Salesforce - ERP Sales Management Software & UX UI Design

About Salesforce ERP project

• Salesforce - ERP Sales Management Software project focuses on structured data visibility, improving how sales teams handle pipelines, accounts, and revenue forecasts to boost efficiency.

• Industry

  ERP, Enterprise

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• Category

  SaaS, Dashboard

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• Location

  Washington, D.C., USA

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User Challenges

• The Salesforce - ERP Sales Management Software example showed issues in lead visibility, complicated pipelines, and delayed reporting, causing sales teams to waste time and lose important opportunities.

Key Pain points

• High Reporting Workload

  Manual data entry and report preparation take up significant time, limiting focus on actual selling activities within Salesforce CRM - Sales Dashboard.

• Delayed Lead Follow-Ups

  Without streamlined notification systems, sales teams miss timely lead follow-ups, reducing engagement rates and lowering the chance of deal closure.

• Inconsistent KPI Tracking

  Key performance indicators are not always easy to track, making it harder for managers to monitor progress and evaluate sales team performance.

Valuable Insights

• Survey feedback revealed users preferred visual insights and automated sales reporting in Salesforce project, prompting us to prioritize dashboard accessibility.

Major Findings

• 25% Drop in Reporting Errors

  Automation of pipeline and forecast reports in Salesforce CRM - Sales Dashboard resulted in fewer manual input mistakes and more consistent performance tracking.

• 30% Higher Engagement

  Adding visual progress indicators and simplified performance summaries increased user interaction with dashboards and improved engagement rates in daily use.

Our Solutions

• We restructured Salesforce with automated tracking, a clean layout, and optimized workflows to improve daily usage and lead conversion rates.

• Simplified Sales Forecasting

  We introduced a clean, visual forecasting module with interactive graphs, allowing sales managers to quickly adjust predictions and monitor trends without switching between screens.

• Integrated Quick Actions Panel

  A quick actions panel was added to Salesforce CRM - Sales Dashboard, enabling users to update lead status, assign tasks, or schedule follow-ups in fewer clicks, reducing task friction.

• 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

• With improved Salesforce - ERP Sales Management Software ui / ux design, users experienced faster access to key data and smoother navigation across pipelines and accounts.

• -27% Reduction in Sales Cycle Duration

  The optimized dashboards reduced time spent on manual updates and status checks. Sales teams closed deals faster with fewer delays across key pipeline stages.

• +28% Higher User Satisfaction

  Simplified navigation and reduced manual tasks resulted in improved user satisfaction scores.

Key Efficiency Gains

• +29% Increase in Forecast Accuracy

  Redesigned forecasting tools helped teams track revenue trends more precisely. This led to fewer missed targets and improved resource allocation decisions.

• -35% Faster New User Onboarding

  The simplified Salesforce CRM - Sales Dashboard interface shortened the learning curve for new sales reps. Teams achieved full productivity in fewer days after implementation.