Introduction
Introduction
This case study explores the development of comprehensive CRM system tailored for Twin Birds, aimed at handling internal operations such as expense tracking, sales visit, and leave requests, thus enhancing overall productivity and streamlining management processes.
Problem Statement
Twin Birds required a CRM system to better manage and analyze data from sales activities, expenses, and leave requests to improve decision-making and increase workflow efficiency.
Objective
The goal was to design an intuitive and efficient CRM system tailored for improving the productivity of managers and sales executives at Twin Birds.
Disciplines
Visual Design: Ensuring aesthetic and functional interface.
Interaction Design: Focusing on efficient user workflows and interactions.
Product Strategy: Aligning the CRM features with business objectives.
Summary
A structured project aimed at enhancing operational efficiency through a tailored CRM system, fundamentally designed to improve information management and productivity within Twin Birds.
Working Process
Design: Developed site maps and wireframes focusing on user experience.
User Testing: Conducted multiple rounds of user testing to gather feedback and refine interfaces.
Iterations: Implemented changes based on testing feedback to enhance productivity and usability.
2X
Increase In
Team Collaboration
3X
Boost In
User Engagement
25%
Uptick in
Overall work output
Workflow
Sales Executive Workflow:
Dashboard: Central hub for navigating to various functionalities.
Tasks for Today: Quick access to daily tasks and visits.
Appointments This Month: Overview of scheduled appointments.
All Leave Requests: Access and status checks for leave requests.
Manager Workflow:
Dashboard: Overview of sales executive operations.
Tasks for Today: Visibility into daily tasks assigned to the team.
All Leave Requests & All Expenses: Comprehensive views for approval or queries.
User Journey Map:
Login -> Homepage -> Select Activity -> Specific Actions.
This approach ensures usability, operational efficiency, and streamlined processes for both sales executives and managers at Twin Birds.
Workflow
Website
Key Features:
Dashboard for Quick Access: A centralized hub was designed, offering easy access to daily tasks, appointments, and comprehensive views for managers to oversee operations.
Customizable Filters: The system was equipped with filtering options, allowing users to refine information based on specific criteria, enhancing user control and visibility.
User-Friendly Additions: Add new entry functionalities for sales visits, expenses, and leaves were incorporated, simplifying and streamlining daily operational tasks for sales executives.
Manager Oversight: Comprehensive views and strict control functionalities were embedded within the system, providing managers with the necessary tools to effectively supervise and manage their teams.
Results:
Improved Productivity: The tailored CRM system significantly enhanced task management and streamlined operational processes, resulting in increased productivity and efficiency.
Enhanced Decision-Making: The functionality and insights embedded in the system led to better-informed decision-making for the management team, positively impacting organizational outcomes.
User Satisfaction: The user-centric design and tailored functionalities received positive feedback from sales executives and managers, highlighting increased user satisfaction and ease of use.
Conclusion:
The systematic approach in designing and implementing the CRM system for Twin Birds resulted in overcoming operational challenges and fostering improved productivity and streamlined operations. The tailored system not only addressed the specific needs of sales executives and managers but also enhanced overall user satisfaction and organizational efficiency, effectively fulfilling the core objectives of the project.
