Salesforce CRM - AI Scheduler & UX UI Design

UI Design

Typography

• For the Salesforce CRM - AI Scheduler ui / ux, we chose the Urbanist typeface. It improves legibility across dashboards and data-heavy screens. Urbanist supports clear information hierarchy and aligns with the visual system used in modern CRM tools. It helps reduce cognitive load during task management and navigation.

Color palette

• In the Workbench Scheduler project we used a balanced color system: purple as the primary brand color, lime green for call-to-action elements, and blackish-blue for backgrounds and secondary content. This combination creates contrast, improves accessibility, and supports quick visual recognition. Lime green drives user focus on key actions like scheduling or confirming orders. All colors were tested for WCAG compliance to improve user satisfaction and engagement.

Research

Timeline

• We paid special attention to each step, striving to create an innovative and enjoyable app. During development, our app went through a variety of phases, starting with the research phase and culminating in the final phase of final design execution.

Research

User Survey

• Our team carefully analyzed user feedback and needs to identify key areas that needed attention in Salesforce CRM - AI Scheduler project. We created an action plan including the introduction of new features, interface improvements and process optimization.



  Based on the survey findings, we developed a strategy to address the issues identified and improve the user experience.

Key questions from the interview

• 68% - Online banking and programs

  How do you usually control your finances and keep track of your merchandise?

• 55% - Spreadsheets

  How do you usually control your finances and goods?

• 25% - Use logbooks & Financial advisor

  How do you usually keep track of your products and control finances?

UI Design

Order management

• In the Salesforce CRM - AI Scheduler example, order lifecycle is improved. The tool supports real-time visibility and status updates for each stage of the order pipeline. It reduces delays, simplifies workflows, and helps teams manage demand more efficiently. Businesses using the app report better retention and lower churn due to faster order fulfillment.

Research

Problems

• Our team's research has identified several key issues that users may encounter when using our app. These research findings will be used to improve the user experience and make the application more efficient.

• 79% - Difficult to learn and unclear interface

  Most users find the platform hard to navigate. The layout and visual structure don’t support quick learning or task completion, which reduces user satisfaction and increases churn.

• 67% - Problems with support and updates

  Users report delays in receiving help or system updates. This affects their ability to resolve issues quickly and lowers the overall trust in the platform.

• 46% - Lack of personalization and flexibility

  Many users say the system doesn’t adapt to their workflows. Missing customization options lead to lower engagement and poor retention over time.

Research

Solutions

• We analyzed different approaches and methods, researched best practices, and conducted a series of test cases. These efforts allowed us to arrive at concrete results and identify the best strategies to improve our application and address the problems identified in the research process.

User Flow

Optimizing user experience

• We apply user flows to create visual scenarios that describe the sequence of actions a user needs to take to achieve specific goals or objectives in an application. Together with our team, we establish an entry point, track user actions, identify decision points and branching path opportunities.

Mobile design

Adaptation

• In the process of creating the mobile version, we emphasized adaptive design, providing easy access to the main functions of the app regardless of the device screen size. Thus, users can enjoy all the features of our app anytime and anywhere without feeling any limitations or inconvenience when using it on mobile devices.



  We paid special attention to the development of the mobile version of our application, aiming to provide full functionality.

Key Features

• Real-Time Inventory Overview

  Get a full view of your inventory with instant updates on quantities and item locations. This feature helps reduce churn caused by stock errors and improves conversion by offering accurate availability.

• Smart Inventory Movement Tracking

  Track how items move through your system, detect bottlenecks, and prevent stock-outs. Data is shown visually, helping teams identify trends and respond faster to demand changes.

• Optimized Scheduling Integration

  Connect your inventory and delivery timelines through a built-in scheduler. This improves workflow planning and raises CSR by ensuring fewer delays and better delivery forecasting.

The Finals

Result

• During the development of the app, our team emphasized its usability, which is highlighted by a superior user experience and a pleasing visual style. This approach to design was not only reflected in the app itself, but also infused into our branding, creating a unified and recognizable look.


  The result of our efforts is a user-friendly and stylish app that meets users' needs and offers a good level of functionality. As a result, we have created a product that is not only functional and user-friendly, but also a pleasure to interact with, leaving users with only positive impressions.

Conversion rate

• We have seen a positive conversion rate of users - 87% - who order and manage inventory using our app.