Revolutionizing Sales: A Smarter Way to Track and Convert Leads
The CRM Mobile App empowers sales professionals to manage client interactions, track enquiries, and convert leads through a structured pipeline, from Enquiry to Customer, while seamlessly scheduling meetings and updating client details.
Mobile App
January 2025
Product Designer
UX Research
UI Design
Quality Control of Development
Challenge
Sales teams often struggle with managing client interactions efficiently due to scattered information, lack of a structured workflow, and missed follow-ups.
Results
The redesigned app features a clean, clutter-free interface, making it easier for users to navigate and access essential features.
The improved onboarding process resulted in a 35% increase in new user adoption rates.
40%
Faster Enquiry Logging
35%
Increased user adoption
25%
Increased user retention
Process
User Research and Insight Gathering
To understand user needs, we conducted in-depth interviews with sales professionals across different industries. The key pain points identified were:
Missed follow-ups: Lack of reminders led to lost deals.
Clunky pipelines: Moving leads through stages was confusing and manual.
No built-in scheduling: Reps had to use external calendars to book meetings.
Overly complex CRMs: Existing tools were bloated, making it hard to focus.
Unqualified leads cluttered pipelines: There was no quick way to discard irrelevant leads.
We also analyzed top CRM solutions and identified key gaps:
Poor mobile experience for reps on the go
Weak meeting scheduling integrations
Feature overload without clarity
Wireframing and Userflow
Based on the research findings, we restructured the app’s navigation and content, prioritizing features and information according to user needs. The new user flow focused on streamlining the enquiry-to-customer process while ensuring ease of use and quick interactions.Cumbersome Data Entry: Sales professionals needed a simple, intuitive interface to log enquiries quickly without disrupting their workflow.
1. Reducing Clutter with a Smart CRM Dashboard
Challenge: Sales reps found it difficult to move clients smoothly from Enquiry → Lead → Customer, leading to disorganized pipelines.
Solution:
✅ Added stage-based recommendations that suggest the next best action.
✅ Enabled batch actions, allowing users to update multiple leads at once.
The Result: A 50% reduction in time spent managing lead transitions, making the pipeline more structured and efficient.
Streamlining Follow-ups to Prevent Missed Opportunities
Challenge: Sales teams frequently lost leads due to poor follow-up tracking, leading to a decrease in conversion rates.
Solution:
✅ Implemented an automated follow-up reminder system with customizable alerts.
✅ Integrated a calendar-based meeting scheduler that syncs with external tools.
✅ Designed a color-coded priority system for leads, highlighting urgent follow-ups.
The Result: A 30% improvement in lead follow-ups, ensuring that potential clients stay engaged throughout the pipeline.
Improving Lead Progression & Stage Transitions
Challenge: Sales reps found it difficult to move clients smoothly from Enquiry → Lead → Customer, leading to disorganized pipelines.
Solution:
✅ Added stage-based recommendations that suggest the next best action.
✅ Enabled batch actions, allowing users to update multiple leads at once.
The Result: A 50% reduction in time spent managing lead transitions, making the pipeline more structured and efficient.
Outcome and Impact
The StreamLine mobile banking app redesign successfully addressed the usability issues, resulting in a more intuitive and user-friendly experience. The improved UX/UI design led to increased user adoption, engagement, and satisfaction, demonstrating the value of a well-designed template for UX designers.
Reflections and Next Steps
Integration with third-party tools: Sync with email and WhatsApp
Enhancing AI capabilities: Implement smart recommendations for lead prioritization.
Advanced analytics: Provide insights on conversion rates and sales performance.
Voice command integration: Enable hands-free data entry for on-the-go sales reps
