Copy of Blue (disabled)

Entry Level CRM

The requirements included creating an entry level suite of products that are automated and require minimal support. This product would be considered for future development as a stand-a-lone platform to include additional features and services.

Included products and features should not compete with the full CRM suite, but should contain enough benefits to appeal to the basic CRM user.

The Problem

Research discovered there is an underserved market for entry level CRM products. Full CRM solutions can cost well over one thousand dollars each month and can be out of budget for some of the small independent customers.

The business objective is to enter this market but to avoid competing with the existing full CRM suite.

Solution

To develop a product that requires minimal operational support and little effort from the customer while providing a solution for customer acquisition, attrition, and analytics. A business website would provide an online presence to acquire new customers. Email CRM communications would bring customers into the business on a frequent basis and improve ROI. Analytics would show program results. A customer frequency report would show customer behavior patterns to help evolve marketing strategies.

Customer Journey

The customer journey was defined. Deeper understanding of the user's pain points and the potential solutions were discovered.

Workflow- CRM

The CRM flow shows the steps and variables of the application helping to map out the journey.

Workflow - Texting

Text marketing allows the user to send mass marketing campaigns to their customer base to bring them in for business more frequently. Sketching out the flow helps capture the different views needed.

Workflow- Website

The website brings in new customers through an appointment scheduler. The appointment is confirmed but the business owner through email.

Tech Stack

The tech stack helps understand the connection between existing backend technology and how the new interface will be displayed.

Wireframes & Prototype

Sketches and wireframes designed in Adobe XD.

View Prototype