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