Leadoma CRM Case Study (MVP)
Leadoma,
WordPress CRM Plugin
A Customer Data Platform
Leadoma is a WordPress CRM plugin that automatically helps you to find out who are your best customers, who are leaving you for your competitors, and most importantly, how to maximize the profit from each customer. You can have marketing automation services fully automated without writing any code or getting help from data scientists. Are you looking for more? You can empower, visualize, and manage your customers, data, and community with our Customer insight and analytics. You will know even if your customers don’t tell you what they need.
Overview
Leadoma is a WordPress CRM plugin that automatically helps you to find out who are your best customers, who are leaving you for your competitors, and most importantly, how to maximize the profit from each customer. You can have marketing automation services fully automated without writing any code or getting help from data scientists. Are you looking for more? You can empower, visualize, and manage your customers, data, and community with our Customer insight and analytics. You will know even if your customers don’t tell you what they need. text here...
Design Process
01. Understand
02. Research
03. Analyze
04. Design
05. User Testing
06. Presentation
My Questions
How can we have our customers’ data in WordPress in a categorized, organized, and one place so that we can plan marketing accordingly?
How can admins and managers of online stores categorize and manage their users on the WordPress platform?
How can we make data management capabilities more intuitive for users unfamiliar with CRM platforms?
How can we enable users to customize their dashboards to fit their specific needs and workflow?
User Persona
1.
“Sarah has been working as an online shop administrator for five years now. She started as a content writer and gradually moved up to a managerial position. She has completed a course in digital marketing and e-commerce to enhance her skills and stay updated with the latest industry trends.”
Sarah Johnson | Age: 35
Online Shop Manager/Administrator
2.
“David has been working as a startup online shop manager for three years now. He started his career as a web developer and later transitioned into e-commerce. He holds a degree in computer science and has completed several professional development courses to enhance his skills.”
David Lee | Age: 32
Startup Online Shop Manager
User Research
Background Research
To better understand the problem of managing customer data in the business world, we began our design process for Leadoma by conducting thorough background research. Specifically, we researched existing CRM plugins on WordPress to gain insight into their strengths and weaknesses.
Through our research, we identified several common pain points that users faced with these plugins, such as limited functionality, poor user experience, and inadequate data management capabilities. We also conducted user interviews and surveys to gain a deeper understanding of users’ needs and pain points.
Research Goals
Identification of users using CRM services
Their expectations of product features
Research 1:
Existing Systems
For example, during our research phase, we reviewed the Hubspot WordPress plugin as a benchmark for CRM integration and user data management capabilities, to identify potential pain points and areas for improvement in our design process for Leadoma.
Research 2:
Survey & Interview With Managers And Managers Of WordPress Online Stores
Some of the interview questions
Please tell us a little about yourself and your business
What plugins do you use a lot at the moment?
Which of the plugins you use do you like?
Why are you interested in this plugin?
Do you use more free or premium plugins?
What premium plugins have you used so far? What advantage have they had for you?
What service or tool do you use to manage your customers?
When you know that you are going to communicate with the customer, what concerns are in front of you?
Tell us about your personal experience with a product with you as a customer.
What channel did they use to communicate with you?
If you want to choose a channel/channels to communicate with the customer, what would you choose?
Wireframes
High-Fidelity Design
