Salesforce CRM - AI Sales Management Mobile App & UX UI Design

About Salesforce CRM project

• Salesforce CRM - AI Sales Management Mobile App is built to support sales professionals with real-time reporting, visual analytics, and streamlined workflows. This mobile-first app makes it easier to track performance and manage sales pipelines from anywhere.

• Industry

  CRM, Enterprise

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• Category

  B2B SaaS

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• Location

  LA, California, USA

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User Challenges

• Users found it difficult to access actionable data quickly. Navigation between reports and tools required too many steps. The mobile version lacked visualization for critical metrics and didn’t offer tailored AI support for daily workflows.

Key Pain points

• Data Overload Without Context

  Sales teams struggled with scattered analytics that lacked clarity and prioritization. Data wasn’t personalized, slowing down critical decision-making.

• Unclear Mobile Navigation

  The mobile interface lacked hierarchy. Users had trouble locating tasks, reports, and pipeline data, reducing efficiency in time-sensitive workflows.

Valuable Insights

• User interviews, conducted for Salesforce CRM - AI Sales Management Mobile App project, revealed frustration around feature overload and slow reporting. 71% of surveyed users wanted a simplified UI, while 63% prioritized mobile performance over feature density.

Major Findings

• 29% Friction from Legacy UI

  The previous UI caused confusion with buried functions and repetitive actions, resulting in slower task completion and low mobile engagement.

• 41% wanted Real-Time Reports

  Users preferred dashboards that update in real-time to reflect shifts in pipeline, allowing for quick actions and better forecasting.

Our Solutions

• We introduced modular report cards and customizable data views for Salesforce CRM - AI Sales Management Mobile App ui / ux. AI suggestions were integrated to guide decision-making. Key actions were brought to the forefront to reduce context-switching and improve navigation flow.

• Modular Reporting Interface

  Users can now adjust data blocks based on priority. This flexibility improves clarity and allows teams to focus on their most relevant metrics.

• AI-Driven Suggestions

  Built-in AI prompts offer tailored next steps for users based on sales patterns, eliminating the need to interpret raw data manually.

• Embedded Alerts and Actions

  Critical exceptions are paired with actionable insights within the same screen. This eliminates the need to switch tabs and supports faster issue resolution.

Project Result

• The updated Salesforce CRM - AI Sales Management Mobile App example reduced time-to-report by 38% and increased dashboard interaction by 52%. Teams now complete daily sales actions 1.5x faster, improving lead management efficiency.

• 73% - Accuracy Drop

  Users missed load balance targets when parcel weight or placement data was incomplete. This impacted flight preparation time and safety checks.

• 60% - Need Real-Time Cargo Status

  Most logistics coordinators depend on real-time alerts to prevent missed handoffs and delays during transit - a priority that shaped notification design.

Faster Data Access

• –47% Reduction in Access Time

  By minimizing layers between users and key metrics, report access speed increased across mobile platforms.

• +30% Faster Navigation

  Reduced user path length to investment data by restructuring tab logic and using embedded filters in key screens.