Salesforce CRM - Workbench Scheduler Software Mobile App & UX UI Design

About Salesforce CRM project

• Salesforce CRM - Workbench Scheduler Software Mobile App project is designed to help teams track order tasks and fulfillment within a unified UI. It connects departments, improves scheduling, and keeps the order process transparent across systems.

• 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 disconnected order data, delayed approvals, and limited visibility into task statuses. Existing solutions lacked real-time synchronization across teams, creating workflow bottlenecks and reduced accountability.

Key Pain points

• Lack of Real-Time Visibility

  Users couldn’t track task progress across departments. Changes weren’t reflected instantly in the Salesforce interface, which led to repeated updates and errors.

• Inefficient Workflows

  Too many manual steps slowed down scheduling. The system didn’t support task priority updates or role-based visibility, affecting user engagement and overall process speed.

Our Strategy

• We analyzed the client's internal operations and mapped order flow across departments to uncover key friction points. Then, we aligned product design with Salesforce CRM - Workbench Scheduler Software Mobile App ui / ux architecture to ensure seamless team collaboration and smart scheduling.

Project Goals

• Our goal was to rebuild the UX for Salesforce CRM - Workbench Scheduler Software Mobile App example by offering a role-based task structure, real-time sync with CRM data, and better interaction design to reduce churn and increase user retention.

Valuable Insights

• 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.

Major Findings

• 42% - Task Delay from Manual UpdatesDevice Switch Rate

  Most bottlenecks happened due to users re-entering task data. UI lacked auto-sync with CRM, increasing workload and confusion.

• 31% - Drop in Engagement After Login

  Many users dropped off after the first session. The system didn’t provide useful feedback or a simple view of upcoming responsibilities.

• 24% - Higher CSR Load

  Customer support teams had to respond to more status check requests. Users didn’t trust the current progress view in Salesforce CRM - Workbench Scheduler Software.

Our Solutions

• We improved the UX for Salesforce CRM by focusing on speed, task clarity, and user workload. The UI structure was simplified to reduce steps and make training easier. Automation and filters supported more accurate and faster scheduling.

• Real-Time Task Sync

  Tasks now update automatically across teams, keeping everyone aligned without manual refresh. This reduces errors and improves trust in the status view.

• Smart Filters and Suggestions

  We introduced role-based filters and predictive task suggestions to save time. Users can now find relevant data faster and act with more confidence.

Project Result

• 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.

Key Efficiency Gain

• +37% increase in Task Completion

  Task assignments and updates now take fewer steps and is 37% faster. Managers reported quicker approvals and fewer revision cycles.