designing a modern crm
DESCRIPTION
Nutshell is a next-generation tool that helps sales team better manage their leads, accounts, and contacts. Tyler was the original designer of Nutshell leading up to its 1.0 release in November 2010. This talk was presented at the London ProductTank meetup in April 2011.TRANSCRIPT
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