Salesforce CRM - Sales Scheduling Workbench Mobile App & UX UI Design
Salesforce CRM Mobile App
Client's Request
- “
We need a robust scheduling platform integrated with Salesforce that eliminates manual coordination and streamlines complex workflows, helping teams manage the full order lifecycle with greater control and visibility.
George Daniels
CPO at Salesforce
Order lifecycle tracking | UX & UI Design
About Salesforce CRM project
Industry
Enterprise
Category
Mobile App
Location
LA, California, USA
Task Scheduling Interface
User Challenges
Workbench Scheduler Workflow Solution
Our Strategy
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We approached the project as a system logic problem first, then matched it with a layout thataWe decided to model real usage scenarios before wireframing. That gave structure to the UI from day one. cuts extra steps.
Vitalii B.
UX Architect
Enterprise Process Management
Project Goals
Salesforce CRM Development Services
Valuable Insights
Major Findings
Custom CRM Development
Our Solutions
Sales Scheduling Workbench Mobile App
Project Result
Key Efficiency Gain
Scheduling Automation CRM
Client's Feedback
- “
We’re moving forward with adaptive versions for tablets and a simplified dashboard for supervisors. The team delivered a solid UX foundation inside Salesforce CRM - Workbench Scheduler Software, and we’re ready to scale it.
George Daniels
CPO at Salesforce
CRM Software Development Services
Enterprise UX system | UX & UI Design
Shall we chat?
[email protected]Let’s
talk
Let’s
talk