LeadFlow
Year
2024
Region
India
Overview
LeadFlow is a powerful lead management platform that helps businesses track, manage, and optimize their sales pipeline. Designed for efficiency, its intuitive dashboard provides real-time insights, seamless lead organization, and data-driven decision-making. (Due to NDA restrictions, details are limited.)
My Role
UX Designer
Conducted user research, created wireframes and prototypes, and oversaw usability testing. Supporting UI designers.
Problem
Sales and marketing professionals frequently deal with disconnected lead management systems, resulting in inefficiencies and missed opportunities. The lack of a uniform platform for tracking lead progress, along with limited mobile access, impedes real-time decision-making and cooperation.
Business Goals
Create a simple and efficient lead management system that allows sales teams to quickly track leads and progress in a clear, structured design, automate follow-ups with reminders and status updates, and deliver actionable insights through performance statistics for informed decision-making.
Value Proposition (What's unique about the solution)
Simplified UI: An straightforward, easy-to-use dashboard offers seamless lead management without adding extra complexity.
Real-time lead updates on mobile: Keeps sales teams connected and responsive at all times and from any location.
Automated Follow-Ups: Smart reminders prevent missed chances and ensure constant interaction with all leads.
Powerful and Simple Reporting: Clear and insightful statistics allow teams to easily track performance and make educated decisions.
Target Users
Sales & Marketing Professionals, Business Owners, Lead Managers
Research
User Persona 1
Nadia, The Sales Representative
Age : 28
Technologically proficient : Moderate
Pain Points
- Difficulty in manually monitoring leads between emails and spreadsheets.
- Frequently forgets follow-up dates, resulting in missed sales.
- Existing CRMs are overly complicated and time-consuming.
Goals
- A simple method allows her to easily update lead statuses.
- Automated follow-up reminders.
- Mobile access allows you to update leads at any time.
User Persona 2
Jobby, The Sales Manager
Age : 32
Technologically proficient : High
Pain Points
- Inadequate real-time tracking of campaign performance and progress.
- Reports take too long to produce, delaying strategic choices.
- Lack of visibility regarding which leads require immediate attention.
Goals
- Real-time dashboard for analyzing lead conversion rates.
- The ability to allocate and track leads efficiently.
- A basic and straightforward reporting method for analyzing sales performance.
Competitive analysis
Salesforce
Pros
- A comprehensive feature set with extensive automation.
- Strong integration with third-party tools.
- Scalable to accommodate both small and large organizations.
Cons
- Overwhelming UI with a steep learning curve, causing usability issues.
- Excessive customization choices complicate and slow down the setup process.
- Navigation is crowded.
- Steep learning curve requiring more time and effort to become proficient in navigating the app effectively.
- There is too much text in the property description; it could utilize more icons.
Key Takeaway:
- Improve navigation and User Experience with a more intuitive interface.
- Ensure that lead tracking capabilities are easily accessible by not requiring extensive customization.
HubSpot CRM
Pros
- The interface is user-friendly and easy to use.
- Efficient email marketing, campaign, and automation technologies.
- Excellent customer support and instructional resources.
Cons
- Reporting features are limited when compared to other CRMs.
- Larger sales teams have fewer lead management tools.
- The mobile app lacks the full capabilities of the desktop version.
Key Takeaway:
- Provide sophisticated yet simple reporting options that are easy to understand without overwhelming the user.
- Ensure a mobile-first strategy, with all critical features fully available on mobile.
Initial Architecture
Defining the app's architecture was critical to delivering a seamless and intuitive lead management experience. The framework was created after extensive client discusses and a thorough understanding of company objectives. Its purpose was to streamline lead tracking, opportunity management, and quotation handling. By organizing these workflows, we guaranteed that sales teams could rapidly gather, nurture, and convert leads while preserving clear visibility into ongoing campaigns and performance metrics.
Wireframes
We created wireframes to illustrate LeadFlow's structure and functionality prior to moving to high-fidelity designs, delivering a smooth admin panel, mobile app, and web application experience. These wireframes, which were developed based on internal testing and client meetings, simplified navigation, identified important user interactions, and created an easy-to-use interface for reporting, opportunity management, and lead tracking. We made sure that the final outcome was clear and usable by iterating on these low-fidelity concepts.
Design
In my role as UX designer, I collaborated closely with the client and UI designers to make sure the design matched user requirements and business goals. Creating a visually appealing and effective interface that made lead management, opportunity tracking, and reporting easier was the aim. By improving layouts, streamlining interactions, and striking a balance between usability and aesthetics, we made sure that the interface is intuitive and boosts productivity.
Outcome
Internal testing with the client team and a thorough assessment against the business requirement document were crucial in validating the platform as we completed the LeadFlow design. These evaluations made that the system matched the company goals and efficiently supported lead tracking, reporting, etc.
Takeaway
Impact
We validated through internal testing that LeadFlow's structured approach to lead management increases productivity and accuracy of follow up. While automation features decreased the amount of manual labor, the user friendly design allowed for smooth navigation. Before the final release, the study also identified areas that could benefit from further improvements to improve usability.
What We Learnt
- Aligning the platform with business goals ensured it met the exact needs of sales teams.
- The client team's interaction improved workflow optimizations and navigation.
Next Steps
- Conduct final refinements based on client feedback before launch.
- Prepare for broader usability testing with a larger group of target users.