designing a modern crm
Post on 21-May-2015
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Designing a modern CRMby @TylerTate
Why another CRM?
?
Lone ranger CRMsDo a few things well
Enterprise CRMsDo lots of things really poorly
Product Owner
Designer Developer
The design timeline
month 1Sketching
Nov ’09
month 2Wireframing
months 3-4Mocking-up
months 5-10Getting on with it
months 11-12Marketing
1 YearLaunch!
Nov ’10
months 13-16Refine
Design challenges
1. Balancing brevity and clarity
2. Designing for context
Design challenges
3. Mobile: designing in parallel
4. Search
5. Sales process builder
★ Always allow people to browse
★ Carefully choose what to aggregate
★ Be cautious about introducing extra steps
★ Build fewer features pre-launch
★ Get user feedback earlier
★ Value collaboration
★ Stay on paper
★ Think mobile early
★ Design for context
★ Pay attention to the details
Designing a modern CRMby @TylerTate
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