Revolutionizing Sales: A Smarter Way to Track and Convert Leads
The CRM Mobile App is designed for sales professionals to manage client interactions effectively. It streamlines the process of tracking client enquiries, converting potential leads, and managing customer relationships. With a structured pipeline, sales teams can efficiently progress enquiries through different stages—Enquiry → Lead → Customer—while scheduling meetings and updating client details as needed.
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. The challenge was to create a mobile-first CRM solution that simplifies tracking, improves client conversion, and provides a clear sales pipeline.
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.
The addition of personalization and customization options enhanced user engagement, leading to a 25% increase in user retention 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:
Cumbersome Data Entry: Sales professionals needed a simple, intuitive interface to log enquiries quickly without disrupting their workflow.
Follow-up Issues: Missed follow-ups led to lost sales opportunities and disorganized client tracking.
Inefficient Lead Progression: No easy way existed to transition a client from one stage to another, making the sales pipeline difficult to manage.
Meeting Scheduling Gaps: Users needed an integrated scheduling feature to coordinate with clients efficiently.
Cluttered CRM Systems: Many salespeople found existing CRMs overly complex, making it hard to focus on essential tasks.
Lead Qualification: The ability to discard unqualified leads was crucial for maintaining a clean pipelin
We also analyzed top CRM solutions and identified key gaps:
Complexity Overload: Many CRMs had extensive features but lacked simplicity, making them unsuitable for fast-paced sales teams.
Lack of Mobile Optimization: Most tools were designed with a desktop-first approach, reducing efficiency for on-the-go sales reps.
Poor Meeting Scheduling Integration: Scheduling meetings within the CRM was often a secondary feature, requiring users to switch to external calendars.
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. Simplifying Lead Management for Sales Reps
Solution:
✅ Designed a one-tap enquiry logging system to reduce friction.
✅ Implemented auto-fill suggestions based on previous interactions.
✅ Introduced voice-to-text input for quick note-taking.
The Result: 40% faster enquiry logging, allowing sales teams to focus on closing deals rather than data entry.
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:
✅ Introduced an intuitive drag-and-drop system for moving leads between stages.
✅ 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.
Reducing Clutter with a Smart CRM Dashboard
Challenge: Salespeople struggled with information overload, making it hard to track high-priority tasks.
Solution:
✅ Designed a customizable dashboard that prioritizes key sales metrics.
✅ Added smart filtering and search options for quick access to client data.
✅ Implemented real-time status updates to ensure the latest information is always visible.
The Result: A centralized, single source of truth for all client interactions, reducing reliance on scattered notes and email threads.
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.