Salesforce CRM - Sales Management Software & UX UI Design
Sales Performance Tracking Dashboard
Client's Request
- “
Managing multiple pipelines and tracking key accounts is slowing down our sales process. We need a dashboard that helps reduce reporting time and increases forecast accuracy.
Logan Bennett
Team Lead at Salesforce
Pipeline Structure for Sales
About Salesforce CRM project
Industry
CRM, Enterprise
Category
SaaS, Dashboard
Location
New York, USA
Dashboard for Sales Monitoring
User Challenges
Key Pain points
Sales Reporting UI Design
Valuable Insights
Major Findings
Pipeline Management Software
Our Solutions
- “
We optimized dashboards so teams could manage leads without extra steps.
Mari S.
COO & CX Designer
Quick lead update feature | UX & UI Design
Project Result
Higher Lead Conversion Rate
Sales Interface Solution
Client's Feedback
- “
We are looking to expand Salesforce CRM - Sales Management Software with adaptive features and advanced integrations to help teams work efficiently on all devices.
Logan Bennett
Team Lead at Salesforce
Simplified CRM dashboard | UX & UI Design
Shall we chat?
[email protected]Let’s
talk
Let’s
talk