Salesforce - ERP Sales Management Software & UX UI Design

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  • 💻 ERP
Sales Tracking Enterprise Software

Sales Tracking Enterprise Software

Client's Request

  • Sales managers struggle with disorganized dashboards and low visibility into pipeline stages, so we want solve this through new CRM.

    Amelia Ford, CPO at Salesforce

    Amelia Ford

    CPO at Salesforce

  • Sales Management for ERP

    Sales Management for ERP

About Salesforce ERP project

  • Industry

    ERP, Enterprise


  • Category

    SaaS, Dashboard


  • Location

    Washington, D.C., USA


  • Sales Metrics Visualization UI Design

    Sales Metrics Visualization UI Design

User Challenges

Key Pain points

    • Automated Sales Workflow Solution

      Automated Sales Workflow Solution

    Valuable Insights

    Major Findings

      • Sales Forecasting Dashboard UI Design

        Sales Forecasting Dashboard UI Design

      Our Solutions

      • Our focus was on reducing sales team workload while improving data clarity.

        Vitalii B., UX Architect

        Vitalii B.

        UX Architect

      • Performance Dashboard for Sales

        Performance Dashboard for Sales

      Project Result

      Key Efficiency Gains

        • KPI Tracking Interface Solution

          KPI Tracking Interface Solution

        Client's Feedback

        • Our next step is to make Salesforce CRM - Sales Dashboard available on multiple devices and expand integrations for a more connected sales process.

          Amelia Ford, CPO at Salesforce

          Amelia Ford

          CPO at Salesforce

        • Adaptive CRM Dashboard UI Design

          Adaptive CRM Dashboard UI Design

        Next work

        If you liked the previous work,
        you will definitely like this one

          Shall we chat?

          [email protected]

          Let’s

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          talk

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