UX Case Study: Compact CRM in smart watches. Focused on Sales Performance, Lead Tracking & Information Review with Sources

Introduction

This case study explores the user experience (UX) of a Watch OS CRM focused on three key features:

• Viewing overall monthly sales performance,

• Tracking new leads, and reviewing lead information with a call feature.

This represents the first part of a multi-phased project, with further core features like task management to be implemented in phase 2.

Target Audience

• Individual sales professionals,

• Small business teams,

• Enterprise sales representatives

who require quick access to essential sales data and lead management capabilities while on the go.

User Needs

• Stay informed: Gain real-time insights into key sales metrics.

• Prioritise effectively: Identify and quickly access information on new leads for timely follow-up.

• Manage interactions: Review key details and contact information for existing leads, with direct call initiation from the watch.

• Discreet access: Access information and initiate calls discreetly during meetings or while on the move.

Proposed Features

Sales Performance Chart:

• Aberdeen Group research: Businesses using sales performance dashboards saw a 17% increase in sales win rates and a 10% decrease in sales cycles.

• Harvard Business Review: Regular performance reviews can lead to a 15-20% improvement in individual performance.

• Glanceable metrics: Display key KPIs like sales goals, current performance, and pipeline value on a dedicated watch face complication or within the app.

• Filterable data: Allow filtering by timeframe, product, or team for more granular insights.

2. New Lead List:

• Real-time updates: Automatically sync with the main CRM to display newly captured leads in real-time.

• Prioritisation indicators: Highlight high-priority leads based on scoring (e.g., lead source, industry, engagement level) or user-defined criteria.

• You can also emphasise the highly convertible recommended leads on top to trigger quick communication actions this can be done using AI too.

3. Lead Information & Call Trigger:

• Comprehensive profile: Show key information like contact details (name, company, source, priority, phone, email), and lead score within a dedicated lead profile screen.

• Call to action: Offer a prominent "Call" button to directly initiate a phone call to the lead from the watch.

• Contextual reminders: Optionally, set reminders for follow-up calls or actions based on lead information.

Additional Lead Information:

• Industry: Understanding the lead's industry can help tailor your approach.

• Job title: Helps personalise communication and understand decision-making power.

• Pain points/needs: Knowing their challenges allows you to offer relevant solutions.

• Budget: Crucial for qualifying leads and tailoring proposals.(Optional)

UX Considerations:

• Limited screen space: Design screens with efficient information hierarchy, using clear icons and concise text.

• Touch and scroll optimisation: Ensure smooth interaction with touch gestures and scrolling mechanisms optimised for the watch screen.

• Data privacy: Implement security measures to protect sensitive customer data displayed on the watch.

• Battery efficiency: Design app interactions and data synchronisation to minimise battery drain on the watch.

• Accessibility: Consider color contrast, font size, and alternative input methods for users with accessibility needs.

Conclusion

This is an initial idea to step up the sales game for every company. Following up would be phase 2, where we focus more on task management & sales cycle.