity and satisfaction?
My Role
Client
Self-Initiated
Tools
Figma, Trello, Zoom, Slcak
Timeline
2 weeks
Understand
Context
Ricochet360 is a sales software platform that combines a CRM. Lead Management system was highly confusing, cluttered, complex for the sales manager.
Problem Definition
Out of many issues identified, 3 stood out as clear problems for users and the business:
Frustrating User Exeperince
Managing Complex Data Table
Confusing Sorting, Filtering, and Actions
User Problem
Sales managers struggle with a cluttered, confusing Lead Management System, which hampers their ability to manage leads efficiently.
Business Problem
Sales managers struggle with a cluttered, confusing Lead Management System, which hampers their ability to manage leads efficiently.
Before and After
Design Solution
Simplifying Navigation
First we took care of the navigation
Simplified Navigation to Reduce Errors
• Simplified navigation, reducing the number of steps to complete key tasks.
• Enhanced visual hierarchy to make important information more accessible.
Optimized Data Table for Better Usability
• Reorganized the data table to prioritize essential information.
• Added customizable views to let users tailor the display to make faster, more informed decisions.
Simplified Sorting, Filtering, reducing API call time
• Redesigned sorting and filtering options for clarity and ease of use.
• Previously, filters had to be adjusted individually, causing multiple slow API calls. Now, all filters can be applied together in one action, reducing API call time.
Prototype
Usability Testing
Testing Results
Tested the design with 5 sales managers to assess its efficiency
Results
Testing Results
The project was a success on all fronts
User Satisfaction Score Increased
Enhanced design features and usability improvements led to a notable boost in user satisfaction.
Reduced Unnecessary Interactions
Streamlined workflows and simplified navigation minimized unnecessary interactions, improving overall efficiency.
Task Completion Time Reduced
Efficient design changes cut down task completion time, allowing users to accomplish tasks more quickly.
Task Efficiency Improved
The redesigned system optimized task processes, resulting in greater overall task efficiency and productivity.
