What is CRM software?

CRM software is a technology that helps businesses build, maintain, and scale their relationships with their current and future customers. At its core, CRM holds all your customer data in one place and acts as an indispensable source of information for your entire organization. Starting from the point when a lead discovers your product or service to the moment that you close them as a deal, CRM brings greater visibility into an organization's processes and plays a vital role in offering a unified experience to your customers.

Objective

Design a Sales CRM that can cover all the customers and company owners to manage their employees and their customers in one place.

CRM systems are generally used by sales, marketing, customer support, and service teams in an organization. A good CRM tool usually integrates well with external systems that the other teams in your organization may use. For example, the visibility of important data such as revenue, orders, and purchase information should ideally be shared by both the sales and finance teams in your organization. This avoids manual data entry across different platforms and allows you to have contextual customer information available whenever they interact with you.

Problem statement

When we face a Super Big project like this the first problem is that we have no idea where we should start!!

So for the first step, we started analyzing the competitors and tried to draw this big Entity Relationship to have a better imagination of our roadmap for designing the project:

Best Sales CRM Software

Here is the list of competitors that we got the idea from:

User Research

Okay at this point we were in a better spot, we had our flowchart, and we executed the most important features based on the analysis and user needs.

Yes, User Needs. Sales Meter was another branch of a big sales company called OrgMeter. OrgMeter gave us this opportunity to have access to more than 1000 active users and their needs for sales CRM.

After reaching out to OrgMeter users and getting information from customer support we found out these items are super important for our CRM:

- Reports

- KPIs

- Import & Exports

- Automation

- Acquisition Form

- Communication Center

Let's Start the Journey!!

At first, as we're gonna design a super big platform we MUST have a clean Design System and Component Sets:

Next?

We decided to start with User and Entity Setup, as the most important part of a CRM is the management part.

I'm not gonna go through all of the different parts of the platform because I designed more than 800 Global Components and +20,000 Variants. but I'll show some of the components sets that I designed for Entity setup:

Handing Over To Developers

Before designing each component we had several feature meetings with Back-end and Front-end Developers to make sure we were on the right path in designing the components.

Also, I tried to consider all the edge cases and design complete component variants for each component.

Done!

I hope you like this Case study and could give you good inspiration, please let me know your awesome feedback.❤️

Thanks.