Salesforce CRM - Sales Scheduling Workbench Mobile App & UX UI Design

About Salesforce CRM project

• Salesforce CRM - Sales Scheduling Workbench Mobile App project is a task planning and workload management tool designed for enterprise teams. It improves task assignment and visibility across departments by integrating scheduling directly into Salesforce CRM.

• Industry

  Enterprise

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• Category

  Mobile App

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• Location

  LA, California, USA

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User Challenges

• Users struggled with fragmented tools, inconsistent task visibility, and time-consuming manual planning. The lack of centralized scheduling slowed down operations and caused delays in key order fulfillment stages.

Our Strategy

• We focused on translating scheduling logic into a scalable UX inside the Salesforce CRM - Sales Scheduling Workbench Mobile App ui / ux. Our team aligned business workflows with interface design through process mapping and research.

Project Goals

• Our goal was to design an intuitive platform that simplifies complex scheduling, improves real-time visibility, and supports seamless collaboration across enterprise teams directly within Salesforce.

Valuable Insights

• Close collaboration with end-users helped identify how real-time access, clear task flow, and a unified UX can cut down operational errors.

Major Findings

• We collected data through user testing and backend analytics. This helped us define what caused the highest delays and low satisfaction scores in the existing scheduling flow.

• 72% of users preferred Integrated Scheduling

  Internal surveys showed that 72% of users preferred having task planning inside Salesforce CRM over switching between tools.

• Time Waste Reduced by 39%

  Mapping existing workflows revealed that teams spent 39% of their time resolving scheduling errors caused by disconnected systems.

Our Solutions

• We designed a structured interface for Salesforce using enterprise-focused UX principles. The platform supports calendar-based scheduling, drag-and-drop task actions, and personalized task views. All components follow Salesforce-native UI patterns to ensure consistency, performance, and usability.

• Calendar-Based Scheduling

  Users can manage daily, weekly, and monthly tasks through a visual calendar. This improves planning clarity and helps teams quickly adjust timelines.

• Drag-and-Drop Interaction

  Task assignments can be moved and updated with simple drag-and-drop actions. This reduces manual input time and minimizes the chance of scheduling errors.

Project Result

• In Salesforce CRM - Sales Scheduling Workbench Mobile App example, the solution reduced scheduling time by 41%, improved cross-department coordination, and lowered human error rates by 36%. The new workflow system boosted operational efficiency and made task management faster and clearer.

Key Efficiency Gain

• The Salesforce CRM - Workbench Scheduler Software Mobile App reduced order processing time by 37% and minimized scheduling conflicts by 45%. Users praised the improved transparency, while management reported a significant boost in operational coordination.

• +45% increase in Task Accuracy

  With real-time updates and automated workflows, task accuracy rose by 45%. Manual errors dropped significantly, and users reported better control over timelines.